
The Power of Subject Matter Experts in Driving Business Success
Summary
Subject matter experts (SMEs) play a crucial role in business transformation by leveraging their deep expertise to identify technologies, fill knowledge gaps, and drive strategic planning. This article explores the roles, benefits, and best practices of working with SMEs to ensure seamless digital transformation and effective decision-making.
In an era where rapid change is the only constant, businesses and organizations are constantly seeking ways to adapt, innovate, and transform. However, this may seem daunting at times due to the complexities involved, the uncertainties of the market, and the vast array of technologies and methodologies available.
Despite the shortage of talent and other challenges, the need for skilled developers adept at managing advanced systems continues to surge as companies strive to upgrade their infrastructure.
Subject matter expertise, in this regard, is hailed for its actionable solutions to ensure seamless transformation. It offers a guiding hand, helping companies navigate through these tricky changes.
This article outlines the role of subject matter experts, their transformation strategies, expected outcomes, and the tangible benefits they bring to businesses changing.
Table of Contents:
- What is a Subject Matter Expert?
- Roles of Subject Matter Expert in EdTech
- How Do Subject Matter Experts Plan Transformation Strategies?
- SMEs Identify and Utilize the Required Technology for Specific Issues
- SMEs Help in Driving Effective Training Processes
- SMEs Fill Knowledge Gaps to Ensure Smooth Transformation
- SMEs Help in Designing a Plan of Action for Cost-Effective Transformation
- SMEs Help Avoiding Potential Risks by Planning Actionable Solutions in Advance
- Why is Subject Matter Expertise Important?
- What are the Do’s of Working with Subject Matter Experts?
- What are the Don’ts of Working with Subject Matter Experts?
- How Can You Streamline SME Collaboration?
- Our Two Cents
What is a Subject Matter Expert?
A subject matter expert, commonly referred to as an SME, is an individual with extensive knowledge and experience in a specific field. These individuals are not your run-of-the-mill professionals. They are the go-to authorities in their domain.
In the United States alone, 38,000+ SME experts are employed across the leading public and private sector companies.
Let’s talk about specific subject matter expert examples.
- In healthcare, think of a renowned cardiologist. They’re not just practicing medicine; they’re setting new standards in cardiac care. They’re the ones consulted for the most complex cases or the latest treatments.
- Switch gears to technology. Here, an SME expert could be a software engineer specializing in blockchain technology. They’re the ones you’d consult for initiating a new blockchain project, solving a coding bottleneck, or assessing the security of the system.
- But SMEs are crucial in fields other than high-stakes, such as medicine or technology. Take marketing, for instance. An SME expert in digital marketing would be an authority on SEO strategies, the effectiveness of different marketing channels, and consumer behavior.
Roles of Subject Matter Expert in EdTech
The subject matter expert roles and responsibilities vary from those in the education and development sector; their skills, knowledge, and commitment contribute to guaranteeing the success of eLearning.
Here are some primary responsibilities of a subject matter expert:
- By locating trouble spots and offering appropriate technological solutions, SMEs can enhance corporate performance.
- SMEs provide IT developers with the essential direction and technical know-how throughout the whole software development life cycle.
- SMEs evaluate the prerequisites and necessities for software development and then suggest technological fixes.
- SMEs monitor an overview of the creation, assessment, and application of technological approaches.
- SMEs verify technical information, such as system specifications, instruction manuals, and training materials.
How Do Subject Matter Experts Plan Transformation Strategies?
Here are the top five reasons why the roles of subject matter experts are crucial for driving successful transformation:
1. SMEs Identify and Utilize the Required Technology for Specific Issues
Staying updated with the latest technology is essential for identifying the most effective and efficient solutions for a company. Yet, finding the right technology to address a specific challenge can be challenging. A subject matter expert, in this regard, comes to the rescue by offering effective transformation strategies to address the problem.
With their deep knowledge of relevant technology, an SME can help you anticipate future requirements and adequately prepare for them. Their knowledge of the technologies required for a project can help you set achievable objectives, make tactical choices, and enhance company processes.
2. SMEs Help in Driving Effective Training Processes
Subject matter experts who are involved throughout the project’s duration possess the most comprehensive knowledge about the system’s functionalities.
Training is also essential in fostering transformation. The SMEs involved in a project understand the technical aspects and can convey this knowledge effectively to others.
Including subject matter expertise has the added benefit of facilitating two-way communication. Due to their affiliation with the business unit, they are familiar with team dynamics and may choose the most appropriate times and means of distribution for essential updates. They serve as excellent liaisons for their teams and will bring up issues, ask questions, or provide the project team with new information.
3. SMEs Fill Knowledge Gaps to Ensure Smooth Transformation
Any digital transformation must have a strong internal team consisting of subject matter experts. Strategic and effective planning requires a thorough grasp of the potential hazards and dependencies associated with digital transformation projects.
Assuming that your team possesses all the knowledge to design and implement a complex, company-wide solution can be risky. As technology and the software market develop over time, gaps in their understanding may exist that could jeopardize the project’s success.
