This article appears in the Spring 2017 digital issue of DOCUMENT Strategy. Subscribe.

    Image by: Wavebreakmedia Ltd, ©2017 Getty Images

    We hear a lot these days about the “digital transformation” of business processes and the need to eliminate paper, to automate as much as possible, and to focus on business insight and customer engagement. While we know that there are technologies and services out there to help make this transition, the question is, “Who’s really driving these initiatives?”

    It may be instinctive to say that information technology (IT) drives digital transformation, and according to the AIIM Industry Watch report titled “2017 State of Information Management: Are Businesses Digitally Transforming or Stuck in Neutral?” 39% of respondents did, in fact, indicate that IT and IT services push for digital transformation. However, 31% of respondents report that corporate executives are driving it.

    ©2017 AIIM

    We also find that 53% of those surveyed are more forward-thinking with a “trailblazer” mindset—a focus on improved information sharing and collaboration—with an additional 22% citing enhanced innovation capabilities as one of their top two drivers. On the other hand, 55% of the respondents appear to take a much more “average” focus, which is on par with their peers, with traditional cost-cutting and productivity acting as main drivers.

    There is still a substantial amount of chaos within these organizations regarding how multi-channel inbound information is governed and managed, indicating these organizations are likely in a more reactive mode than strategic outlook for the future. Organizations who lean toward being “trailblazers” are taking a proactive position to eliminate chaotic environments by implementing new systems, processes, and mobile/remote access capabilities.

    While many organizations have similar issues, each is unique unto itself and must look for a starting point that will serve to move the organization forward and engage the user community. The first step of the digital transformation journey should be to identify an opportunity to improve a process fraught with manual activity and burdened with paper. The goal should be to eliminate paper as early in the process as possible and to automate activities, wherever possible.

    The journey to transformation should be a team effort when choosing the destination, planning the route, assessing the needed tools, and moving the organization forward in a unified manner. Executives, IT, records/information managers, and a cross-section of the user community should be involved to establish a unified vision, determine the goals (mile markers along the journey’s path), and eliminate the barriers along the way.

    Bob Larrivee is Vice President and Chief Analyst of AIIM Market Intelligence. Don’t miss his special workshop on automating business processes for digital transformation on May 3 at the DOCUMENT Strategy Forum in Chicago.
    • GettyImages-1410290500
      Test data strategy belongs in boardroom discussions, not buried in technical specifications. But here's what actually happens: executives assume IT has it handled, middle managers inherit whatever st
    • Feature_Greenfield
      Despite their pivotal role in customer journeys, forms are still viewed by many organizations as operational overhead. In a digital-first era, that outdated view is a hidden drain on revenue and a gro
    • AdobeStock_637183369
      By OSG
      2026 isn’t a year of incremental improvements in customer communications. It’s the year AI stops assisting and starts acting, and for CCM practitioners
      The current state of AI document processing follows a recognizable pattern. An organization crafts a prompt — often quite sophisticated with detailed instructions and examples — passes it to a lar
    • GettyImages-2238982153
      Here are the top 7 ways a dynamic, custom welcome kit can help you maintain and grow your membership rates, improve engagement and keep your members satisfied

    Most Read  

    This section does not contain Content.
    0