Checklist to evaluate your retail’s technology maturity level

Checklist to evaluate your retail's technology maturity level

Evertec Trends

n a competitive and constantly evolving environment like retail in Latin America, digital transformation is no longer optional-it's essential to stay relevant and grow. However, before designing your innovation strategy, it's crucial to understand where your operation stands in terms of technology maturity.

This checklist will help you easily and effectively assess the current state of your retail business and define the necessary steps to evolve and strengthen your operations.

1. Technology infrastructure

• Do you have a robust and scalable IT infrastructure?

• Is your management system (ERP, POS, inventory) integrated and cloud-based?

• Do you offer mobility and remote access solutions for your team?

Indicator: A modern and flexible infrastructure enables the implementation of new technologies and improves operational efficiency.

2. Automation and digital processes

• Have you automated repetitive tasks in your supply chain, sales, and customer service?

• Do you use digital platforms to manage inventory, orders, and deliveries?

• Are your processes digitized to reduce errors and response times?

Indicator: Automation reduces costs and enhances both customer and operational experience.

3. Data analysis and decision-making

• Do you collect real-time data on sales, customers, and operations?

• Do you use analytics and Business Intelligence (BI) tools to make informed decisions?

• Have you been making data-driven decisions rather than relying solely on intuition?

Indicator: Data analysis is key to understanding trends, optimizing offers, and personalizing the shopping experience.

4. Digital strategy and online presence

• Does your business have an online store or digital sales platforms?

• Do you have customer communication channels (social media, chatbots)?

• Are you using digital marketing to attract and retain customers?

Indicator: A strong digital strategy increases reach and sales, especially during periods of high digital consumption.

5. Customer experience and omnichannel strategy

• Do you offer a consistent and integrated experience across all channels (physical store, online, mobile)?

• Do you provide digital payment solutions and options for in-store pickup or delivery?

• Do you collect and manage customer feedback to improve your service?

Indicator: Omnichannel strategies improve customer satisfaction and loyalty.

6. Technology culture and training

• Is your team continuously trained on new technologies and digital tools?

• Do you foster a culture of innovation and adaptability to change?

• Do you have a technical team or specialized partners for support and tech evolution?

Indicator: A digital culture drives effective adoption of new solutions.

What's next?

Once you complete this evaluation, identify which areas of your retail business need the most attention. The goal isn't to be perfect in every category, but to set clear priorities for effective and sustainable growth. Simple, focused steps to improve your weakest areas will prepare you for a digital transformation that delivers real value and competitiveness in the Latin American market.

Ready to take the next step? Transformation begins with an honest assessment and a concrete action plan. At Evertec, we offer solutions to support you at every stage-from evaluating internal processes and providing tech support to automating workflows, integrating sales channels, and more. Count on our financial technology to power your business. Wishing you success on your journey toward a more tech-enabled and future-ready retail operation!