Practical Implementation Guides & Checklists

Digital Transformation Checklists

Digital Transformation Checklist PDF: Comprehensive free guide

Pre-Implementation Assessment: Current IT infrastructure, security, skills gap analysis

Change Management: Employee training, culture shift, stakeholder buy-in

Technology Selection: Compatibility, scalability, integration requirements

Success Metrics: KPIs, ROI measurement, continuous improvement

Step-by-Step Implementation

Action Planning Template

Complete BDC Digital Maturity Assessment

Contact BDC for technology financing consultation (1-877-232-2269)

Evaluate SR&ED tax credit eligibility for R&D activities

Check regional development agency programs for local support

1.Digital Readiness Assessment (Week 1-2)

2.Strategy Development (Week 3-4)

3.Technology Selection & Procurement (Week 5-8)

4. Staff Training & Change Management (Week 6-12)

5. Pilot Implementation (Week 9-16)

6.Full Rollout & Optimization (Month 4-6)

Short-term Goals (Month 1-3)

Select and implement basic cloud-based systems

Establish professional online presence (website, social media)

Implement digital payment solutions

Start staff digital literacy training

Medium-term Objectives (Month 3-6)

Deploy CRM system and customer data management

Implement e-commerce platform if applicable

Automate key business processes

Develop digital marketing strategy

Immediate Actions (Week 1-2)

Documentation Requirements

Business registration and incorporation documents

Three years of financial statements and tax returns

CRA business number and tax compliance verification

Detailed project plans with timelines and budgets

Technical specifications and implementation plans