How to Get on Board With the Digital Transformation [+ Examples]

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Ten years back, I couldn’t have cared for less if the new burger place downtown had a site. Now, I don’t believe in one that doesn’t. If your business is online, you’re a part of the electronic transformation. But it’s not enough these days to just “be online. ” Businesses that will thrive in 2021 that are operating online — and the COVID-19 pandemic has proved this.  

Consumer buying behaviour has drastically changed — today, most consumers are buying products online, including almost 70% of millennials. Within 2019, nearly two-thirds of businesses ( 64% ) had a website. If you don’t have 1, you could be falling behind your online competition.  

So , whilst it’s a great step to possess a website and a Facebook web page, there’s more to the transformation than just having an online presence — technology should be ever-present in all of your business operations. This particular piece will explore the particular digital transformation, why companies are getting on board, and outline the roadmap for enacting one for your business. We’ll also give some real-life success stories from companies which have bought into the digital transformation.

Standard Operating Procedures (SOPs), social media arranging tools, and instant messaging apps; these are all types of small digital transformations that replace paper instructions, outbound marketing, and an extra trip to your managers’ desk.    

A shift in order to digital processes also causes it to be easier to conduct overall large-scale business tasks. For instance, on-line databases that sort plus catalog customer information, plus automation tools that control day-to-day activities and allow employees to focus their efforts upon more pressing tasks.  

Customers have also begun to anticipate the businesses they interact with to have some sort of digital presence, whether it’s an optimized Search engines My Business profile regarding easy access to mapping guidelines or an automated chatbot that can answer their queries over Facebook Messenger.  

In addition , the COVID-19 outbreak has further proven plus accelerated the need for businesses to obtain on board with a digital alteration. As companies around the world had been forced to pivot to giving service online or far away from their customers, having electronic tools at their disposal was, and it is, critical to survival.  

Many businesses have adopted different online practices during the pandemic, like providing electronic customer service. It’s likely that, as a result of the pandemic plus general trends, customers may expect that they’ll be able to conduct business online with their preferred brands.

70% of businesses these days are finding that the digital change is worth it, and these companies either have a digital technique in place, or are earnestly working towards one.

As a whole, 70% of businesses today have found that the digital shift is worth it. These businesses either have a digital strategy in place or even are earnestly working towards one. Whether you’re currently one of these businesses or you’re hoping to begin your trip, let’s go over three essential questions that you can use as a map for implementing your technique.  

Customer Relationship Platform (CRM) that all of your representatives have access to during customer interactions.  

four. Get company wide buy-in.

A digital transformation affects every area of your business. Given this, it’s critical that you obtain firm wide buy-in, from packing and fulfillment to C-Suite executives. You can’t just state “Okay we’re doing this! ” and expect a smooth process, though. This is why this principle comes after the first three guiding questions — encourage buy-in using the understandings you’ve previously gathered.  

One of the first things you should do is present teams with a clear why statement that explains the reasons your company needs to undergo a digital change for better. Along with the why statement, existing a value proposition to describe the benefits the business (and employees) will obtain from this change. Maybe you can share sample projections you’ve come up with or even a case study you’ve created depending on market research and competitive analysis (which we’ll cover below).  

Lastly, you should let them know that it’s an included process. You’re not challenging that they get on board and deal with it — you desire them to participate in the process. They could pose questions, offer recommendations, or simply ask about their new tasks.

5. Research sector and market competitors.  

As with most new tasks, it’s important to understand what your competitors are doing. Conducting a competitive analysis can help you do this, since you’ll generate a well-rounded picture of how they’re carrying out.  

The results of your research will likely give you an understanding showing how they do their business, when they’ve implemented and succeeded in a digital transformation, plus uncover possible areas for the business to outperform all of them. It’s also important to conduct overall market research to understand what trends your industry is definitely experiencing to understand how you evaluate, or as a means of inspiration to further guide your procedure.  

