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Creating a Digitalization Strategy: Guide to SMEs

Creating a Digitalization Strategy: Guide to SMEs

Digitization • 11 March 2026

As of: 23 September 2026 · Reading time: 4 min

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Key takeaways

  • In 7 steps to the digitalization strategy: from analysis to goals and roadmap to implementation.
  • Practical guide for the middle level.

In 7 steps to the digitalization strategy: from analysis to goals and roadmap to implementation. Practical guide for the middle level.

“Digital transformation succeeds only when technology and business processes are designed together.”

– Björn Groenewold, Managing Director, Groenewold IT Solutions

A Digitalization strategy gives your company orientation and priority measures. Digitalization strategy Enterprise – this is how the entry into the middle class succeeds.

Step 1: Enter actual state

In 7 steps to the digitalization strategy: from review to goals and roadmap to rollout.

For Creating a Digitalization Strategy: Guide to SMEs, Cost Calculator: Software Development and Digitalisation for SMEs are practical starting points. Budget and industry context: API & Integration Projects.

Analyze processes, systems and data: Where is manual work still? Where are interfaces missing? Where do media breaks occur?

An honest inventory is the basis for all further steps.

Step 2: Define targets and key figures

Short: What should digitalization bring?

What should digitalization bring? Less throughput times, fewer errors, better evaluations, higher customer satisfaction? Form measurable targets and derive key figures.

Step 3: Priority

Not all at once. Order projects for benefits and feasibility. Quick Wins create momentum; big topics need a clear order.

Step 4: Create Roadmap

Short: Set timeline and milestones: What happens in the next 6, 12 and 24 months?

Set timeline and milestones: What happens in the next 6, 12 and 24 months? The roadmap should be realistic and adapted to your resources.

Step 5: Clearing responsibilities

Short: Who is driving digitization?

Who is driving digitization? Who is the contact person in the department? Without clear ownership, many strategies fail.

Step 6: Secure Budget and Resources

Short: Digitization costs time and money.

Digitization costs time and money. Plan budget for consulting, software and, if needed, training. fund advice can help financing.

Step 7: Replace and measure

Start with the priority measures and check the key figures regularly. Adjust the strategy as needed.

A digitalization strategy does not have to be perfect – it must be live and implementable. External IT advisory and fund advice help you to create and implement.

The role of employees in the digitalization strategy

Short: Change management is one of the key success factors.

Change management is one of the key success factors. Without taking employees, the best technology concepts also fail. Clearly, we recommend.

Workshops to find needs in which users bring their daily processes and pain points.

Training programs for new tools so that people can work safely and efficiently with the systems.

The designation of digital ambassadors in each department that act as contact persons and multipliers. Regular feedback rounds to detect resistance and improvement ideas early.

Resistances can be overcome by addressing fears of job loss, showing Quick Wins and involving employees in decisions.

Thus, the digitalization strategy becomes a joint effort instead of a top-down project. .

Frequent questions about digitalization strategy (FAQ)

Short: Does every company have a digitalization strategy?

Does every company have a digitalization strategy? A clear orientation is especially worthwhile: what processes do we digitize first, with what goal? Without strategy, island solutions often arise.

What does the creation of a digitalization strategy cost? Depending on the scope – from a compact workshop to a multi-week advice with review and roadmap.

We like to create a suitable offer.

How long does the rollout take? The strategy itself is often in a few weeks.

The rollout of the measures extends typically over months to years, depending on priorities and resources.

What KPIs measure success? e.g. throughput times, error rates, employee satisfaction, customer satisfaction, sales per process. Important: Define metrics and evaluate them regularly.

Can you create a digitalization strategy without external consultants? Yes. Internal workshops and a prioritized list of measures are a good start.

External consultants bring experience from other industries and relieve the burden of moderation.

References and further reading

The following separate references complement the topics in this article:

"Cloud-native only pays off when operations, security, and cost model match the architecture—otherwise you ship complexity faster."

— Björn Groenewold, Managing Director, Groenewold IT Solutions

Frequently Asked Questions (FAQ)

What is this article about: “Creating a Digitalization Strategy: Guide to SMEs”?

Here we cover Creating a Digitalization Strategy. Guide to SMEs — focused on architecture, process, and business outcomes. In short. In 7 steps to the digitalization strategy.

From review to goals and roadmap to rollout. Practical guide for the middle level.

Who benefits most from the content described here?

Typical readers are business and IT leaders in Digitization who want to secure quality, security, and ease of upkeep over the long term.

How does this topic fit into an IT or digital strategy?

In a digital strategy, prioritize stable core processes first, then extensions. See also professional software development and consulting.

For multi-system landscapes, IT consulting and architecture helps align vendors and internal teams.

What are sensible next steps if we need support?

If you need support with design, delivery, or modernization: schedule an appointment or outline your project via contact.

About the author

Björn Groenewold
Björn Groenewold(Dipl.-Inf.)

Managing Director of Groenewold IT Solutions GmbH and Hyperspace GmbH

Since 2009 Björn Groenewold has been developing software solutions for the mid-market. He is Managing Director of Groenewold IT Solutions GmbH (founded 2010) and Hyperspace GmbH. As founder of Groenewold IT Solutions he has successfully supported more than 250 projects – from legacy modernisation to AI integration.

Software ArchitectureAI IntegrationLegacy ModernisationProject Management

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Creating a Digitalization Strategy: Guide to SMEs addresses a practical choice for product and IT teams. Start with one clear goal: align software scope, technical risk, and business value before the next investment.

Check the current process, the data involved, and the result users need. Then record the main risks and define a small first step. This keeps the decision easy to review and gives your team a shared basis.

For implementation support, our custom software development connects the article's guidance with architecture, delivery, and stable operations. Engineering and project ownership stay with our team in Leer, Germany.

This post belongs to Digitization. Browse the related Digitization articles or use the English software blog for other topics.

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