Home|Nintex Blog|Break glass in case of emergency: Your digital transformation strategy checklist

Break glass in case of emergency: Your digital transformation strategy checklist

For organizations around the world, 2020 will be defined by fast and often involuntary digital transformation. Companies, that for many years resisted change, found themselves needing to put together a digital transformation strategy in a short space of time. If you’re looking for ways to help make your own strategy a success, this blog is for you.

Whether it’s setting up videoconferencing technology, virtual machines, or VPNs, all this requires fast and efficient technological change. Success requires being thorough, which is difficult at the speed with which recent events have demanded change. Likewise, successful change management isn’t easy either. But it’s not impossible, and with careful attention to a few clear steps, you can vastly increase your chances of digital transformation success.

Here’s our digital transformation checklist to help you get started.

1.  Articulate the vision

Digital transformation is a slippery concept, and the term is used to refer to a vast range of different projects and objectives. For any project to be successful, it’s important to make sure it’s tied to a specific need or objective. That might be “enable remote working”, or “migrate to the cloud”. Alternatively, it could be tied to processes you want to improve or outcomes you want to generate, such as automating a data entry task or digitizing an approvals process. Whatever the situation, having a clear objective is vital, which is why this comes right at the top of our digital transformation checklist.

To define your objective, it’s important to have a birds’ eye view of your workplace processes and the technology that enables them. One of the best ways to do this is via process mapping. Mapping your processes gives you a detailed picture of your processes, allowing you to easily identify the places where improvement is most urgent and the solutions that will allow you to achieve it.

2.  Getting stakeholder buy-in

The next step is to ensure that the internal stakeholders in the company are signed up to the project. C-Suite buy-in, for example, ensures there’s a stamp of authority to your project which can help if you encounter internal resistance or pitfalls along the way. With the right people on board, it means you are more likely to have the security and funding to see the project through to its conclusion.

Process mapping is also a helpful way of getting management on board, because it demonstrates that you’ve understood the what, where, when, why, and how of your digital transformation strategy. By demonstrating that your project is tied to a specific process and explaining the concrete efficiencies that can be saved by investing in new technology, it’s possible to convince even the most die-hard skeptics of the merits of your plan.

3.  Resourcing, talent, and expertise

It’s always important to understand the resources you’ll need to make this project a reality. You may have the experience available in house—you’ll have to establish how much of their time you’ll need and when that resource is likely to be available. If internal experience is not available, outside contractors or agencies will be needed to make the process a success.

It’s also important at this point to set concrete deadlines and expectations for when important stages of the project should be complete. This will ensure the project is kept on track since any delays that do occur have to be discussed, justified and the project plan readjusted to accommodate.

4.   Adoption and take-up

A lot of organizations are currently rolling out new software to enable mobility, remote working, and easy collaboration. Much of this will potentially require employees to alter how they work, and that can often be a point of contention. For your project to be successful, employees need to be bought into the concept and reason for the change and be educated on what that means for them.

It’s easy to make the mistake of thinking your digital transformation is complete as soon as the project is delivered. But getting people to buy into new processes and/or technology is vital, and much of this work continues long after you’ve hit the ‘project complete’ button.

Your digital transformation strategy: An ongoing process

We often say that digital transformation is a journey, not a destination. If you want your digital transformation strategy to be efficient and successful, then process mapping and automation are key. Together, these technologies can help you understand the specific problems you’re aiming to solve while supporting the processes that will allow you to do so.

If you want to find out more about digital transformation projects in action, check out our recent webinar, which explains some real-life examples of successful transformation projects, and the companies that managed them achieved success.

Following the steps in this blog won’t guarantee a successful project, but it’ll certainly put you on the right track if you’re wondering where to start.



If you want to find out more about mapping and automating your processes with Nintex, claim your free trial today.



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