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3 Steps to Digital Transformation: Processes, Platforms and Personas

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Microsoft Dynamics Business Central for digital transformation in your Business

Improve all areas of your business and track progress with small sprints. The “Kaizen”, a Japanese term that describes the continuous improvement of activities, processes, processes or products by all employees of a company who will not be discouraged and learn from your mistakes. This philosophy is being intensified in the marketing environment, which is currently undergoing continuous technological change. In this sense, “Kaizen” is applied to three essential parameters for digital transformation, the so-called “3Ps”: processes, platforms and personas.


Processes are often greatly underestimated in the “3Ps”. However, they are crucial to digital transformation. Organizations need to perform a process analysis internally or through an external consultant to understand how the processes work and the other, creating a foundation.

  • Define and design goals and document the processes graphically.
  • Collaboration between departments: See the synergy points between, for example, the processes of the marketing department and the sales department.
  • Analyze where there are errors and where technology needs to be promoted.
  • Apply the theory to the design involved by all the teams affected by the change and communicate clearly and accurately about the transformation process.

In addition, a flowchart is created after the process analysis. This is how the visualization of the processes is analyzed. This shows where customers can be influenced, which sub-processes should be the focus or at which points in the process the customer gives an indication of his satisfaction or dissatisfaction.

The question now is where technological change begins. Once the processes have been analyzed, a technological roadmap is created. This map helps analyze processes and identify where technologies need to be changed or personal changes made.


Platforms are the icing on the cake of the company. It is the visible and interactive product that presents the digital transformation. Of course, this parameter cannot be understood in isolation, as we need to focus our energies on:

  • Analysing the development of the platform
  • Create an implementation plan
  • Managing change through communication


After all, human beings are the soul of evolution. Without them, technological change would not make sense. It is important to take them into account, and for this to do so:

  • Manage changes and focus on communication: All those involved in the transformation need to be kept informed of all updates. Any confusion about the transformation can undermine the company’s goals in implementing the change.
  • Train your employees to use platforms.
  • Motivate employees to improve their experience.

Therefore, digital transformation is not just digital. It’s much more. Processes play a fundamental role in ensuring effective transformation. Responsibility for people marks the line between success or failure of this transformation. In view of the current situation of uncertainty, strategies and structures are needed that are up to the new challenges.

If you want to learn more about the digital transformation and improve your differentiation in this technological age, please contact us.

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