Change Management: the steps for a Digital Transformation

  1. Step 1 — Reflections on strategy: to start a process, we always start from the goal we want to achieve. The vision will serve as a reference to choose the objectives and metrics useful to measure the value we want to generate with the change. In this phase, top management will be involved and will have to create a roadmap consistent with the chosen goals.
  2. Step 2 — Sharing the vision: the next step will be establishing governance and defining which key resources will be included in the Change Team. For sure, to start a change of this magnitude, which will require time and commitment, it is essential to share the vision with all the resources in the company. It’s important to show what the vision will be and to motivate employees to achieve it. It must be remembered that we are asking them to change the way they work to align with the new company culture.
  3. Step 3 — Operational implementation: we are in the application phase, where the technologies and innovations to be incorporated are decided. In the case of digitalization, intelligent RPA that optimizes processes and improves efficiency will be chosen. During operational implementation, the first problems arise, and difficulties can slow down the roadmap considerably. One way to remedy this will be the celebration of small victories and successes that will push resources to engage in problem-solving.
  4. Step 4 — Measuring results: defining metrics indicates the level of adherence between the vision and the value that is actually generating the transformation. Monitoring bank performance and results are crucial to determining future goals and challenges.




Founder & CEO @DeltalogiX | Engineer 💡 | Digital Creator & Tech Influencer

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Linda Grasso

Linda Grasso

Founder & CEO @DeltalogiX | Engineer 💡 | Digital Creator & Tech Influencer

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