Enterprise digital transformation maturity evaluation system
By designing an enterprise's digital transformation maturity assessment system, the problem of enterprises lacking an evaluation system in digital transformation is solved, and the evaluation and strategy adjustment of the enterprise's digital transformation maturity has been achieved, and the transformation efficiency and core competitiveness have been improved.
Patent Information
- Application Number
- CN202510381099.2
- Authority / Receiving Office
- CN · China
- Patent Type
- Applications(China)
- Current Assignee / Owner
- Filing Date
- 2025-03-28
- Publication Date
- 2025-06-27
AI Technical Summary
Enterprises lack an assessment system during the digital transformation process, resulting in the inability to timely evaluate their maturity, affecting transformation efficiency and strategy adjustment.
Design a system for enterprise digital transformation maturity assessment, including standard formulation module, research module, data acquisition module, calculation module, level evaluation module and feedback module, through which technical capabilities, business processes, organizational capabilities, data capabilities and digital transformation indicators are evaluated.
Help enterprises clarify their specific levels in digital transformation, identify their advantages and deficiencies, guide the adjustment of transformation strategies and goals, and improve transformation efficiency and core competitiveness.
Smart Images

Figure CN120218673A_ABST
Abstract
Description
Technical Field
[0001] The present invention belongs to the technical field of enterprise transformation evaluation, and specifically relates to an evaluation system for the maturity of enterprise digital transformation. Background Art
[0002] Enterprise digital transformation refers to the process in which traditional enterprises combine various links of production, management, and sales with technologies such as cloud computing, the Internet, and big data to promote the digital transformation of business fields such as enterprise R & D design, production and processing, operation management, and sales service, thereby achieving innovation in business models, improvement in operation efficiency, and enhancement of core competitiveness.
[0003] Although enterprise digital transformation can improve operation efficiency and core competitiveness, in the actual transformation process, due to the lack of a corresponding evaluation system, enterprises are unable to timely evaluate their own digital transformation maturity, which will affect the efficiency of enterprise digital transformation, making it inconvenient for enterprises to clarify their specific level positioning in the process of digital transformation, unable to guide enterprises to identify their own advantages and disadvantages, and thus unable to timely adjust transformation strategies and goals. Therefore, improvements are needed in this regard. Summary of the Invention
[0004] The purpose of the present invention is to provide an evaluation system for the maturity of enterprise digital transformation to solve the problems raised in the above background art.
[0005] To achieve the above purpose, the present invention provides the following technical solution: An evaluation system for the maturity of enterprise digital transformation includes a standard - setting module, a research module, a data - collection module, a calculation module, a level - evaluation module, and a feedback module. Among them,
[0006] The standard - setting module is used to set evaluation criteria, mainly including technical - ability support indicators, business - process indicators, organizational - ability support indicators, data - ability support indicators, and digital - transformation indicators;
[0007] The research module conducts research and scoring work on each indicator by sending digital questionnaires to each department of the enterprise;
[0008] The data - collection module is used to collect and store the specific values of each indicator;
[0009] The calculation module is used to calculate the maturity of enterprise digital transformation;
[0010] The level - evaluation module is used to evaluate the specific level of the maturity of enterprise digital transformation;
[0011] The feedback module is used to feedback the return on investment of digital transformation and the specific level of the maturity of enterprise digital transformation.
[0012] The calculation formula for the maturity of enterprise digital transformation in the calculation module is as follows:
[0013]
[0014] Among them, Q is the maturity of digital transformation, which reflects the overall performance of the enterprise in digital transformation. The value range is set between 0 and 100. The higher the value, the higher the maturity of the enterprise's digital transformation; T is the average value of the technical ability support index; P is the average value of the business process index; O is the average value of the organizational ability support index; D is the average value of the data ability support index; M is the average value of the digital transformation index; A is the digital adoption rate, which is used to reflect the actual implementation of digital transformation at the employee level and measure the acceptance and use degree of digital tools and platforms by enterprise employees.
[0015] As a preferred technical solution of the present invention, the technical ability support index specifically includes R & D management: R & D governance and management system; technological innovation: systematic digital technology management ability and business digital twin construction; information security: information security protection system.
