Stephanie Gallacher, PricewaterhouseCooper\u2019s (PwC) Global Technology Leader, Salesforce Platform, was leading her team through a multi-year global sales transformation, bringing thousands of employees from different countries and network firms together on one technology platform. A project of this size required careful coordination and planning to align teams and unify data on a global scale.\nThen COVID-19 hit, bringing in-person interaction to a halt. Gallacher needed to pivot her rollout strategy to keep PwC\u2019s goals on track and continue delivering when clients needed it most.\nBefore the pandemic, Gallacher and her program team traveled to each territory to train employees in person and help onboard them onto the new platform. With travel suspended, PwC leaders had to rethink their strategy for integrating their systems and bringing together employees across continents.\nSuddenly, Gallacher and her team now had a new set of questions to answer. How do you manage people in different time zones? How will employees handle the shift to remote work? And how can you leverage technology to help employees and clients through the pandemic?\nCIOs and technology leaders across the world have been focusing on these same questions \u2014 59% of IT decision-makers say that pressures stemming from the pandemic are accelerating their digital transformation efforts. Finding the right balance between technological innovation and rethinking work processes is top-of-mind for these IT leaders as they seek to deliver better customer and employee experiences at scale, even as in-person interactions are on pause.\nFor Gallacher, the answer to these questions and the key to successful digital transformation revolved around connecting employees together in one place. Uniting employees on a single platform helped unify data across the organization while allowing flexibility and innovation in how teams work together. With better data available, PwC leaders and employees can make informed decisions to deliver higher business impact, boosting sales and driving revenue.\nHere are three steps Gallacher says CIOs should take to bring their employees together and navigate digital transformation.\n1 - Establish your vision\nAccording to Gallacher, one of the most important steps CIOs and other technology leaders must take is establishing a vision or mission statement. According to a PwC report, 79% of business leaders believe that an organization\u2019s purpose is central to business success, yet 68% state that purpose is not used as a guidepost in leadership decision-making processes within their organization. CIOs should create a strong vision that will act as a north star for their teams.\nBefore deciding on this vision, you need to understand your organization and your team. Knowing their strengths and weaknesses will help you figure out what obstacles your team may face, what skills you can use to reach your goals, any additional resources you might need to successfully complete the transformation, and what a truly attainable end goal should be.\nOnce you have established this vision, Gallacher emphasizes the importance of managing towards objectives and goals, not hard deadlines. By focusing on benchmarks instead of dates, your team has the flexibility to figure out innovative new ways to solve problems. Teams can then move with speed and agility to stay ahead of changing customer needs and build credibility.\nGallacher also stresses the importance of articulating how each person fits into the vision. With the scope and speed of digital transformation making these kinds of projects complex, each employee should have a clear understanding of their roles and responsibilities. \u201cProviding guidance to each team member instills confidence that empowers them to make decisions that support your vision,\u201d Gallacher says.\nWhile having a vision won\u2019t eliminate all of your team\u2019s obstacles, it does allow you to keep moving, no matter what. \u201cIf you\u2019re not progressing forward,\u201d Gallacher says, \u201cthen you are going backward.\u201d\n2 - Create an integrated experience\nWith your team unified under one vision, CIOs also must make sure infrastructure is in place to connect data across teams. An integrated CRM like Salesforce gives employees a single source of truth to review client interactions and other important touchpoints for making informed business decisions.\n\u201cWe can now take existing data across the world and bring it together on one platform,\u201d says Gallacher. \u201cWe\u2019re able to go to our sales teams with data points from other territories and say, \u2018have you thought about this?\u2019, encouraging them to use valuable insights from other teams to guide their own work.\u201d\nBut new technologies aren\u2019t the sole solution \u2013 your organizational setup needs to also transform to support new ways of working. \u201cIt\u2019s not just a tech swap,\u201d Gallacher says. \u201cIt is all about transforming how your team interacts with one another and with customers.\u201d\nFor PwC, integration meant figuring out how to leverage data and insights from one territory to inform decision-making in another. They needed one place where employees in different offices could access the same information to drive results for their clients.\nSalesforce brought all of their data together in one place, connecting employees from 107 countries together on the same platform. \u201cHarmonized data gives the PwC team a better understanding of their business and their customer,\u201d said Vikram Rao, Salesforce Program Architect from Salesforce Professional Services. \u201cA well-rounded understanding of the customer makes it easier for PwC employees to move with speed and agility in response to changing needs.\u201d\nGallacher points to her team\u2019s use of Salesforce Discovery and Einstein Insights as a great example of integrating solutions to speed up work processes and provide value to the customer. The team used the Salesforce platform to predict how changing the product mix would affect approval by the risk department. By understanding how these changes affect delivery timelines, the PwC team can proactively identify and actively work to remove any barriers to delivery, speeding up the time to value for their clients.\n3 - Don\u2019t forget that your employees are human, too\nCOVID-19 accelerated digital transformation, with employees working overtime to complete multi-year projects in a matter of months. With the amount of energy these projects take, Gallacher urges CIOs and other business leaders to not forget about their employees\u2019 well-being.\nShe also reminds leaders that human interaction can\u2019t be replaced. CIOs should find new ways for employees to interact and leverage their network to encourage innovation. PwC used the Salesforce platform to give employees access to a community of company alumni and clients. Through these interactions, employees can learn about past experiences to inform current and future decisions.\nUltimately, Gallacher says it comes down to setting boundaries. She encourages employees to do something for themselves to allow them time to rest and recharge. Then, the employee comes back to work clear-minded and ready to perform at their best.\nWe\u2019re in it for the long haul.\nDigital transformation isn\u2019t going anywhere and CIOs know success means committing to continued innovation and agility in the coming months and years. \u201cEndurance is important in finding the middle ground between transformation and speed,\u201d Gallacher says.\nFinding the right integrated platform gives your teams the support they need to move quickly and efficiently to meet constantly changing customer needs. Gallacher says an integrated platform and unified experience provides three key benefits to accelerating your digital transformation:\n\nHelps employees deliver the right product to the right person at the right time\nProvides access to data from across the world to make better business decisions\nDelivers flexibility to help employees adapt to a new work environment\n\nFor PwC, Salesforce was a crucial teammate for navigating their digital transformation. The platform\u2019s ability to bring together teams across the world along with the knowledge of Salesforce Professional Services experts like Vikram made it possible to unite PwC employees in the new digital world. \u201cSalesforce is flexible, knowledgeable, and credible. They were an essential partner in helping us launch a successful global program,\u201d Gallacher says.\nCIOs have a tall order to fulfill: prepare their organizations for both the expected and unexpected challenges of transitioning to an all-digital world. By unifying teams on an integrated platform, they\u2019ll be equipped to handle this transformation with speed and agility to continue delivering quality customer experiences.\n\nVik Rao is an Experienced Digital Transformation Executive with extensive business and technical leadership skills defining IT Strategy, architecture, and roadmap for complex organizational needs with a reliable track record for execution. He holds 15 Salesforce certifications and has successfully led and delivered global initiatives on business transformation, CRM, revenue management, and e-commerce implementations.