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Wednesday, January 22, 2025

You need strong foundations to build a digital transformation strategy


By Jonathan Sharp, below, CEO, Britannic

The rise of AI and disruptive technologies dominates today’s business conversations. We’re constantly told how these advancements can make organisations more efficient and effective. And while they certainly can, their success depends on how they are implemented. Without proper planning and alignment, they risk failing, harming your brand and frustrating your workforce.

Technology plays a vital role in the growth of any organisation, but it is not the sole driver of success. Instead, it must work in harmony with your people, processes, and goals. The key to achieving this balance lies in clearly defining your objectives, developing a comprehensive plan, and ensuring a human-centred approach to design and execution. A seamless rollout requires strategic planning, realistic deadlines, and a commitment to understanding the needs of both your customers and employees. This will all ensure the roll out is seamless and doesn’t disrupt the business. If you don’t then the project is doomed to fail.

The why

It is crucial to understand what you want to achieve. Every digital transformation journey begins with a question: What are we trying to achieve? Do you want to improve the customer experience? Do you want to relieve staff of mundane daily tasks? Or realign resource to higher value tasks? Or is it to improve and streamline processes.

Sometimes it is the unknown that is equally important also to address. What are challenges that your customers face you are not aware of and are hindering your service and making aspects cumbersome for them and your people. So much so that they may go elsewhere. A risk too great for you to take.

Uncovering the unknown

Collaborating with a trusted technology partner during the discovery phase is invaluable. AI-powered tools can reveal patterns and trends in your data, exposing inefficiencies or untapped opportunities. These insights enable organisations to address operational problems proactively and establish clear success criteria to measure progress.

By digging deeper, you can ensure your strategy is built on a solid foundation of actionable insights, setting the stage for a transformative and successful implementation.

Breaking down silos

Technology should connect and not isolate your organisation. Seamless integration across front- and back-office systems is critical for breaking down silos, encouraging collaboration, and improving efficiency.

Interoperability with existing systems, processes and data ensures your technology solutions work cohesively, creating a unified ecosystem that supports productive working and enables smarter decision-making.

User-centred design

Even the most advanced technology is useless if it’s too complex for people to use. Successful solutions should be intuitive and user-friendly, like Netflix or Spotify. When technology is easy to adopt, it becomes an asset, improving communications, services and the overall customer experience.

Comprehensive training is essential to ensure employees feel confident using new systems. This investment helps secure adoption and maximises the return on your technology investment.

Empowering employees

Technology alone doesn’t drive transformation – people do. Involve your employees early by holding workshops and open forums to understand how they use existing systems, the challenges they face, and their ideas for improvement.

Empowered employees are more likely to embrace new technologies and processes. By fostering collaboration and addressing their concerns, you can turn potential resistance into advocacy, ensuring smoother adoption and long-term success.

Facing your fears

Many businesses are aware that they need new tech to transform their business but are too fearful to take the plunge. They are scared that it may fail and put their jobs on the line or damage the brand. But staying stagnant is an even greater risk. Growth demands evolution, and mistakes are often stepping stones to success.

Mitigate risks by working with a consultative technology partner who will guide you through each step, from planning and testing to rollout and beyond. Challenges are inevitable, but with careful preparation and real-time problem-solving disruption can be minimised ensuring a positive outcome.

Make customer experience your North star

When designing a digital transformation strategy, always prioritise the customer experience. Walk in your customers’ shoes and ask: Does the journey – from enquiry to fulfilment – feel seamless? Are their needs and preferences being met?

Your customers’ expectations should guide every decision, ensuring your solutions enhance their journey and foster loyalty.

Your not

Deciding what not to pursue is just as important as defining your goals. For example, you might decide to automate only basic customer enquiries with a bot, while leaving complex issues to human agents. A tailored solution ensures your technology aligns with your values, objectives, and customer expectations.

Innovation first

A digital transformation journey should be part of your core business strategy aligned to your overall business objectives. Investment in tech now sits top of the agenda and is no longer an afterthought it is the backbone of the company.

By taking the time to plan your objectives, develop and design your technology solution and roadmap you can not only mitigate risks, plan for unexpected challenges but also allow for creativity. By involving your team in the process, you should encourage them to brainstorm on how the tech can be used and to make suggestions all are welcome.

An AI solution that identifies trends and patterns on your customer data and in their journey will also highlight areas that are strong or need to be improved. It is often these hidden nuggets of information that can spark ideas on how products or services can be improved or even to design new ones.

Evolutionary process – do not rush

Rushing a digital transformation can lead to costly mistakes. Instead, approach it as an evolutionary process that adapts and improves over time.

Partnering with a consultative technology expert ensures you have a guide to navigate each stage, from design and deployment to change management and beyond. Be patient and allow your strategy to mature for maximum impact.

Be the advocate of your project – self belief

Self-belief is vital for any success so believe in yourself and put your name to the project making yourself accountable. If you believe and have confidence then your team will too. Become the agent of change in your business and the advocate of your project pioneering transformation for good.

Let your team play with tech understanding how to use it, come up with new ideas on how to use it. Discovering what’s right and wrong about the solution. This not only provides them with autonomy but also helps strengthen and augment the blending of how humans and tech work together in harmony.

When a plan comes together

Don’t just invest in the tech but invest in the time it takes to set your objectives, your success criteria and design and develop your plan. As a result, you, your team and your business will reap the benefits of growth, improved communication, customer experience and streamlined processes. All of which will keep you one step ahead of the competition retaining and attracting staff and customers.

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