Case Study Questions - Managing a Digital Transformation Initiative

Objective

The following scenario based questions allow us to assess the cross functional thinking skills of a project management candidate. Transformation requires initiatives managers who are able to think not only of basic coordination meetings but also take on roles helping facilitate answers to cross functional questions such as applied technologies or providing visibility into technical workstreams.

The questions at the end are differentiated by difficulty. The questions for junior candidates focus on their ability to execute specific tasks within the project, while the questions for senior candidates explore their strategic thinking, leadership, and previous experience in similar initiatives.

Background

A company's marketing department is undergoing a comprehensive digital transformation initiative led by a project manager. The project aims to streamline processes, introduce new marketing technologies, and increase overall efficiency by collaborating with sales, analytics, product, marketing, and IT teams. The project manager's role is to oversee the cross-functional effort and ensure its successful execution.

Project Scope

The project encompasses the following key objectives:

1. Workstream Alignment:

- Identify the specific workstreams involved, including sales, analytics, product, marketing, and IT.

- Determine how these workstreams currently interact and identify areas of redundancy or inefficiency.

- Develop a comprehensive plan to align the workstreams and streamline processes to achieve greater efficiency.

2. Process Optimization:

- Assess the existing processes within each workstream and identify opportunities for improvement.

- Collaborate with the teams to define and implement standardized and streamlined processes that eliminate redundancy and improve productivity.

- Ensure effective communication and coordination between workstreams to maximize efficiency.

3. Introducing New Technologies:

- Evaluate the marketing technology landscape and identify solutions that align with the department's goals.

- Collaborate with IT and marketing teams to select and implement appropriate marketing technologies that enhance efficiency and effectiveness.

- Develop a plan for training and adoption to ensure successful integration of the new technologies.

4. Stakeholder Management:

- Identify key stakeholders across the workstreams and understand their expectations, needs, and concerns.

- Develop a stakeholder engagement plan to foster collaboration, manage expectations, and address any conflicts or challenges.

- Ensure regular communication and reporting to keep stakeholders informed and involved throughout the project.

5. Change Management:

- Assess the impact of the digital transformation on the department and its employees.

- Develop a change management strategy to facilitate adoption and minimize resistance to new processes and technologies.

- Provide support and training to help employees transition smoothly to the new ways of working.

Key Questions:

Junior Candidates:

1. How can you assess the existing processes within each workstream and identify areas for improvement?

2. What steps can you take to ensure effective communication and coordination between the workstreams?

3. How can you collaborate with IT and marketing teams to select and implement appropriate marketing technologies?

4. What strategies would you use to manage stakeholder expectations and foster collaboration across the workstreams?

5. How would you provide support and training to employees to facilitate their transition to new processes and technologies?

Senior Candidates:

1. What strategies would you employ to develop a comprehensive plan for aligning the workstreams and streamlining processes?

2. How would you evaluate the marketing technology landscape and select solutions that align with the department's goals?

3. What methods would you use to address conflicts or challenges that arise among key stakeholders across the workstreams?

4. How would you develop a change management strategy that minimizes resistance and facilitates smooth adoption of new processes and technologies?

5. Can you provide examples of previous projects where you successfully led a cross-functional digital transformation initiative?