How To Plan Your Digital Transformation
Get "Planning for Digital Transformation: Essential Steps to Drive Business Growth".
Whether you're exploring your options or ready to dive in, our Digital Transformation Action Plan gives you real-world guidance to modernise your operations, streamline your tech, and future-proof your business in the UK market. Identify what works, fix what doesn't, and move forward with clarity.
What’s the big deal about digital transformation?
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It's happening everywhere
Businesses in every sector are adopting smarter tools and faster processes. This isn’t future-talk. It’s happening now, and it’s delivering better customer experiences and measurable results.
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The tech making it possible
Cloud computing, AI, automation, IoT — these aren’t buzzwords; they’re powerful tools enabling scalable growth. Learn how to integrate them into your operations.
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Why you can't wait
From hybrid work to shifting customer expectations, the pressure is on. Digital transformation helps you keep up and stay ahead.
Join our webinar on planning for your digital transformation project
Thursday, 7th August 2025; 11:00 BST (British Summer Time)
Join Steve Baxter and Chinia Waterman for a live, no-fluff session on what digital transformation actually looks like in real businesses. They'll unpack the Action Plan, share some war stories, and give you straight-talking advice you can use — whether you're starting from scratch or deep in the weeds.
Can’t join live? No worries. Sign up and we’ll send the replay and slides straight to your inbox.
REGISTER FOR THE WEBINAR
Digital transformation goes beyond IT.
Digital transformation affects every part of your business. Whether you’re a sales leader, in customer support, operations, finance, or even working with partners and suppliers. The ripple effect is huge, and so are the benefits.
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Empower your teams
Discover how your teams can stop working in silos and start collaborating smarter. The Action Plan shows how digital tools can help departments work together better, reduce repetitive tasks, and keep everyone aligned.
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Serve customers and suppliers better
The Action Plan walks you through how to make your customer and vendor interactions faster and smoother. From automated onboarding to proactive service and better communication, it’s a win for everyone.
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Tailored for your industry
Whether you’re in healthcare, retail, finance, manufacturing, or anything in between, the Action Plan shows how transformation can be scaled to fit your industry’s needs without overwhelming your team or budget.
Know where you stand today.
Transformation isn’t just flipping a switch. What's slowing you down? What are your people saying? What do your systems support and what don’t they? This section helps you figure out where to start.
Assess your digital readiness
Do your current tools work well together? Do your teams have the digital skills they need? Use the Action Plan to measure cultural and technical readiness and find out where the gaps are.
Tie it to business goals
Digital transformation for the sake of it won’t cut it. The Action Plan helps you connect every proposed change to real business goals, like cutting costs, improving service, or growing faster.
Get your budget in order
A successful digital shift takes smart budgeting. Learn how to plan for upfront investment, ongoing costs, and training so you’re not caught off guard later on.
Get your house in order.
If your data is dodgy or your tools can’t talk to each other, tech upgrades won’t help. This step is about clearing the clutter and setting up for success.
Review your current systems
Start by listing out all the systems your business relies on. Are they cloud-based? Do they play well with others (i.e., do they integrate easily)? The Action Plan gives you a practical checklist to evaluate whether your tech stack can scale with you.
Structure your information
Think of this like setting up filing cabinets, but digital. The Action Plan guides you through setting up data schemas: how to organise, label, and standardise your information across systems so it’s easy to find and use. It’s the behind-the-scenes work that pays off in smoother workflows and smarter reporting.
Control access with confidence
Great data isn’t helpful if your teams can’t access it or if the wrong people can. Learn how to set up permissions, dashboards, and alerts that make the right data available to the right people at the right time. The Action Plan breaks down how to strike the balance between usability and security.
People drive change.
Digital transformation is a team sport, and everyone has a role to play. The Action Plan helps you build the right mix of leadership, know-how, and everyday champions to make it happen.
Assemble the right people, not just the right tech
Identify internal champions who can rally others, define clear roles so everyone knows what they’re responsible for, and develop training strategies to boost digital confidence across your business. You'll also learn how to create a culture that embraces change.
Is your digital transformation working?
How will you know if your digital transformation is really working? Spoiler: it’s not about how much tech you’ve bought. It’s about what’s changing for the better.
KPIs and targets
The Action Plan helps you define what success looks like for your business, whether that’s reducing customer support response times from 24 hours to just one, increasing online sales by 15%, or cutting invoice processing errors in half.
You’ll learn how to choose KPIs that matter like lead conversion rate, system uptime, or Net Promoter Score and how to display them in real-time dashboards that your teams can actually use.
