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Digital Documentation Transformation (DDX) is coming. How ready are you?

Kelli Blystone

December 03, 2019

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Are your sales teams mired in piles of printed documents, or do you have a digital document repository in place? How good is your internal version control? Have you implemented any automated processes to streamline your sales documents to make them consistent, or does your sales team rely entirely on manual processes to get documents to customers? Do you rely on couriers to get contracts signed by all parties, or use eSignature to execute contracts? 

All of these questions and more help determine your organization’s Digital Document Transformation (DDX) maturity, or how ready you are to reap the benefits of Digital Transformation. DDX maturity quantifies how fluidly your business streamlines, automates, and interconnects the documents, data, and processes that make your organization run. This includes everything from how your business uses a customer relationship management (CRM) platform to how documents are created, shared, collaborated on, and approved. 

The greater your organization’s level of DDX maturity, the fewer barriers there are to achieving your business’s goals. Organizations with high Digital Document Transformation maturity have faster processes, fewer errors, greater productivity, and lower risk, as well as actionable insights based on data and, in the end, happier customers. Knowing where your organization stands in terms of readiness can help you make decisions on where to go next to move closer to the dream of having fully automated, efficient, and profitable digital document processes. 

Our new quiz can tell you just how well your organization is implementing digital transformation and automation processes, or what you can do to increase your business’s maturity. There are four levels of DDX maturity:

Reactive

At the reactive level of Digital Documentation Transformation maturity, an organization uses ad hoc, manual processes to store, create, sign, and manage documents and contracts. The system of record is also manual, and printed documents reign supreme. Sales automation is an idea that isn’t yet within reach for this organization, and eSignature should be on the wishlist, if it isn’t already. 

Proactive

In terms of Digital Document Transformation maturity, a proactive organization is starting to align their document processes and create rules for standardization, but may find that not everyone in the organization follows the rules. Some of your team members may still print out documents and fail to maintain version control standards. You may use eSignature, but you might not always use it. When it comes to storing, creating, sharing, signing, and managing documents and contracts, there’s a lot of room to grow, especially when it comes to your system of record. 

Preventative

An organization whose Digital Document Transformation maturity is preventative has put the work in to advance processes to store, create, share, sign, and manage documents and contracts. You’ve embraced digital transformation at most levels, and have moved beyond reactive processes to ensure compliance. This organization has embraced automation, especially sales automation, and has a comprehensive strategy that enforces standardization at all levels of the business. You definitely use eSignature, and your system of record is pretty well organized. But there’s still some room to grow. 

Predictive

If your organization’s DDX maturity level is predictive, it means you have best practices in place organization-wide, and processes are not only standardized, but automated. Your organization makes solid decisions based on reporting insights and your strategy is partially formed by the AI that you already use. You’ve embraced digital transformation at every level, and are looking toward the future to ensure your business continues to perform at a high level. Basically, you’re all grown up!

Depending on where your organization is in terms of DDX maturity, you probably understand the benefits of sales automation. Getting rid of manual, paper-based processes not only increases efficiency, it increases document quality by reducing errors, and, of course, saves your organization money. Digital documents give you data that paper documents simply can’t provide, helping you determine what’s working in your sales process as well as what isn’t. Plus, you can increase employee satisfaction by automating processes that bore them to death and free them up to do more valuable, creative work. 

Digital Transformation Document Maturity Quiz

Once you’ve taken the quiz and know where your organization stands, we’ll give you next steps to help increase your organization’s maturity and find better processes to help you on your digital document transformation journey. Moving up the ladder of DDX maturity can provide more benefits to your organization that you may currently realize. 

Ready to find out just how mature your organization is in terms of DDX? Take the quiz!

 

Quiz: How ready are you for DDX?

How ready are you to transform your business? Take the quiz and determine your organization’s Digital Document Transformation (DDX) maturity, so you can give your teams the tools they need to operate more efficiently.

Kelli Blystone

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