📋 SME Digital Transformation Checklist & Guide

Who this is for: This checklist is for business leaders who want to grow through fixing internal business processes or through innovation.  If you are uncertain about what you need to consider before launching into a technology implementation then this will give you a good start.

🔍 Part 1: Assessing Readiness

Before you commit to a CRM, ERP or other technical project, consider these questions to gain an understanding of your organisational readiness for transformation.

Organisational Clarity

• Do you have a well thought out business strategy?
• Do you have strategic objectives?
• Do your objective have measures for success?

Operational Maturity

• Is your internal organisation aligned?
• Are your processes and systems of working well defined and understood?
• Do you have strong processes for managing external networks (suppliers, partners and clients)?

Technical Landscape

• Do you have a good understanding of what your environment looks like now (Hardware, software and security for instance)?
• Do you have processes in place to ensure that you have the correct technical tools and skills in your environment?
• Do you understand what data you have in the organisation and how it flows in and around the business?

🚀 Part 2: Planning Your Project

Business Case Essentials

• Do you have the justification for carrying out the work well defined (business problem, enhancement or innovation)?
• Do you have the buy in of senior leadership in the business?
• Do you have benefits defined and measurable?

Right Tools for the Job

• Do you have something in place to track the progress of the project, including risks and issues, financial and resource tracking and any scope changes.

Choosing the Right Partner

• Do you have a well defined view of critical success factors for a partnership with a delivery partner?
• Do you understand the importance of a cultural fit with the right delivery partner?

✅ Part 3: Delivery & Adoption

Communication & Engagement

• Have you considered the communication strategy for internal people as well as external?

Data, Process & People

• Have you considered training and how to embed the change?
• Have you considered the data in the organisation, what you need to migrate, cleanse or archive?

Sustaining Success

• Have you considered the transition into service and how the new ways of working will be supported after the project?
• Have you considered how to continue improving the system and processes after go live?

👍 Ready to Get Started?

This is not an exhaustive guide, it is just a starter prompt of key pieces of the transformation puzzle. If you can’t answer these questions or the answer is no to some of them then reach out and we can discuss a way forward.

At Strategy Catalyst, we work with SMEs to:

• Define technology strategy
• Create roadmaps that reflect real priorities
• Deliver technology change that will drive growth and improvements for your business

Let’s make digital transformation make sense.

Click below to to book a no-pressure discovery call.