6. Create a budget.  

A digital transformation is really a costly process, especially if it is a complete overhaul of your present methods. Once you understand your own purpose and outline how you’ll need to change, produce a budget. This budget need to address all possible expenditures you’ll encounter throughout the procedure: software costs for transition and permanent tools, any costs to hire new talent, employee training for new procedures, and allocation of money for any unexpected costs.  

The unexpected costs portion of your budget may be the most important, like a digital transformation is based on change. These changes are likely new, so you’ll want to be ready if any issues arise from adaptation difficulties on the way.  

7. Create a digital transformation roadmap.

Once you have most of necessary information, the next step is in order to implement your strategy. Specifically, as mentioned above, how you will get from point The to point B. A digital transformation roadmap is the method to do this, and we’ll outline the steps below.

free template that will help you schedule and work through an electronic transformation roadmap, broken down into seven weeks.

Firstly, this particular template comes with a checklist that you can fill in with the information you’ve gathered while creating your own strategy. You can input benefits, what you need to achieve to change, the tools you’ll need to change, and key stakeholders for the business. Having all information in one place makes it easier to direct back to a common document when you navigate through your process.

digital transformation research checklist from hubspot

Week one is all about gathering existing sales and marketing materials on paper, while week two dives into transferring your business online, and so on. These types of small steps are designed to squeeze into your busy schedule and help you remain organized when you transition.

digital transformation checklist template

Week two is all about information migration. A free CRM, like HubSpot, can help you input company data, customer profiles, straight into an easy to access database.  

During weeks three and four, you should have a functioning website and marketing sources that will help you learn more about your visitors and their behavior.  

sample digital transformation checklist

The latter 1 / 2 of the weekly plan ramps up your online presence. Employing this template can help you organize your new digital shift by region to avoid doing one large push all at once and complicated employees.

Creating a blog during week five will help you discover your target audience online. Articles should be about your target market (if you’re a technology marketing company, posts need to center around the intersection between two) to demonstrate your knowledge. This will build your reputation as being a thought leader in your industry.

By week six, you should set up a sales stream that will digitize your product sales process. Online sales tools allow you to keep track of all your connections, log your conversations, and maintain tabs on-call schedules and upcoming meetings.

Email and paid ads should be rocking-and-rollin’ by week seven. The e-mail software you choose will help you through the process of sending automated email messages to subscribers and allow you to test out paid ad software.

In a month and a half, most of your business processes will be digital.

Best of all, this template could be tailored to meet your business’ transformation individual needs and provides you the wiggle room in order to expand as your business continues to scale — but being a starting point, it gets you up and running.  

Once you’ve created your digital roadmap, it becomes easier to go more in-depth into your processes that a finalized list of the technology you’ll need to flourish in your transformation. Below, we will go over some popular electronic transformation tools to consider using.

Slack or Flock.

slack conversations dashboard example

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With these providers, you can file share, direct message, and create channels where teams can collaborate plus discuss projects. Think of it as the office water cooler — simply online.

2 . Application Tools

Are you looking for new talent? The very best candidates (especially ones exactly who prefer to work digitally) are usually online. For instance, LinkedIn, a site for professional networking, is a great source for recruiting candidates:  

how to make a job post on linkedin demo

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Using LinkedIn’s template will help you post a listing, and you can use LinkedIn’s sectors function to ensure it’s distributed to relevant candidates. LinkedIn can alert you of new articles and send you their applications, making the selection process an online breeze. This is an alternative to gathering application materials via e-mail, where it might be difficult to structure, organize, and compile applications.  

3. Sales Administration

Software is available to help control many facets of your business, including sales. This software allows you to manage calls, pipelines, confirming, and follow-up resources to help your process migrate efficiently online.  

hubspot crm sales pipeline manager demo

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For instance, as shown above, HubSpot’s Sales Hub can be used to arrange all of your sales materials on the web. Within the platform, you can take care of deals, filter contacts, and create different tasks using a dash to help you keep track of your product sales processes.  

4. Regular Operating Procedures (SOPs)

If you have certain aspects of your daily that require multiple steps generally written down on paper, transfer it online. This will reduce paper trail and make the procedures shareable and accessible to any or all employees.  

