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.
![](https://momentumecm.com/wp-content/uploads/2020/03/Momentum-Phase1-Icon.png)
Phase 1
Digitize
Create an electronic filing cabinet by converting your documents from paper to digital.
![](https://momentumecm.com/wp-content/uploads/2020/03/Momentum-Phase2-Icon.png)
Phase 2
Organize
Easily categorize your documents and manage them in a secure, central location.
![](https://momentumecm.com/wp-content/uploads/2020/03/Momentum-Phase3-Icon.png)
Phase 3
Automate
Improve accountability by digitizing your business processes with easy-to-use electronic forms.
![](https://momentumecm.com/wp-content/uploads/2020/03/Momentum-Phase4-Icon.png)
Phase 4
Streamline
Gain more visibility into your operations and increase the efficiency of cross-functional processes.
![](https://momentumecm.com/wp-content/uploads/2020/03/Momentum-Phase5-Icon.png)
Phase 5
Transform
Drive innovation by leveraging predictive analytics and insight to transform processes.
![](https://momentumecm.com/wp-content/uploads/2020/03/Momentum-Phase1-Digitize-Icon-WhiteBorder.png)
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
![](https://momentumecm.com/wp-content/uploads/2020/03/Momentum-Phase2-Icon.png)
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
![](https://momentumecm.com/wp-content/uploads/2020/03/Momentum-Phase3-Icon.png)
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
![](https://momentumecm.com/wp-content/uploads/2020/03/Momentum-Phase4-Icon.png)
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
![](https://momentumecm.com/wp-content/uploads/2020/03/Momentum-Phase5-Digitize-Icon-WhiteBorder.png)
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
![](https://momentumecm.com/wp-content/uploads/2020/03/Momentum-Roadmap-Image-1.jpg)
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.