10 steps you can take to drive digitisation project success

There are a lot of ways a project can fail, and a lot of reasons for less-than-optimal success.

If you are considering a digitisation project, be it accounts payable processing, document archiving, or digital document workflows, there are some steps you can take at the outset to increase your chances of success.

Photo by Thomas Bormans on Unsplash

Here are my 10 starters, from years of experience in digital projects as both a consultant and project director:

1. Define your goals and objectives. Clearly identify what you hope to achieve through digitisation, the boundaries of the project and the OKRs (Objectives and Key Results) for the project.
2. Conduct a needs assessment. A fairly obvious but often overlooked step; determine what resources you have available and what you will need to complete the project both internally and externally.
3. Develop a budget and timeline. This is a crucial one and will determine both the quality and technical capabilities of the external resources and the ultimate solution. Take time to try to estimate the costs and time required to complete the project.
4. Identify and prioritise the materials to be digitised. Closely tied to step one but in more detail, reflectively look at the DATA and DOCUMENTS to be digitised and WHY. Look at…