Each month, we define "expected results," which we call initiatives. These must be completed within 30 days, aligned with a larger objective, and consistent with the vision identified within your organization. Because they are short-term initiatives that deliver tangible results, they are easily measurable. Furthermore, their specific, realistic, and achievable nature allows us to clearly demonstrate improvement, however small, which positions us better than before. In this way, improvement is continuous and the pace consistent.

It is a document that represents the path an organization must take from its current state to its desired state from three points of view: what technologies it must adopt to compete and increase its productivity; what methodologies must be implemented to improve the management of internal and external projects; and finally, what actions it must take to position its company in the digital world of current and potential customers.

The action plan consists of a detailed list of activities, estimated times, budgets, and equipment needed to carry out the execution of the roadmap, considering the three aspects: technology adoption, definition of digital positioning strategy, and adoption of methodologies for internal and external project management.

Today, virtually any activity can be automated, not only repetitive tasks but also those requiring decision-making, reasoning, or analysis. Processes related to collections and payments, order taking, payroll processing, merchandise receiving and shipping, inventory control, expense reporting, customer service, and purchasing and sales can all be automated. Processes involving physical movement within facilities, reading analog indicators (such as weather, humidity, and temperature), and controlling vehicle entry and exit can also be automated, among many others.

It's important to know that technology is now democratized, meaning that micro-enterprises can access technologies that were previously only available to large organizations. Which technology you adopt depends on your roadmap, your needs, and your resources. The key is not to assume you know all the options, but to understand that most solutions already exist and that the main challenge is having the right options to make informed decisions.

To mention a few examples of technologies that can be adopted: Artificial Intelligence for automation or complex analysis, Business Analysis (BA) and Business Intelligence (BI) tools, RFID for physical asset control and management, robotics, internal mobile applications, subscription-based systems, infrastructure outsourcing (migrating to the cloud), reading and analyzing analog signals (from text to weather indicators), among many others.

It's a set of decisions we must make to continue retaining our existing customers, preventing them from switching to the competition, and attracting new ones. All of this is achieved through digital platforms, which allow us to reach customers who spend most of their time on mobile devices, such as Meta, Google, TikTok, LinkedIn, and others.

Because otherwise, results cannot be measured objectively, team performance cannot be monitored, and budgets and timelines cannot be kept under control. This applies to external projects, but especially to internal projects, which are, in most cases, what prevents a company from achieving its goals on time. Large organizations have adopted methodologies and frameworks like PMI, Scrum, and Kanban for many years, and this has an importance that small businesses often don't understand, but once they discover it, they regret not having done so sooner.

During and after a transformation process, it's important that your organization is able to manage and sustain change over time. And not only that, but also to continue learning and evolving without relying solely on third parties. The design, recruitment, and training of existing or new resources are key to future technological, managerial, and positioning projections.