BSBTEC404 Learner Guide V1.0
BSBTEC404 Learner Guide V1.0
Table of Contents
Unit of Competency.............................................................................................................................3
Application..........................................................................................................................................3
Performance Criteria...........................................................................................................................4
Foundation Skills.................................................................................................................................5
Assessment Requirements..................................................................................................................6
1. Review existing digital technology use in the business.....................................................................8
1.1 – Identify current collaborative ways of working..............................................................................9
1.2 – Assess performance of current collaborative ways of working against organisational strategies
and objectives.........................................................................................................................................9
Collaborative ways of working............................................................................................................9
The digital workplace........................................................................................................................11
Digital technology in the workplace..................................................................................................15
Assess performance against organisational strategies and goals......................................................16
Activity 1A.........................................................................................................................................18
1.3 – Collate information collected through review and provide to relevant personnel as required....19
Reviewing and collating information.................................................................................................19
Providing information to relevant personnel....................................................................................20
Activity 1B.........................................................................................................................................21
2. Identify opportunities to implement digital technologies for workplace collaboration...................22
2.1 – Identify available digital technologies by accessing relevant sources of information..................23
Identify available digital technologies...............................................................................................23
Using sources of information............................................................................................................24
Analysing competitors.......................................................................................................................25
Activity 2A.........................................................................................................................................27
2.2 – Seek assistance from specialist advisors, where required............................................................28
Identify specialist advisors................................................................................................................28
Seeking assistance.............................................................................................................................28
Activity 2B.........................................................................................................................................30
2.3 – Assess existing collaborative work against available and existing digital technologies................31
2.4 – Identify opportunities and priorities for digital technology in collaborative work.......................31
Assess existing collaborative work....................................................................................................31
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Unit of Competency
Application
This unit describes the skills and knowledge required to understand the fundamentals of using digital
technologies to collaborate in a workplace context, including working as part of a remote team. It
involves undertaking a basic review of organisational processes to identify opportunities for using digital
technologies to complete work tasks more efficiently and effectively.
The unit applies to those who use problem-solving skills and take responsibility for adopting and
promoting approaches to improve organisational operations, particularly relating to the use of digital
technologies.
No licensing, legislative or certification requirements apply to this unit at the time of publication.
Supersedes but is not equivalent to BSBITB511 Establish and maintain a network of digital devices.
Pre-requisite Unit
Not applicable.
Unit Sector
Performance Criteria
Element Performance Criteria
Elements describe the Performance criteria describe the performance needed to
essential outcomes. demonstrate achievement of the element.
3. Implement and use 3.1 Assess business goals and objectives and develop a plan to
digital technologies to introduce new collaborative technologies
collaborate in the 3.2 Communicate and promote key features of the plan to
workplace relevant stakeholders
3.3 Implement digital technologies according to plan and
organisational requirements, policies and procedures
3.4 Organise training in digital technologies for collaboration for
relevant stakeholders
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Foundation Skills
This section describes language, literacy, numeracy and employment skills incorporated in the
performance criteria that are required for competent performance.
Learning:
Actively reinforces workplace learning by encouraging personnel to expand their digital literacy.
Reading:
Organises, evaluates and critiques information from a wide variety of textual material.
Writing:
Develops material for a specific audience using clear language and workplace conventions to
convey explicit information, requirements and recommendations.
Oral communication:
Uses appropriate, detailed and clear language to address key personnel and disseminate
information
Teamwork:
Collaborates with others to achieve joint outcomes, playing an active role in facilitating effective
group interaction, influencing direction and taking a leadership role on occasion.
Problem solving:
Assessment Requirements
Performance Evidence
The candidate must demonstrate the ability to complete the tasks outlined in the elements,
performance criteria and foundation skills of this unit, including evidence of the ability to:
Plan and implement use of digital technology to collaborate in a work environment at least
once.
Review business use of technology for collaboration and identify opportunities, priorities and
risks associated with adopting new technologies according to organisational strategies
Create and present a business case to relevant stakeholders for adopting new collaborative
digital technologies
Develop and communicate a plan to implement new ways of working collaboratively using
digital technologies.
Knowledge Evidence
The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements,
performance criteria and foundation skills of this unit, including knowledge of:
Fundamentals of common digital applications, including key terms, concepts and user features
Key sources of information about digital applications, and options specific to the business.
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Assessment Conditions
Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions
are typical of those in a working environment in this industry.
Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and
training legislation, frameworks and/or standards.
