Close up of a person working on a laptop and another working on an iPad

Three Ways to Transform Your Business With Tech

Three Ways to Transform Your Business With Tech

Synopsis
4 Minute Read

Businesses of all sizes can leverage tech to move their business forward. Here’s a few ideas to get started.

The growth challenges facing business leaders are more complex than ever. Today’s business world requires you to have access to your business data wherever you are and be capable of articulating the health of your organization at any time. For effective marketing campaigns, you need to understand customers better than they know themselves. To stay ahead, you have to find time to plan for what is around the corner.

These concepts are easy to explain but can be difficult to achieve. The organizations that reach those goals are the ones who lead their field and have a consistently growing business. The others fall behind and will struggle to make up ground. Here’s three ways you could transform your business to vault yourself ahead of the competition:

Centralize Your Financials: Are your financials on different computers or saved in multiple spreadsheets? By bringing this information into one place, you get a clear picture of your business and avoid wasting time tracking down files. Get what you need when you need it with a cloud-based accounting solution.

Know Every Client: Stronger relationships with your clients, identified opportunities for increased sales and automated communications. This is what’s possible for your business with the right platform. With Customer Relationship Management (CRM) software, your client information stays in an accessible platform, giving you an easy way to follow up with clients, understand their business needs and create marketing content that speaks to them at the right time.

Detailed Data: Where is your business succeeding? What area needs your attention? You may have the answers to these questions, but do you have the data to inform your decisions? Adopting robust analytics platforms can provide detailed information in easy-to-understand formats, allowing you to develop strategies based on facts instead of opinion.

Having these platforms at your fingertips is powerful, but daunting. Sifting through the ocean of products and learning the differences between them can feel like learning a new language.

Deciding on a product isn’t the end of the line, though. You also need an implementation strategy. Without a plan, you risk low adoption rates and significant business interruptions as you learn how the product impacts your business and your staff.

Emerging technologies can put your business ahead of the pack and increase the distance to your nearest competitor. But only with meticulous planning, strategic alignment and an all-out drive to go from disrupted to disruptor.

However, you don’t have to navigate this territory alone. Our team has the experience and insight to help you find the right technology for your business, budget and goals. Whether you want to investigate your options or are ready to make a decision, we can assist you through every stage of the journey and ensure your next investment meets your needs now and for years to come.

To learn more about how tech can help your business, contact Dan Caringi, at [email protected] or 1.877.251.2922.

Insights

  • Progress

    April 22, 2025

    A roadmap for passing the family dealership to the next generation

    For family-owned dealerships, passing ownership of the business to the next generation means considering more than just the financials.

  • Confidence

    Climate transition risk and financial institutions

    Canada's financial institutions are uniquely exposed to risk as domestic and global economies seek to address climate change. The results of a federal pilot project shed light on how the financial sector is responding, and the necessary steps to thrive in a net zero business environment.

  • Agility

    Three ways to create a more efficient practice with technology

    The Canada Digital Adoption Program (CDAP) can help your practice increase efficiency and overcome the barriers associated with digital transformation.