18 Jun 2021

Why take unnecessary risks with your digital transformation?

Member’s digital needs and skills have moved at a very rapid pace due to COVID-19; this growth may slow but this pandemic has taught us that we can’t be complacent, the need will not reduce. If your organisation has already embraced digital pre-COVID-19, moving to cloud-based connected data & CRM then you are in a strong place. If you haven’t been able to make this transition yet, then siloed data and an on-premise CRM will have been causing you a fair degree of pain.

Depending on where you are on your journey there are always risks involved in the transformation, minimising them is vital to ensure the success of your project. There are a few key areas you need to consider, ideally before you start your journey but checking they are in your plan will help with the success of your project. 


  • Allocating adequate time and resource to detailing your organisations business requirements, data structure and ‘as is’ digital business processes. This will ensure that you know what you need before starting to look for potential suppliers. This will not only save you time and money but ensure that you are getting what you need.

Choosing the right supplier

  • A clear detailed RFP is vital to ensure that you get a robust and realistic response from potential suppliers. If you have spent time planning, it will be easier for you to ensure you avoid ‘vanilla’ responses. Planning your needs will also, likely, save you time and money as unearthing unknown requirements deep into the project ‘project creep’, will multiply change requests and increase the costs and timescales.
  • Don’t just be swayed by the technology and what it can offer, you need to consider the below areas with equal importance. You may love the supplier demo, but if you considered the below you won’t be getting what you had thought...


i.      Culture This area does get de-prioritised but must make sure that the whole organisation understands the changes and appreciates the value in the change, both for them and the members. Make sure you understand how the supplier can help with this adoption. This area alone poses a big, but avoidable, risk to the success of the project if not factored in from the start.

ii.      Budget - All suppliers will estimate the budget needed for the rollout, if you have done the background planning then this should be a good estimate – is this realistic? Can you get what you need for the budget you have? Factor in some contingency and possibly some external assistance.

Project Rollout.

  • The final stage is deployment, you must ensure that you have allocated adequate time and resource to this stage, someone owns the project roll out and you have the right level of sponsorship in the organisation. This is the final mile but one that needs focus to ensure you have the desired results.

All through the project remember this is about your business requirements first not technology, it’s very natural for people to get excited by the art of the possible, but the question is ‘do you really need it, and will your team use it?’


We would like to offer you, in partnership with memcom, complimentary mini-workshops, please click here to see how you could get one of these sessions. (T’s and C’s apply)


Chrysalis Digital provides a digital transformation service designed to help build a more agile, efficient, and innovative organisation. With its broad cross-sector experience Chrysalis Digital has helped many organisations map their digital path and through careful planning and assessment, choose the right technology partners.  Chrysalis Digital is 100% agnostic when recommending CMS and CRM suppliers to its clients. If you need any help with the next steps in your journey, please call Ben Sturt on 07469 768990 or email [email protected]