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The true value of automating document-centric workflows and processes

When it comes to digital transformation, bringing in new technology is one thing but it’s something else to inspire the culture change that is required to truly take your organization to the next level. Document-centric workflows and processes are often seen as a good place to get easy wins, but the true value of document generation is longer-lasting than that.

A launchpad for wider, deeper change

Document generation can lead the way in spurring greater and grander digital transformation. This is because document-centric workflows are central to so many different processes across the business, making them not just a great place to start but an even better place to demonstrate the value of digital transformation.

This way you can start small but think big and scale fast—so that digital transformation starts narrow but quickly spreads out organization-wide. It’s an approach to change that can be very valuable—particularly during times when speed is of prime importance

Speed is business-critical

Since the outbreak of COVID-19, there has been an urgency to digitize and automate, and a lot of pressure to do this at pace. Organizations were forced to accelerate plans for digital transformation to meet the challenges posed by remote working. And “accelerate” perhaps doesn’t quite do justice to the rapid pace that digitization was rolled out.

Microsoft’s CEO, Satya Nadella, said that Microsoft underwent two years of digital transformation in two months. Similarly, Gartner suggests that digital transformation is now the only way to survive in a post-COVID world: “The current world context is pushing organizations to make better-informed, faster decisions to survive in a rapidly changing environment.” When asked what the difference is between digital transformation now and digital transformation before 2020, Gartner’s answer is short and sweet. “The pace of adoption.”

Inspire change with tactical quick wins

So, does your organization meet the challenge of rapid transformation with quick wins?

Yes. Kind of. But quick wins are only useful to get the ball rolling. The real value is when employees, including decision-makers at the C-level, see the success and ROI of these results, and it encourages greater investment.

However, seeking quick wins for the sake of just being quick is not a long-term strategy. For digital transformation to be successful, yes, it needs to be accelerated to meet the current challenges. But it also needs to be tactical. It needs to meet the wider business strategy of organization-wide digital transformation.

When it comes to process automation, there are many areas where you can swiftly roll out digitization to help streamline or speed up a process. But perhaps document-centric workflows are the best place to start. Here’s why.

Want to learn more about automating document-centric workflows?

Document generation is just the beginning

Automating document-centric workflows is a goldmine of rapid results. This is because it is quick and easy to implement, and because it is impacts employees across the business.

The time-intensive, manual creation of critical documents—like contracts, work orders, and invoices—is slowing your business down. In the current climate, where speed is business-critical, this is no longer good enough. The “new normal” requires employees to engage digitally with customers, suppliers, and fellow colleagues and complete document-centric workflows quickly, easily, and accurately. This is exactly what document generation enables.

Encouraging cultural change

The big challenge is the cultural aspect. Organizations are working with decreased budgets, and automation is often seen by decision-makers as expensive. Automation is also still regarded by some employees as a technology that’s “taking away jobs.”

The truth is that the increased workload IT departments currently face to digitize at a rapid pace is hurting organizations. Currently, this limited IT bandwidth slows projects down and reduces the ability of organizations to react to change in an agile manner. Process automation in areas like document-centric workflows can help to unburden this load. What’s more, quick wins will blow the winds of change through your entire organization. As soon as people see its success, then wider change will follow.

But there is one last requirement for a tactical approach to digital transformation. You need the right technology.

Automate document-centric workflows

When it comes to finding the right technology to digitally transform at pace, there are two things to consider. It must:

  1. Help with wider digital transformation
  2. Empower all employees to get involved

The Nintex platform ticks both of these boxes. Not only can you automate document-centric workflows and processes, but you can automate processes across your entire organization. Nintex offers the full range of process automation capabilities, from process mapping to robotic process automation, from digital forms to electronic signatures. It also provides advanced analytics to help you continue to optimize processes once you have begun automating.

Nintex also provides tools which are simple and user-friendly enough to be used by non-developers. This allows all employees, across the line of business, to get involved in digital transformation. Who knows the document-centric workflows in HR better than HR themselves? This way you can start automating the processes that need it the most.

With Nintex, it’s not just about quick wins, but big wins. Now that’s tactical.



To learn more about automating document-centric workflows at a great pace, get in contact with the Nintex team today.

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