Onboarding subject matter experts who understand and follow changing technologies and market trends will help your firm’s growth in this regard.
4. SMEs Help in Designing a Plan of Action for Cost-Effective Transformation
Proper subject matter expert skills can help formulate an executable digital transformation roadmap, along with a tried-and-true method and practical assistance throughout projects.
SMEs help your team decide which technological infrastructure to invest in and guide you on optimizing resources and getting the best value for the investment.
Additionally, their skills can help guarantee that your team has the know-how and abilities required to complete the project efficiently.
5. SMEs Help Avoiding Potential Risks by Planning Actionable Solutions in Advance
Potential risks to a project can sometimes go unseen by the team members; however, subject matter experts delve deep into the intricacies and trace any upcoming pitfalls beforehand.
SMEs utilize their technical know-how, experience, and data validation skills to ensure a proactive approach to risk management. By identifying potential threats early on, SMEs can devise strategies to mitigate them or even prevent them from occurring.
Why is Subject Matter Expertise Important?
When a project is on the line, you want the best minds on it. Subject matter experts, or SMEs, are these minds.
They bring something to the table that you can’t find just anywhere: specialized subject matter expert assessment that goes deep, not just wide.
1. Foresight
SMEs can look at the big picture. They spot the loopholes that others may miss. It’s not just about avoiding errors; it’s about foreseeing opportunities to innovate.
2. Mistake Minimization
An SME has the detailed, specific knowledge that a generalist might not have. They can spot nuances in something that could be easy to overlook.
3. Strategic Planning
SMEs help with strategy, too. They can tell you if you’re headed down a path that’s already been explored and found lacking. Their advice can steer a project away from pitfalls and toward success.
What are the Do’s of Working with Subject Matter Experts?
Working with a Subject Matter Expert can save a lot of time and money. However, the ROI of your engagement will be higher if you follow certain best practices.
Here are some fundamental do’s to keep in mind:
- Communication: Transparency isn’t just a buzzword. Make it a practice. Schedule routine meetings with the SME to discuss the project’s status. Be open about challenges. Honest dialogue helps preempt problems.
- Roles: It’s not enough to just have an SME on the team; their role should be clearly defined. Are they consulting, executing, or leading the project? Knowing this prevents confusion later on.
- Milestones: Time management is critical, especially when your SME expert is juggling multiple commitments. Break down the project into milestones. Explicit deadlines keep everyone on track and focused.
- Networking: Your SME likely knows other experts. Use that network. A quick introduction from your SME can open doors to additional resources or even new business opportunities.
- Skill Sharing: An SME can be a valuable educator. Facilitate sessions where they can share their knowledge with the team. It’s a win-win: the team learns, and the SME gets to understand the team’s capabilities better.
- Feedback: If your SME suggests an alternative approach or points out a flaw, listen. Their expertise could save you from costly mistakes down the line.
- Documentation: Make sure to record everything from meeting notes and brainstorming sessions to project changes. This is vital as you never know when you’ll need to refer back to this information, so it’s vital to keep a record of it.
By following these guidelines, you’ll be better equipped to capitalize on the unique skills and insights that an SME brings to your project.
What are the Don’ts of Working with Subject Matter Experts?
When working with an SME, steering clear of certain bad practices is vital. This is as important as the subject matter expert’s criteria for the green flags that can derail you from your common goal.
Here are the don’ts:
- Assumptions: It’s easy to assume that an SME knows it all. This might not always be the case. This is why you must clarify project goals and company processes upfront. A lack of context can lead to costly misunderstandings later on.
- Micromanaging: You’ve got an expert on your team for a reason. You should not hover while an SME works. Micromanaging not only irritates the SME but can hamper the work. You must trust your SME’s expertise.
- Ignoring Input: If your SME suggests a new approach, you should consider it. Ignoring their advice can result in missed opportunities or, worse, project failure.
- Lack of Recognition: An SME’s contribution is often significant and time-consuming. Make it a point to acknowledge this. Failure to do so can demotivate SMEs and demotivate them from working on future projects.
- Poor Communication: Inconsistent or vague communication can quickly derail a project. If the SME is unclear about a task due to poor communication, you must take the responsibility of ensuring there is a transparent communication medium available.
- Exclusivity: While SMEs are a valuable asset, it’s important to keep an open mind and diverse perspectives. Relying too heavily on one expert can lead to potential bottlenecks and limit opportunities for growth.
- Failure to Document: It is crucial to create and maintain proper records when working with SMEs. Proper documentation not only preserves valuable insights but also helps you identify areas where you can improve and optimize your processes.
By steering clear of these don’ts, you’re more likely to have a smooth, productive collaboration with your Subject Matter Expert.
How Can You Streamline SME Collaboration?
Here is an in-depth review of the top-tier strategies and tips designed to streamline SME collaboration with your organization:
1. Clearly Define Objectives and Expectations
One of the fundamental steps in working with subject matter experts (SMEs) is to establish clear objectives and expectations. Define the scope of their involvement, the anticipated deliverables, and the specific areas where their expertise is required.
