Executive summary
The riskiest part of “digital transformation” is the all-at-once cutover. A safer path is wrap → pilot → measure → scale: layer a thin front-end over your core systems, run a 30–90-day pilot, track a small set of delivery and customer metrics, then widen only what works. This approach reduces disruption, brings value forward, and improves success odds compared with large, multi-year bets [1].
Why “big bang” plans stall
Large, all-in programs concentrate risk (downtime and overruns) and slow decisions. Independent research finds fewer than 30% of broad transformation programs meet their targets without an iterative, focused execution model—smaller organizations do better when scope is tight and learning is continuous [1].
The alternative: wrap, don’t rip
Use the Strangler Fig pattern—introduce a light façade and route specific workflows to new services while the rest still hits your existing ERP/CRM/WMS. Expand slice-by-slice as the new path proves itself; no freeze, no weekend “big-bang” cutovers [2][3].
Good first targets (business-visible, low blast radius)
- Digital intake replacing PDF/email loops, writing clean data to CRM/ERP
- Live order / job / claim status to deflect “where is it?” calls
- Role-based approvals with SLAs and audit trail
- Partner onboarding that feeds your pipeline directly
(These are thin, role-specific front-ends with connectors—no core rewrite to start.) [3]
Start small, time-box, and instrument
Pilot in 30–90 days with a single accountable owner. Ship behind flags to a defined cohort and track the DORA Four Keys so executives see signal, not opinions:
- Lead time for changes
- Deployment frequency
- Change-failure rate
- Mean time to restore (MTTR)
Why self-serve flows should lead
Your buyers (and your long-tail accounts) now expect fast, self-serve interactions—status, changes, and simple requests without waiting on a call. B2B leaders have solidified an omnichannel pattern where a self-serve portal handles common tasks while strategic accounts still get human attention. Prioritizing these flows first improves adoption and reduces support load [1][6].
Governance and risk controls (lightweight, auditable)
- Weekly 20-minute checkpoint: risks, Four Keys trends, next slice decision
- Definition of Done: working flow + docs/tests + basic telemetry
- Security baseline: treat AI/code generation and new components as third-party input—scan, review, and track provenance under NIST SSDF practices (secrets, dependencies, build integrity) [7].
Financial frame for executives
- Cash flow: multiple small releases bring value forward compared to capitalizing one large rewrite.
- Risk: partial rollback is possible at slice-level; sunk-cost lock-in is reduced.
- Portfolio view: each slice is a measured option—continue, expand, or stop based on metrics, not opinions. (This aligns with the Strangler Fig’s progressive cutover.) [3]
Example 90-day plan (template)
Days 0–10 – Baseline
Map the current workflow, measure cycle time and contact rate, define the pilot cohort, and set slice-level targets (TTFV, adoption, support deflection) [4].
Days 11–45 – Build & release behind flags
Ship a thin front-end and one connector (e.g., CRM write). Keep the legacy path available. Track Four Keys and daily user behavior [4].
Days 46–90 – Expand & decide
Widen to the next role/region if targets hold; publish before/after metrics; choose scale / iterate / stop. Repeat with the next bottleneck (intake → status → approvals → partner onboarding) [4].
Executive scorecard (review weekly)
- Delivery: Four Keys trend vs. baseline (lead time, deploys, CFR, MTTR)
- Customer: status calls per 100 transactions; portal adoption %
- Financial: cost to deliver the slice vs. benefit realized (deflected contacts, faster turnaround)
This keeps the conversation on outcomes, not feature lists [4].
When you should not slice first
- A mandated core replacement with immovable regulatory deadlines
- A security posture gap that can’t be mitigated with façades and controls
In these cases, use the Strangler façade during the core replacement to stage risk and preserve continuity [3].
Planning aid (optional)
If you’re scoping a first slice, compare team mixes—onshore / nearshore / offshore—to set budget guardrails before committing. Our quick Project Cost Estimator helps model a 90-day front-end + connector with ranges you can share with Finance.
References
- McKinsey & Company — Unlocking success in digital transformations — Article • PDF
- Martin Fowler — Strangler Fig Application — Overview • Update
- Microsoft Learn — Azure Architecture Center: Strangler Fig pattern — Guide
- Google Cloud — Using the Four Keys to measure DevOps performance — Blog
- DORA — State of DevOps (latest) — Report • Four Keys
- Salesforce — State of the Connected Customer — PDF
- NIST Publications — SP 800-218 Secure Software Development Framework — Landing • PDF