digital-maturity-assessment

Digital Maturity Assessment

Business Case

Problem Statement

Digital transformation challenges:

• Unclear current state of digitalization
• Difficulty prioritizing investments
• Lack of benchmarking capability
• No roadmap for improvement

Solution

Comprehensive digital maturity assessment framework to evaluate technology adoption, data culture, and process maturity with actionable recommendations.

Technical Implementation

import pandas as pd
from typing import Dict, Any, List, Optional
from dataclasses import dataclass, field
from datetime import datetime
from enum import Enum


class MaturityLevel(Enum):
    INITIAL = 1       # Ad-hoc, reactive
    DEVELOPING = 2    # Some processes defined
    DEFINED = 3       # Standardized processes
    MANAGED = 4       # Measured and controlled
    OPTIMIZING = 5    # Continuous improvement


class AssessmentDimension(Enum):
    STRATEGY = "strategy"
    TECHNOLOGY = "technology"
    DATA = "data"
    PROCESSES = "processes"
    PEOPLE = "people"
    CULTURE = "culture"


class SubDimension(Enum):
    # Strategy
    DIGITAL_VISION = "digital_vision"
    LEADERSHIP = "leadership"
    INVESTMENT = "investment"

    # Technology
    INFRASTRUCTURE = "infrastructure"
    SYSTEMS_INTEGRATION = "systems_integration"
    AUTOMATION = "automation"

    # Data
    DATA_QUALITY = "data_quality"
    DATA_GOVERNANCE = "data_governance"
    ANALYTICS = "analytics"

    # Processes
    STANDARDIZATION = "standardization"
    DIGITIZATION = "digitization"
    OPTIMIZATION = "optimization"

    # People
    SKILLS = "skills"
    TRAINING = "training"
    ADOPTION = "adoption"

    # Culture
    INNOVATION = "innovation"
    COLLABORATION = "collaboration"
    CHANGE_READINESS = "change_readiness"


@dataclass
class AssessmentQuestion:
    question_id: str
    dimension: AssessmentDimension
    sub_dimension: SubDimension
    question: str
    level_descriptions: Dict[int, str]
    weight: float = 1.0


@dataclass
class Response:
    question_id: str
    score: int  # 1-5
    notes: str = ""


@dataclass
class DimensionScore:
    dimension: AssessmentDimension
    score: float
    level: MaturityLevel
    sub_scores: Dict[str, float]
    gaps: List[str]
    recommendations: List[str]


class DigitalMaturityAssessment:
    """Assess organization's digital transformation readiness."""

    def __init__(self, organization_name: str):
        self.organization_name = organization_name
        self.questions: Dict[str, AssessmentQuestion] = {}
        self.responses: Dict[str, Response] = {}
        self.assessment_date = datetime.now()
        self._define_standard_questions()

    def _define_standard_questions(self):
        """Define standard assessment questions."""

        questions = [
            # Strategy
            AssessmentQuestion(
                "STR-01", AssessmentDimension.STRATEGY, SubDimension.DIGITAL_VISION,
                "Does the organization have a documented digital transformation strategy?",
                {
                    1: "No strategy exists",
                    2: "Informal ideas discussed",
                    3: "Strategy documented but not widely communicated",
                    4: "Strategy documented, communicated, and aligned with business goals",
                    5: "Strategy is continuously updated and drives all decisions"
                }, weight=1.5
            ),
            AssessmentQuestion(
                "STR-02", AssessmentDimension.STRATEGY, SubDimension.LEADERSHIP,
                "How engaged is leadership in digital initiatives?",
                {
                    1: "No leadership involvement",
                    2: "Occasional interest",
                    3: "Executive sponsor assigned",
                    4: "Active C-level championship",
                    5: "Digital-first mindset at all leadership levels"
                }, weight=1.5
            ),
            AssessmentQuestion(
                "STR-03", AssessmentDimension.STRATEGY, SubDimension.INVESTMENT,
                "What is the investment level in digital technologies?",
                {
                    1: "No dedicated budget",
                    2: "Ad-hoc project funding",
                    3: "Annual budget for digital projects",
                    4: "Multi-year investment plan",
                    5: "Strategic investment portfolio with ROI tracking"
                }, weight=1.0
            ),

