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How to manage digital change in small organizations?

Digital transformation is not only for large corporations. Small organizations, including NGOs and social entities, can also greatly benefit from incorporating modern technologies. However, managing this change can be challenging without proper planning. Below, we explain how to effectively approach digital change, with practical steps and useful tools.


1. Define the objectives of digital change

The first step is to understand why you want to implement digital change. Some examples of objectives may include:

  • Improve operational efficiency.
  • Optimize internal and external communication.
  • Reduce administrative costs.
  • Enhance the user or beneficiary experience.

Tip: Define clear and measurable objectives so you can assess the success of the transformation.


2. Evaluate your organization’s technological needs

Not all digital tools are necessary for every organization. Analyze which tasks can be digitized and identify which tools or platforms can simplify them.

Examples of useful tools:

  • Project management: Trello or Asana.
  • Internal communication: Slack or Microsoft Teams.
  • Financial management: QuickBooks or Holded.

3. Involve the team from the beginning

Digital change cannot be implemented without the support of the people in the organization. Involve the team in the process from the start. This includes:

  • Explaining the benefits of the change.
  • Listening to their concerns.
  • Providing training to ensure everyone can use the new tools with confidence.

Example: Organize practical sessions to teach how to use a new platform or system.


4. Start with small changes

It’s better to start with gradual improvements rather than attempting a full transformation all at once. Identify the areas that need the most attention and implement digital solutions step by step.

Exemple: If administrative tasks are currently managed on paper, start by digitizing files or adopting a document management tool like Google Drive.


5. Seek external support if necessary

If technology is not the strong point of your organization, consider hiring professionals or collaborating with experts in digital transformation. This can help you choose the right tools and implement them correctly.

Exemple: Agencies like teclaSocial can offer customized solutions to digitize processes in small organizations.


6. Measure the results and adjust

Once the new technologies are implemented, evaluate the results to see if they meet the established objectives. Seek feedback from the team and adjust the tools or processes as needed.

Tip: Use key metrics, such as time saved on tasks or increased beneficiary satisfaction, to measure success.


Managing digital change in a small organization may seem complex, but with proper planning and team involvement, it is possible to make the leap successfully. The key is to start with small steps, use the right tools, and maintain a flexible attitude to adapt to changes.


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