[0016] As a preferred technical solution of the present invention, the calculation formula for the average value of the R & D governance and management system, systematic digital technology management ability, business digital twin construction, and information security protection system is:
[0017] T = Σ(Ti / 4)
[0018] Among them, Ti is the specific score of each item of the technical ability support index, and 4 refers to the total number of items of the technical ability support index.
[0019] As a preferred technical solution of the present invention, the business process index specifically includes business process optimization and automation, and process evaluation and analysis. The calculation formula for the average value is:
[0020] P = Σ(Pi / 2)
[0021] Among them, Pi is the specific score of each item of the business process index, and 2 refers to the total number of items of the business process index.
[0022] As a preferred technical solution of the present invention, the organizational ability support index specifically includes organizational structure, cultural atmosphere, and employee participation. The organizational structure is scored according to the personnel allocation and responsibility clarification, the cultural atmosphere is scored according to the digital awareness and training of employees, and the employee participation is scored according to the number of times employees use digital services. Through:
[0023] O = (organizational structure score + cultural atmosphere score + employee participation score) / 3
[0024] Calculate the average value.
[0025] As a preferred technical solution of the present invention, the data capability support indicators specifically include local business data records, business data analysis support, and the completeness of the data management system.
[0026] As a preferred technical solution of the present invention, the average value calculation formula for the local business data records, business data analysis support, and the completeness of the data management system is
[0027]
[0028] where D0 is the specific score of the local business data record situation, D1 is the specific score of the business data analysis support ability, and D2 is the score of the completeness of the data management system.
[0029] As a preferred technical solution of the present invention, the digital transformation indicators include transformation leadership and transformation risk management, and the calculation formula is:
[0030]
[0031] where the transformation leadership score and the transformation risk management score reflect the enterprise's ability to plan, execute, monitor, and adjust the transformation in the process of promoting digital transformation.
[0032] As a preferred technical solution of the present invention, the specific levels of the level evaluation module are divided into five levels. The first level is the initial level, the second level is the development level, the third level is the integration level, the fourth level is the optimization level, and the fifth level is the innovation leading level. The calculation formula for the return on investment in digital transformation in the feedback module is:
[0033] ROI = (TR - TIC) / TIC × 100%
[0034] where ROI represents the return on investment; TR represents the total benefits brought by digital transformation; TIC represents the total investment cost of digital transformation, including direct capital expenditures and indirect expenses.
[0035] The beneficial effects of the present invention are as follows:
[0036] The present invention calculates the digital transformation maturity of an enterprise based on the specific score situations of the technical capability support indicators, business process indicators, organizational capability support indicators, data capability support indicators, and digital transformation indicators, which is beneficial to helping the enterprise clarify its specific level in the digital transformation process. At the same time, according to the score situations of each indicator, it can help the enterprise understand its own advantages and disadvantages in digital transformation, provide a basis for subsequent improvement, and thus facilitate the enterprise to timely adjust the goals and strategies of the transformation. BRIEF DESCRIPTION OF THE DRAWINGS
[0037] Figure 1 This is the system block diagram of the present invention. Detailed implementation manners
[0038] Next, the technical solutions in the embodiments of the present invention will be clearly and completely described in conjunction with the accompanying drawings in the embodiments of the present invention. Obviously, the described embodiments are only a part of the embodiments of the present invention, rather than all the embodiments. All other embodiments obtained by those of ordinary skill in the art based on the embodiments of the present invention without creative efforts shall fall within the protection scope of the present invention.
