Start Planning to Implement New Digitisation Technology: observe processes, identify repetitive tasks and prepare for automation

Digitisation for more effective business operations, flexible workflows and secure access for remote staff


Digitisation: Start Planning Now to Implement New Technology

Whether you're an established digitised operation, or just starting to consider digitaltransformation, the pandemic has forced us all to rethink digital systems to work more effectively while teleworking.

Now is a good time to start planning a digitisation technology implementation strategy. When resources are stretched, digital workfows enable any business to maintain productivity while affording staff the flexibillity to work remotely, both during and outside 'normal' nine-to-five work days. Take the opportunity to:

  • Observe your processes
  • Discover places where digitisation can increase efficiency
  • Start planning to implement digital tools  

The pace of technology change in many industries has been accelerating for several years,and is a key part of optimising business performance in 2020 and beyond. Now’s the time to determine your technology implementation strategy to establish whether enhaned digital processes can help you in the future.

Processes to Observe

Prior to adopting any new technology, it is important to understand your current processes, to ensure planned changes will take the business forward. Here are some areas to observe:

  • Client data and information requests: How are staff coordinating data requests with clients? Do team members search through multiple email messages to find information? How do these processes affect productivity nd client satisfaction?
  • Remote access: How often are staff accessing information when working outside of the office? Do teams always have up-to-date information? What software tools are in place to achieve currency (version control) and security?
  • Automation: Could repetitive tasks be automated to create more time for addressing client needs? 

Digital Document Management Solutions

Document Logistix provides solutions that help firms to maximise efficiency and improve client service. Document Manager is a centralised, secure information hub for data capture, storage and retrieval, with automated workflows that include checkpoint alerts. Capture formats include scanned and indexed paper documents; emails, their contents and attachments; and any electronic files, including audio and photographs.

Document Manager has won awards for its process management capabilities and security. User feedback is super positive. Users quickly become familiar and comfortable with the system, and it's not long before they are able to explore the power of the built-in drag 'n' drop workflow designer and explore new efficiencies through its machine learning capabilities.

Document Manager is also ideal for companies with remote team members, with secure, auditable remote access. Plus, the system increases collaboration among your team by enabling real time access to information, annotations, approvals and escalation. 

Repetitive procedures can be automated to include predefined workflows based on finance attributes, production, delivery and review deadlines. Automated workflows save a significant amount of set up and operations time. 

Getting Started with Digitisation

Investing time now to understand your company’s current processes will highlight opportunities where technology can help, and is a key part of any technology implementation strategy. Include in your initial process reviews key elements such as security and compliance. Document Logistix can help you formulate best practice and digital policies that can be embedded in digital workflows. 

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