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How to Obtain Buy-In for a Scanning Project

How to Obtain Buy-In for a Scanning Project

In today’s digital age focused on remote work environments, it is critical for organizations to transition from paper-based processes to efficient and streamlined digital workflows. However, implementing a scanning project can be a complex endeavor that requires obtaining buy-in from key stakeholders. It can be challenging to convince your colleagues to change processes that have been “working” for years (perhaps decades).

We have outlined below several key steps to assist you in obtaining the necessary support to move forward with a successful digital transformation project.

diamond-color Identify Pain Points and Benefits

Before embarking on a scanning project, it is crucial to identify the pain points and clearly communicate the potential benefits to stakeholders. Conduct a thorough analysis of the existing paper-based processes and highlight the challenges associated with manual document management, such a lost or misplaced files, slow retrieval times, and increased risk of errors.

Additionally, emphasize the advantages of implementing a scanning project such as improved productivity, enhanced data security reduced physical storage costs, and faster access to information. Quantify these benefits if possible, using relevant statistics and case studies to provide concrete evidence of the potential return on investment. Leverage the expertise of your outsource scanning partner to assist you in understanding all the benefits to be gained by implementing a digital transformation project.

diamond-color Build a Comprehensive Business Case

To secure buy-in, develop a well-structured and compelling business case that clearly outlines the objectives, scope, and expected results of the scanning project. Address concerns the stakeholders may have by highlighting the feasibility of the project, detailing the required resources (i.e. staff, equipment and software), and present a timeline that accounts for minimal disruption to ongoing operations (leveraging services such as urgent file retrievals).

diamond-color Engage Key Stakeholders Early

It is essential to engage key stakeholders early on in the process so that they may have the opportunity to help shape the scope of the project to ensure their concerns are addressed. Encourage open discussions and host relevant training and education sessions to ensure stakeholders fully understand the positive impact a digital transformation project will have on their day-to-day workflows. Emphasize how system integration can assist with a seamless transition and minimal disruption.

diamond-color Pilot Project and Proof of Concept

Implementing a pilot project or proof of concept can be an effective way to demonstrate the viability and effectiveness of the scanning project. Select a representative department or business unit to participate in the pilot and track KPIs to measure the project’s success. Capture success stories and gather feedback from the pilot participants to showcase the positive impact of the scanning project on their daily operations.

If a pilot project is not an option for your organization, consult with your outsource scanning partner to obtain case studies, testimonials or even customer references. Use these examples to build credibility and generate further support from internal departments and stakeholders.

Obtaining buy-in for a scanning project requires an approach that addresses pain points, highlights benefits and engages key stakeholders. By building a comprehensive business case, educating stakeholders and showcasing tangible results, organizations can lay the necessary groundwork for a successful scanning project that will drive digital transformation, improve efficiencies and enhance overall business operations.

Octacom is a SOC 2, Type II Audited enterprise software and services company focused on document and data automation solutions, including automated data capture. Founded in 1976, Octacom specializes in accounts payable automation and automated invoice processing, among other digital / automated business process outsourcing services. 

If your organization is looking to learn more about our solutions and services, please contact us and we would be glad to help.


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