Even traditional industries can successfully adopt digital transformation

Does the idea of digital transformation keep going into the too-hard basket? Are you in an industry that is heavily based on traditional methods?

Digital transformation is necessary for companies across all sectors. Even traditionally conservative industries, such as funeral services, need to transform.

This case study explores how a forward-thinking funeral service provider successfully navigated the challenges of digital transformation, focusing on resource optimisation, comprehensive training, and a client-centric approach.

Understanding the Frontline: The Key to Overcoming Resistance

The journey began with a crucial step: understanding the frontline staff’s perspective and team values. By investing time with employees who would be most affected by the changes, the company was able to identify potential roadblocks and address concerns proactively.

This approach was instrumental in overcoming initial resistance to change. It is not an easy step, but it is crucial to understand the work environment and the physical and mental strain the roles have on individuals. It also shows staff the respect they deserve. Investing time upfront saves time and effort in the long run.

Piloting New Ways of Working

Rather than simultaneously implementing changes across the entire organisation, the company wisely chose to pilot new ways of working in different work groups. This gradual approach allowed for easier transitions and provided opportunities to fine-tune processes based on honest, real-time feedback. The pilot program focused on two major operational areas, introducing new tools and technologies to enhance business processes. A key component was implementing a digital scheduling application on desktop and mobile platforms. This move transformed operational processes from manual, paper-based methods to a streamlined digital system for scheduling resources and managing workload.

Building Confidence Through Shared Experiences

The company emphasised the importance of shared experiences in building confidence in the new systems. Change champions, selected from impacted business areas, were crucial in driving adoption through peer-to-peer training and support and helping build confidence in using the latest technology and devices as part of your workday. This approach resulted in higher adoption rates compared to previous projects within the organisation. The power of peer-to-peer involvement cannot be overstated. By offering onsite, in-person engagement, training, and support, employees felt empowered to embrace the change as something they actively participated in rather than a top-down mandate. This empowerment inspired them to take ownership of the transformation and contributed to its success.

Client-Centric Approach

While improving internal processes was a primary goal, the company never lost sight of its ultimate purpose: supporting client families.

This commitment reassured employees and clients, instilling confidence in the company’s service delivery. 

Flexibility in Implementation

Understanding that one size doesn’t fit all, the company provided choices to employees regarding device usage. After extensive negotiations with leadership, staff could bring their own device (BYOD) with an allowance provided or use a company-managed device. This flexibility helped mitigate resistance and ensured a smoother implementation process.

Client-Centric Approach

While improving internal processes was a primary goal, the company never lost sight of its ultimate purpose: supporting client families.

This commitment reassured employees and clients, instilling confidence in the company’s service delivery. 

Supporting client families

The digital transformation brought about many benefits, all aimed at ensuring a seamless experience for grieving families.

Results and Future Benefits

Implementing these solutions through a clear change management plan significantly improved operational efficiency. With reduced manual friction points and streamlined processes, employees are now better equipped to deliver exceptional service to client families.

As the company moves forward, it can continue to build on the success of this pilot approach, learn from the process, and expand the digital transformation across other business areas.

The lessons from this experience are evident, particularly the importance of understanding frontline needs, gradual implementation, and peer-to-peer support, which will undoubtedly inform future initiatives.

With the right approach and support, companies can improve employee satisfaction and client service by focusing on the human element alongside technological advancements.

Interested in ways to create a Psychologically safe work environment? – check out our article

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