Digital transformation: preparing your specifications

Digital transformation is a transformative project for
the company that requires a global investment from management and teams, at the
strategic and technical level. The creation of specifications that are clear
and relevant to the needs of the company is one of the fundamental steps in
driving change towards digital. It is on the basis of this document that you
will be able to select the solutions best suited to your activity and derive
the most possible advantages from digitalization: ERP, CRM, BI, MES, etc. Here
is everything you need to know to prepare your specifications and start the
process of digital transformation for your company.

Understand the importance of specifications

The specification is not a simple administrative
formality. It is a key document that helps you structure your digital
transformation project, organize the tasks between the different people
involved and thus prevent the problems that can arise in any project. A
reference document, supposed to be clear and precise, the specifications make
it possible to create a basis of common understanding between the company and
the suppliers of the management solutions, to avoid any misunderstanding and to
deploy the project in an efficient and satisfactory manner.


The specifications are a plan that explains the steps,
the resources to be engaged and clarifies the objectives targeted by the
digital transformation: increase in performance, optimization of the sales
circuit, organization of remote work, automation of tasks, time savings , etc.
It is a document that must be integrated into the company’s overall strategy
and which subsequently commits it contractually to the designer or publisher of
solutions in a transformative and sustainable project. It allows management to
know exactly what they are getting into and to make a relevant investment
(note, for example, that 3 out of 4 ERP projects cost more than expected, due
to a lack of preparation).


At what stage of the digital transformation should
specifications be drawn up?

The specification will be the foundation and the
roadmap for your project. It is therefore essential to develop it from the
start of the digital transformation project, that is to say as soon as you
start to sketch out the idea. This will allow you to clarify your vision and
agree with your teams on the change to be initiated. Indeed, it is essential to
involve employees from the beginning of the project. Because their motions will
help you develop a plan that meets the concrete needs of the company and thus
involved, will be less reluctant to change, they will be more likely to adopt
the new solutions put in place.


The components of a specification

To fulfill its role as a plan and diagram of business
requirements, to effectively inform the roadmap of the digital transformation
project, a specification must include the following elements:


  • Description of the context, challenges and strategic
    positioning of the project for the company.
  • The purpose of the project and its objectives.
  • The formalization of needs in a synthetic and
    quantified way.
  • The technical, functional and organizational
    characteristics of the digital transformation project.
  • The description of the means available and to be
  • The list of constraints to prevent.
  • The human capital concerned by the new project.
  • A provisional schedule of the tasks to be
  • The standards for managing deliverables and producing
  • The expectations and requirements of the provider of
    the offer.

Get support in the development of the digital
transformation plan

If you are a VSME or you are embarking on the
development of specifications for the first time, if the whole company seems
complex to you and you find it difficult to precisely define your needs in
terms of digital transformation , it may be useful to be accompanied.
Specialist integrators in your sector of activity or business can provide you
with the necessary assistance in defining your needs and building a suitable
deployment plan for a sustainable digital transformation.


Pégase, EXPERT in digital transformation, offers ERP
(Divalto infinity), CRM (Divalto weavy) management solutions. We have
accompanied several companies in Africa (Morocco and Algeria) in France (Lille
and Paris), in the Caribbean (Martinique and Guadeloupe) in the Indian Ocean
(La Réunion and Mayotte) and in Canada (Quebec) in the digitalization of their
processes and improving their performance. To learn more about how to
future-proof your business through digital transformation,

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