Digital Transformation Planning
Digital change is mostly about how people work, not about software. I help small and growing organisations plan that change step by step, with the people, data and risks taken into account.
New v6 draft from the service brief, awaiting review
The problem
- Work runs on a mix of spreadsheets, email and paper, and nobody is sure where to start changing it.
- A previous system was bought, set up and then quietly abandoned by the team.
- You need to change several things at once, and you cannot afford to stop the business while you do.
What I do about it
- I map how the work is done today with the people who do it, before choosing any tool.
- I break the change into small stages that each improve something on their own and can be reversed.
- I plan the training, data moves and handover for each stage, so the change sticks.
Draft copy, to confirm
What you get out of it
You have a realistic, staged plan for changing how your organisation works, that your team understands and can carry out.
Who it’s for
- You lead a small organisation moving from manual or scattered processes to shared digital tools.
- You are planning a change that affects several teams, systems or partners.
- You want a plan that your own team can carry out over time.
If the change is mainly a new or rebuilt website, start with website design and development. If you have already chosen the direction and need a platform, see technology and supplier assessment.
What’s included
Process mapping
How the work flows today, who does what and where time and information are lost, mapped with the people involved.
Target ways of working
A realistic picture of how the work could run, with the decisions that need to be made to get there.
Staged plan
The change in small stages, each with its purpose, dependencies, risks and a way to step back.
Data and systems
What information moves where, who is responsible for it, and what must be protected.
People and training
Who needs to learn what, when, and who supports them while the change settles.
Measures
How you will know each stage has worked, agreed before it starts.
How it works
Understand
I meet the people who do the work and map how it runs today.
Shape
We agree what should change, what should stay and in what order.
Plan
I write the staged plan with its risks, training and measures.
Hand over
I take your team through the plan, ready to carry out with or without me.
Questions people ask
Draft answers, to confirm
Do you implement the systems as well?
I can help with parts of it, such as the website or integrations, by separate agreement. The plan is written so others can carry it out too.
Is this only for large organisations?
No. It is aimed at small and growing organisations, where each change has to earn its place and people wear several hats.
Where does AI fit in?
Where it helps with a defined task. The plan looks at AI and automation alongside other options, and only recommends them where they suit the work.
Tell me what you need to achieve.
We can work out the right next step before committing to a solution. You can book this on its own. An ongoing partnership is optional, never a requirement.
Need continuing responsibility rather than a defined project? Digital Impact Partnership