How to

CM System Designs
Digitally
Transform
your
business…
on your own terms!
 Most companies turned to
their IT support to help
keep the business running
○ Switching to remote working

○ Using Instant Messaging with teams/managers/employees

○ Sharing files over the internet

○ Finding new ways to communicate with clients

○ Changing company website to reflect the situation

Covid-19 forced us to change ○ Changing products/services to accommodate new demands

the way we work

Many businesses moved key functions into an online
format very quickly

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 What is Digital
Transformation?
Digital transformation is the process of
using digital technologies to create new business
processes or modify existing ones.

The 3 main goals of going digital are:

○ To meet changing market requirements

Customer Experience is ○ To build resilience

Driving Digital ○ To ensure business continuity

Transformations
Digital technology has transformed customers
expectations

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Putting digital at the
heart of business
strategy
Using technology effectively is going to be a
key factor in determining which companies not
just survive, but thrive in the coming years.

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Single point of - The holy grail of a good digital strategy
truth
A single place where you go to find up-to-date information about the running of your business. All the data
goes into this system in a structured, validated fashion and keeps audit trails of who did what and when.

Internal Business External Business

Workflows Workflows

Website CRM

Main Business
System

Ordering Accounting
System System

Accurate overview
in real-time

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10 benefits of Digital Transformation (1)

Automation Availability Customer service Efficiency Forecast

Automate time Provide 24/7 availability Give great (personal) Improve efficiency, Plan & forecast
consuming & repetitive customer service communicate better accurately
tasks

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10 benefits of Digital Transformation (2)

Staff morale Accountability Security Competition Added value

Improve staff morale Get better audit trails Improve security, build Compete more Get a significant added
and retention and accountability trust effectively value (on exit)

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 Analyse Set goals Prioritise

Creating a strategy for Digital Analyse current Define goals & Prioritise
Transformation business processes objectives transformation tasks

The first steps to form a roadmap to digital

transformation are not technical.

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Prepare your digital strategy – step 1
Analyse your current business processes

Activity/Process Current process Current time Involved in Staff experience Customer

it takes the process (1-10) experience
(1-10)

Sell service no 1.

Generate monthly sales report

Generate leads

Allow clients to book training

○ Write down every single internal & external processes in as much detail as possible.

○ Be honest about the information you put in and engage other colleagues in the process.

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Prepare your digital strategy – step 2
Define goals & objectives
Activity/Process Existing Still required? Can be improved if Responsible Involved with Priority
process? digitised? for this task this task

Sell service no 1.

Generate monthly sales report

Generate leads

Allow clients to book training

○ This step can also define new ideas for processes that are not currently in existence.

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Prepare your digital strategy – step 3
Prioritise your transformation tasks

Activity/Process New functionality New functionality Responsible Time Cost Priority

on client side on company side for this task estimate estimate

Sell service no 1.

Generate monthly sales report

Generate leads

Allow clients to book training

○ List only the activities that you think you should digitise.

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Prepare your digital strategy – summary
Break down the strategy to manageable phases and prioritise them.
Doing the ground work yourself will save a lot of time, effort & money and you will gain more focus and clarity.

Phase 1 Phase 2 Phase 3

Month, Year Month, Year Month, Year

• First task description goes • First task description goes • First task description goes
here. here. here.
• Second task description goes • Second task description goes • Second task description goes
here. here. here.
• Third task description goes • Third task description goes • Third task description goes
here here here

Download the template document format from this address:

https://www.cmsystemdesigns.com/digital-strategy

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Thank
you
Sigal Kellermann

01306 711 258

sigal@cmsystemdesigns.com
https://www.cmsystemdesigns.com/