Succeeding at Digital Transformation: A Checklist
Looking for a roadmap to guide your next project? This digital transformation checklist provides all the steps for successful digitization.
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Digital Transformation Checklist | Formstack
GUIDE

Succeeding at Digital Transformation: A Checklist

It’s never been more clear that businesses need to place digital transformations at the top of their priority list. Yet two-thirds of digital transformation projects fail. You can avoid facing the same fate by following the steps in this checklist. 

#1: Picking the Project 

You can’t tackle digital transformation all at once. For the best results, begin with one specific project and grow from there.

  • Create a list of your biggest workplace challenges
  • Identify processes that are inefficient, time-consuming, and/or paper-based 
  • Talk with teammates to discover which issues impact other departments and teams
  • Prioritize projects by most impactful to least impactful

#2: Gathering Buy-In 

Need to get senior leaders on board? It’s all about proving the value of the project.

  • Identify how digitization can save time, money, and resources
  • Interview employees to gather helpful quotes and insights 
  • Look for ways to transform the entire organization rather than just one department
  • Create a project proposal that includes projections for overall ROI

#3: Getting Started 

Once you have your project identified and leaders on board, it's time to make things happen.

  • Compile a cross-functional team to drive the project forward 
  • Audit the current process from start to finish to identify issues and needs 
  • Develop a strategy that outlines the problem, goals, timeline, outcomes, and budget 
  • Connect with IT and compliance to level set on any must-haves

#4: Selecting the Right Technology 

The most important part of a digital transformation is finding the right tools and technology. 

  • Develop a list of must-have and nice-to-have features 
  • Look for no-code solutions that any team member can use to solve their problems 
  • Research solutions and compile a list of those that best fit the needs of your project
  • Book demos, start trials, and have team members test tools for usability and functionality


Related:
How to Conduct a Tech Stack Audit for Smoother Operations

#5: Perfecting Communications

Producing successful digital transformations depends on strong communication. 

  • Document the basics (who, what, when, where, and why) within your source of truth 
  • Set weekly check-ins with all those involved in the project 
  • Send bi-weekly communications out to any departments impacted by the transformation
  • Continuously update the status of project steps, milestones, timelines, and goals

#6: Launching Smoothly 

A well-executed launch can make or break the adoption of your new process. 

  • Test any new tools, processes, and workflows multiple times 
  • Document the entire process from start to finish in simple steps and terms
  • Get users outside of the project team to test and provide feedback
  • Designate one person to handle all questions, concerns, and issues

 

#7: Tracking Progress 

Staying informed on adoption and gathering feedback is crucial to building forward momentum. 

  • Report on tech usage, process adoption, and general project goals 
  • Set up open meetings for users to seek help, ask questions, or make suggestions
  • Create a survey to gather feedback and ideas on future improvements 
  • Keep communication steady with updates on progress, milestones, and ROI

#8: Reflecting on Success 

Digital transformations don’t happen overnight. Set yourself up for continued success by reflecting on the process. 

  • Set a debriefing meeting with the team to discuss what went well and what didn’t
  • Compare results to goals to identify shortcomings and successes 
  • Iterate on your original plan to make improvements identified through feedback
  • Plan for what’s next, whether that’s expansion of the current project or a new initiative

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