Links
1.2. Assess performance of current collaborative ways of working against organisational strategies
and objectives
1.3. Collate information collected through review and provide to relevant personnel as required
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Collaborative technology
Collaborative technology refers to tools and systems designed specifically for group work, whether it is
office-based or remote from anywhere in the world. Collaboration technology, also referred to as
groupware, can reduce the costs and time involved in organising and facilitating group work. This allows
for more coordination and problem-solving group work across a team.
Workflow routing
There are three types of collaborative software tools that focus on simplifying a particular aspect of
group work, such as calendar sharing, conferencing and updating documents.
Document-sharing software
Shared digital whiteboards, allows users to review and edit information digitally at the
same time during a remote conference video call. For example, it allows colleagues to
take turns drawing graphics, charts, mapping and jotting notes on a shared screen, then
save or erase the images for the next person to use it
Shared applications, where users can access certain apps in real time to check
information, all at the same time as others in the organisation.
Software-as-a-Service
Software-as-a-Service (SaaS) is another form of on-premise software. However, this is when an
organisation purchases a software subscription, which allows anyone to use the software regardless of
location as long as they are granted permission via a virtual private server (VPN). This collaboration
software combines the communications of traditional proximity and two-way voice, video and data
collaboration tools with the project management features of proprietary software.
Asynchronous software is not designed for immediate communication, tasks or activities, it is designed
for brief waiting periods between interactions. Examples of this type of collaborative software include
email, group calendars, document sharing and enterprise resource management systems. The most
appropriate type of software used will depend on the needs of the collaborators and what type of
interaction and response they are looking for.
Your organisation will have already implemented some of the above collaborative ways of working, but
there may be opportunities to introduce more. You will need to assess the performance of current
digital technology against your organisational strategies and objectives and identify ways collaboration
could be improved.
Customer experience
Digital technology can help to improve customer experience. By offering more convenient and faster
ways to interact, businesses can improve the outcomes and likelihood that the customer is satisfied. For
example, customers may bypass phone calls and use social media to complain to a customer; this can be
responded to within minutes.
Customer relationship management (CRM) software can be used to track engagement with customers
over different platforms, including social media, email, phone and in person.
Free model: All services are free, and the organisation makes money from selling
advertising, particularly if they have high traffic. Examples include Google and Facebook
Marketplace model: Brings buyers and sellers together, cutting out any middlemen,
and charges a small transaction or placement fee. Examples include eBay, app stores,
Uber and Airbnb
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Access-over-ownership model: Allows users to lend items that previously only used to
be sold, such as houses or cars, taking a commission from this. Examples include Airbnb
and Zipcar
Experience model: Focuses on providing the best possible customer experience, which
allows them to charge above the market price where required. Examples include Apple
and Tesla
Ecosystem model: Makes all their products and services compatible and
interconnected, so customers become reliant on the company for all of their needs.
Examples include Apple and Google.
Online inventory
Organisations can keep electronic stock records and don’t need
huge amounts of stock to be stored in each branch. Customers can
see whether their item is in stock and possibly when it will be back
in stock. The customer could also find out whether their local store
has the item available for pickup.
Automated marketing
Automated marketing is a relatively cheap and low man-hour way of
advertising, such as mass email or online advertising on other
websites. Customers can be alerted to the availability and existence
of the e-business, including promotion, special offers and new lines.
Global reach
The internet has broken down many barriers in our modern world; a customer in Norway can easily buy
a product from a customer in Australia and expect to have it within a week or so. This offers
opportunities to increase revenue and access brand new markets.
Mobile-based solutions
Technology is with us all the time now, even on the go. People are able to interact with customers using
smartphones and tablets, which increases opportunities for organisations. Customers can now access
the internet almost anywhere and use specific applications designed by companies.
Cloud computing
Cloud computing is the ability to use digital services over the internet. For example, rather than saving a
document to your personal computer, you could save it to a cloud server so you can access it from any
computer, thus saving you time.
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Host websites
Online presence
Customers rely less on word-of-mouth and walking down high streets to find retailers they are
interested in. Using online search engines is much quicker and more efficient. Therefore, it is important
to keep up with others in the market and maintain an online presence which is updates and sells your
business effectively. Social media is an important part of this – customers will expect a Facebook page
for most businesses, and may look less favourably on a business that doesn’t. An online presence will
also enable businesses to inform customers about the latest news and deals.
Digital marketing
Any promotion of a company using digital channels is considered digital marketing. This is becoming
more essential as digital channels evolve and become integral to our lives.
