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Practical resource: 10 steps to prepare SME digital transformation

An operational checklist starting with needs, processes, data and security before choosing technology.

Practical resource: 10 steps to prepare SME digital transformation
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  1. Identify operational problems and priorities.
  2. Map processes and identify delays, duplication and errors.
  3. Organise data and documents.
  4. Define responsibilities and access rights.
  5. Strengthen passwords, backups and security.
  6. Select tools according to needs, not technology fashion.
  7. Train users and document working practices.
  8. Start with a limited pilot.
  9. Measure results with a small set of indicators.
  10. Regularly review tools, costs and risks.

Digitalisation should improve performance, decision quality and customer service rather than simply increase the number of applications.

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