Transforming document management and workflow

Xerox actively works with its customers to help them transform their organisations. The vendor understands that digital transformation is the application of new processes and workflows, however fundamentally it needs to be treated methodically like any business transformation.

Transformation is sometimes incorrectly viewed as a flash moment for an organisation, however this cannot be further from the truth. Transformation is a constant state as it is a critical part of adapting and moving to a changing environment. “At Xerox, we fully embrace this mantra both for our customers and also for ourselves,” says Pui Chi Li.

In many cases, transformations are extensive and often challenging due to existing processes and mind sets. The best, most efficiently delivered transformations are often with the active support of an organisation’s senior leadership team. That means the wider organisation participates and supports the change from start to finish, overcoming challenges along the way as a team rather than a side project.

According to Pui Chi Li, “From our experience, the first step is to define with a customer their objectives. This enables the customer to set clear goals for the transformation process and guides the supplier on areas of focus.”

Some examples can be to reduce the hours spent or the number of errors on a particular workflow. It can also be to increase the amount of customer facing time for sales reps by enabling them to work efficiently, remotely.

Xerox’s Managed Print Services tools and techniques are used to implement digital transformation. As an example, a critical aspect is the collation, management and understanding of the significant volume of data that organisations suddenly have access to. In such cases, Xerox can help customers navigate this assessment stage prior to automating and optimising.

Xerox has experience working with business and key decisions makers to guide them through critical business transformation steps, applying well used frame works, tools and techniques to ensure the best possible solution is delivered.

Xerox’s Managed Print Services offering has three main stages: assess and optimise; secure and integrate; automate and simplify. These are designed to bridge the paper and digital worlds so customers can print more cost effectively, conveniently and securely.

Xerox’s ConnectKey portfolio delivers smart, connected workplace assistants that reflect the evolving needs of today’s businesses. Personalised workflows, one-touch access to the cloud and multi-layered security features are the new print, copy and fax.

The Connectkey platform also allows for the bespoke development and use of Apps which enables a new level of customisation to our customers, simplifying frequently used workflows and functions but is also able to be applied to more complex and extensive processes to help our customers become more efficient, productive and focus on their core businesses.


Key takeaways

  • Transformation is sometimes incorrectly viewed as a flash moment for an organisation but this cannot be further from the truth.
  • Transformation is a constant state as it is a critical part of adapting and moving to a changing environment.
  • Print services have three stages: assess and optimise, secure and integrate, automate and simplify.
  • First step is to define objectives which enables the customer to set clear goals for the transformation process.
  • Xerox has experience working with decisions makers to guide them through critical business transformation steps.
  • Best delivered transformations are often with active support of the senior leadership team.

Clearly defining the customer objectives and getting the organisation to buy-in are important ingredients for success explains Xerox’s Pui Chi Li.