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This worksheet helps align internal stakeholders on priorities, requirements, and expectations during the evaluation and transition to a new Digital Adoption Platform (DAP). It ensures every voice is heard and the decision-making process is clear and data-driven.

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1. Project overview

What is the primary reason for switching from your current DAP?

(E.g., Scalability, poor support, limited integrations, outdated features)

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What are the top three goals for the new DAP?

(E.g., Faster onboarding, seamless integrations, improved analytics)

2. Stakeholder roles and priorities

Fill out this table to clarify each stakeholder’s role, concerns, and priorities.

Stakeholder Role Key Concerns Top Priorities
[Name] [PM, CS Lead, Engineer] [E.g., Data migration challenges] [E.g., Analytics accuracy]

3. Current DAP audit

What aspects of the current DAP are working well?

  1. Easy flow creation