Stage Three:

This is a pivotal stage where businesses need to think about crafting a measurable digital strategy geared towards fostering more structured growth.

At this point, the people pushing for change within the organisation have successfully constructed a compelling argument, garnering executive sponsorship for investment in personnel, processes, technology and external expertise such as membership to the IoA.

Stage 3 heralds a significant shift towards customer-centricity, characterised by the formulation of "customer personas" and the adoption of an inbound marketing approach. Social media platforms are now actively utilised, with a keen focus on generating digital insights tailored to customers at every stage of their journey. These insights are shared across social channels, complemented by the integration of social listening and customer service into an overarching social strategy. Moreover, the website will be optimised for mobile devices, while messenger and chatbots are leveraged to cultivate a conversational strategy.

Data skills indicators

You use a range of Spreadsheet Add-ons or similar tools that are more capable, like Power BI, Power Pivot or Power Query, to present and share impressive data insights.

Decision making indicators

You combine non-financial data with financial data to get better insights into the market before making decisions.

Where to next?

Membership of the IoA gives you access to training to progress through every stage.

If you have 4 hours

Why not work your way through our Data Warehouses and Data Lakes training to decide which model suits your organisation best.

If you have more time

Learn valuable career skills in financial forecasting like a pro. Get started with our Introduction to Financial Modelling in R course and from there you can go on to learn sophisticated forecasting techniques with no prior knowledge required.


Join the IoA

There are two ways to join the IoA to support digital transformation in your business:

Corporate Partnership

Get recognised as a progressive company that operates ethically and for the investment you make in your staff who receive access to IoA Membership benefits

Support your team’s professional development and the needs of your business with access to 1400+ hours of training from beginner to advanced, ranging from the first steps moving away from spreadsheets and intuitive decision making to MLOps

Receive exclusive opportunities for enhanced visibility for your company and special rates for in-person events

Sign up as IoA Corporte Partner
Individual Membership

Gain recognition for your professionalism, achieve your goals and work towards attaining the highest levels with Chartered status

Access structured career progression with custom tracks (Business Analyst with R and Data Analyst with Python) and upskill with specialist Tool Kits including Analytics for Accountancy & Finance and Data Engineering

Stay up to date with advancements in technology, changes in regulation and thought leadership with our monthly webinar, masterclass series and insights

Sign up as IoA Member