Digital transformation is a massive undertaking. It consists of countless moving parts, and few organizations have the tools or expertise internally to fully execute their plans. Still, many proceed with a “trial and error” approach, which often wastes significant time and money and can even damage employee and stakeholder trust. And that’s tough to win back later.

The good news is you don’t have to “go it alone.”

What is a Digital Transformation Partner, and Why Do They Matter?

Organizations are increasingly opting to pair up with a digital transformation partner. This partnership goes beyond that of a tech vendor, as they don’t just sell you your tools and walk away:

They’ve Seen It All

Digital transformation partners are experts at what they do, having helped organizations of various sizes across industries complete the journey successfully. With this experience, your digital transformation partner is with you every step of your journey, not just helping with implementation but also offering advice that can help you make smarter decisions on tech selection, change management, and handling unexpected roadblocks.

Accelerated Learning Curve

When you partner with experts, you benefit from their past mistakes and successes. This accelerates your learning curve, allowing you to avoid common pitfalls and make informed decisions, saving you time and resources.

Access to the Latest Technology

Digital transformation partners have their fingers on the pulse of the latest technologies and trends. They can introduce you to innovative tools and solutions that can significantly enhance your operations and competitiveness.

Customized Solutions

Your business is unique, and a one-size-fits-all approach won’t cut it. A partner can tailor solutions to align with your business objectives, ensuring the transformation journey is tailored to your needs.

Change Management Expertise

Managing the cultural and organizational shift is one of the most critical aspects of digital transformation. Experienced partners have the expertise to navigate these challenges, ensuring that your employees embrace the change and maximize its benefits.

Despite benefits like these, however, digital transformation partners aren’t one-size-fits-all. Some are better suited for certain businesses than others. But that’s why it’s so important to find your ideal match.

Here’s a checklist to get you started on the right path:

Your Checklist for Finding the Right Digital Transformation Partner

1. Define Your Objectives and Expectations

Before you start searching for a partner, you must clearly understand what you want to achieve with your digital transformation. Outline your objectives, expectations, and key performance indicators (KPIs). Your potential partner should be able to understand your goals and align with them.

2. Evaluate Their Experience

Beyond simply understanding your vision, your ideal partner should have experience executing similar projects with similar organizations. Look for partners within your industry with a proven track record in digital transformation. Request case studies and references to assess their previous successes, as this will give you a better idea of what working with them might be like in addition to the potential results. A partner with experience in your sector is more likely to understand your unique challenges and opportunities. They’ll also be aware of common obstacles ahead of time, which will make it easier to resolve them when they arise. Who knows, you might be able to avoid them altogether.

3. Assess Technological Expertise

Digital transformation relies heavily on technology, and one of the biggest perks of a digital transformation partnership is that you can benefit from tools and expert knowledge you otherwise wouldn’t have access to. But first, you need to ensure that your potential partner has the tech stack and know-how you’re looking for. Evaluate their technological expertise, including their knowledge of emerging technologies like artificial intelligence, machine learning, and cloud computing.

4. Consider Change Management Skills

Successful digital transformation involves more than just technology; it requires effective change management. Assess the partner’s ability to manage organizational change, including training, communication, and employee engagement strategies.

5. Collaborative Approach

Choose a partner who values collaboration and teamwork. They should involve your key stakeholders from various departments and levels of your organization early on. Collaborative efforts from IT, operations, finance, sales, and marketing are essential for success.

6. Customization and Flexibility

Your organization is unique and faces a specific set of needs and challenges. As a result, you deserve a custom-fit digital transformation strategy. Avoid partners that push a cookie-cutter approach to their services, as they may be unable to address your unique challenges. You will find more success with a partner who takes a personal, process-led approach and uses data on your current processes and operations to inform the way forward.

7. Clear Communication

Effective communication is vital throughout the digital transformation journey. Ensure that your partner maintains transparent and open lines of communication. They should keep you updated on progress, issues, and any necessary adjustments.

8. ROI Focus

A reliable partner should be focused on delivering a ROI for your digital transformation efforts. Discuss how they plan to measure and deliver tangible results, and set clear milestones and expectations.

9. Support and Maintenance

Digital transformation is an ongoing process. Inquire about post-implementation support and maintenance services. Your partner should provide assistance, training for your team, updates, and troubleshooting as needed to ensure sustained success.

Don’t Do Digital Transformation Alone

As you embark on your digital transformation journey, remember that partnering with an experienced ally can be the key to unlocking its full potential. The right digital transformation partner brings expertise, experience, and a collaborative approach to the table, ensuring that your journey is smooth and successful.

Now that you have the checklist above, you can confidently select a partner who will guide you through this transformative process, helping your organization thrive now and in the future.

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About Kara

As a Naviant Content Writer since 2019, Kara is passionate about helping organizations unleash the power of technology to solve their business challenges. In her weekly articles, Kara breaks down the latest research, trends, and tips in the digital transformation world, specializing in intelligent automation, the cloud, AP & HR automation, artificial intelligence, change management, and more. She is also a Copywriter for the American Marketing Association-Madison, where she contributes bimonthly articles that interview industry experts and highlight the latest marketing trends. When she’s not writing, Kara is working on her latest art project, scoping out new music, or out for a run.