Online SOP software makes it easy to list procedures and job functions, which can be beneficial for onboarding and employee training. To make a clean transition to your new electronic tool, consider talking to workers and asking them to lead and collaborate with you in the process. The image below is an sort of a digital SOP workflow administration tool by Process. st .

sop checklist demo

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5. Customer Romantic relationship Management (CRM) Software

The CRM is going to be your best friend when shifting to an all-digital business. Whether your targets are to transform the customer experience, streamline sales, or even digitize your marketing procedure, a CRM will make these types of processes more straightforward and even automate repetitive tasks. HubSpot’s free CRM offers three hubs that give you an all-in-one business platform designed for scalable growth.  

hubspot crm homepage demo

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HubSpot’s free CRM provides three hubs that give a person an all-in-one business platform experience. From customer service reps to sales leaders plus business owners, this free CUSTOMER RELATIONSHIP MANAGEMENT helps you fully transfer your company online and drive growth.

6. Video Chat Software

Is your team out of town but you need to schedule a meeting? Are usually your representatives transitioning to a remote, work-from-home model but you still want to maintain a collaborative environment? Use video clip chat software to meet practically and maintain employee connections.  

Software like Skype with regard to Business and Zoom offer free web-chatting services with regard to professional use.

skype video chat software demo

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Skype has automatic subtitle settings and 1: 1 capabilities, and the option to host multiple people on calls at once. Most software also has mobile applications to make sure you’re accessible and able to meet at any point during the workday.  

Though these tools are designed to make your life easier, you may be confused about how they can apply to your business. Thankfully, many companies which are joining the digital trend are doing so because they have got similar needs. Below, we’ll go over digital transformation tendencies that you can use to further guide your own process and understand how to apply the tools to meet your business needs.

chatbots to answer routine and easy questions. Restaurants and grocery stores offering food services were forced to adapt to online food and grocery delivery options to carry on to safely provide nutrition to customers.  

Since COVID-19 related outbreaks become controlled, the need to adapt won’t die out but instead can be a requirement. Businesses will need to continue to utilize the new equipment they’ve adapted or produce detailed plans for upcoming unpredictable circumstances that may power them to adapt quickly.    

AI and Machine Learning

Consumers are expecting customized experiences now more than ever. Personalized experiences are also a driving factor of customer commitment, as 41% of customers have got reported switching companies due to poor personalization. This doesn’t just mean that customers really want you to refer to them by their name when they call you on the phone; they want your business to know what they want before they know they want it.  

Because of this, a popular transformation pattern is the adoption of AI and Machine Learning tools that contribute to personalized and customer-tailored experiences. A typical example of this is the algorithms on Netflix. It analyzes your prior watch history, likes and dislikes, plus content ratings to figure out exactly what you’re most likely to enjoy plus recommends new content. This technique works, as approximately 80 percent of the TV shows people view on Netflix are uncovered through recommendations.  

Nevertheless , outside of providing different experiences for your customers, AI and Machine Learning can also involve streamlining rote processes that your employees do themselves, like cleaning up and organizing your computer data or using a social media scheduling tool to post and analyze your social profiles. McKinsey has predicted that, over the board, this kind of automation can increase productivity by 14% annually.  

Location-Adaptable Technologies

Also influenced by COVID-19, businesses in 2020 have got realized how important it is to come with an arsenal of tools obtainable that will allow their employees to operate remotely whenever necessary. Some of these tools are familiar options, like Google Suite, Microsoft Office Teams, and Trello, but additional tools possess gained popularity throughout 2020.

Ring Central is one of those tools, as it enables phone calls to your business line to become forwarded to mobile phones, or even remote working employees. This really is extremely beneficial for customer encounter focused businesses. Zoom is another tool that has become a communication powerhouse over the last few months. It is an easy-to-use desktop system for scheduling, hosting, and recording company meetings.  

All in all, COVID-19 has shown all of us that working from home is a valuable modell for businesses to consider, both during and after the particular pandemic. Some businesses have already devoted to continuing this practice in the future. For example , Google has pushed back planned office came back dates to September 2021 and has said that the company is going to be testing a flexible workweek model where employees may split their workweek between working from home and participating in office collaboration days.

