Skip to main content

Strategic Phasing

Meaning ● Strategic Phasing, within the SMB sector, represents a planned, incremental approach to achieving long-term business objectives related to growth, automation, and implementation. A core element involves breaking down larger, complex initiatives into smaller, manageable stages. ● Effective phasing enables SMBs to allocate resources more efficiently, reducing financial strain and operational risks. It also permits iterative improvements based on performance data gathered at each stage, an especially pertinent tactic when deploying automation technologies. ● Consider a situation where an SMB wants to implement a new CRM system; strategic phasing could involve first migrating sales data, then marketing data, followed by customer service data, with each phase allowing for adjustments and training before moving to the next. This contrasts with a “big bang” implementation where all elements are introduced simultaneously, often leading to disruption and higher failure rates. ● In essence, strategic phasing provides SMBs with agility, allowing them to adapt to market changes and technological advancements as they occur, while simultaneously fostering internal buy-in and minimizing resistance to change. The methodology also provides a framework for measuring ROI and making data-informed decisions regarding the continuation or modification of the overall strategy.