Paid search: Paid adverts that appear at the top of search engine results. Also known as
pay-per-click (PPC) as owners only pay for the amount of times the advert is clicked on
Social media marketing: Content on social media sites which customers can engage
with and share, such as statuses, videos and images
Email marketing: Adverts sent straight to the customer’s inbox. They need to be
professional, engaging and trustworthy, so they aren’t dismissed as spam
Mobile marketing: Contacting the customer’s mobile, whether through text messages
or apps that have been downloaded.
Customer interaction
Customers interact with business in many ways thanks to digital technology, including:
Reading content on websites
Videos
Apps.
Online security
There are threats to online businesses just like physical shops; customers may not actually come into a
shop and attempt to steal, but you still need to be aware of how to operate safely online.
Check a site’s security; don’t download files from ones you don’t trust.
Supplier interaction
As mentioned in the communication section, there are more ways than ever for us to communicate
quickly and effectively. This applies not just to customers but suppliers to. Digital technology means you
can reach them almost anywhere at short notice, whether using phones, texts, IM, Skype, email or
others. It helps to build professional relationships between people who are far apart and resolve issues.
Types of digital technology used in the workplace can be divided into two sections:
Software
Hardware.
How current technology is being used – identifying how technology is currently having
an impact on the day-to-day role of an organisation will allow you to identify what kind
of needs it has and how these can be better addressed. If the current technology is not
working effectively then it may be time to invest in something new
The cost of existing technology – cheaper isn’t always less effective, but if your
organisation is using outdated technology, it could end up costing more in the long run
for upkeep.
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Documenting options as they arise will help you keep track of different technologies. It is a fast-paced
domain and noting the advantages, disadvantages and potential risks will help you identify the most
suitable choices for your workplace. Documentation will also aid in linking business goals and strategies
directly to possible technologies.
As indicated above, carrying out assessments will allow you to identify whether there is a necessity to
replace your current technology with new. As well as the technology available on the market, whether
there is a necessity to make changes will also depend on the goals and aims of your organisation.
As you can see, some of the listed aims indicate a clear intention to change or replace current
technologies, whereas others do not. In this case, they should only be changed if it is necessary to
improve productivity or collaboration, for example.
Technology planning
A good way to identify whether there is a need for change is to practice technology planning.
Technology planning refers to looking at how an organisation can use technology to reach its goals. This
not only involves assessing the existing resources but also defining the needs of the organisation and
exploring ways to grow and develop towards these needs. Technology planning will also consider how
to budget for technology and ensure that purchases are cost-effective.
As mentioned previously, technology is forever changing, and it’s not going to be beneficial to purchase
every updated version of technology whenever it appears on the market. Replacements and changes
can be expensive, so if it is not in line with organisational goals or needs, it may not be worth looking
into just yet. That being said, you should always ensure that your knowledge of new technologies is
maintained so that you can guide your organisation to an effective decision.
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Activity 1A
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Business model: How do you make money? What do you need customers to do to
develop the business?
Target market: Which digital channels do they use? Can your organisation access
these?
Digital opportunities should serve your organisation’s established business goals. For example, if you are
aiming to become the largest retailer in your sector, look at which opportunities can help you to do
that. Opportunities which don’t help to meet your goals will ultimately waste time and money.
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You will need to evaluate the available opportunities to determine how well they fit your organisation’s
budget and available personnel capabilities. What works for one organisation will not necessarily be
suitable for another one.
Overall cost
When implementing digital technologies, personnel capabilities will vary in importance according to the
technologies you select. You should research available members of staff and gather information to best
understand the situation. You may need to hire new personnel or offer training to existing members if
the technology is new or rare. There may be different levels of expertise within the workplace so make
use of in-house training before seeking external sources.
Resistance to change
Taking advantage of digital opportunities can require significant changes. To overcome resistance, you
need to get people on board with the change. This means listening to their concerns, explaining the
benefits, convincing people that the change will be positive, and proceeding at a pace they are happy
with. Consultations are important in managing this process as they show that you are listening to
employees and care about what they have to say.
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Activity 1B
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2.3. Assess existing collaborative work against available and existing digital technologies.
2.4. Identify opportunities and priorities for digital technology in collaborative work.
2.5. Prepare a business case for implementing new digital solutions to support collaboration and
seek approval, where required.
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Colleagues
Magazines/journals
Online articles
Competitors
Web pages.
Arguably the most effective method of identifying appropriate digital technologies for a task is simple
trial and error. Remember that what works for your colleagues might not work for you, while some
previously appropriate technologies may fail to move with the times and eventually turn out to be
inappropriate for the task you need to complete.