[0039] As Figure 1 shown, the embodiment of the present invention provides an enterprise digital transformation maturity assessment system, including a standard formulation module, a research module, a data collection module, a calculation module, a level assessment module and a feedback module. Among them,
[0040] The standard formulation module is used to set judgment criteria, mainly including technical ability support indicators, business process indicators, organizational ability support indicators, data ability support indicators, and digital transformation indicators;
[0041] The research module conducts research and scoring work on each indicator by sending digital questionnaires to each department of the enterprise;
[0042] The data collection module is used to collect and store the specific values of each indicator;
[0043] The calculation module is used to calculate the enterprise digital transformation maturity;
[0044] The level assessment module is used to evaluate the specific level of the enterprise digital transformation maturity;
[0045] The feedback module is used to feedback the digital transformation return on investment and the specific level of the enterprise digital transformation maturity,
[0046] Among them, the calculation formula for the enterprise digital transformation maturity in the calculation module is:
[0047]
[0048] Among them, Q is the digital transformation maturity, which reflects the overall performance of the enterprise in digital transformation. The value range is usually set between 0 and 100. The higher the value, the higher the digital transformation maturity of the enterprise; T is the average value of the technical ability support indicators; P is the average value of the business process indicators; O is the average value of the organizational ability support indicators; D is the average value of the data ability support indicators; M is the average value of the digital transformation indicators; A is the digital adoption rate, which is used to reflect the actual implementation of digital transformation at the employee level and measure the acceptance and use degree of digital tools and platforms by enterprise employees.
[0049] After the standard-setting module designs the scoring rules for technical capability support indicators, business process indicators, organizational capability support indicators, data capability support indicators, and digital transformation indicators, after each part of the enterprise fills out the corresponding questionnaire and scores through the research module, the data collection module will collect and store the average scores of each indicator, and then send them to the calculation module for numerical calculation. Then, the level evaluation module will divide the levels according to the enterprise digital transformation maturity value obtained by the calculation module. Finally, the feedback module will feedback the divided levels and the return on investment of digital transformation to the enterprise top management. In this way, the evaluation of the enterprise digital transformation maturity can be completed. The square operation and square root operation in the enterprise digital transformation maturity calculation formula in the calculation module are used to emphasize the balance of each indicator in the digital transformation maturity. If a certain indicator score is low, it will significantly affect the overall maturity score. Through this formula, the enterprise can comprehensively and objectively evaluate its own performance in digital transformation and provide guidance for future transformation paths.
[0050] Among them, the technical capability support indicators specifically include R & D management: R & D governance and management system; technological innovation: systematic digital technology management ability and business digital twin construction; information security: information security protection system.
[0051] The technical ability support indicators are scored through the enterprise's technology section. The specific scoring rules for R & D governance and management system are as follows: 0 - 25 indicates the lack of R & D governance and management system, and the R & D process is chaotic and disorderly; 26 - 50 indicates the initial establishment of R & D governance and management system, but the system is not yet perfect; 51 - 75 indicates that the R & D governance and management system is relatively perfect and can support the smooth progress of R & D projects; 76 - 100 indicates that the R & D governance and management system is perfect and operates efficiently, significantly improving R & D efficiency and quality. The specific scoring rules for systematic digital technology management ability are as follows: 0 - 25 indicates the lack of systematic digital technology management ability and low level of technological innovation; 26 - 50 indicates the initial possession of systematic digital technology management ability, but the innovation ability needs to be improved; 51 - 75 indicates strong systematic digital technology management ability, which can promote some technological innovation projects; 76 - 100 indicates excellent systematic digital technology management ability, which can efficiently promote technological innovation projects and achieve remarkable results. The specific scoring rules for business digital twin construction are as follows: 0 - 25 indicates that business digital twin construction has not been carried out and lacks digital mapping ability; 26 - 50 indicates the initial implementation of business digital twin construction, but the mapping ability needs to be improved; 51 - 75 indicates that business digital twin construction is relatively perfect and can better reflect the actual business situation; 76 - 100 indicates that business digital twin construction is perfect and operates efficiently, which can reflect business situations in real time and support decision-making. The specific scoring rules for information security protection system are as follows: 0 - 25 indicates the lack of information security protection system and serious security risks; 26 - 50 indicates the initial establishment of information security protection system, but the protection ability needs to be improved; 51 - 75 indicates that the information security protection system is relatively perfect and can resist some security threats; 76 - 100 indicates that the information security protection system is perfect and operates efficiently, which can comprehensively resist security threats and ensure business security.