            # Technology
            AssessmentQuestion(
                "TECH-01", AssessmentDimension.TECHNOLOGY, SubDimension.INFRASTRUCTURE,
                "What is the state of IT infrastructure?",
                {
                    1: "Legacy systems, no cloud",
                    2: "Some cloud adoption",
                    3: "Hybrid cloud environment",
                    4: "Cloud-first approach",
                    5: "Modern, scalable, secure infrastructure"
                }, weight=1.0
            ),
            AssessmentQuestion(
                "TECH-02", AssessmentDimension.TECHNOLOGY, SubDimension.SYSTEMS_INTEGRATION,
                "How well are systems integrated?",
                {
                    1: "Siloed systems, manual data transfer",
                    2: "Some point-to-point integrations",
                    3: "Integration middleware in place",
                    4: "API-based integration architecture",
                    5: "Real-time data flow across all systems"
                }, weight=1.2
            ),
            AssessmentQuestion(
                "TECH-03", AssessmentDimension.TECHNOLOGY, SubDimension.AUTOMATION,
                "What is the level of process automation?",
                {
                    1: "Manual processes only",
                    2: "Basic spreadsheet automation",
                    3: "Workflow automation tools in use",
                    4: "Robotic process automation (RPA)",
                    5: "AI-powered intelligent automation"
                }, weight=1.0
            ),

            # Data
            AssessmentQuestion(
                "DATA-01", AssessmentDimension.DATA, SubDimension.DATA_QUALITY,
                "How is data quality managed?",
                {
                    1: "No data quality processes",
                    2: "Reactive data cleaning",
                    3: "Data quality rules defined",
                    4: "Automated data quality monitoring",
                    5: "Continuous data quality improvement"
                }, weight=1.2
            ),
            AssessmentQuestion(
                "DATA-02", AssessmentDimension.DATA, SubDimension.DATA_GOVERNANCE,
                "What data governance is in place?",
                {
                    1: "No governance",
                    2: "Informal data ownership",
                    3: "Data governance framework defined",
                    4: "Active data stewardship program",
                    5: "Mature governance with clear accountability"
                }, weight=1.0
            ),
            AssessmentQuestion(
                "DATA-03", AssessmentDimension.DATA, SubDimension.ANALYTICS,
                "What analytics capabilities exist?",
                {
                    1: "Basic reporting only",
                    2: "Ad-hoc analysis in spreadsheets",
                    3: "BI dashboards and standard reports",
                    4: "Advanced analytics and predictive models",
                    5: "AI/ML-driven insights and prescriptive analytics"
                }, weight=1.3
            ),

            # Processes
            AssessmentQuestion(
                "PROC-01", AssessmentDimension.PROCESSES, SubDimension.STANDARDIZATION,
                "How standardized are construction processes?",
                {
                    1: "No standard processes",
                    2: "Some documented procedures",
                    3: "Standard operating procedures defined",
                    4: "Processes measured and improved",
                    5: "Best practices continuously optimized"
                }, weight=1.0
            ),
            AssessmentQuestion(
                "PROC-02", AssessmentDimension.PROCESSES, SubDimension.DIGITIZATION,
                "What is the level of process digitization?",
                {
                    1: "Paper-based processes",
                    2: "Some digital forms",
                    3: "Most workflows digitized",
                    4: "End-to-end digital workflows",
                    5: "Fully digital with real-time tracking"
                }, weight=1.2
            ),

            # People
            AssessmentQuestion(
                "PPL-01", AssessmentDimension.PEOPLE, SubDimension.SKILLS,
                "What digital skills exist in the workforce?",
                {
                    1: "Basic computer literacy only",
                    2: "Some power users",
                    3: "Digital skills training available",
                    4: "Dedicated data/digital team",
                    5: "Organization-wide digital fluency"
                }, weight=1.0
            ),
            AssessmentQuestion(
                "PPL-02", AssessmentDimension.PEOPLE, SubDimension.TRAINING,
                "How is digital training managed?",
                {
                    1: "No training programs",
                    2: "Ad-hoc training",
                    3: "Structured training curriculum",
                    4: "Continuous learning culture",
                    5: "Learning organization with career paths"
                }, weight=0.8
            ),
            AssessmentQuestion(
                "PPL-03", AssessmentDimension.PEOPLE, SubDimension.ADOPTION,
                "How well are digital tools adopted?",
                {
                    1: "Resistance to new tools",
                    2: "Partial adoption",
                    3: "Most users trained and using tools",
                    4: "High adoption with champions",
                    5: "Full adoption with user-driven innovation"
                }, weight=1.0
            ),

