Successfully dematerialize your business processes in 7 steps

The dematerialization of business processes aims to unlock the potential of automation , efficiency and flexibility . This evolution is not limited to technology; it also involves significant cultural and organizational change. This is where change management comes into play, as it is essential to ensure the success of any digital transformation project.

Discover how these elements interact to create powerful synergy , transforming the way businesses operate, communicate and thrive in the digital age.

7 key steps to successfully dematerialize business processes

1. Designate a project manager and stakeholders

Active management engagement is crucial. The appointed project manager must lead and embody the change, clearly explaining the reasons for digitalization and regularly reminding of the objectives. It is essential to involve all stakeholders, avoiding the isolation of actors and promoting collaboration. The role of the project manager is to energize stakeholders and facilitate change through consultation, aiming for an integrated team focused on the common objective of successful digital transformation.

2. Create added value through processes

The key lies in creating value through business processes. It is essential to define the key processes that really contribute to the efficiency of your activity. Whether it's maximizing productivity, reducing costs, strengthening your reputation or capturing market share, process improvement is key.

2. Structure your data to better use it

Access to information varies according to user needs and missions, which requires the ability to cross-reference specific data streams at specific times. Data should not remain fixed, but rather be structured in a way that improves the smoothness of processes throughout its lifecycle.

It therefore becomes imperative to capture and populate data as soon as it is created, because at this stage, it does not represent any additional cost and will be available and usable as soon as the user needs it.

4. Model business processes

Process modeling makes it possible to formalize them and quickly identify areas conducive to digitalization. However, it is essential not to force modeling if certain aspects escape your understanding or if human decisions are unavoidable. Stay agile by opting for continuous improvement, aiming to maximize the value created by your process. Instead of looking for a perfect process from the start, take an iterative approach based on observing use cases and adapt it based on changing needs or evolving context.

5. Automate with workflows

Analyze your business processes by breaking them down into successive actions and steps to create a detailed workflow. If an action can be carried out without human intervention, automate it, and vice versa.

6. Support change

Change management can be complex for some users. To overcome this difficulty, we must first identify potential causes of resistance, such as fear of the unknown or change overload. The project manager, previously designated, plays a crucial role in facilitating the process, demonstrating the benefits of change, communicating transparently, promoting training, and setting up a recognition system.

It is just as essential to create a group dynamic by identifying internal relays to encourage a proactive attitude towards change.

7. Choose a suitable business solution

A dematerialization solution (GED) must be synonymous with liberation and not constraints! To do this, it is essential to choose a business solution adapted to your needs and the specificities of your organization.

Belharra Numérique, your trusted integrator partner!

At Belharra Numérique, our mission is to guide companies in their digital transformation by offering cutting-edge solutions and focusing on change management. We understand that technology alone is not enough; it is essential that employees embrace the change and can integrate it harmoniously into their daily routines.

Our approach begins with a deep understanding of your specific needs and business processes. We work closely with you to identify areas where dematerialization can bring tangible benefits, whether in terms of operational efficiency, cost reduction, or improved service quality.

Belharra Numérique stands out for its expertise in the choice and integration of tailor-made dematerialization solutions, adapted to your environment. We ensure that the selected technologies are perfectly aligned with your strategic objectives, while ensuring smooth integration within your organization.

Each Belharra trainer is certified by the relevant publisher and acts as a product expert.
Drawing on his experience, he adapts to the particular context of the company, the project or the users. We assess your internal needs together and propose a tailor-made program based on the profiles and needs of the participants.