[0052] Among them, the average value calculation formula for R & D governance and management system, systematic digital technology management ability, business digital twin construction, and information security protection system is:
[0053] T = Σ(Ti / 4)
[0054] Among them, Ti is the specific score of each item of the technical ability support indicator, and 4 refers to the total number of items of the technical ability support indicator.
[0055] Among them, the business process indicators specifically include business process optimization and automation, and process evaluation and analysis. The average value calculation formula is:
[0056] P = Σ(Pi / 2)
[0057] Among them, Pi is the specific score of each item of the business process indicator, and 2 refers to the total number of items of the business process indicator.
[0058] Business process metrics are scored through the business part of the enterprise. The specific scoring rules for business process optimization and automation are as follows: 0-25, the process is cumbersome and lacks optimization, and the degree of automation is low; 26-50, some processes are optimized, but the degree of automation still needs to be improved; 51-75, the process is relatively optimized and the degree of automation has increased; 76-100, the process is highly optimized and the degree of automation is high, significantly improving business efficiency. The specific scoring rules for process evaluation and analysis are as follows: 0-25, there is a lack of process evaluation and analysis mechanism, and the process effect cannot be accurately evaluated; 26-50, a preliminary process evaluation and analysis mechanism is established, but the evaluation is not in-depth enough; 51-75, the process evaluation and analysis mechanism is relatively perfect and the evaluation results are accurate; 76-100, the process evaluation and analysis mechanism is perfect and operates efficiently, and the evaluation results have important guiding significance for business optimization.
[0059] Among them, the organizational capacity support metrics specifically include organizational structure, cultural atmosphere, and employee participation. The organizational structure is scored according to the staffing and clarity of responsibilities. The cultural atmosphere is scored according to employees' digital awareness and training. Employee participation is scored according to the number of times employees use digital services. Through:
[0060] O = (organizational structure score + cultural atmosphere score + employee participation score) / 3
[0061] Calculate the average value.
[0062] The scoring rules for staffing and clarity of responsibilities are as follows: 0-25, the responsibilities for digital transformation are not clear and key positions are vacant; 26-50, some key positions are staffed, but the responsibilities are not clear enough; 51-75, key positions are fully staffed, the responsibilities are relatively clear, but the implementation strength needs to be strengthened; 76-100, key positions are fully staffed, the responsibilities are clear and effectively implemented. The scoring rules for digital awareness and training are as follows: 0-25, employees lack understanding of digital transformation and no relevant training is carried out; 26-50, some employees have some understanding of digital transformation, but the training is not systematic; 51-75, employees have a certain understanding of digital transformation, training is carried out regularly, but the training effect needs to be improved; 76-100, employees generally have digital awareness, the training is systematic and the effect is remarkable. The scoring rules for the number of times employees use digital services are as follows: 0-25, never use relevant digital services; 26-50, occasionally use relevant digital services; 50-75, frequently use relevant digital services; 76-100, always use and rely on digital services.
[0063] Among them, the data capacity support metrics specifically include local business data records, business data analysis support, and the completeness of the data management system.
[0064] The specific scoring rules for the local business data record are as follows: 0 - 25, the local business data record is incomplete or seriously missing; 26 - 50, the local business data record is relatively complete, but the data quality needs to be improved; 51 - 75, the local business data record is complete and of high quality; 75 - 100, the local business data record is complete, accurate and updated in a timely manner. The scoring rules for the business data analysis support ability are as follows: 0 - 25, lacking the business data analysis support ability and unable to extract valuable information from the data; 26 - 50, initially having the business data analysis support ability, but the analysis depth and breadth need to be improved; 51 - 75, having a strong business data analysis support ability and being able to deeply analyze business data and extract valuable information; 76 - 100, having an excellent business data analysis support ability and being able to comprehensively and deeply analyze business data and support decision-making. The scoring rules for the completeness of the data management system are as follows: 0 - 25, lacking a data management system or the system is imperfect; 26 - 50, initially establishing a data management system but having many loopholes and deficiencies; 51 - 75, the data management system is relatively complete but there is still room for improvement; 76 - 100, the data management system is complete and operates efficiently, being able to comprehensively manage data and ensure data security.
