The Complete Digital Transformation Checklist – Is Your Company Up to Speed? (Part 1)

By Georg Tichy

digital transformation

Though the first companies to ‘go digital’ did so as far back as the 90s, many industries and individual businesses have been putting off their digital transformation for decades. In the vast majority of these cases, the original decision to hold off on digitizing was a wise one. The industry software wasn’t ready and there were a few too many unknowns for the comfort of older well-established businesses with customers who relied on them to keep things running smoothly.

However, times change as they always do and we’re not in the 90s world of hit-or-miss HTML websites or primitive database EMSs anymore. Business software, data analysis, internet technologies, and the overwhelming social move to online communities have significantly changed the playing field. Where it once was a good idea to stick with paperwork or old management systems, no you’d be a fool not to have a full-featured online presence and AI-assisted data analysis for everything from marketing to bug hunting. Whether you’ve started your digital transformation or are still slowly considering your options, it may help to see the full scope of what a completely digital company would have in their IT suite.

  • Website
  • Mobile App
  • CRM
  • Industry EMS
  • VOIP
  • AI Data Analysis
  • IoT Devices
  • Cybersecurity
  • Cloud Documents and Backups

1) Website

If there’s one asset that pulled companies of the 80s into the modern digital world, it’s the business website. As people’s lives become more and more about what they do online, having a website is in many cases better than having a brick-and-mortar venue because the potential ‘foot traffic’ is infinitely higher and often determined by the effectiveness of your SEO to catch people looking for your services in a search engine.

Home, About, Services, Contact

Original business websites could be almost anything but these days a format and a precedent have been set. People now understand the basic layout of almost all business websites and expect a few key elements. Home is your landing page and should showcase the business itself. About is your page where you tell the company’s history, share your goals, and possibly introduce a few team members. Services can also be Products and enumerates what you have to offer. Contact, of course, is a quick and easy way for customers to send you emails.

Live Chat

Live chat is all the rage these days and is being incorporated into company websites by businesses all over the world. If you don’t have a live chat integration yet, consider getting one. When your customers are able to contact you while browsing your website, communication is instant, as is your access to their conversion funnel.


Setting up your business email is usually an integral part of building the website, as you need a registered domain name (ex: By giving every employee and department an email address, you prevent the use of personal email addresses and unify communication with your brand. In many ways, it’s like the new company stationary.

2) Mobile App

Your mobile app is another story entirely. People use their phones for everything now, so a mobile presence is currently considered non-optional for any online business. Some companies are happy with a mobile version of their website while others go out of their way to make a mobile app that is uniquely helpful to customers that increases the value of your services. What matters is that you have a way for your customers to access services, contact representatives, and gain value from the services you offer through their mobile device.

3) CRM – Customer Relationships Management Software

A CRM is an advanced piece of software that helps you manage your relationships with customers. It can track accounts, contact information, preferences, customer history, and notes left about each customer by employees. CRMs also usually have a communications management aspect, allowing you to send emails, live chat messages, texts, and even make phone calls from the online platform, save communication logs, and make notes on the file. It may also have a support ticket system for customer service representatives, who will use it most often, and is also useful for Sales who benefit from the in-depth look at customer histories and preferences.

Of course, this is only the beginning of all the things you can and probably should have by the end of your company’s digital transformation. Join us for the second half of this two-part series next time where we’ll talk about a lot of other acronyms including EMS, VOIP, AI, and IoT. For more information about starting or continuing your digital transformation journey, contact us today!

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