<aside> 🎯

This worksheet helps align internal stakeholders on the decision to move from an in-house solution to a Digital Adoption Platform (DAP). It ensures all perspectives are considered, requirements are clear, and risks are minimized.

</aside>

1. Project Overview

Why are you considering switching from in-house to a DAP? (E.g., Resource constraints, lack of scalability, slow iteration cycles)

•

•

What are the primary goals of transitioning to a DAP?

(E.g., Faster deployment, advanced analytics, seamless integrations)

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., Loss of customization] [E.g., Native templates]

3. Current In-House Solution Audit

Strengths of the in-house solution:

(E.g., Custom features, full control, team familiarity)

•

•