Understanding Operations before Driving Digital Transformation
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Jealous Fruits Ltd

Miguel Rosas, IT Manager

Understanding Operations before Driving Digital Transformation

Miguel Rosas, IT Manager
Miguel Rosas, IT Manager, Jealous Fruits Ltd

Miguel Rosas

Business Systems Integrator

Miguel Rosas is an IT leader whose experience working directly with business operations has shaped his approach to technology and digital transformation. He brings an operational perspective to technology decisions, emphasizing collaboration between IT and business teams, process documentation, and the connection between technology investments and measurable business value.

Building the Bridge between IT and Operations

My professional journey in Canada began differently than I expected. Despite my background in information technology, I found myself working in roles much closer to day-to-day operations before eventually returning to an IT-focused role.

Initially, I saw this as a step away from my IT career. Looking back, it became one of my most valuable professional experiences. Working directly with operations allowed me to understand business challenges from a perspective I might never have developed by remaining exclusively within IT.

As technology continues to evolve, new opportunities emerge for organizations to improve efficiency, streamline operations and support better decision-making. However, one fundamental principle remains unchanged. Organizations must understand the operational problem before choosing the technology.

IT teams often view an organization through its systems, infrastructure and support requests. Operations sees something different, including employees completing daily tasks, supervisors making decisions with limited information, established workflows and business priorities that may not be visible through IT systems or reports.

My experience working directly with operations taught me that technology leaders cannot fully understand every business challenge from behind a screen. IT professionals do not need to follow the same career path to develop this understanding. What matters is effective collaboration between IT and operational departments. Meaningful communication with the people performing the work helps technology teams understand their needs and identify opportunities for improvement.

Technology leaders should encourage department managers and employees to share their challenges, document business use cases, and identify gaps or inefficiencies in existing processes. This collaboration helps IT understand operational requirements while enabling business leaders to recognize where technology could improve efficiency, reduce costs or support better decisions.

IT should not define business needs in isolation, and operations should not have to identify technology solutions alone.

Understanding the Use Case before Selecting Technology

Organizations have more technology options than ever. Enterprise software, automation, cloud services and artificial intelligence offer significant opportunities for efficiency and innovation. However, adopting technology because it is available, highly ranked or widely used does not necessarily create business value.

  Digital transformation begins with communication, operational understanding and process documentation, enabling organizations to select appropriate solutions, justify investments and deliver sustainable business value.  

A comprehensive enterprise software solution may offer hundreds of capabilities, but if an organization requires only a small portion of them, the investment may not be justified. Before acquiring a solution, IT leaders should work with operational teams to identify use cases, understand workflows, establish expected outcomes and evaluate implementation and ongoing costs against potential benefits. Sometimes, improving or integrating existing systems provides more value than purchasing another solution.

For example, one initiative I led addressed repetitive manual updates of the same business information across multiple systems. By understanding operational requirements and evaluating existing capabilities, we successfully integrated these systems to reduce duplicate data entry, improve information consistency and maximize existing technology investments. The lesson was simple. Digital transformation is not always about adding new technology, but about making better use of what an organization already has.

Documenting Processes before Automating Them

Another important consideration is preserving organizational knowledge. In many organizations, critical processes depend heavily on individual employees. People understand how tasks are performed, which exceptions require attention and why decisions are made, but that knowledge is not always documented. When employees change roles or leave, valuable knowledge can disappear with them.

Documenting workflows, responsibilities, business rules and decision points supports effective system implementations while simplifying onboarding, training, knowledge transfer and future improvements. It also creates a foundation for automation. Technology can accelerate an efficient process, but it can also amplify existing inefficiencies. Understanding the workflow first helps organizations identify what should be improved before introducing automation.

Business processes should be organizational assets, not knowledge held exclusively by individual employees.

Connecting Technology Investment to Business Value

As my responsibilities expanded to include IT leadership, I began evaluating technology initiatives from a broader business perspective. Technical success and business success are not always the same. A system can be implemented successfully and still deliver limited value if employees do not adopt it or if it fails to address operational needs.

The same principle applies to enterprise software and AI initiatives. Rather than adopting these technologies simply because they are available, organizations should identify specific use cases where they can responsibly improve processes, support decisions or deliver measurable business benefits.

My journey from operations back into technology leadership reinforced an important lesson. The better technology leaders understand operational realities, the better positioned they are to deliver meaningful business value. Digital transformation does not begin with technology. It begins with communication, understanding operational needs and documenting business processes. Only then can organizations identify the right solutions, justify their investments and create sustainable business value.

The articles from these contributors are based on their personal expertise and viewpoints, and do not necessarily reflect the opinions of their employers or affiliated organizations.