A: The first roadblock is recognizing there is a need. For example, we talk to some companies who have a good handle on their manual or paper-based process. They do not recognize the inherent risks, inefficiencies, or limitations that paper-based processes possess until a serious issue presents itself. Similarly, we talk with organizations who say they’ve gone digital in their document management and by “digital” they mean saving documents in folders with a cascading waterfall of subfolders on their desktop, a shared drive, cloud storage tools, etc. which can become way more convoluted than a paper filing cabinet! We help them see the security concerns, sharing restrictions, searching limitations, and other issues associated with these repositories and show them how much more robust a true document management system can be!
The next challenge is understanding what you have and what you need. The best thing an organization can do is map out the documents and processes of each department and team. Within each business process, identify when, where, how, and by whom documents are being used. Once you have mapped out the process and identified the issues, it is easier to define what you need. Since most companies do not have this level of detail done, ICM’s Solutions Consultants perform these types of deep dives as part of the discovery process (at no cost) to make sure we provide the best recommendations available.
Once you know you have a need, have identified the problems, and defined what you need, the next hurdle is to get buy-in from all the key stakeholders. Even though the only thing that is constant is change, people are still very resistant to it. Therefore, ICM’s Customer Success Team works with all stakeholders to ease the transition, get people comfortable with the new process, and solidify user adoption and buy-in.