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Digitalisation

Digitalisation step by step: a Mittelstand playbook

The pragmatic route to digital transformation — without overwhelm, with measurable results. Five concrete steps for SMBs.

· 7 min read
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According to Bitkom, only about 20% of German SMBs consider themselves fully digital. The rest live somewhere between Excel, paper-based approvals, and point solutions that don't talk to each other. The good news: digitalisation doesn't have to be a mega-project. With the right approach you can show fast, visible progress — and that builds the acceptance for further steps.

Step 1: take stock — where are you today?

Before you digitise, you need to understand what you're digitising. Document your most important business processes: how does a customer inquiry run? How is an order processed? Where is data captured, where does it get lost? Look for:

  • Media breaks (digital → paper → digital again)
  • Manual transfers between systems
  • Processes that depend heavily on individual people
  • Points where errors happen often

Step 2: prioritise with an ROI matrix

You can't digitise everything at once — and you shouldn't. Rate processes on two axes:

  • Effort to digitise: how complex is implementation? (low → high)
  • Value: how much time, money, or error reduction? (low → high)

Start with processes that score high value, low effort — those are your quick wins. Our workflow digitalisation service always starts with this prioritisation.

Step 3: pilot — one process, one team

Digitalisation often fails not on technology but on acceptance. Pick a team open to change and a process where value is felt quickly. Typical first projects:

  • Digital leave requests instead of paper forms
  • Digital incoming invoices instead of post
  • Automated order confirmations instead of manual emails

Step 4: bring your people along

Digitalisation is change management. Employees who don't understand why a new system is being introduced — or how it helps them — will boycott it, consciously or not. Invest in:

  • Clear communication of value (not just technology)
  • Training grounded in daily work
  • Multipliers inside the team who answer questions
  • Feedback loops to catch problems early

Step 5: measure, learn, optimise

What isn't measured doesn't improve. Before every digitalisation project, define concrete KPIs: how many hours should it save? How much should the error rate drop? Review after 4–8 weeks and optimise. Then repeat with the next process.

"Digital transformation isn't a project with a start and end — it's a posture."

Conclusion: start small, scale consistently

Digitalisation is a marathon, not a sprint. Companies that step through one process at a time and bring people along are more successful long-term than those that try to flip everything at once. If you want a sparring partner for your digital strategy, we're here. Book a discovery call.

Sources

  • Bitkom e.V. (2024): Digitalisation in the Mittelstand 2024 — status and potentials. bitkom.org
  • Capgemini Research Institute (2023): Digital Mastery — How Organizations Have Progressed. capgemini.com
  • IDC (2024): European Digital Transformation Spending Guide. idc.com

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