Like many other companies, you are certainly in a digital transformation. It is often the case that one is faced with the fact that existing and grown processes need to be changed and digitized. There is pressure from management and headwinds from employees or vice versa. As a consultant and researcher, I am often on-site in companies and experience many variants of digitization in companies. I want to explain what I have experienced and give my tips in the following. If you’re going to see my experiences in more detail, check out my article on organizational rebels.
A company does not become a digital leader overnight. It is therefore essential to first determine the current level of maturity. If invoices are currently being written by hand, it makes sense to map them using a tool or support them with a Word macro instead of “digitizing” them directly in an ERP system. On the one hand, it is cheaper, and on the other hand, it is less overwhelming for the employees. Therefore, always try to determine the current level of maturity of a process and then increase it step by step.
“Mr. / Ms X. You are now responsible for digitization and the company-wide ERP system!” I have never seen such a position successfully promote digitization in the company. In my opinion, digitization cannot be tied to one person; it has to be driven by each department itself. So give each team the task of “digitizing themselves” and offer the support of a “digitization officer”.
If you are just about to start your first digitization projects, you should first and foremost ensure that you support processes that nobody wants to do analogue anyway. For example, that was the travel expense report for my former customer. It also makes sense to ask the employees: “What should we digitize for you? “The advantage is that there is no headwind from the employees and new solutions can be used directly.
Avoid holistic solutions. These are usually not halves or whole. In addition, they cost a lot of money and contradict the trend to remain flexible. So take one tool for each process step and link the tools together in a meaningful way. I want to give an example of this in the illustration. A typical sales process is digitized here. Each relevant step has a specific tool. It is now the task of your IT to link these together in a meaningful way (keyword: workflow).
The advantage of this tiny toolchain is that, especially as an SME, you do not have to bring in any extensive tools. Try a few tools for a process step. These are often available in a 30-day trial version. A managing director once said to me: “We’ll get the 30-day trial version, and if no one is using it after 30 days, we’ll cancel it and get the next one. “Furthermore, many companies notice that IT tool operation is not a lot of fun, so that it is worthwhile to have all tools serviced by providers. Since the tools often cost between 5 and 100 euros a month, this can be quickly paid for.
These are five tips I could take away from my time as a consultant. I have seen many SMEs successfully achieve great success despite small budgets. I think that digital change is still trial and error and that you should try a lot quickly and easily. I hope that my tips can give some impetus and help other managers with digitization. You can find more about trial and error in my article on digital business models.
Also Read: Successful Process Automation In Companies
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