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Taking meeting minutes Dictaphone, foot pedal, It allows the transcript of the
computer and keyboard meeting to be produced at a
later time, and the audio
recording can be listened to
repeatedly as required to
produce accurate notes
You can create a table like the one demonstrated above to make a list of your tasks/requirements,
suggested digital technologies for those tasks, and the advantages of using those technologies. This will
help you to decide what technologies might be best.
Licencing options
Narrowing down your search will not only allow you to focus on potential sources more clearly but also
consider what you already know about the specific field you are looking at.
Analysing competitors
The way that your competitors are using digital technologies can also be a key indicator of available
technologies and can provide a good insight into whether they are effective. Not all of your competitors’
use of technology will be public, some information will only be available to employees. However, you
can see all the information that customers would see. Try browsing their website. Look at the use of
images, animation, video and music. What impact does it have on you, and how does it make you feel
about the organisation? (E.g., Is it sleek, modern, clunky, ugly, simple or overwhelming? Does it make
you want to explore more or to click away?)
You can also examine the organisations’ use of social media. Firstly, look at which platforms they are
using, as these can appeal to different users. Facebook is the most widely used social media network.
However, Twitter, LinkedIn, Google Plus and Instagram can all be used to target different audiences.
You should be analysing how effective the use of technology is and trying to
determine whether it would be right for your organisation; just because a competitor does something,
doesn’t mean you need to do the same. For example, they may make the choice not to reply to
customers often on social media, whereas you feel it would be better to do so. Remember you are also
different companies, with different products, target markets and brands, which will subtly affect how
you use it.
One method of analysing the effectiveness of their strategy is to look at their reach, including:
Followers
This can indicate how successful their strategy has been. All of this information is public knowledge you
can access just from browsing their social media pages.
Pay per click and digital advertising, including their most common phrases
The technology used to build their website and their tracking tools.
SEMrush
Ahrefs
Alexa
BuiltWith.
Activity 2A
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Supervisors
Industry experts
Industry bodies.
If they are outside of your organisation, there are likely to be costs for their advice. You should research
this and the services they offer to determine whether it is cost-effective for your organisation.
Seeking assistance
When communicating with people who can offer assistance, you will need to use appropriate verbal and
non-verbal communication skills to ensure it is effective.
Listening closely to what others say, looking for implicit meanings or emotions
Non-verbal communication
Our non-verbal communication (also known as body language) often shows how we feel better than our
words; while somebody can tell you they are interested, their body language may say the opposite.
Source: Techniques for Improving Your Nonverbal Communication Skills in the Workplace, Small
Business: http://smallbusiness.chron.com/techniques-improving-nonverbal-communication-skills-
workplace-21411.html
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Activity 2B
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2.3 – Assess existing collaborative work against available and existing digital
technologies
2.4 – Identify opportunities and priorities for digital technology in collaborative
work
By the end of this chapter, the learner should be able to:
Identify ways to assess existing collaborative work against available technologies
The ways that you measure whether something is achieving its outcome are known as metrics;
traditional metrics include cash flow and income. For example, a shop will need to bring in a certain
amount of money per month to be successful. The same applies to digital initiatives, although there is a
wide range of potential metrics which reflect the different ways initiatives are used.
To choose suitable metrics, you need to ask what your digital initiatives are trying to accomplish. For
example, are you trying to bring people to your website? To encourage them to sign up for your
newsletter? To boost sales? To put salespeople in contact with prospects?
Feedback
Productivity.
You should only choose one or two metrics, and make sure they accurately reflect the initiative’s
purpose. Also, ensure you can collect the data needed to measure the metric. If your organisation wants
to improve productivity, what does this mean?
You may choose to establish targets for the metrics that they need to meet. Otherwise, you could
monitor the metrics month-on-month and see if they improve or decline.
For example, metrics for a social media site could look like:
Clicks to website 6 18 31 38
The digital workplace framework includes four layers which cover the following components:
Use: collaborate, communicate, connect – the digital workplace is focused on the
employees’ ability to do their job efficiently by collaborating, communicating and
connecting with others. The goal of this is to create productive business relationships
and enable knowledge sharing across the organisation
Technology: the digital toolbox – technology enables the digital workplace. Each
organisation has a digital workplace toolbox. The tools needed will depend on your
industry and business needs. You will need to adopt the right tools for employees to do
their jobs effectively
Control: governance, risk and compliance – the digital workplace must be supported
with appropriate controls such as governance structures and management processes.
