For Business Processes, Digital means to automate and use AI to improve the performance and quality in the results.

We do work on RPA (Robot P Automation) and Business Intelligence and Reporting with Microsoft tools (Power Apps, Power Pages, Power BI) + AI with OpenSource libraries to provide the best in place solution.

Additionally, we use Hanna Prodigy with Hanna Office tool for the Consultation services and offer to our clients as a SaaS solution (on-premises installation available).

If you also need AI Prompts to make your life better, we recommend: https://impromptia.com

Or even better. A flexible and approachable CRM in https://www.365.es

Implementing self-management effectively with digital tools involves selecting the right tools and integrating them into your organization’s processes. Here are some steps and tools to help you achieve this:

Steps to Implement Self-Management

1. Define Roles and Responsibilities: Roles are sets of Mental Models and Adaptative Capabilities.
   • Use tools like Holaspirit to map out roles, responsibilities, and processes within your organization[1]. This ensures everyone knows their duties and can make decisions independently.
2. Set Clear Objectives and Key Results (OKRs): An objective is a GPS, not a finish line.
   • Tools like BetterUp can help align your team’s goals with the organization’s objectives[2]. Regularly review and update these goals to keep everyone focused and motivated.
3. Facilitate Transparent Communication: Talk about issues and difficulties openly.
   • Implement platforms like Slack or Microsoft Teams for real-time communication and collaboration[3]. These tools help maintain transparency and keep everyone informed.
4. Document Processes and Policies: People, Processes and Readiness.
   • Use Notion, SharePoint or Confluence to create and share documentation on team processes and company policies[1]. This ensures everyone has access to the information they need to make informed decisions.
5. Encourage Collaborative Decision-Making: (Delegeated and Centraliced decission-making – both)
   • Tools like Holaspirit support consent-based or integrative decision-making processes[1]. This fosters a culture of collaboration and shared responsibility.
6. Track Progress and Accountability: (Metrics: KPIs and Trends, both are relveant depending on the matter / focus).
   • Utilize project management tools like Jira, ServiceNow, Trello or Asana to organize tasks, set deadlines, and monitor progress[1]. These tools help teams stay on track and accountable.

Recommended Digital Tools

1. Holaspirit:
   • Features dynamic organizational charts, OKR modules, meeting templates, and task management[1].
   • Supports various self-management frameworks like holacracy, sociocracy, and teal methodologies[1].
2. BetterUp:
   • Offers personalized strategies for goal setting and productivity [2].
   • Provides AI coaching to help employees focus on what matters and reduce stress [2].
3. Hanna Office/Slack/Microsoft Teams/Zoom/Google Workplace:
   • Facilitates real-time communication and collaboration[3].
   • Integrates with other tools to streamline workflows[3].
4. Notion/Confluence/SharePoint:
   • Allows for comprehensive documentation and sharing of processes and policies[1].
   • Supports collaborative editing and version control[1].
5. Trello/Asana/Jira/ServiceNow:
   • Provides task management features like kanban boards and timeline views[1].
   • Helps teams organize projects and track progress [1].

Implementation Tips

• Start Small: Begin with a pilot program to test the tools and processes before scaling up.
• Training and Support: Provide training sessions and ongoing support to help employees adapt to new tools and methodologies.
• Feedback Loop: Establish a feedback mechanism to continuously improve the self-management processes and tools.

By integrating these digital tools and following these steps, you can effectively implement self-management in your organization, fostering a culture of autonomy, accountability, and collaboration.

References

[1] The Best Self-Management Tools for Your Organization – Holaspirit

[2] 15 Best Organization Apps for Life & Work in 2025 – BetterUp

[3] 15 Must-have digital workplace tools for modern enterprises in 2025