Doug's Digital Transformation Journey: One Year Later

Employees now have clean and accurate data that can be accessed instantaneously. The dashboards built over the previous year enable employees to make better decisions quicker. The integration of new software applications has been a key part to keep the data organized and easily accessible for employees. Utilizing Zarro as the single data collection source has enabled business units to build upon their existing strategies. For example, Sales has been able to better identify cross-selling opportunities, and service problems are resolved on a quicker basis. Leaders can now track their departmental goals set during the beginning of the year and determine where more strategic focus is needed. This has helped them become more comfortable leading through change and has created an appetite for growth at WealthArrow.  

All departments, not just Sales, have noted benefits stemming from the digital transformation. Human Resources can optimize workforce planning, while Operations has a better grasp on how to execute improvements to existing processes. IT is better aligned to the rest of the business, and Risk & Compliance has better identified and managed the implications of collecting and using customer data.

After many business consultations, leadership training sessions, and introductions to new technologies, Doug and B|G have successfully implemented a new data-driven culture across the entire organization. Doug has increased his personal skillset and has become confident in leading the organization’s digital transformation initiative. His team continues the work started over the last year, while B|G continues to serve as a trusted advisor. WealthArrow is in its best position yet to expand and improve as a business going forward.

Has the Doug’s Digital Transformation Series piqued your interest in undergoing a digital transformation? If so, please take our Digitization Assessment to determine your organization’s current digital state!  

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