Application Programming Interface (API) Security

Since processes become digital, it becomes even more important to protect the private, sensitive information a person store within your company platforms. Given this, a recent digital change for better trend is an increased requirement for API security.  

Simply speaking, the APIs you’re using are the products you’ve implemented due to your digital change strategy, like Slack. Slack is a tool that can home business communications between internal teams and business employees. You’re likely using Slack to send out private information that is business-sensitive, but how are you going to ensure that this data isn’t taken advantage of? API security.  

API security involves using safety measures that ensure your own sensitive information is secure and safe from hackers or exterior threats, like encryption solutions and two-factor authentication. Whilst these measures are essential for your business information, API safety is also important to consumers.  

For them, this means that the information you collect from them is kept securely and also safe through external threats. This means that when they enter banking information on your web site to make a purchase, they want that information safe from adware and spyware. If you have an app that they’ve downloaded onto their own phone, they want to know that the particular app is secure, and no third-party has access to this information. 84% of customers are more loyal in order to companies with robust safety, so it’s worth adapting these processes.  


Nike, the sportswear company, has focused their digital transformation technique on mobile devices. Rather than needing to visit a store and talk to an in-person employee, their mobile application uses machine learning and AI algorithms to study customer preferences plus previous purchases to recommend products they may enjoy.  

The company also created a checking tool where customers may scan their feet and the AI uses 13 data points to recommend the very best pair of shoes. This automation removes the need to obtain recommendations from an in-store employee, so users can make decisions at home and spend less time to get because they already know what they want.  

During the pandemic, this tool has become especially useful as clients can get shoe recommendations and make purchases online, ensuring the safety of in-house employees and other visitors.  

second . Wepow

Wepow is a Human Resources tech company. They have enacted a digital transformation to digitize the application and hiring procedure. Like Nike, the company offers used AI and device learning to analyze data to be able to easier for employers and applications to connect digitally through online video interviewing and online applications.  

During the pandemic, businesses like this are becoming a beneficial resource as an alternative to in-person interviewing as remote function and safety requirements do not let for in-house interviewing.  

3. Target

Target, the U. S. based department store, has spent the past 8 years enacting a digital alteration that bridges the space between in-person and Ecommerce shopping.  

Many of their particular stores have been remodeled and equipped with new technology like self-checkout kiosks and in-store readers to obtain information about products they are interested in rather than asking for help from a store attendant. As a result, employees spend less time on rote processes and focus on customer service needs that can not be solved with a digital tool.  

A change for better that has become increasingly beneficial during COVID-19 is their buying online and curbside pickup choice. Even though customers may be shying away from visiting a store, they might not want to wait for a delivered item to arrive at their property. Curbside pickup allows them to order everything they need online and seamlessly pick up their products at a physical Target place without leaving their vehicle and entering a store.  

4. Museo Nacional Thyssen-Borenmisza

Part of the allure of visiting a museum is the ability to aimlessly walk through exhibits and lose track of time. This desire hasn’t transformed, but unfortunately, health and safety rules have limited or obtained rid of the ability to safely search your favorite galleries.  

Museo Nacional Thyssen-Borenmisza, an art museum in Madrid, has risen to the occasion and gone through a digital transformation that allows art enthusiasts to continue enjoying the actual museum has to offer from the convenience of their own home. They’ve digitized some of their most popular galleries and created an online museum walkthrough for interested visitors to explore and immerse themselves in the art.  

Join In around the Digital Transformation

Digital change is digital because technologies is used to solve traditional business problems and enhance the customer experience. For most businesses, some kind of digital presence has always been essential. However , recent health and safety requirements have shown that now, nowadays, businesses must have the ability to increase to the occasion and meet up with customers online.  

To make sure that you’re one of these businesses, take the time to create a digital transformation roadmap, research the necessary tools, plus understand the trends that have inspired other businesses to change. Being prepared now sets a person up for success, regardless of what the near future holds.  

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