
— Step Two
Get Ready: Strategy
Think through your strategic goals for technology upgrades. The most successful technology upgrades align to companies’ pain points and have clear KPIs.
Common actions in Get Ready: Strategy are below; jump to Knowledge Bank for examples of how companies advance them.
Assess Current Operations & Team Culture
Set Strategic Goals & Key Performance Indicators (KPIs)
Identify Good-Fit Technologies for Your Goals
Identify Key Tasks/Processes Needing Technology Enhancement
Understand Return on Investment
Develop a Technology Phasing Plan

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