OPTRA Labs Guide
Scheme Playbooks

Digitalisation Pathways Playbook

Last reviewed: April 2026

Digitalisation decisions should start with workflow pain and business priorities, then map to the right funding pathway across grants and broader programme options.

Best-fit use case

This pathway is useful when teams are clarifying digital priorities, comparing options, and sequencing implementation in stages.

Common implementation issues

  • choosing tools before defining the process problem
  • overbuying functionality the team cannot adopt
  • no migration, adoption, or control plan

Compare with alternative pathways

Use scheme-led pathways when:

  • the project matches defined support criteria
  • grant timing and claims discipline are manageable

Use alternative pathways when:

  • deployment flexibility is more important than subsidy
  • partner-led pilots or programme support fit better

Next step

Continue to Accelerator and Programme Playbook.

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