Information flow and use must also comply with organisational policies and industry
regulations
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Business drivers: measurable business value – it is essential for business needs to drive
and shape the digital workplace. To reap the benefits, the digital workplace should
follow the same direction as your organisation.
Disk drives
Back-up procedures
Software applications
Security procedures
Virus programs.
Collaboration platforms
Virtual reality.
For the most part, the best way to identify specific products is to simply spend some time browsing the
market; keep the exact requirements in mind and search until you have found the best option. You may
then also go on to look at customer reviews, feedback, etc. This will give you a broader picture of how
the product works in practice, and whether this will be beneficial to your organisation.
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Emerging technologies
Emerging technologies are capable of changing the status quo. Generally, they are new technologies but
can also make use of older that have not been developed fully yet.
Known as novel, uncertain, ambiguous, and with relatively fast growth, they are just starting to be
utilised in the workplace and need careful consideration. There is a range of new digital technologies as
they span across a range of domains but below is a list of examples that can be seen in IT and
communications.
Emerging technologies may include:
5G communications
Augmented reality
Gesture recognition
Machine translation
Optical computing.
Quicker and easier communication over greater distances, including other countries
Portability
Regulatory constraints
Funding.
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Note: some challenges can be overcome with the right expertise, while others are insurmountable.
To overcome resistance, you need to get people on board with the change. This means listening to their
concerns, explaining the benefits, convincing people that the change will be positive, and proceeding at
a pace they are happy with. Consultations are important in managing this process as they show that you
are listening to employees and care about what they have to say.
Funding
Digital technology isn’t free, and the lack of funding is one of the main constraints to integrating it into
the workplace. The cost will depend on the scale of the digital opportunity.
For example, the organisation may need to spend the funding on:
Equipment (e.g., computers, printers)
Software
Domain names
New employees
Training courses
You will need to look at the organisation’s budget to determine whether these
costs are affordable. Remember that digital opportunities are investments with the chance to raise
revenue in the long-term; however, this isn’t certain and may not occur for a while. Other sources of
funding you may be able to access includes the organisation owners, third-party investors and
State/Federal government bodies.
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Source: The rising opportunity of digital transformation: What businesses need to know, Clickz.com:
https://www.clickz.com/the-rising-opportunity-of-digital-transformation-what-businesses-need-to-
know/110987/.
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Activity 2C
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2.5 – Prepare a business case for implementing new digital solutions to support
collaboration and seek approval, where required
By the end of this chapter, the learner should be able to:
Prepare a business case for implementing new digital solutions
Adapt for your audience – consider who will be reading the business case or who you
will be speaking to and whether the information will be relevant to them. For example,
there won’t be many benefits talking to a business owner about employee/customer
satisfaction and productivity as they are not directly impacted by it. The person you are
trying to persuade will need to assess the return on investment before they can
confidently buy into or support anything. You will need to get to know them, their
interests and their objectives first
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Manage changes in the workplace – once you have achieved management support,
you will need to consider how you plan to manage the human element of the
implementation. For example, how will you ensure that people adopt the new
technology, and what training will be involved in this? Implementing technology is a big
change to business processes, so you will need to acknowledge how it might impact the
workforce and the workplace, and how to mitigate any negative impact
For example, a business case could be split into the following sections:
Purpose
Context
Approaches
Strategic fit
Project costs
Results
Project approach
Dependencies
Risks
Assumptions
Depending on your business type and industry, some of the key factors and sections will be more
relevant to you than others, so you will need to tailor your case to suit the business in mind. It is
important to remain competitive by researching other similar businesses in your industry to find out
how they use digital technologies and to stay in touch with what they are currently doing.
Supporting collaboration
Social networking and messaging apps have contributed to workplace
collaboration, and with technology constantly evolving there are always new
ways to collaborate and improve communication. Most business leaders and
senior managers believe there is a need for technology that supports
teamwork, with a recent survey finding that ’77 per cent of decision-makers
are using such technologies, and 82 per cent of businesses that use
collaboration tools want to use even more in the future.’ Companies are
noticing the direct link between collaboration and success; when teams are
collaborating more effectively, this has a significant impact on productivity
and profitability in the business.
To encourage collaboration in an organisation, you will need to look at how teams operate and work
together, and investigate the following:
‘Are there workflows where colleagues often need to ask for help from managers and
each other?’
‘How can this process be improved, and are there systems in place to support
enhanced collaboration?’
‘Have you already tried to deploy collaborative tools and processes? If yes, why aren’t
people using them?’
When it comes to collaborative working, it is best to find ways to support existing processes. This will
allow you to use technology to improve them, generate new workflows, new efficiencies and processes.
