Planning for a digital transformation overhaul requires more than a roadmap – it takes a degree of strategy and prioritization to drive long-term success. For tribal organizations, the challenges are minimal resources, funding, and time when it comes to updating digital processes. You can find success with a comprehensive digital transformation checklist that will give you all the tools you need to thoroughly strategize what will go into your digital plan. This will help you organize and put the needs of your members first by saving time and resources.
Here’s what you need to include in your checklist:
#1: Run Diagnostics Before Anything Else
We’ve mentioned this before, but you can’t fix something if you don’t know what’s causing it, or the drawbacks you and employees are experiencing. From these issues, you can strategize the levels of priority that need to be addressed. Definitely make this a point of conversation with your teams as well cross functionally across vendors and other partners, as they’ll know best if a computer system or paper trail is giving them problems or bottlenecking their ability to do work. These points will give you a great starting point to center your initial efforts and grow and scale.
#2: Create a Project Proposal Everyone’s on Board With
The biggest hurdle you’ll have before even getting started is gaining buy-in to have the resources and time investment into a new digital transformation project. Since you prioritized the key processes that have the most impact in the beginning, you’ll be able to create projections around what benefits will occur. For example, if a document management system is able to automatically route approvals for invoices, you can map out the time saved in employee hours. Value is the name of the game here. Leave no stone unturned in your project proposal on the gains across your entire tribal organization and communicate those to decision makers and leaders. This will emphasize the impact it’ll have for years to come, not just at implementation.
#3: Pinpoint the Right Tools for the Job
There are thousands of technology solutions and systems available – it can feel like a lot when you first start looking. Pinpointing technology is a pivotal step in your digital transformation checklist, as you need to narrow down your desired features and wishlist items in accordance with which needs are the most urgent. Then, you can compare and contrast tech to find what will work best.
Be mindful and ask yourself questions such as:
- Does this tech require coding to update and maintain?
- How will this technology scale with us in the future?
- What’s the prospective learning curve for employees to learn this new tech?
- Is the tech usable by everyone in the organization, and not just one single department?
- Does this tech integrate with existing legacy systems seamlessly?
No-code solutions are a great option for anyone on your team to update and be empowered to proactively solve problems that arise. Then, it’s time to do some demos and find what will function best in your tribal organization.
Evaluate and Iterate as Needed
Consider these the three main headers in your digital transformation checklist. You can break down these big rocks into smaller, more manageable pieces that can be delegated to team members or other leaders. The main thing you need to be mindful of is technology that solves your biggest problems and adds value to your organization not only in the short term, but the long term as well. That will ensure buy-in and a strategy that you can constantly update and report on as scaling and updates occur.
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