Digital Transformation Roadmap

Where are you in your transformation?

This is a roadmap for transforming your organization into a digital workplace. It provides
a structured framework for content digitization, process automation, analytics, and more.

Phase 1

Digitize

Create an electronic filing cabinet by converting your documents from paper to digital.

Phase 2

Organize

Easily categorize your documents and manage them in a secure, central location.

Phase 3

Automate

Improve accountability by digitizing your business processes with easy-to-use electronic forms.

Phase 4

Streamline

Gain more visibility into your operations and increase the efficiency of cross-functional processes.

Phase 5

Transform

Drive innovation by leveraging predictive analytics and insight to transform processes.

Phase 1: Digitize

Create an electronic filing cabinet by converting your documents from paper to digital.

Key Rewards

  • Reduce document storage expenses
  • Mitigated risk of data loss
  • Easily manage access to sensitive content
  • Digital, scalable, document storage

Pain Points

  • Excessive storage and retrieval costs
  • Risk of losing important documents
  • No control over who can access what documents
  • Mandated deadlines

Phase 2: Organize

Easily categorize your documents and manage them in a secure, central location.

Key Rewards

  • Minimal data entry and reduced human error
  • Centralized, secured document access
  • Enable document collaboration
  • Fewer duplicate work tasks

Pain Points

  • Paper-based data entry
  • Manual data entry
  • No shared or central access to documents
  • Redundant work activity

Phase 3: Automate

Improve accountability by digitizing your processes with easy-to-use electronic forms.

Key Rewards

  • Increased productivity and elimination of manual tasks
  • Standardized, mapped- out processes
  • Easy integration between applications
  • Simplified compliance that addresses regulatory concerns

Pain Points

  • Time-consuming, manual processes
  • Inconsistent, disorganized business processes
  • Lack of data integration between applications
  • Difficulty complying with regulations

Phase 4: Streamline

Gain visibility into operations to increase the efficiency of cross-functional processes.

Key Rewards

  • Streamlined, simplified business processes
  • Improved compliance, data oversight and data quality
  • Increased vision into processes
  • Ability to reach optimal staffing levels using analytics

Pain Points

  • Information silos
  • Lacking data policy oversight
  • Minimal process visibility
  • No reporting available

Phase 5: Transform

Drive innovation by leveraging predictive analytics and insight to transform processes.

Key Rewards

  • Processes are built for growth and to support organizational goals
  • An agile business ecosystem
  • Predictive analytics create new ways to improve doing business

Pain Points

  • Processes are not aligned with business needs
  • Ineffective change management
  • Limited analytics for gaining business insight

On the road to moving forward.

We want to help move your business forward with our roadmap to digital success. Contact us today to schedule an appointment.