如何在数字化改造中取胜：全球高管调查的启示（英文版）_26页-3mb

Summary of "How to Win at Digital Transformation"

Core Content

This document from Forbes Insights in association with Hitachi provides a comprehensive overview of the current state and future direction of digital transformation (DX) among global enterprises. It is based on a survey of 573 C-level executives across North America, Latin America, Europe, and Asia-Pacific. The report outlines five key steps to achieving successful digital transformation, supported by survey data and insights from industry leaders.

Main Points

1. Digital Transformation as a Strategic Priority

• Digital transformation is a top strategic priority for 50% of companies.
• The top investment priority over the next two years is investing in new technologies to enable digitization (51%), alongside increasing data and analytics capabilities (51%).
• Budgets for digital transformation are expected to rise, with 41% of companies planning to increase their investment by more than 10% over the next two years.
• Over the next two years, 23% of companies will allocate 25% or more of their operating expenditure to digital transformation.

2. Business- and Innovation-Driven Approach

• New business models are the top driver of digital transformation (41%), followed by new technologies (40%).
• The ability to innovate is the top measure of DX success (46%), along with revenue growth (46%), and cost reduction (43%).
• Innovation is expected to occur most in products and services (55%), followed by new business models (46%) and internal processes (46%).
• Many companies are still focused on internal drivers, which may lead to missing external trends and opportunities.

3. The Potential of Data and Analytics

• While only 44% of companies see themselves as advanced or leaders in data and analytics, 91% have already seen revenue increases due to its use.
• 31% of companies experienced revenue increases of 5% or more.
• IT has the highest data and analytics capability (55%), but only 23% of companies see it as their highest need.
• Marketing has the biggest negative correlation between capability and need, with capability at 8% and need at 18%.
• Customer experience is a transparent area where companies are compared to leaders like Amazon, leading to a lower perception of progress in this area.

4. Enterprise-Wide Approach

• Digital transformation should not be confined to IT departments. Cross-functional collaboration is essential.
• Only about a third of executives plan to focus on collaboration over the next two years.
• The CEO is the biggest decision maker for investing in DX initiatives (62%), but the CTO is the biggest champion (29%).
• IT is considered the most prepared function for digital transformation (53%), while other functions lag behind.
• There is a significant gap between the perceived involvement of IT and line-of-business (LOB) executives in both development and implementation of DX strategies.

5. Balancing People and Technology

• Technology is seen as both the biggest challenge (29%) and the top contributor to successful DX (56%).
• People (defined as talent and capabilities) are the second biggest challenge (23%), but are not seen as a highly significant contributor to success (20% and 10% respectively).
• New hires (57%) and internal training (54%) are the top ways to deal with DX challenges, with technology investment ranked lowest (24%).
• Executive roles are changing, with COO roles expected to undergo more transformation than CTO roles over the next two years.

Key Insights

• Digital transformation is not just about technology, but about rethinking how individuals and organizations operate.
• Leadership and strategic focus are crucial. Companies must align their investment and strategy with the goal of achieving business outcomes.
• Data and analytics are a powerful tool, but their potential is not fully realized across all functions.
• Cross-functional collaboration is necessary to avoid silos and ensure that DX is implemented effectively.
• People and culture are equally important, with a need to develop talent and adapt roles to the digital future.

Conclusion

The report emphasizes that digital transformation is a complex and ongoing process, requiring strategic focus, investment in technology and data, and a shift in organizational culture. While many companies are on the right track, challenges remain, particularly in aligning people and technology and ensuring that all functions are involved in the transformation process. The future of digital transformation will depend on how well companies can balance these elements and adapt to the changing business landscape.