Six things you need to address for a successful digital transformation (Part 1)

Migrating to electronic business processes? Scanning your record collections?   

Whatever the next phase of your digital transformation looks like, there are a number of important elements to consider. To help you prepare for the next stage of your journey, here we outline three of six key elements of a successful digital transformation.

When planning your initiative, you want to carefully consider and address each area so you don’t overlook any important details or opportunities. Stay tuned for the next three elements in Part 2 of this blog post.

1. Strategy

The success of your digital transformation depends on the right execution of the right plan.
To properly implement a strategy, we recommend the following steps:

• Fully articulate your needs and business goals at the outset, making sure to gather perspectives and input from key stakeholders.
• Conduct a thorough assessment of your current situation, identifying gaps that may prevent you from reaching your goals.
• Develop a detailed roadmap of how you will achieve your goals and get to your desired state.
• Make sure that you address all of the necessary privacy, security and compliance requirements.  These important issues should be a key consideration at every stage of your initiative.
• Assign dedicated project management resources to manage the execution of the plan and monitor progress towards your goals.

For more help with your digital transformation plan, read our white paper, Lessons from the front-lines of digital transformation.

2. People

People are one of the most important elements of your digital transformation.  The success of your initiative depends on getting your teams “on board” and working towards the common goal.

As you plan your project, make sure you address the people part by:

• hiring or training the most knowledgeable workers for the tasks involved
• managing change through regular, clear communications and expectations-setting
• delivering training programs to help workers during and after the major milestones in your transformation

For more help with the people component of your digital transformation, read our white paper, Change management tips for your digital evolution: Getting the people part right.

3. Digitization

At some point, most transformation initiatives involve digitizing paper documents and/or capturing data.

To avoid the pitfalls and take full advantage of the opportunities provided by digitization, make sure you consider the following:

• Do you have the right people to help with planning, project management and execution?
• What are you digitizing? Why?
• How detailed does the index need to be?
• Can you create more value from digitization by capturing discrete data points from your paper documents?
• Have you explored the use of AI-assisted document recognition and auto-classification technologies?
• Will you do the scanning offsite or onsite?
• How will you handle the scanning of newly created paper documents once you have scanned your existing collections?

Get detailed tips for planning your digitization project in our white paper: 9 elements of a successful document imaging project. 

Get help with the next stage of your digital transformation

TAB offers a full spectrum of solutions to help with your digital evolution.

We are:

• “full-service, full-lifecycle”, offering strategy and hands-on support at all stages of your digital evolution
• specialists in helping you go digital and stay digital, maintaining CGSB compliance
• a team-based provider, offering multi-disciplinary, market-focused teams to serve your complete set of needs

Get in touch to learn more and stay tuned for Part 2 coming soon.