A data strategy helps you:

  • Quickly identify your growth levers.
  • Optimize internal processes.
  • Respond effectively to market changes.

The goal isn’t to become a data expert, but to structure your efforts to achieve tangible results.

Tactic 1: Set concrete data objectives over six months
How to approach this step as a leader?


Ask yourself: What specific outcomes do I want to achieve in the next six months? Focus on critical areas for improvement without complicating operations.

  • Determine your immediate priorities:
    Examine key bottlenecks. For example:
    • Are your delivery times too long?
    • Are you struggling to retain customers?
    • Which products or services are most profitable?
      Tip: Review these pain points with department heads to gather quick feedback.
  • Formulate your objectives clearly:
    Good objectives are simple and actionable. For instance:
    • Reduce order processing times by 20% in 3 months.
    • Increase repeat customer rate to 40% within 6 months.
  • Tip: Write your objectives somewhere visible to the team, such as on a whiteboard in the meeting room.
  • Track progress with clear metrics:
    Select one or two key indicators for each objective, such as:
    • Average order processing time.
    • Number of new customers per month.
  • Tip: Use a basic dashboard in Excel or Power BI to monitor these figures in real time.
Tactic 2: Identify and fill gaps in your tools
Why is this step important?


The right tools save time and prevent repetitive tasks from draining your team’s energy.

  • Audit your current tools:
    List your main software (CRM, ERP, spreadsheets) and assess their effectiveness:
    • Which tools are used most often?
    • What processes are still manual and wasting time?
  • Example: If customer tracking is still done on paper, it’s time to invest in a simple CRM like HubSpot.
  • Choose accessible and effective tools:
    Start with straightforward options like Excel or Power BI. For more advanced needs, explore specialized tools.
  • Involve your team in the selection process:
    Let end-users test potential tools to ensure quick adoption and maximize ROI.
  • Tip: Use free trial periods to evaluate tools without commitment.

Tactic 3: Appoint a dedicated person to oversee progress

Why delegate this role?


You don’t need to manage everything yourself. A “data lead” can coordinate actions, track progress, and provide regular updates, keeping you focused on strategy.

  • Choose someone organized and motivated:
    Look for a person who can handle numbers and communicate effectively with teams. They don’t need to be an expert but must be proactive and detail-oriented.
  • Clarify their responsibilities:
    Their key tasks might include:
    • Monitoring performance metrics.
    • Coordinating efforts across departments.
    • Preparing clear and actionable reports.
  • Schedule regular check-ins:
    Plan a 30-minute weekly meeting to review progress and make adjustments as needed.
Conclusion: Take control of your data and drive results


By following these three tactics, you’ll transform your data into a strategic asset:

  • Set clear goals.
  • Equip yourself with the right tools.
  • Delegate coordination to a dedicated person.

A structured data strategy will help you boost efficiency, reduce costs, and accelerate growth.