Key Roles in Adopting a Digitalization Strategy

digitalization strategy salesforce crm ai analytics
Sneha Sharma
Sneha Sharma

Co-Founder

 
December 9, 2025 7 min read
Key Roles in Adopting a Digitalization Strategy

TL;DR

This article covers the crucial roles imperative for a successful digitalization strategy, especially with Salesforce CRM and ai analytics. It highlights the importance of executive leadership, skilled execution teams, and support functions, also covering the need for collaboration and adaptability in navigating the complexities of digital transformation to achieve data intelligence.

The Foundation: Executive Leadership and Vision

Digital transformation? It's more than just buzz – it’s make or break for companies now. But where do you even start? Well, it starts at the top, with leadership.

  • ceo and executive Sponsorship: The ceo needs to be all in, setting the tone and making digitalization a real priority. It's not enough to just say it's important; they need to show it with resources and support, like budget allocations across all departments.

  • Chief Digital Officer (CDO): This person isn't just another manager; they're the maestro of your digital symphony. The CDO owns the strategy, secures funding, aligns initiatives with business goals, and champions change across the organization. Think of them as the translator between tech speak and business strategy, working closely with the ceo and c-suite to ensure digital efforts are aligned with overall business objectives.

  • C-Suite Buy-In: Getting everyone on board is crucial. If the cfo isn't seeing the value, or the cmo doesn't understand how it impacts marketing, you're dead in the water. It's about making sure everyone understands why this matters and how it benefits their specific area.

It's like, if the ceo doesn't champion it, who will? Now, let's get into the nitty-gritty of how this transformation actually happens.

Building the Engine: Strategy and Execution Teams

Okay, so you’ve got your executive team all jazzed up about digital transformation, right? But, like, who actually does the work? That's where your strategy and execution teams comes into play.

  • digital transformation manager/program director: This person is basically the project's quarterback. They're the one making sure everything is running smoothly. They’re juggling timelines, budgets, and risks – all while trying to keep everyone on the same page. Without this role, projects quickly turns into a chaotic mess, you know?

  • product owners: Think of them as translators. They speak both business and tech, which is a rare and valuable skill, honestly. They define the product roadmap, figure out what features are most important, and then work with the tech teams to actually build it. It's like, they're the bridge between what the business wants and what the tech team can do. Product Owners are most responsible for a digital transformation initiative’s scope and priorities, driving the process with agile/scrum methodologies. Their change management focus is specifically on the product's evolution and adoption.

  • business analysts: These folks are the detectives. They dig into what the business really needs and then turn that into technical requirements that the developers can actually use. But it's not just about gathering requirements – they also measure the impact of any process changes. Are things actually getting better? Are we just wasting time and money? They make sure business goals, and tech implementation are in alignment.

So, imagine a healthcare company trying to implement a new patient portal. The digital transformation manager keeps the project on track, making sure the developers, ux designers, and clinicians are all talking to each other. The product owner defines what features the portal needs – appointment scheduling, medication refills, secure messaging – based on patient and doctor feedback. And the business analyst? They're figuring out how this new portal integrates with the existing Electronic Health Record system and measuring how much time doctors are saving by using it.

And that’s the engine that drives your digital transformation, honestly. Next up, we'll dive into the tech and innovation roles – the people actually building the solutions.

The Tech Backbone: Technology and Innovation Roles

So, you're building out your digital dream team? Cool, but don't forget the tech folks – they're kinda important, haha. Seriously though, these are the folks who'll be turning all that strategy into reality. Think of them as the builders, tinkerers, and guardians of your digital kingdom.

  • cto/cio: Governing Technology Architecture: these are your head honchos when it comes to all things tech. They ain't just managing servers; they're laying down the law on how your entire tech ecosystem works. This means defining technology standards, guiding vendor selection, and creating infrastructure roadmaps to ensure scalability, security, and interoperability. It's their job to make sure everything is scalable, secure, and plays nicely together. You know, the unglamorous but crucial stuff.

  • Solution Architects: Designing Integrated Systems: these are your master builders. They’re the ones who figure out how to use cloud, iot, ai, and whatever other buzzwords the sales guys are throwing around and turn it into something real. They need to think big picture, but also get down in the weeds to make sure the pieces fit just right. It's like, they're the architects of your digital future.