This clarity helps align the SME’s contributions with the organization’s goals, ensuring everyone is on the same page. Transparency in communication and setting clear expectations about the resources available and the support SMEs can expect from the organization are crucial.
This ensures that SMEs understand the organization’s commitment to their success and helps them plan and execute their contributions effectively.
2. Foster Open Communication Channels
Fostering open communication channels is another crucial aspect of effectively collaborating with an SME expert. Create an environment that encourages open communication.
SMEs often operate in specialized domains, so providing easy access to key stakeholders and project teams can prevent bottlenecks and facilitate the swift exchange of information. Implementing and utilizing collaboration tools and platforms can enhance communication among team members and SMEs.
These tools provide a centralized space for sharing documents, insights, and discussions. Furthermore, establishing regular meetings or check-ins ensures that communication remains consistent.
This provides opportunities for in-depth discussions, updates, and clarification of any concerns or questions from both the SMEs and the organization.
3. Acknowledge and Respect Their Expertise
Acknowledging and respecting the expertise of the subject matter expert consultant is a fundamental part of effective collaboration within an organization.
This acknowledgment goes beyond mere recognition of their qualifications; it entails actively appreciating the specialized skills, perspectives, and contributions that SME services offer. It involves creating an environment where the opinions of SMEs are genuinely considered and integrated into decision-making processes.
Respecting the SMEs’ role and expertise also means understanding the limitations of your knowledge and being open to learning from the SMEs. Moreover, demonstrating respect for their expertise involves giving them the autonomy and freedom to operate within their specialized domains.
Trusting their judgment and allowing them the space to apply their knowledge can lead to more innovative solutions and a higher level of engagement within your organization.
4. Tailor Processes to the Involvement of SMEs
Adapting or tailoring processes to the involvement of SMEs is a strategic approach aimed at optimizing their contributions within the organization.
Due to their specialized expertise, SMEs often operate with distinct work patterns, priorities, and preferred methods. Tailoring processes involve recognizing and appreciating these differences.
Whether it’s adjusting project timelines, meeting schedules, or altering communication methods, accommodating these changes can optimize collaboration.
For instance, allowing flexible timelines for detailed research or granting additional time for in-depth analysis can significantly enhance the quality of the SMEs’ contributions.
5. Provide Adequate Resources and Support to SMEs
Providing adequate resources and support while working with subject matter experts is crucial to facilitating their contributions within an organization.
It is essential to offer SMEs access to specialized software, databases, industry-specific tools, and the latest technology relevant to their field. Equipping them with the right resources empowers them to leverage their expertise more efficiently and produce higher-quality outputs.
For SMEs involved in research and development, supporting their efforts by allocating resources for experiments, trials, or in-depth studies is vital. Adequate budgets, equipment, and facilities can significantly boost their ability to innovate and create new solutions.
6. Establish a Feedback Loop
Feedback is essential for improvement and ensuring alignment with the project’s goals. Business organizations collaborating and working with SMEs need to establish a feedback loop that allows for regular input from both the SMEs and the project teams.
This two-way communication fosters continuous improvement, identifies potential issues early, and ensures that the collaboration remains focused and effective. Now that the feedback loop is set up, the next pivotal step is to act on the feedback received.
Whether it’s making changes to existing processes, providing additional resources, or adjusting communication methods, implementing these improvements demonstrates the commitment to utilizing the feedback received for the tangible betterment of the organization.
7. Document and Share Knowledge
Documenting and sharing knowledge is a critical process that involves capturing, organizing, and distributing the valuable expertise contributed by SMEs within an organization. This knowledge is crucial for future reference, training, problem-solving, and the continuous improvement of the organization’s processes.
Establishing a centralized knowledge repository helps in organizing and storing the documented information in an accessible manner.
Sharing knowledge across the organization promotes collaboration and innovation. It allows different teams and departments to fully utilize the expertise of SMEs, fostering a more integrated and innovative approach to projects and initiatives.
Our Two Cents
Integrating subject matter experts (SMEs) within an organization is more than just a collaboration. It’s a fusion of knowledge, experience, and diverse perspectives that enrich the tapestry of innovation and success.
Each SME expert brings not just expertise but a unique story and passion for their field that can elevate the collaboration to new heights. Embracing this human aspect of collaboration, celebrating the individuality of each SME, and nurturing a culture of inclusivity and appreciation can infuse an organization with creativity and drive.
Explore the extensive service offerings by Hurix Digital tailored to streamline and maximize SME collaboration for your eLearning solution. From expert-led content development to specialized training programs and advisory services, Hurix Digital offers a comprehensive suite of SME service offerings.
Contact us today to know about successful collaboration in an organization

Vice President – Digital Content Transformation. He is PMP, CSM, and CPACC certified and has 20+ years of experience in Project Management, Delivery Management, and managing the Offshore Development Centre (ODC).