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4 Steps to Write a Winning Digital Transformation Strategy

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“I can implement digital transformation in a week.”

Said no one, ever.

As with any other big project, you need to start small. If your organization is looking to start digital transformation, you need to be strategic.

Writing a strategy to outline your steps is a good idea. The path to value starts with a plan, so a strategy will be yours.

In this post, find four steps to write that digital transformation strategy. Let’s begin with the basics and work our way towards writing.

What is a Digital Transformation Strategy?

Digital Transformation Strategy is a company-wide change where technology plays a key role in solving traditional business problems.

The goal of digital transformation is to help businesses achieve full potential by having technology streamline processes.

Deloitte’s research shows that companies that achieved high digital maturity performed better financially compared to those in lower-maturity ones.

Digital vision

The impact of digitization of organizational processes has a positive effect on performance, but requires thorough planning and commitment. In the next section, we’ll take a look at how businesses prepare by writing a strategy.

How to Write a Digital Transformation Strategy

Writing a roadmap for implementing digital transformation is the essential foundation for a successful outcome.

1. Create Your “Digital” Vision

You probably have a set of goals and a vision of how the company looks like in the future. To make digital transformation an enabler of these plans, you need to conduct a company-wide audit.

The audit’s purpose is to evaluate the state of the organization and ideas on how to develop towards the goals.

Let’s take an HR department as an example.

The audit should reveal:

  • The biggest issues causing inefficiency
  • The needs in software and process automation.

Evaluate the impact of these findings on the ability of HR folks to meet strategic goals you’ve set for them.

Based on the technology available for HR, we can suggest typical HR digital transformation directions in this case:

  • Adopt an applicant tracking system (ATS) to filter out bad candidates automatically
  • Develop succession planning systems to use more data and information to make better promotion decisions
  • Use onboarding software to fully automate the employee onboarding process.

There you go, the vision for transforming the HR department. Use performance data, company goals, and employee feedback to define the vision for each department.

2. Plan Culture Change

Successful digital transformation depends on cultural transformation. If new initiatives meet strong employee resistance, their implementation may slow down or halt altogether.

In fact, a BCG assessment of 40 companies that underwent digital transformation found that zero made it by neglecting culture.

These approaches should be helpful to get everyone on board:

  • Develop technology use cases. Focus on involving employees in projects where technology has the potential to yield great benefits. This way, you can let them experience the advantages themselves
  • Embrace new leadership styles. Encourage employee involvement and empower them to try and experiment with new software etc.
  • Invest in training. SaaS companies provide training to help companies use their products. Buy an online course, hold an in-site training,, or watch live workshops and videos with your team to understand the benefits.

Your digital transformation strategy document should have the answers to all of these. For example, here are the questions to address with training:

  • How will you train your employees? Online courses? In-site training sessions?
  • How many hours will your employees have for training each week?
  • What should be the outcomes of the training?

3. Describe a Trial Project

As mentioned, developing a use case for technology is a good idea to get a “buy-in” from employees. The digital transformation doc will have a section describing the trial projects you’ll focus on first.

But what process should you choose for that use case? A core initiative as product development might not be a good idea – unless a company leader manages it.

A better way is to focus on areas like customer-facing applications, HR, and customer support.

Let’s consider an example.

Here’s how you can describe a project.

A Trial Project

A chatbot for customer support.

Use cases:

  • 24/7 customer support (FAQ)
  • Answering simple questions from customers using pre-written sentences.

Technology and processes involved:

  • Chatbot templates – conversations with common customer questions and answers from chatbot
  • Chatbot dashboard where operators can track conversations and join where necessary
  • Writing chatbot welcome messages and service-related answers within the word limit.

Keep in mind that some employee training is involved in the trial project. Even a simple initiative like adding a chatbot to your website requires manuals and training in the short term.

For example, you’ll have to write many conversations yourself at first. Or, this can be done by a writing partner from thesis sites. In the long term, however, having a conversational UI writer is a better idea to support the initiative.

4. Collect Feedback and Refine

Digital transformation process is all about change and improvement. Obviously, there’s a lot of feedback to be collected along the way. Collecting that feedback is a must to know what and how to improve.

Having regular progress and feedback meetings is an excellent way to measure performance and find opportunities for improvement.

Prepare materials about the progress and ask your employees to do the same. Meet regularly to talk about how digital transformation projects are going, how they affect everyone’s work, and what you could do better.

The Bottom Line

Digital transformation is a complex and comprehensive strategy, so start small and take it one step at a time. Even if your company uses various software to get things done, choose one process to digitize completely.

That would be your first step towards the true digital transformation. You’ll see how vast is the potential of technology to increase the efficiency of your processes. Get that project done, and it’ll point the way for the others.

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