Your small business digital transformation journey: a step-by-step guide

Digital transformation isn’t any one thing. It encompasses any initiative to use technology to improve existing business processes or create new ones. It includes using technology to better meet the needs of customers, better compete with other companies in your industry or market (especially digital natives) and create entirely new monetization models for delivering your product or service to boost revenue and increase customer loyalty.

But what does nearly every single digital transformation initiative have in common? They started with modernizing data and information management.

Every good baseline digital initiative starts with modernizing data and information management systems. How can you effectively digitally transform high-value, customer-centric operations when your basic, everyday workflows are still reliant on even partially manual or paper-based processes?

To help you develop a strategy to modernize your data and information management processes and procedures, a solid digital transformation guide is key. From small-things you can get started now to those initiatives that may require cross-functional support and executive buy-in, we’ve put together a comprehensive guide on how to get started with your digital transformation. By the end, we will have provided you with an idea of where your resources, in both staff and budget, should be allocated.

Feel free to jump around from step to step in whatever order works best for your company. Our goal with this guide is to help lay the foundation for your digital transformation.

Read along, download it for later, or jump to the section most relevant to you.