            # Culture
            AssessmentQuestion(
                "CUL-01", AssessmentDimension.CULTURE, SubDimension.INNOVATION,
                "How is innovation encouraged?",
                {
                    1: "Innovation not valued",
                    2: "Occasional innovation projects",
                    3: "Innovation time/budget allocated",
                    4: "Innovation program with incentives",
                    5: "Innovation embedded in culture"
                }, weight=0.8
            ),
            AssessmentQuestion(
                "CUL-02", AssessmentDimension.CULTURE, SubDimension.COLLABORATION,
                "How is collaboration supported?",
                {
                    1: "Siloed departments",
                    2: "Project-based collaboration",
                    3: "Collaboration tools widely used",
                    4: "Cross-functional teams common",
                    5: "Seamless internal and external collaboration"
                }, weight=0.8
            ),
            AssessmentQuestion(
                "CUL-03", AssessmentDimension.CULTURE, SubDimension.CHANGE_READINESS,
                "How ready is the organization for change?",
                {
                    1: "Strong resistance to change",
                    2: "Acceptance of necessary changes",
                    3: "Change management processes exist",
                    4: "Proactive change adoption",
                    5: "Change agility and resilience"
                }, weight=1.0
            )
        ]

        for q in questions:
            self.questions[q.question_id] = q

    def record_response(self, question_id: str, score: int, notes: str = ""):
        """Record a response to a question."""

        if question_id not in self.questions:
            return

        if score < 1 or score > 5:
            score = max(1, min(5, score))

        self.responses[question_id] = Response(
            question_id=question_id,
            score=score,
            notes=notes
        )

    def record_responses_from_df(self, df: pd.DataFrame):
        """Record responses from DataFrame."""

        for _, row in df.iterrows():
            self.record_response(
                str(row['question_id']),
                int(row['score']),
                str(row.get('notes', ''))
            )

    def calculate_dimension_score(self, dimension: AssessmentDimension) -> DimensionScore:
        """Calculate score for a dimension."""

        dim_questions = [q for q in self.questions.values() if q.dimension == dimension]
        sub_scores = {}
        gaps = []
        recommendations = []

        total_weighted_score = 0
        total_weight = 0

        for q in dim_questions:
            response = self.responses.get(q.question_id)
            if response:
                weighted_score = response.score * q.weight
                total_weighted_score += weighted_score
                total_weight += q.weight

                # Track sub-dimension scores
                sub_dim = q.sub_dimension.value
                if sub_dim not in sub_scores:
                    sub_scores[sub_dim] = []
                sub_scores[sub_dim].append(response.score)

                # Identify gaps (score < 3)
                if response.score < 3:
                    gaps.append(f"{q.sub_dimension.value}: {q.question}")

        # Calculate average
        avg_score = total_weighted_score / total_weight if total_weight > 0 else 0

        # Determine maturity level
        if avg_score < 1.5:
            level = MaturityLevel.INITIAL
        elif avg_score < 2.5:
            level = MaturityLevel.DEVELOPING
        elif avg_score < 3.5:
            level = MaturityLevel.DEFINED
        elif avg_score < 4.5:
            level = MaturityLevel.MANAGED
        else:
            level = MaturityLevel.OPTIMIZING

        # Calculate sub-dimension averages
        sub_scores = {k: round(sum(v) / len(v), 2) for k, v in sub_scores.items()}

        # Generate recommendations based on gaps
        recommendations = self._get_recommendations(dimension, sub_scores)

        return DimensionScore(
            dimension=dimension,
            score=round(avg_score, 2),
            level=level,
            sub_scores=sub_scores,
            gaps=gaps,
            recommendations=recommendations
        )

    def _get_recommendations(self, dimension: AssessmentDimension,
                              sub_scores: Dict[str, float]) -> List[str]:
        """Generate recommendations based on scores."""

        recommendations = []

        if dimension == AssessmentDimension.STRATEGY:
            if sub_scores.get('digital_vision', 0) < 3:
                recommendations.append("Develop and document a clear digital transformation strategy")
            if sub_scores.get('leadership', 0) < 3:
                recommendations.append("Increase executive engagement in digital initiatives")

        elif dimension == AssessmentDimension.TECHNOLOGY:
            if sub_scores.get('infrastructure', 0) < 3:
                recommendations.append("Modernize IT infrastructure with cloud adoption")
            if sub_scores.get('systems_integration', 0) < 3:
                recommendations.append("Implement integration platform for better data flow")

        elif dimension == AssessmentDimension.DATA:
            if sub_scores.get('data_quality', 0) < 3:
                recommendations.append("Establish data quality standards and validation processes")
            if sub_scores.get('analytics', 0) < 3:
                recommendations.append("Invest in business intelligence and analytics capabilities")