[0065] Among them, the average value calculation formulas for the local business data record, business data analysis support, and the completeness of the data management system in the local business data record, business data analysis support, and the completeness of the data management system are as follows:
[0066]
[0067] Among them, D0 is the specific score of the local business data record situation, D1 is the specific score of the business data analysis support ability, and D2 is the score of the completeness of the data management system.
[0068] Among them, the digital transformation indicators include transformation leadership and transformation risk management, and the calculation formula is:
[0069]
[0070] Among them, the scores of transformation leadership and transformation risk management reflect the enterprise's ability to plan, execute, monitor and adjust the transformation in the process of promoting digital transformation.
[0071] The scores of change leadership and change risk management are mainly rated by the senior management of the enterprise. The scoring rules for the change leadership score are as follows: 0 - 25 indicates insufficient change leadership, lacking the determination and motivation to promote digital transformation; 26 - 50 indicates average change leadership, capable of promoting some digital transformation projects; 51 - 75 indicates relatively strong change leadership, capable of effectively promoting digital transformation projects and achieving certain results; 75 - 100 indicates excellent change leadership, capable of efficiently promoting digital transformation projects and achieving remarkable results. The scoring rules for the change risk management score are as follows: 0 - 25 indicates the lack of a change risk management mechanism and the inability to effectively identify and control risks; 26 - 50 indicates the initial establishment of a change risk management mechanism, but the risk identification and control capabilities need to be improved; 51 - 75 indicates a relatively perfect change risk management mechanism, capable of effectively identifying and controlling risks; 75 - 100 indicates a perfect and highly efficient change risk management mechanism, capable of comprehensively identifying and controlling risks and reducing losses.
[0072] Among them, the specific levels of the level evaluation module are divided into five levels. The first level is the initial level, the second level is the development level, the third level is the integration level, the fourth level is the optimization level, and the fifth level is the innovation leading level. The calculation formula for the return on investment (ROI) of digital transformation in the feedback module is:
[0073] ROI = (TR - TIC) / TIC × 100%
[0074] Among them, ROI represents the return on investment; TR represents the total benefits brought by digital transformation; TIC represents the total investment cost of digital transformation, including direct capital expenditures and indirect expenses.
[0075] According to the enterprise digital transformation maturity Q obtained by the calculation module, the first level is 0 - 20: The enterprise begins to have the awareness of digital transformation, but lacks a systematic plan for the implementation foundation and conditions; the second level is 20 - 40: The enterprise has formulated a preliminary digital transformation strategy and started to implement it in some areas; the third level is 40 - 60: The enterprise has a complete overall plan for digital transformation and realizes system integration and data interaction in key business areas; the fourth level is 60 - 80: The enterprise regards data as a key element to support operations, production, and services, and continuously optimizes business processes and improves efficiency; the fifth level is 80 - 100: The enterprise continuously promotes the optimization and innovation of business activities based on data, realizes the multi-element integration of internal and external capabilities, resources, and markets. TR includes multiple aspects such as cost savings, revenue increase, process efficiency improvement, and customer satisfaction improvement. Capital expenditures include the purchase costs of software and hardware, and indirect expenses include employee training and possible productivity losses. The feedback module will feedback the specific level of the return on investment of digital transformation and the enterprise digital transformation maturity to the senior management of the enterprise.
[0076] It should be noted that in this text, relational terms such as first and second are only used to distinguish one entity or operation from another entity or operation, and do not necessarily require or imply any actual relationship or order between these entities or operations. Moreover, the terms "comprising", "including" or any other variant thereof are intended to cover non-exclusive inclusion, such that a process, method, article or device comprising a series of elements not only includes those elements but also includes other elements not expressly listed, or elements inherent to such process, method, article or device.
[0077] Although the embodiments of the present invention have been shown and described, those of ordinary skill in the art can understand that various changes, modifications, substitutions and variations can be made to these embodiments without departing from the principles and spirit of the present invention. The scope of the present invention is defined by the appended claims and their equivalents.
