Use This IT Roadmap to Prepare for Your Digital Transformation
David August
Posted On May 27, 2025
By now, you likely understand how significantly digital transformations can benefit your business. However, digital transformation is a massive undertaking that requires careful planning and execution to avoid confusion and disruption for your organization. Implementing a well-structured IT digital transformation roadmap can help keep your organization focused, aligned and on track to achieve its strategic objectives.
Digital transformation roadmaps create a structured framework to help leaders clearly articulate the overall scope and vision and align each step with an associated business outcome. The outline below shows a layered view of how organizational change comes to fruition, and the steps highlighted in bold illustrate the areas that digital transformation roadmaps can directly address.
Figure 1: Stages of digital transformation
These steps can be categorized into three interconnected layers: strategic, operational and technological:
- The strategic layer ensures that technological and operational changes align with overarching business goals, such as enhanced customer experience, increased operational efficiency or developing new business models.
- The operational layer focuses on how these tools are used to improve key processes and address pain points.
- The technological layer involves the adoption of digital tools needed to satisfy the other layers.
As we explore digital transformation, it’s crucial to understand the role of IT leadership in guiding these efforts—and how a comprehensive roadmap can help.
IT Leadership’s Role: Staying Focused
Effectively adjusting the technological web of hardware, networks, data infrastructure, software and applications during digital transformations requires diligence. The most essential role of IT leadership involves distilling and disseminating key information into a clear direction so the entire team can help with research and decision-making. IT leaders should be involved in the operational and technological layers to ensure that the digital transformation doesn’t devolve into a chase for new shiny objects.
To succeed in this role, IT leaders should:
- Contribute to conversations in the operational layer by uncovering details and communicating limitations that will affect the technological layer
- Reimagine the current technological web to create a priority list with clear prompts, resource allocation and timelines
- Represent the strategic and operational layers during execution of the technological layer to ensure alignment
As leaders navigate the complexities of digital transformation, a well-structured IT roadmap becomes essential to maintaining focus and achieving strategic objectives.
IT Roadmaps Keep Your Digital Transformation On Track
During the digital transformation preparation, IT leaders will be ingesting a ton of information from stakeholders and their own team about current needs and limitations. Structured roadmap templates clearly outline the essential information for each layer, helping leadership stay focused throughout the entire initiative and inform main tasks like:
- Creating a prioritized list of projects
- Establishing timelines and milestones
- Assessing project risk
- Allocating resources
- Identifying and involving stakeholders
An Example Roadmap for Logistics “R” Us
Let’s look at the template example for Logistics “R” Us, a fictional regional logistics company embarking on a digital transformation. They want to challenge their Tier 1 competitors by scaling nationally and differentiating themselves through customer ease of use, reliability and cost efficiency.
The firm’s leadership has finalized their vision in the strategic layer, and now department heads will lead the operational efforts with input from IT leaders. To differentiate their services, they categorized their operational objectives by the associated strategic layer.
Figure 2: Sample IT roadmap template for the fictional company Logistics “R” Us
Strategic objective: Scale nationally
- Operational objective:
- Enable rapid service area expansion. Rapidly roll out our services in new locations for nationwide expansion.
Strategic objective: Customer ease of use
- Operational objectives:
- Transform customer-facing usage. Further develop the customer portal to expand self-service solution purchase options and enable detailed self-tracking shipments.
- Improve customer-facing communications. Enable Customer Success and Sales motions for smoother customer touchpoints.
Strategic objective: Reliability
- Operational objectives:
- Improve digital systems reliability. Transform into a cloud-first organization to enable greater reliability, reimagining our cybersecurity posture and network redundancy infrastructure to align with this transformation.
- Streamline logistics maintenance. Predict equipment incidents using AI and schedule equipment upgrades using real-time data to increase reliability and reduce expensive maintenance.
Strategic objective: Cost efficiency
- Operational objectives:
- Enable rapid service area expansion. Rapidly roll out our services in new locations for nationwide expansion.
- Streamline logistics maintenance. Predict equipment incidents using AI and schedule equipment upgrades using real-time data to increase reliability and reduce expensive maintenance.
Their IT digital transformation roadmap outlines the most pertinent details about each operational objective, such as pain points and business outcomes, to help ensure focus on the core of each objective.
Sample operational objective: Improving digital systems reliability
Now let’s take a closer look at one of the operational objectives from the Logistics “R” Us IT digital roadmap template:
Improve digital systems reliability: Transform into a cloud-first organization to enable greater reliability, reimagining our cybersecurity posture and network redundancy infrastructure in preparation.
- Logistics “R” Us has been tracking the increasing number of customers requesting compensation or discontinuing services due to cybersecurity and reliability concerns. Addressing these needs would enable a new reliability-related sales motion, and they could measure the Retention Rate and Win Rate when this motion is used.
- They conducted a Cyber Risk Quantification assessment, which identified ransomware and DDoS attacks as the most significant threats from a financial and reputational perspective because they would inhibit core operations. The same assessment discovered that taking direct steps to prevent those risks would have a substantial ROI.
Based on these operational objective details, IT leadership outlined the technological layer priorities.
- Sufficient cloud storage and connectivity to become a cloud-first organization
- Network redundancy infrastructure to provide back-up connectivity so incidents to the primary network only create minimal operational disruption
- Machine learning-enabled network security to protect their IT ecosystem from increasingly advanced threats
- Secure Access Service Edge (SASE), which incorporates many cloud-based cybersecurity needs
These technical capabilities can be broken into individual projects, with clear direction based on the pain points and business outcomes. Find a CRM is a much less effective directive than: Find a CRM that specializes in customizable analytics dashboards, integrates with our current internal ordering and customer communication systems, and enables sharing of customer notes between Customer Success and Sales.
This example demonstrates how a well-structured IT digital transformation roadmap can address specific business needs and drive measurable outcomes. Now it’s time to apply what you’ve learned to your enterprise.
Create an IT Roadmap for Your Digital Transformation
Get started on your digital transformation journey by downloading our IT roadmap template. This tool is designed to help you distill information and create clear, aligned projects. It contains details from the Logistics “R” Us example, along with a blank template you can use for your own digital transformation planning.
Digital transformation is an opportunity to reimagine your technical ecosystem and drive significant business growth. Mapping out your digital transformation using our comprehensive template can help keep everyone in your organization aligned and on track with your strategic, operational and technological objectives.
Your next step is to find a partner with relevant experience to help you implement your plan. Lumen operates the #1 peered global network1 with award‑winning threat intelligence that uses machine learning to detect and defeat threats before they strike your network. We also offer managed IT services based on our network and cybersecurity expertise to supplement your resources during demanding digital transformations.
Learn how Lumen can support your digital transformation journey with our advanced network and cybersecurity solutions.
1The Center for Applied Internet Data Analysis (CAIDA), AS Rank, April 2025.
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