Mar 9, 20233 min read

Digitizing Your Organization

Best Practices for Success and Security

The Importance of Digitizing your Organization

Every office had that room that no one wanted to enter, usually tucked away, fairly dusty, and filled with filing cabinets and boxes upon boxes of documents. Whether legal agreements, tax documents, or general organizational information that needs to be stored for regulatory purposes, we have to keep them somewhere.

Although the old paper filing system has served organizations for years it no longer provides the speed and efficiency required in modern day. As organizations transition to the cloud, team members need to have immediate access. As we as a society move towards digitization, we are expected and expect immediate results, feedback, and responses. We do not have time to search through filing cabinets of loose leaf papers.

Your client's want information and they want it yesterday.

Migrating Towards Digitization

Transitioning towards digitization, although daunting, will bring forward many organizational benefits. From increased efficiency, improved collaboration, and greater accessibility to data and information. Yet, as with all cloud based solutions, comes risks of security breaches, data loss, and system downtime. To ensure organizational success and security during the digitization process, here are some best practices to consider:

Develop a clear strategy:

Before beginning the digitization process, it is important to develop a clear strategy that outlines the objectives, goals, and scope of the digitization project. This should include a timeline, budget, and a plan for addressing any potential risks and challenges. Not sure how to start? Edgeworx is happy to provide you support through this process.

Secure your digital assets:

Make sure that your digital assets are secure by implementing strong passwords, access controls, and encryption. It is also important to regularly back up your data and have a disaster recovery plan in place in case of a data breach or system failure.

Educate your staff:

Ensure that your staff is trained on how to use new digital systems and tools effectively and securely. This includes best practices for creating and managing passwords, identifying phishing scams, and understanding data privacy regulations. Digitalization of organizational documents is great - yet without proper education it is mute. Edgeworx can help you educate your staff, while also creating organizational policies to ensure effective employee onboarding and retention success.

Select the right technology:

Choose technology that meets your organization's needs and aligns with your overall strategy. This includes selecting software, hardware, and other digital tools that are secure, reliable, and scalable. This is an Edgeworx speciality. We do the hard work for you, from researching and comparing tools to understanding what best meets your organizational needs.

Monitor and evaluate your progress:

Regularly monitor and evaluate your progress to identify any issues or challenges that need to be addressed. This includes tracking key performance indicators, gathering feedback from staff and customers, and adjusting your strategy as needed.

Establish a culture of security:

Create a culture of security within your organization by prioritizing data privacy and security at every level of your organization. This includes communicating the importance of security, providing regular training and education, and encouraging staff to report any security concerns or incidents.

By following these best practices, your organization can successfully transition towards digitization while maintaining a high level of security and mitigating potential risks and challenges.

If you want to learn more, please fill out our brief infrastructure assessment survey. The information on our survey helps us obtain a better understanding of your organization in order to provide you the best feedback possible!

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