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For example, implementing a custom-built social sharing platform will provide teams with the
opportunity to communicate and share information instead of using a general public social media
platform and trying to adapt it to meet your organisational needs. It is more professional and allows
business information and knowledge to be shared safely and privately.
Source: Business 2 Community, How digital technology can support teamwork and collaboration:
https://www.business2community.com/strategy/how-digital-technology-can-support-teamwork-and-
collaboration-02206945
Ideally, before you begin the process of obtaining budget approval, you should
gain some information regarding the potential cost of selected new
technologies. This will allow you to provide some valid information to the
relevant personnel regarding how much money is realistically required to make
implementation a success.
Running costs
Ensuring that your organisation is fully prepared for the implementation of new
technologies will make your job much easier, so it will be beneficial to seek as much information as
possible.
Commercial strategy
While looking at your budget for implementation, it will also be important to fully understand your
organisation's overall commercial strategy. This will be specific to the type of business and everyday
transactions it performs. We can also look at four digital strategy services that are provided to help us
ask questions about performance and end results.
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Activity 2D
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3.2. Communicate and promote key features of the plan to relevant stakeholders
3.3. Implement digital technologies according to plan and organisational requirements, policies and
procedures
3.4. Organise training in digital technologies for collaboration for relevant stakeholders
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3.1 – Assess business goals and objectives and develop a plan to introduce new
collaborative technologies
By the end of this chapter, the learner should be able to:
Identify and assess business goals and objectives
Schedule milestones – outline your implementation schedule; this can include task
deadlines and project timelines. These can be provisional and amended later if needed
Designate team member responsibilities – assign roles to members of the team. It does
not have to be decided who will execute each task, but you should create a general
plan for the team with overall roles and responsibilities for each member
Define metrics for success – you will need to define how you will determine whether or
not this implementation is successful. What data will you use to measure the results?
(quantitative or qualitative) and how will you gather the necessary data?
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Define how you will adapt – consider and plan for how you will adapt to the changes in
your plan. Think about factors outside of your control that could impact the schedule
or success of the project, and create emergent strategies in preparation of this so the
plan does not get derailed. This will help the business to be prepared, flexible and fast-
acting if anything does affect the implementation
Decide when to evaluate success – decide at what stages and how often you will
evaluate your progress to determine success, for example, will it be monthly or
quarterly reviews? You will need to consider your business resources when deciding
this to make sure it is realistic.
Introduction – this explains the purpose, vision, and mission statement of your project.
You should identify any high-level risk areas and assumptions in this area. For example,
you could say you are introducing new collaborative technologies to improve
collaboration and communication for remote working etc.
Major tasks – list and describe the specific tasks, actions, and targets in
implementation, and the status of any tasks currently in progress
Implementation schedule – list the order of tasks and predicted durations of each
phase to roughly outline the schedule
Security and privacy – explain the privacy features and considerations of the software
tools, processes, or information that may be used during implementation. You should
address any security issues and explain how sensitive information will be handled (i.e.
personal data, financials etc.)
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Implementation support/ resources list – identify the various tools, activities, and
departments that will be required to support implementation. For example, this could
include hardware or software tools, facilities, and external human resources
Monitoring performance – define the metrics that you will use to measure success, and
say when you will review your progress
Glossary – define any key terms or jargon you have used in the implementation plan
References – indicate where information in the plan has come from, or list people who
are supporting it
The implementation/action plan should be documented so it can be referred back to later. You should
check your organisation’s procedures relating to this as there may be a certain way that plans should be
produced, such as a specific template.
Length: How long should it be? This will also affect the level of detail that you will need
to include
Availability: Who needs to see the plan, and what would be the best format for them?
Accuracy: It is very important that details such as names and dates are correct, so
double-check these to ensure no mistakes are made.
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When you have completed the first draft of the plan, show it to others within the workplace who have
knowledge of the implementation and ask for their feedback. Read the document carefully and try to
improve it for a second draft. Action plans can be altered in the future if circumstances change.
For example, if there is a long delay that is out of your organisation’s control, you may need to change
the timeframes. On the other hand, duties and responsibilities in the plan could change, so you would
change the document to reflect the new work structure.
Subscription
Advertising
Maintenance
Producing content
Training.
Benefits
Benefits may include:
Customer satisfaction ratings: Is the digital technology likely to significantly improve
customer satisfaction?
Growth: Could the digital technology contribute to the growth of the company? Think
in terms of scale, profit margins, visibility, market share and quality
Market share: Can this contribute to growing the market share of the business? Are
you offering something new, or a competitive service?
