KH: Based on what you’ve learned, what advice do you have for NPOs looking to start their digital transformation journey?
BG: Focus on starting the journey. Don’t get ahead of yourself or overthink the full process. The most important thing to do is prepare a plan because without one, it will be hard to determine what success looks like.
Planning for a connected enterprise is key. Part of that planning involves an end-to-end process review, carving out business process versus technology needs, and then right-sizing that for your organization.
Engage a partner who understands the sector. Not-for-profit organizations have limited internal resources during a digital transition, which needs to be factored in when assessing the project. Doing your due diligence and finding the right partner is important for success, as some professional services firms will not know how to scale for the sector.