  • Data Scientists/Analysts: Unlocking Data Insights: These folks are the data whisperers. They take all that raw information you're collecting and turn it into actual insights. Think of them as your resident Sherlock Holmes, except instead of crime scenes, they're investigating customer behavior and market trends. According to a recent study, data-driven organizations are 23 times more likely to acquire customers, and these are the folks making that happen.

Imagine a bank trying to improve its customer service. The cto sets the overall tech strategy, ensuring the bank's systems can handle the load and are secure. Solution architects design a new mobile app that integrates with the bank's core systems. Data scientists analyze customer data to personalize offers and improve the app's user experience.

Next up, we'll be talking about the folks who keep your digital stuff safe and sound: the cybersecurity team. Because honestly, without them, you're just asking for trouble.

Ensuring Adoption: Change Management and Support

Okay, so you've got the tech in place, but how do you make sure people actually use it? That's where change management comes in, and honestly, it's often the most overlooked piece.

  • Change Management Lead: This person is all about smoothing the transition. They’re crafting training programs, communication strategies, and basically trying to head off any resistance at the pass. You can't just drop a new crm system on a sales team and expect them to love it, you know?

  • hr and talent development: it ain't just about hiring new blood; it's about upskilling the folks you already have. This team makes sure employees are ready for the digital world, fostering a culture that embraces change and providing ongoing training.

  • digital adoption specialists: These are your on-the-ground support team. They ensure everyone's actually using the new tools, from crm to erp (systems that were likely selected and integrated in earlier strategy or tech phases), provide training, and troubleshoot issues.

Think of a retail chain rolling out a new inventory management system. The change management lead prepares training materials and addresses concerns from store managers. hr reskills employees on using the new system. Digital adoption specialists provide hands-on support and track adoption rates across different stores.

Now that we've covered ensuring adoption, let's shift our focus to the ultimate beneficiaries of digital transformation: our customers, and how we can enhance their experience.

Customer-Centric Roles: Focusing on Experience

Okay, so you're knee-deep in digital transformation – awesome! But are you thinking about how all this tech feels to the actual humans using it? If not, uh oh...

  • cx (Customer Experience) Lead: This person is all about empathy – making sure we don't lose sight of customer needs during digitalization. They're the ones mapping out the customer journey, figuring out where things get clunky, and then working with the tech teams to smooth it all out. Think about a hospital implementing a new online appointment system; the cx lead would be the one ensuring it’s not just functional, but also easy and even pleasant to use.

  • ux/ui Designers: These are your digital artists, crafting interfaces that don't just work but are actually enjoyable to use. They sweat the small stuff – button placement, font choices, color schemes – because they know that a frustrating interface can kill adoption faster than you can say "error 404." Imagine a bank revamping its mobile app; the ux/ui designers are the ones making sure it's not only secure but also intuitive, leading to increased user engagement and satisfaction.

Think of a retail chain trying to create a seamless omnichannel experience. The cx lead gathers feedback from customers about their online and in-store experiences. The ux/ui designers then use that feedback to design a mobile app that's easy to navigate, visually appealing, and integrates seamlessly with the in-store experience.

Bringing It All Together: The Holistic View

Digital transformation isn't about a single hero or a magic bullet; it's a complex, interconnected effort. From the visionary leadership setting the direction to the hands-on teams building and supporting the solutions, and ultimately to the customer whose experience we aim to improve – every role plays a vital part. When executive leadership provides clear vision, strategy and execution teams build the right things, technology teams build them well, change management ensures adoption, and customer-centric roles keep the human element at the forefront, that's when true, sustainable digital transformation happens. It's the synergy of these diverse talents and responsibilities that unlocks innovation and drives lasting success.

Sneha Sharma
Sneha Sharma

Co-Founder

 

My work has extended to the utilization of different data governance tools, such as Enterprise Data Catalog (EDC) and AXON. I've actively configured AXON and developed various scanners and curation processes using EDC. In addition, I've seamlessly integrated these tools with IDQ to execute data validation and standardization tasks. Worked on dataset and attribute relationships.

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