        elif dimension == AssessmentDimension.PROCESSES:
            if sub_scores.get('digitization', 0) < 3:
                recommendations.append("Prioritize digitization of key business processes")

        elif dimension == AssessmentDimension.PEOPLE:
            if sub_scores.get('skills', 0) < 3:
                recommendations.append("Develop digital skills training program")
            if sub_scores.get('adoption', 0) < 3:
                recommendations.append("Implement change management for tool adoption")

        elif dimension == AssessmentDimension.CULTURE:
            if sub_scores.get('innovation', 0) < 3:
                recommendations.append("Create innovation incentives and dedicated time")
            if sub_scores.get('change_readiness', 0) < 3:
                recommendations.append("Build change management capability")

        return recommendations

    def get_overall_assessment(self) -> Dict[str, Any]:
        """Get overall digital maturity assessment."""

        dimension_scores = {}
        all_recommendations = []
        all_gaps = []

        total_score = 0

        for dimension in AssessmentDimension:
            dim_result = self.calculate_dimension_score(dimension)
            dimension_scores[dimension.value] = {
                'score': dim_result.score,
                'level': dim_result.level.name,
                'sub_scores': dim_result.sub_scores
            }
            total_score += dim_result.score
            all_recommendations.extend(dim_result.recommendations)
            all_gaps.extend(dim_result.gaps)

        avg_score = total_score / len(AssessmentDimension)

        # Determine overall level
        if avg_score < 1.5:
            overall_level = MaturityLevel.INITIAL
        elif avg_score < 2.5:
            overall_level = MaturityLevel.DEVELOPING
        elif avg_score < 3.5:
            overall_level = MaturityLevel.DEFINED
        elif avg_score < 4.5:
            overall_level = MaturityLevel.MANAGED
        else:
            overall_level = MaturityLevel.OPTIMIZING

        return {
            'organization': self.organization_name,
            'assessment_date': self.assessment_date.isoformat(),
            'overall_score': round(avg_score, 2),
            'overall_level': overall_level.name,
            'overall_level_value': overall_level.value,
            'dimension_scores': dimension_scores,
            'total_responses': len(self.responses),
            'total_questions': len(self.questions),
            'top_gaps': all_gaps[:5],
            'priority_recommendations': all_recommendations[:5]
        }

    def export_to_excel(self, output_path: str) -> str:
        """Export assessment results to Excel."""

        assessment = self.get_overall_assessment()

        with pd.ExcelWriter(output_path, engine='openpyxl') as writer:
            # Summary
            summary_df = pd.DataFrame([{
                'Organization': assessment['organization'],
                'Date': assessment['assessment_date'],
                'Overall Score': assessment['overall_score'],
                'Maturity Level': assessment['overall_level'],
                'Responses': assessment['total_responses'],
                'Questions': assessment['total_questions']
            }])
            summary_df.to_excel(writer, sheet_name='Summary', index=False)

            # Dimension scores
            dim_data = []
            for dim, scores in assessment['dimension_scores'].items():
                dim_data.append({
                    'Dimension': dim,
                    'Score': scores['score'],
                    'Level': scores['level']
                })
            dim_df = pd.DataFrame(dim_data)
            dim_df.to_excel(writer, sheet_name='Dimensions', index=False)

            # All responses
            response_data = []
            for q_id, response in self.responses.items():
                q = self.questions[q_id]
                response_data.append({
                    'Question ID': q_id,
                    'Dimension': q.dimension.value,
                    'Sub-Dimension': q.sub_dimension.value,
                    'Question': q.question,
                    'Score': response.score,
                    'Level Description': q.level_descriptions.get(response.score, ''),
                    'Notes': response.notes
                })
            response_df = pd.DataFrame(response_data)
            response_df.to_excel(writer, sheet_name='Responses', index=False)

            # Recommendations
            rec_df = pd.DataFrame({'Recommendation': assessment['priority_recommendations']})
            rec_df.to_excel(writer, sheet_name='Recommendations', index=False)

        return output_path

    def get_questions_list(self) -> pd.DataFrame:
        """Get list of all questions."""

        data = [{
            'Question ID': q.question_id,
            'Dimension': q.dimension.value,
            'Sub-Dimension': q.sub_dimension.value,
            'Question': q.question,
            'Weight': q.weight
        } for q in self.questions.values()]

        return pd.DataFrame(data)