Digital transformation is bringing innovation and automation to the workplace, drastically changing the way businesses operate. The trend represents the adoption of digital processes to exchange outdated, manual, and legacy methods for performing routine business tasks.
The ongoing global health crisis has only accelerated the pace of digital transformation as more businesses shift to remote work models to enable employees to remain home. A 2018 Tech Pro survey shows that 70 percent of companies either have a technique for digital transformation in situ or are creating one. IDC found that companies have spent an estimated $2 trillion-plus on digital transformation thus far.
The result’s that companies are adopting a spread of digital tools to handle everything from communications and collaboration to project management and customer relationship management (CRM).
The number and sort of tools available to assist businesses on their journey to digital transformation are staggering. Here are seven main areas that are well-positioned for a digital upgrade, also because of the best tools available for every category of business operations.
1. Communications: RingCentral Office
The prevalence of remote workers who could also be located anywhere within the world renders traditional office phone and e-mail systems obsolete. A unified communications solution that will be used anywhere, from any device, is significant for successful business operations in today’s remote work climate.
The RingCentral Office solution provides a spread of communications and collaboration features, and it can accommodate teams of 10 to 10,000 workers. The offering includes integrated phone, video conferencing, instant messaging, file sharing, and task management features. All communications are consolidated on one platform, and teams can also share calendars, files, conversations, and tasks.
Pros: As a comprehensive cloud private branch exchange (PBX) and business voice-over-IP (VoIP) solution, RingCentral also includes fax capabilities, AI (AI) integrations, and an intuitive interface. It integrates easily with tools like Google Drive and Box and works with network infrastructure within the U.S., Europe, and Asia. one among its hottest features is that the ability to show conversations into actionable tasks.
Cons: Its chief drawbacks include a further cost for hardware like handsets and video conferencing gear and workflows that aren’t as intuitive as they might be. RingCentral’s pricing is additionally a touch steeper than its competitors, although the corporate continuously add new features and functionality.
2. Project management: MeisterTask
Automating and streamlining project management is a crucial part of digital transformation. MeisterTask may be a task and project management software solution for businesses juggling complex projects.
Designed for teams, the offering enables users to arrange and manage tasks during a customizable environment. It includes Kanban-style project boards, facilitating the creation of streamlined and automatic project workflows. Features include a timeline for scheduling and visualizing tasks through a color-coded calendar, and Gantt-style charts, also because of the ability to assign roles and permissions for various projects. Users can also track time, create team projects which will be shared with multiple collaborators, add custom fields and generate insights into employee workload and productivity with reports.
Pros: Uncluttered interface, customizable projects and dashboard, multiple checklists, great UI, and a personal customizable Agenda board that permits users to simply work within multiple projects at an equivalent time.
Cons: The simplicity of the feature set can go too far for project customization requirements, and it isn’t suitable for users looking to implement a standard waterfall project management solution.
3. Customer relationship management: Apptivo
Apptivo’s CRM software offers a number of features and integrations that make it a perfect choice for today’s remote and geographically dispersed work environments. Main features include lead capture and conversion capabilities, sales tracking, and therefore the ability to customize apps.
Pros: the answer comes with a spread of CRM apps, including contracts, sales planning, territory management, work orders, and leads. Apptivo CRM integrates with G Suite, Office 365, Slack, and RingCentral, also as a number of other applications. It offers a broad range of features encompassing all aspects of CRM, also as affordable pricing, an intuitive interface, and a comprehensive mobile app.
Con: One drawback is that it is often a touch difficult to line up. On the flip side, the solution’s flexibility and straightforward customization make it a perfect choice for SMBs that want to digitally transform their CRM operations.
4. Objective and key results management: Profit
Objective and key results management solutions, or OKR for the brief, ask for a goal-setting framework for outlining and tracking business objectives and their outcomes. OKR business tools are designed to line, communicate, track and measure both goals and results throughout a business. Streamlining and automating this process is a crucial part of the digital transformation journey.
Profit offers OKR software with a hierarchical view of how a team’s objectives are aligned with overall business objectives and key results. An alignment score is assigned, providing a transparent picture of how well a business is aligned with its OKRs. The solution’s methodology enables businesses to make, share and assign objectives for the corporate, also as departments, teams, and individual workers.
Pros: the answer integrates with Jira, Slack, G Suite, Office 365, and more. Users, tasks, and key results could also be integrated and shared throughout the apps. It facilitates goal prioritization, helping businesses save time and better engage employees. they provide amazing support (rated one hundred pc for customer support by Capterra).
Con: While the tool is pretty intuitive for end-users, a reported drawback is that it is often overwhelming to line up thanks to an outsized number of options. Profit provides good support to users while getting started, to navigate through these various options.
5. Team collaboration: LiquidPlanner
While many of the tools discussed above facilitate communication and collaboration, a category of solutions is devoted exclusively to business team collaboration. LiquidPlanner may be a dynamic collaboration tool designed for busy, fast-paced teams. additionally, to offering collaboration, the answer provides automated scheduling and forecasting about when a project is going to be complete.
Pros: Highlights of LiquidPlanner include the power to line project- and task-level priorities, estimating how long a task will fancy being completed, and automatic resource-leveling. this permits teams to reallocate tasks and work supported worker availability and skillsets.
Cons: A drawback of LiquidPlanner is that the cost — it’s a touch costlier than competitors’ offerings. It also features a somewhat steep learning curve for found out and use.
6. E-mail marketing: Constant Contact
The global health crisis has made e-mail marketing more imperative than ever since in-person interactions are less frequent at the best. Streamlining and automating the method may be a major step toward digital transformation, and Constant Contact does all the work. It handles a variety of online tasks, starting from launching an e-mail marketing campaign to putting together an internet site.
Pros: Constant Contact features include the power to upload products to a web store, boost sales and improve social media presence. It handles the whole email marketing process, building lists and incorporating eCommerce and social media marketing and advertising. It also offers an entire set of tracking tools with real-time metrics about which prospects are opening, clicking, and sharing e-mails.
Cons: While the offering features an intuitive interface, the bundled templates don’t allow much flexibility. Another drawback is that the pricing, because the starter e-mail plan features a cap of 500 contacts. Businesses will get to pay more to feature additional contacts. The offering does accompany a free 60-day trial, however, making it well worth finding out for its plethora of features.
7. Idea management: Brightidea
Idea management may be a relatively new phenomenon in business, yet an enormous number of tools are available to digitize and automate it. The practice includes generating, capturing, discussing, organizing, and evaluating insights and thoughts that might not be explored through routine processes.
The Brightidea Idea Box offers a comprehensive solution out of the gate. The offering acts as an “always-on” digital suggestion box for collecting ideas from wherever workers happen to be. It includes an intuitive drag-and-drop interface and a full mobile app to facilitate collaboration.
Pros: Features include the power to trace return on investment (ROI) and business impact through an analytics engine that produces informed insights. The platform is definitely scaled to satisfy changing needs, essentially creating a strong innovation pipeline.
Cons: One drawback of Idea Box is that an outsized number of features and applications can make it confusing to use, also as an outsized number of widgets and options that require to be configured. Some users have also complained about difficulties with customizing the answer.
The tools above are among the simplest available to assist businesses on the journey to digital transformation. By taking a slow and measured approach to adoption, businesses can unlock major value by automating and streamlining the spread of their operational processes.