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4 strategies and tactics for Digitization

What is Digitization strategy?

Every great achievement starts with a well-thought-out plan. It can be the launch of a new product, expanding into new markets, or just trying to increase efficiency. You'll need a delicate combination of strategies and tactics to ensure that the journey is smooth and effective.

Finding the right Digitization strategy can be daunting, especially when you're busy working on your day-to-day tasks. This is why we've curated a list of examples for your inspiration.

Copy these examples into your preferred app, or you can also use Tability to keep yourself accountable.

How to write your own Digitization strategy with AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own strategies.

Digitization strategy examples

You will find in the next section many different Digitization tactics. We've included action items in our templates to make it as actionable as possible.

Strategies and tactics for implementing AccreditaLab Digital Transformation

  • ⛳️ Strategy 1: Advance Applications to Established Level

    • Deploy a centralized digital management platform for applications
    • Implement automated validation rules for electronic forms
    • Integrate a unified application tracking system
    • Provide training on the use of new management platforms
    • Develop a user-friendly interface for application submissions
    • Establish a helpdesk for technical issues
    • Monitor application processing times and adjust workflows
    • Set clear guidelines for digital application management
    • Regularly update the platform based on user feedback
    • Audit the application system quarterly to ensure integrity

  • ⛳️ Strategy 2: Enhance Scheduling with Advanced Tools

    • Introduce an online scheduling system with notifications
    • Integrate scheduling tools with calendar systems
    • Provide training on new scheduling systems
    • Utilise historical data analytics for optimisation
    • Centralise communication channels for scheduling
    • Develop automated scheduling workflows
    • Monitor error rates and seek to reduce scheduling conflicts
    • Regularly collect feedback to improve tools
    • Upgrade systems to integrate with other digital processes
    • Benchmark scheduling efficacy against industry standards

  • ⛳️ Strategy 3: Improve Decision Processes with Digital Systems

    • Implement an integrated electronic system for decision records
    • Pilot machine learning algorithms for decision support
    • Centralise all decision-making processes in one platform
    • Develop automated workflows for decision-related tasks
    • Conduct training sessions on new systems for staff
    • Use data analytics to support informed decision-making
    • Set clear criteria for assessing decision outcomes
    • Regularly assess decision-making efficiency
    • Adapt systems based on feedback and technological advancements
    • Conduct bi-annual reviews to refine decision processes
digital-transformationoperational-efficiencyit-managerdata-analystsoftware-developmentcustomer-support
Implement these strategies

Strategies and tactics for digitising pilot training records

  • ⛳️ Strategy 1: Conduct a needs assessment

    • Identify all types of pilot training records currently in use
    • Assess current record-keeping processes and identify inefficiencies
    • Determine specific digital format requirements for training records
    • Engage with pilot and staff to understand their needs and expectations
    • Set clear objectives and outcomes for the digitisation process
    • Identify essential features required in a digital records system
    • Evaluate the costs associated with transitioning to digital records
    • Determine any legal or compliance requirements for digital records
    • Consider integration needs with existing systems
    • Develop a comprehensive change management plan

  • ⛳️ Strategy 2: Implement the digital solution

    • Research and select a suitable digital records management system
    • Customise the system to meet specific training records needs
    • Ensure the system includes robust security features
    • Migrate existing paper records to the digital system
    • Implement user authentication and access control measures
    • Develop a user guide and training materials for staff
    • Conduct staff training sessions on new digital system
    • Set up a data backup and recovery protocol
    • Test the system thoroughly before full-scale implementation
    • Launch the digital records system with support available

  • ⛳️ Strategy 3: Review and maintain digital records

    • Regularly audit the digital records system for accuracy and compliance
    • Establish a routine for updating digital records promptly
    • Monitor the system for any security breaches or issues
    • Obtain user feedback and make necessary adjustments
    • Schedule periodic reviews to update system features
    • Ensure ongoing staff training on system updates
    • Develop a disaster recovery plan for digital records
    • Create a protocol for maintaining data integrity
    • Set up an archive system for outdated records
    • Continuously assess workflow improvements using the digital system
digitisationefficiencypilotrecords-managerit-support-teamtraining-department
Implement these strategies

Strategies and tactics for implementing a Digitized and Compliant Procurement Process

