Expert Panel: 19 tips for effective leadership in the era of digital transformation

Focus On Building Toward Something Meaningful Short-term wins are tempting, but if you’re not building toward something bigger and more meaningful, you’re just busy.

PICK UP THE PHONE. Pick up the phone and call. In a world of asynchronous, low-friction interaction, telephony can be your secret competitive advantage.

Do A “Coffee Shop Test” While others obsess over market data, I prefer the “coffee shop test.” Spend a few days in an area to observe traffic patterns, routines, commutes and development momentum.

HOST INTIMATE CONVERSATIONS, NOT BROADCASTS. In lower middle-market investing, targeted online roundtables with business owners drive better engagement than an email blast could.

USE DISPOSABLE DOCUMENTATION. Workflows and documentation must evolve with team needs. Use disposable instead of permanent documentation that stakeholders challenge and rebuild.

Framing Digital Transformation As A Positive Change Don’t frame digital transformation as a positive change.