Insights | SVA Consulting

Digital Transformation: What it Means and Where to Start

Written by Cailee Hanson | Sep 5, 2025 2:00:00 PM

Charting your path from digital chaos into clarity.

If the phrase “digital transformation” feels like something tossed around more than actually acted upon, you’re not alone.

We hear it everywhere and yet, for many companies, it remains a vague concept somewhere between important and “future problem.”

Here’s the reality: digital transformation isn’t a tech trend or a one-time IT overhaul. It’s a strategic, phased approach to evolving your business, your systems, your customer experience, and how you use data to make smarter decisions.

It’s a challenging mountain to climb on your own, but with the right guide, supplies, and strategy, you can reach the summit and reap the benefits: streamlined operations, enhanced customer experience, deeper insights, and ultimately, greater profitability.

Digital Transformation Defined: Identifying the Destination

At its core, digital transformation is a business’ response to a digital-first world. It means rethinking outdated systems and silos and implementing integrated tools that let your teams operate more efficiently and your customers engage with you more intuitively.

As Forbes puts it, “Digital transformation is less about technology and more about strategy,” aligning digital capabilities with long-term business goals and customer expectations.

It’s a meaningful journey with powerful rewards. According to McKinsey, companies that embrace digital transformation can expect to see a 20–30% increase in customer satisfaction and economic gains of 20–50%.

The Three-Pronged Framework

Using our mountain-climbing analogy, there are three core milestones along the trail toward the summit, and you can’t reach the peak until you’ve surpassed each checkpoint.

1. ERP & CRM Systems: Your Operational Core

This is the digital backbone. Your Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) systems should talk to each other and to your people. It’s where financials, operations, customer data, and workflows all live: clean, connected, and ready to drive decision-making.

If you’re still relying on spreadsheets and siloed legacy systems, you’re not just inefficient, you’re vulnerable. Having a centralized data system provides the foundation and stability needed for future digital transformation success.

This is your Base Camp. It’s your solid foundation for your future progress.

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2. eCommerce and Customer Portals: Your Front Door

Modern customers, whether they’re B2C or B2B, want self-service. Everyone is now used to the “Amazon experience” and expects real-time access to items, orders, invoices, preferences, and support. Portals and eCommerce platforms deliver that seamless experience, leading to increased customer satisfaction and reduced workload on your internal teams.

It’s not just good UX. It’s essential business infrastructure in a digital-first economy.

This is the halfway point along your climb. You can’t reach higher ground without first completing this leg.

Insight: Transforming Your eCommerce with Inventory Transparency and Integrated Systems

3. AI and Marketing Automation: Your Smart Scalability

This is where things get exciting. With the right foundation, AI and automation tools can unlock personalization, predictive insights, and operational efficiencies.

We’re not just talking chatbots. Think intelligent personalization, optimized resource allocation, forecasting, workflow automation, dynamic content, and more. When used correctly, these tools turn your data into a growth engine and help you move from reactive to proactive.

Insight: Overcoming the Lack of Internal Expertise for Leading AI Initiatives

Congrats - You've Reached the Summit!

And the best part is, unlike a trail hike, digital transformation isn’t “one and done.” It’s a constant process of evolution and, once you’ve transformed your operations and platforms into a truly digital-first engine, the possibilities for AI and automation activations are endless.

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