The disability and aged care sectors continue to look to digital transformation to stay sustainable, but don’t always know where to start. Here are five tips to consider as you embark on your journey to a successful transformation.

A solid business case is the first step to successful digital transformation. Lumary, a healthcare platform provider and technology services partner for the disability and elder care industry, looks at how best to approach your technology adoption from the start.

A number of challenges can arise when building a strong business case that supports the effective implementation of new technology: competition for funds and resources, resistance to change, compliance requirements, cost, and fear of risk. , to name a few. Here are five considerations for a successful business case.

1. Approach your digital transformation strategically from the start

You can face several risks if you don’t approach your digital transformation strategically from the start. Making decisions that aren’t carefully considered could lead your organization to invest in multiple unconnected systems or choose the wrong software, leading to much bigger problems down the road.

To identify the right technology solution that will help you achieve your organizational goals, one of the first steps should be to review your key business goals and ensure that your business plan is closely aligned. For example, business goals may include greater interoperability, improved organizational efficiency, delivery of person-centered care, or other workforce goals.

To get it right, it’s important to understand the direction of the organization and what you’re trying to accomplish from a performance perspective. You’ll also need to understand what your budget looks like to ensure your results align with your long-term organizational goals. Don’t be afraid to use trusted technology partners to help validate and build the digital elements of the business plan.

2. Communicate and engage with staff at all levels of the organization

Getting buy-in from across your organization is a fundamental part of a strong business case. Not only do cross-functional teams need to be involved, but employees at all levels, from administrators and support workers to your leadership team, need to be included.

This will create a better understanding of the required efficiency and functionality of the new system and create accountability. When the business case is formed, it is not just one individual who presents the case; it should be signed by cross-functional leadership teams with input from across the organization.

3. Define and measure your return on investment

To understand the tangible results and return on investment that innovative software and integration capability can bring, the first step is to quantify your current state. You might consider looking at your efficiency, revenue losses, employee retention, or customer satisfaction.

Consider efficiency measurement when performing critical activities. Start by choosing your top business challenges, whether it’s customer onboarding, roster and scheduling, care delivery, or cash flow. Within these processes, where are the obstacles in your existing system? Analyze and think about how many people are involved and how long it takes to effectively navigate your current processes.

Once you’ve defined your current state, you’ll likely need the help of consultants and your preferred technology partner to envision what the future state might look like with the right digitally connected care management software. For example, with system automation, a process or task that currently takes three people 30 hours may take one person less than three minutes in the future.

4. Don’t underestimate staffing needs

Resourcing should be a key consideration when preparing your business case. Digital transformation can be a long process and staff assigned to the project need to be supported, giving them confidence that their previous responsibilities are properly funded for the duration of the project.

Don’t underestimate the importance of training and change management when considering resources and budgeting. Change champions play a major role in the successful implementation of a digital software solution. It is important to spend time training people appropriately and spreading their knowledge throughout the organization.

5. Derisk the project

Talk to the person most concerned about risk, such as the chair of the audit, finance, and risk committee, to understand their top concerns. Ultimately, your board or senior management will want to know what your risk profile looks like.

They will want to understand your risk management review, the areas you work in, your inherent risk, and how this digital transformation will affect those risk areas. If you can mitigate the risks and communicate your action plan, you are almost certain to succeed.

The first step towards a successful digital transformation

A business case can be the first step to a successful digital transformation, but it’s arguably the most important. Without a solid business case, your project may never get off the ground to achieve the organizational change needed to remain sustainable in the current climate.

To help suppliers looking to embark on their digital transformation journey, Lumary has created a three-part webinar series to address the key challenges suppliers face when going digital. You can watch the Webinar Lumary on-demand and hear from the knowledgeable panel, including Sunnyfield Disability Services and business consultancy, BTP Australia.

To learn more about how the right software solution can transform the way your disability or elderly care organization works, visit or contact directly via [email protected]

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