The Big Picture: Why SMBs Need Strategic Technology Planning

Most small businesses don’t fail at tech—they fail at strategy.

By Elston Garrison · May 2025

Tangled Cables and Organized Labels

“Tech shouldn’t be a collection of fixes. It should be a system that works.”

In this article, I break down why SMBs continue to struggle with tech—and how we fix it with a strategic approach that prioritizes integration, automation, and business alignment.

Why SMB Tech Still Fails

Over 35 years of working with SMBs, I’ve noticed a troubling pattern: tech decisions are made in isolation. A subscription here, a new software there—each added to fix a specific issue, with no regard for how it fits into the bigger system.

This piecemeal approach leads to fragmented tools, confused teams, wasted money, and missed opportunities.

Step One: Observe the Operation

  • Day-to-day business workflows
  • Staff roles and responsibilities
  • Customer interaction points
  • Overall work environment (orderly or chaotic)

Technology must fit the way people work, not force them into awkward patterns.

The Patchwork Reality

Here’s what I usually find:

  • Accounting software siloed from other departments
  • Sales CRMs underutilized or unconfigured
  • Microsoft 365 used only for email and Office apps—while tools like SharePoint, Power Automate, and Power BI go untouched
  • Subscription waste (e.g., Adobe licenses inaccessible)
  • Vendor sprawl—domain, DNS, and hosting are scattered

The Shocking Stats

  • 💸 37% of software licenses go unused in most companies
  • 🗑️ $30 billion in wasted IT spend annually in the U.S.
  • 📈 SMB IT spending will grow from $243B in 2024 to $361B by 2033

Sources: CIO.com, 1E, Business Research Insights

My Approach: Design with Strategy

Rather than chase shiny tools, we engineer a system:

  • That is unified and cross-functional
  • That emphasizes automation where possible
  • That supports real business processes end-to-end

How It Rolls Out

True transformation takes time—around 3 years. We implement change in phases:

  1. Stabilize and fix what’s critical
  2. Introduce system integrations and process improvements
  3. Deploy automation and business intelligence
  4. Train teams and build adoption

Final Word

SMBs that treat technology as strategy, not just tools, grow stronger and more efficient over time.

“You can’t build a system by chasing tools. You build a system by understanding people, processes, and outcomes.”

📩 Want help seeing your business’s big picture?

Let’s talk. This is what I do.

Tags: #SMBStrategy #DigitalTransformation #Microsoft365 #ProcessDesign

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