Claims
1. An enterprise digital transformation maturity assessment system, characterized in that: It includes standard setting module, survey module, data collection module, calculation module, grade assessment module and feedback module, among which: The standard setting module is used to set evaluation criteria, which mainly include technical capability support indicators, business process indicators, organizational capability support indicators, data capability support indicators, and digital transformation indicators; The survey module conducts survey and scoring of each indicator by sending digital questionnaires to various departments of the enterprise; The data acquisition module is used to collect and store specific values of various indicators; The calculation module is used to calculate the maturity of enterprise digital transformation; The level assessment module is used to assess the specific level of maturity of enterprise digital transformation; The feedback module is used to provide feedback on the return on investment of digital transformation and the specific level of maturity of the digital transformation of the enterprise. The calculation formula for the enterprise digital transformation maturity in the calculation module is: Among them, Q is the maturity of digital transformation, which reflects the overall performance of the enterprise in digital transformation. The value range is set between 0 and 100. The higher the value, the higher the digital transformation maturity of the enterprise; T is the average value of technical capability support indicators; P is the average value of business process indicators; O is the average value of organizational capability support indicators; D is the average value of data capability support indicators; M is the average value of digital transformation indicators; A is the digital adoption rate, which is used to reflect the actual implementation of digital transformation at the employee level and measure the acceptance and use of digital tools and platforms by enterprise employees.
2. According to claim 1, the enterprise digital transformation maturity assessment system is characterized by: The technical capability support indicators specifically include R&D management: R&D governance and management system; technological innovation: systematic digital technology management capabilities and business digital twin construction; information security: information security protection system.
3. The enterprise digital transformation maturity assessment system according to claim 2 is characterized by: The average numerical calculation formula for the R&D governance and management system, systematic digital technology management capabilities, business digital twin construction, and information security protection system is: T=Σ(Ti / 4) Among them, Ti is the specific score of each item of the technical capability support indicator, and 4 refers to the total number of items of the technical capability support indicator.
4. The enterprise digital transformation maturity assessment system according to claim 1 is characterized by: The business process indicators specifically include business process optimization and automation as well as process evaluation and analysis. The average value calculation formula is: P=Σ(Pi / 2) Among them, Pi is the specific score of each item of the business process indicator, and 2 refers to the total number of business process indicators.
5. The enterprise digital transformation maturity assessment system according to claim 1 is characterized by: The organizational capability support indicators specifically include organizational structure, cultural atmosphere, and employee engagement. The organizational structure is scored based on staffing and clear responsibilities, the cultural atmosphere is scored based on employee digital awareness and training, and the employee engagement is scored based on the number of times employees use digital services, through: O = (organizational structure score + cultural atmosphere score + employee engagement score) / 3 to calculate the average value.
6. The enterprise digital transformation maturity assessment system according to claim 1 is characterized by: The data capability support indicators specifically include local business data records, business data analysis support and data management system completeness.
7. The enterprise digital transformation maturity assessment system according to claim 6 is characterized by: The average numerical calculation formula for the local business data record, business data analysis support, and data management system completeness is: Among them, D0 is the specific score of local business data recording, D1 is the specific score of business data analysis support capability, and D2 is the completeness score of the data management system.
8. The enterprise digital transformation maturity assessment system according to claim 1, characterized in that: The digital transformation indicators include transformation leadership and transformation risk management, and the calculation formula is: Among them, the change leadership score and change risk management score reflect the company's ability to plan, execute, monitor and adjust changes in the process of promoting digital transformation.
9. The enterprise digital transformation maturity assessment system according to claim 1 is characterized by: The specific levels of the level assessment module are divided into five levels, the first level is the initial level, the second level is the development level, the third level is the integration level, the fourth level is the optimization level, and the fifth level is the innovation-leading level. The calculation formula for the return on investment of digital transformation in the feedback module is: ROI = (TR-TIC) / TIC × 100% Among them, ROI represents return on investment; TR represents the total benefits brought by digital transformation; TIC represents the total investment cost of digital transformation, including direct capital expenditure and indirect expenditure.