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Transforming Client Experiences: The Blueprint for a Seamless Journey

Transforming Client Experiences: The Blueprint for a Seamless Journey
Published at 01 July 2024 | Spain

General details

EDIHs involved


Services provided
Test before invest
Technologies
Artificial Intelligence & Decision support
Internet of Things
Cybersecurity
Sectors
Agricultural biotechnology and food biotechnology
Health care
Fishery
Maritime
Food and beverages
Paper and wood

Challenges

The main challenge addressed in this case is the creation of a seamless, structured and comprehensive support system for SMEs. The definition of a structured customer journey will ensure a tailored and personalised approach for each customer, enabling to match their particular needs with the best solutions available in the market.

A well-defined customer journey should have some specific characteristics and consider particular actions, such as:

  1. Streamlined Process: Develop a step-by-step procedure to address the challenges faced by SMEs, using the EDIH form as the initial point of contact. Upon receipt, DATAlife staff will conduct interviews with the SMEs to gain deeper insights into their specific situation and identify their challenges.

  2. Thorough Analysis: Utilise the information gathered from the interviews to thoroughly analyse the SME's current digitisation level and pinpoint areas that require improvement. This analysis forms the foundation for developing a customised Digitisation Plan that aligns with the SME's goals and objectives.

  3. Proposed the Seamless client journey service: Present the Seamless client journey service to the SME, outlining actionable steps and timelines for implementation.

  4. Diagnosis of Digitisation Level: Conduct a comprehensive diagnosis to assess the SME's current digitisation level accurately. This evaluation serves as a baseline for identifying areas of improvement and guiding the development of the Digitisation Plan.

  5. Tailored Digitisation Plan: Develop a detailed Digitisation Plan tailored to the specific needs and objectives of the SME. This plan includes a structured roadmap outlining key milestones, timelines, and strategies for achieving digital transformation goals. Additionally, matchmaking of funding vehicles are included within the digitalisation plan.

Solutions

To design and implement a seamless client journey for SMEs DATAlife utilises its own dedicated staff, which requires smooth collaboration among consortium partners. The process begins when an SME contacts the European Digital Innovation Hub (DIH). After this initial contact, the DATAlife team assesses their needs and recommends the most suitable service available among the consortium partners.

There are cases where the needs of the SMEs fall outside DATAlife's sectors or technological specialisations. In this cases, the SME is refered to other EDIHs or to the ICT Cluster who can assist them through commercially available solutions. Additionally, depending on the case, some SMEs may also be directed to non-technological services.

Once the needs of an SME are evaluated and a preliminary technological service is pre-assigned, this assessment is reviewed by DATAlife's technological commission for approval. If DATAlife’s staff cannot immediately match the need to a specific partner, the requirement is distributed among the commission, and members can postulate themselves to provide the service. In cases where multiple partners are capable of providing the service, they are requested to submit detailed descriptions of their experience to facilitate selection.

After a partner from DATAlife is selected to provide the specific service to the SME, a direct communication is stablished among the SME and the EDIH partner that will provide the service. This enables the development a comprehensive service proposal and plan. DATAlife then assists the SME in submitting this proposal to the Spanish Ministry for approval of co-funding. This funding structure includes 50% from European Funds and the remaining 50% from Spanish funding.

By ensuring a well-coordinated process and leveraging our expert staff, DATAlife provides SMEs with tailored solutions while maintaining strong partnerships within the consortium.

Results and Benefits

The main benefit for SMEs is that they receive impartial advice on the best solution available tailored to their specific needs, independent of the technological offerings within the consortium. More than 30 SMEs have already submitted proposals to the Spanish Ministry for technological services, which will be carried out in 2024.

This impartial process ensures that recommendations are based solely on the best available R&D options. This approach guarantees that SMEs receive the optimal solutions for their unique challenges, regardless of their prior level of digitalisation knowledge, thus providing equal opportunities for technological advancement.

Furthermore, the service extends beyond just offering advice. It encompasses a thorough evaluation of the needs of each SME, the formulation of a tailored action plan, and continuous support throughout the implementation phase. This comprehensive support structure helps SMEs navigate the complexities of digital transformation, from initial consultation to the final delivery of technological services.

By providing a fair and balanced assessment, SMEs can confidently embark on their digital transformation journey, knowing that the solutions recommended are the best fit for their specific circumstances. This ensures that each SME, regardless of its size or industry, can leverage cutting-edge technology to enhance its operations and competitiveness.

This service is funded equally by the European Commission and the National Ministry on a 50/50 basis, with SMEs only responsible for paying the applicable taxes (VAT). This financial model makes advanced technological services accessible to a wide range of SMEs, further supporting their growth and innovation potential.

Perceived social/economic impact

Our solution has had the following impactful outcomes: 

  • No conflict between consortium partners: By establishing clear, impartial processes and maintaining transparency, we have eliminated conflicts among consortium partners, ensuring a harmonious working environment where each partner focus on their strengths.

  • Enhanced collaboration among partners: Our approach has fostered a spirit of collaboration among consortium members. By working together to provide comprehensive services, partners can leverage each other’s expertise, leading to more effective and innovative solutions for SMEs.

  • Improved understanding of specialisations: Consortium partners now have a better understanding of their own specialisations as well as those of other members. This clarity helps in effectively matching SMEs with the right partner and facilitates knowledge sharing and cooperation within the consortium.

  • SMEs recognising DATAlife as a trusted advisor: SMEs increasingly see DATAlife as a source of impartial and reliable advice. This trust is crucial for encouraging more SMEs to engage with the EDIH and embark on their digital transformation journeys with confidence.

  • Comprehensive support for SMEs: Regardless of their maturity level, SMEs receive continuous support throughout their digital transformation. This includes initial assessments, tailored recommendations, implementation assistance, and ongoing guidance.

  • Significant engagement from SMEs: In the first year of the project, 70 SMEs have contacted the EDIH. Of these, over 30 have moved forward with a "test before invest" proposal, demonstrating strong interest and commitment to exploring new technological solutions.

  • Measurable impact through DMA metrics: The true impact of our solution will be quantified through the metrics established by the DMA. These metrics will provide medium-term data on the effectiveness and outcomes of each service offered, allowing for continuous improvement and demonstrating the value delivered to SMEs.

Lessons learned

  • Do have staff working exclusively for the EDIH, as this provides a neutral point for the SMEs and consortium partners, acting as a fair and impartial referee. This dedicated team ensures that the advice and recommendations given are in the best interest of the SMEs, free from any external influences or biases.

  • Don’t let technological providers be the ones assessing what the SMEs need. Providers inherently have biases and may tend to recommend solutions that align with their own offerings. This could lead to suboptimal outcomes for the SMEs, as they might not receive the most suitable or cost-effective solutions for their specific needs.

  • Do maintain transparency and openness in the process. Let all consortium members know which services are being recommended and to which partners they are being assigned. This openness fosters trust and collaboration within the consortium, ensuring that all members are on the same page and can work together effectively to support the SMEs.

  • Don’t try to provide technological services to all SMEs. Recognise that some SMEs may need training, access to funding, or commercially available technologies before they are ready to test and implement disruptive technologies. Assess each SME's current capabilities and readiness, and provide them with the appropriate resources and support to build a solid foundation for future technological advancements.

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