Profitability: Is this likely to increase profitability? Think in terms of stock storage costs,
cost of delivery, provision and profit margins
Sales: Will these increase sales? Think in terms of 24-hour orders and product details
available to customers
Staff morale: Will this make the staff’s job easier? Or will it be a fiddly hindrance?
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Return on investment
Calculating the return on investment (ROI) is a method of working out whether the benefits outweigh
the costs; it essentially asks what the organisation gets from its investment. This will be one of the main
determining factors in whether a proposed digital strategy is implemented.
For example, if an organisation spends $500 on new technology and their profits increase by $800 as a
result, this is an ROI of $300. However, if they spent $1000 and only made $700 back, this is a negative
ROI of -$300.
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Activity 3A
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Identify ways to communicate and promote the key features of the plan.
Internal or external – internal stakeholders are those that exist inside a business, they
are directly affected by a project, such as employees. External stakeholders are those
who have an interest in the success of a business but are not directly linked with the
projects, such as suppliers
Primary or secondary – primary stakeholders have the highest level of interest in the
outcome of a project as they are directly affected by the outcome and actively
contribute to it. This includes customers and team leaders. Secondary stakeholders
help to complete the project, but on a lower level. They usually help with
administrative processes, including financial and legal matters
It is important to be clear and transparent with communication throughout the planning and
implementing process. Digital projects can change all the time and can run into unexpected roadblocks.
All stakeholders should be updated regularly and proactively to make sure they are up to date with the
developments at every stage and are involved in the journey of implementation.
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Incorporate their feedback into the strategic planning process – use their feedback and
concerns to create your strategic priorities and make adjustments where needed
Be transparent with the information provided to stakeholders as they can help you to
achieve your goals/objectives for the business
Establish the amount of information different stakeholders need and how often you
will need to communicate with them.
Sources: Active Campaign, The 10 types of stakeholders that you meet in business:
https://www.activecampaign.com/blog/types-of-stakeholders. SME Strategy, 5 steps to stakeholder
engagement in your strategic plan: https://www.smestrategy.net/blog/stakeholder-engagement-in-
your-strategic-plan-pt-1. Axelos, How to communicate effectively with stakeholders in project
management: https://www.axelos.com/news/blogs/june-2018/communicate-with-stakeholders-
project-management.
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Activity 3B
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Generally speaking, the best way to determine who will manage new
technologies will be to select those who possess existing knowledge or
experience in a specific area. This will help to ensure that the rest of the
team is provided with guidance concerning the new technologies
wherever necessary.
Change management
Change management refers to the process of preparing for and supporting a team through
organisational change. Whilst change is often positive and means that an organisation is growing and
developing, it can be disruptive to a team who have become accustomed to their current way of
working; particularly if their work is centred on the area of change.
Ask the team for input and listen to their concerns – it’s likely that a team will have a
lot of questions during change and it will be beneficial to productivity to allow them to
air their concerns and receive reassurance or clarification wherever necessary
Offer constant support – having an open-door policy during the initiation of change will
provide staff with a safety net should they come into any difficulty
Introduce changes slowly– if you are planning on many technological changes, it may
be a good idea to introduce one at a time as opposed to initiating several changes at
the same time. This will allow the team to adapt to changes over some time, rather
than become overwhelmed by a complete turnaround.
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Feedback
You should solicit feedback from employees regarding how you plan to integrate the new technology.
As the people who will be using it, they may identify flaws or issues that you have not noticed or
considered. It is also important that they feel comfortable with the plan and feel they have been
listened to during the planning and implementation process.
For example, imagine you work in a call centre environment, and you are considering implementing the
use of social media to replace phone calls, employees may point out that many of their customer
service calls are from elderly people who don’t use social media. Therefore, it will likely cause issues
trying to transfer over to the new method, and it may cause the business to lose customers. In this
scenario, staff should continue to maintain the phone service, and social media could be offered as an
alternative for those who prefer to use it.
Actions
Actions are the actual work that needs to be carried out. It may include
planning, purchasing, informing, training, installing and maintaining.
Maintaining it daily.
You will need to break the initiative down into all of its component steps. Don’t leave any out, no matter
how small, as they may be overlooked and the required resources could be forgotten. The actions could
be further broken down into sub-goals; for example, what will training include? Will it be in-person or
virtual? Will it be provided in-house or by a third party? If these aren’t clear, they could be left
undefined in the early planning stages; however, they will need to be filled in later.