  • ⛳️ Strategy 1: Automate supplier onboarding

    • Utilise Ariba to create a centralized supplier database
    • Implement a digital onboarding checklist to ensure compliance
    • Develop an automated communication system to keep suppliers informed
    • Create training materials for suppliers to understand the onboarding process
    • Set up a feedback loop to continuously improve the onboarding process
    • Use digital signatures to reduce paperwork
    • Establish a workflow for approval processes in Ariba
    • Monitor onboarding progress through real-time dashboards
    • Integrate supplier evaluations into the onboarding process
    • Schedule regular reviews to ensure the process remains efficient

  • ⛳️ Strategy 2: Efficiently manage contracts

    • Implement a contract management system using SAP HANA
    • Digitize all existing contracts for easy access and management
    • Develop a standardised contract template to ensure compliance
    • Utilise automated alerts for contract renewals and expirations
    • Create a centralised repository for tracking all contract terms
    • Incorporate e-signature capabilities for quick approvals
    • Train staff on the use of SAP HANA for contract management
    • Enable real-time contract performance tracking and reporting
    • Integrate contract lifecycle management with procurement processes
    • Establish a regular contract audit schedule to ensure accuracy

  • ⛳️ Strategy 3: Achieve sustainability targets

    • Identify sustainable suppliers using Ariba's supplier database features
    • Set sustainability targets within procurement policies
    • Develop criteria to measure the sustainability of procurement activities
    • Utilise Ariba to track supplier sustainability credentials
    • Implement a sustainability performance dashboard in SAP HANA
    • Provide training on sustainable procurement practices
    • Incorporate sustainability clauses into contracts
    • Promote sustainability initiatives with suppliers
    • Conduct regular sustainability audits of procurement processes
    • Benchmark progress against industry standards and best practices
digitizationcomplianceprocurement-managersustainability-officerprocurement-teamcompliance-team
Implement these strategies

Strategies and tactics for enhancing Developer Compliance and Efficiency

  • ⛳️ Strategy 1: Ensure developer compliance with real estate board regulations

    • Launch the developer compliance portal for real-time registration and monitoring
    • Expand mandatory training programmes for developers on legal standards
    • Increase the number of on-site and surprise inspections
    • Develop and implement an incentive-based compliance rating system
    • Conduct periodic workshops to update developers on regulatory changes
    • Increase collaboration with legal entities to enforce penalties for non-compliance
    • Create informative materials on compliance standards for developers
    • Conduct quarterly compliance audits to ensure adherence
    • Expand the reach of compliance workshops through digital platforms
    • Strengthen internal compliance teams with regular training

  • ⛳️ Strategy 2: Improve internal departmental processes

    • Digitise all document management and approval workflows
    • Enhance staff training in investigative techniques and customer service
    • Develop and implement a standardized compliance checklist
    • Introduce an inter-departmental feedback mechanism to identify and resolve bottlenecks
    • Utilise software tools to track workflow efficiency and identify areas for improvement
    • Monitor and evaluate team performance regularly with KPIs
    • Conduct gap analysis to identify inefficiencies in current workflows
    • Streamline communication between departments with digital platforms
    • Encourage staff suggestions for process improvements through an open forum
    • Develop a recognition programme for staff who propose successful changes

  • ⛳️ Strategy 3: Enhance visibility and communication with developers

    • Implement an SMS and email alert system for compliance updates and deadlines
    • Expand online resources with video tutorials and FAQs
    • Host an annual developer compliance forum for feedback and updates
    • Collaborate regularly with industry associations and financial institutions
    • Develop an active social media presence to share compliance news
    • Create newsletters to update stakeholders on compliance developments
    • Offer online webinars to explain new protocols
    • Increase accessibility to department heads through open office hours
    • Enhance the department's website for easier navigation of compliance info
    • Develop an application for mobile devices to track compliance in real-time
complianceefficiencycompliance-officertraining-coordinatorcompliance-teamit-support-team
Implement these strategies

How to track your Digitization strategies and tactics

Having a plan is one thing, sticking to it is another.

Don't fall into the set-and-forget trap. It is important to adopt a weekly check-in process to keep your strategy agile – otherwise this is nothing more than a reporting exercise.

A tool like Tability can also help you by combining AI and goal-setting to keep you on track.

More strategies recently published

We have more templates to help you draft your team goals and OKRs.

Planning resources

OKRs are a great way to translate strategies into measurable goals. Here are a list of resources to help you adopt the OKR framework:

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