What are the best practices for digital transformation? 

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Before starting on your digital transformation journey there are some best practices to consider that can make improve efficiency.

Lead from the front

To make the period of change work better for the company whilst you transition to working digitally, active leadership is crucial

Best practices for digital transformation: lead from the front

Customer experience

One of the biggest benefits that you can get from taking your business digital is an improvement in customer relations.

Before you start on this journey, take a step back to think about what your customers want from you and how you can improve their experience at all stages of the buyers’ journey.

Decide on how to measure success

What do you want to achieve from the digital transformation process? If you can set out your expectations before setting out on your journey then this will make it easier to see the benefits of your new system and give you a clearer understanding of your KPIs.

Set expectations for change

When you set up a new digital strategy you may be surprised by what you find, such as any inefficiencies in your business that you weren’t aware of. So share what you anticipate from the digital and set yourself and your staff clear expectations for the future.

Align and evaluate your business processes

Before taking your business digital, take a look at your business processes and eliminate any that are irrelevant. For more information on this watch the ‘Manage Your Business Processes the Right Way with a Job Management System’ video from the Software Buddy Free Training course.

Audit your data

Take a closer look at your data to give you a clearer picture of your business. By doing this you can also create backups before migrating over to a new system.

Best practices for digital transformation : audit your daTA

Customer expectations

The customer journey and customer experience are driving factors in business success today. So, when you are considering the best practices for digital transformation, think about how your business processes cater to your customer’s needs and set expectations.

Hire smart and invest in ongoing training

For your businesses’ digital transformation to really soar it pays to have a talented workforce behind you. Today there is a greater focus on technological and data literacy and as the digital world changes rapidly, investing in ongoing training can be hugely beneficial.


Through communicating transparently and frequently, business owners can look forward to a seamless digital transformation. By conveying progress, next steps as well as the challenges faced, you will encourage your team of staff to do the same, which in turn will improve outcomes and can even make their jobs easier.

Strive for continuous improvement

Digital transformation is not just a single event, it’s an ongoing process so for the best results you will need to monitor, test and reiterate your KPIs.