Timeframes
Each task will need timeframes in which it must be completed. Even if there are delays, you should have
an expected date and can check work is on track. If there is no due date, you have no way of knowing
when it will be finished and will likely worry if your money is being wasted. The same applies to all
workplace tasks. Make sure the timeframes are reasonable and build in time for possible delays (known
as contingency time.) Also, if a task changes so that it will take significantly more or less time than
predicted, adapt the timeframe accordingly.
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People
You should identify any people necessary to implement digital technologies. Without people with the
right skills, knowledge, authority or work duties, it will be impossible to complete it properly.
Supervisors
Consultants
As mentioned previously, leaders are important in pushing forward digital initiatives. All people involved
should be aware of who has been designated the leader and defer any related matters/issues to them.
Resources
Each task will require different resources to complete it. You should ensure that these are identified and
allocated.
Digital assets (e.g., images, videos, audio files, software, data, etc.)
Planning what content 10th February 2019 Marketing team Conference room
will be on it and who
will have responsibility
Training responsible 17-19th February 2019 Social Media Officer, Computer, practice
people on how to Marketing Manager social media page
manage it
Creating the page and 25th February 2019 Social Media Officer Computer, written
uploading content content
As stated in criteria 2.5, you will need to obtain budget approval. This refers to gaining guarantee that
your organisation has set aside a specific amount of money for the implementation and upkeep of new
selected technologies.
Who you gain budget approval from will differ depending on the procedures of your organisation. For
example, you may meet with personnel such as financial or technology managers to do this. Ideally,
before you begin the process of obtaining budget approval, you should gain some information regarding
the potential cost of selected new technologies. This will allow you to provide some valid information to
the relevant personnel regarding how much money is realistically required to make implementation a
success.
Running costs
Activity 3C
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For example, if you are creating a social media page for employees
to manage, are they familiar with social media already and the internet? Are they experienced in using
computers? Once you know where they are starting from, you can plan individual training programs to
get them up to speed. You should try to let each person learn and adapt at their own pace and find out
about any individual requirements they have to make sure these are followed. Training delivery
methods have evolved with advancements in technology and there are various methods that could be
used. The right training method will depend on your organisational/stakeholders needs.
One-to-one training – good for training people with specific needs/requirements, for
example, those who are not confident with using technology and need extra training
than others
E-learning – one of the most popular and convenient forms of training available today.
These online learning programs use a mix of text, audio and video. They also have
discussion forums, games and interactive assessments/quizzes to test knowledge and
skills. This is a good option for organisations that want to offer flexible learning
opportunities in a short timeframe to a large audience
download apps on their phone for learning and productivity. Training could include
microlearning (bite-sized content), short how-to videos, and social learning (social
media or social learning platforms), etc.
Encourage feedback
When managing changes in the workplace, it is important to have robust feedback mechanisms in place
for stakeholders to share their views. The simple fact knowing that their ideas and suggestions will be
listened to can boost engagement in the organisation. You should be prepared for both positive and
negative feedback from this. New technology will inevitably come with some issues and problems, and
it may also conflict with existing systems and practices. It is vital to listen to views and appraise them
accordingly to make sure people know they are valued. You should also demonstrate how the new
technology will improve their work systems and workflows, to encourage enthusiasm and confidence in
the changes.
Encourage innovation
A good way to get employees to engage with and adopt new
technology is to encourage them to test it out themselves. Let
them work out how they would like to use the technology and
how it works best for them. This may result in employees
using technology in different, unexpected ways that may
benefit the organisation. Making the training process fun and
engaging for stakeholders can encourage technologies to be
adopted more smoothly and quickly in the organisation.
Activity 3D
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Summative Assessments
At the end of your Learner Workbook, you will find the Summative Assessments.
This includes:
Skills Activity
Knowledge Activity
Performance Activity.
This holistically assesses your understanding and application of the skills, knowledge and performance
requirements for this unit. Once this is completed, you will have finished this unit and be ready to move
onto the next one – well done!
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References
These suggested references are for further reading and do not necessarily represent the contents of
this unit.
Websites
Business 2 Community, How digital technology can support teamwork and collaboration:
https://www.business2community.com/strategy/how-digital-technology-can-support-teamwork-and-
collaboration-02206945
Efront, The shock of the new: helping employees adapt to new technologies:
https://www.efrontlearning.com/blog/2017/02/adapting-technology-workplace.html
Techniques for Improving Your Nonverbal Communication Skills in the Workplace, Small Business:
http://smallbusiness.chron.com/techniques-improving-nonverbal-communication-skills-workplace-
21411.html