The 4 phases of digital transformation: a roadmap to Intelligent Automation

A nice read from workfusion


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It’s the end of the year and you’re feeling stuck. You’ve reached the end the road in outsourcing. You’ve been dinged by potholes of legacy systems and your smartest people are too busy struggling under the load of paperwork. You suspect that there’s only one way to get past these roadblocks, and that’s to start a whole new journey. Next stop: Intelligent Automation. The only thing is that you have no idea of what you’ll encounter along the way…

The good news is, there are people who do. WorkFusion’s Client Strategy and Transformation team, which focuses on strategic advice and programmatic enablement for enterprises who are embarking on robotic process automation initiatives, has been down this road and around the block a few times already. They have seen patterns emerge and learned from their experiences. Which is why they wrote The 4 Phases of Digital Transformation: The Intelligent Automation Maturity ModelThis complimentary 10-page eBook by WorkFusion will help you determine the best strategy for your operation by mapping each of the four stages of maturity that are relevant for most organizations.

Early stage

This is when you’re actively pursuing a POC or pilot. To successfully get your program off the ground you need to focus on:

· Use case identification — Discovering the right (or wrong) use case is the first step in understanding how to apply the chosen Intelligent Automation tool.

· Change management #1 — Implementing Intelligent Automation requires additional planning and implementation tools than BAU change management.

· Operations & IT Strategy — Developing an initial infrastructure platform doesn’t require large-scale acquisitions, you just need enough to house the production load for a few use cases.

· Automation delivery methodology #1 — Start by exploring different methodologies and delivery centers to plan for the road ahead.


By now you have at least one use case actively in production. To keep it running smoothly you should apply these tactics:

· Cost benefit analysis (CBA) #1 — Identify the initial costs and benefits of your program by estimating high level costs based on the initial use cases.

· WorkFusion Lean #1 — This program gives you a basic understanding of best practices for reengineering processes prior to automation which helps you optimize basics and assess gaps.

· Book of work planning — To get the Enterprise-grade benefits of IA, you will need to perform large-scaling book of work modeling across multiple business and/or timelines.

· Smart Process Automation delivery methodology #2 — Setting up your factory or augmenting your CoE. This is when your methodology moves from tactical program and project management to decisions regarding delivery and whether to centralize.

Growth stage

This is the slightly challenging phase when you have multiple disjointed use cases in production. Keep the momentum going with:

· WorkFusion Lean #2 ­­– Advance reengineering techniques as part of your IA footprint with WorkFusion Lean’s Practitioner Program.

· Power User Program #1 — This is the right time to start thinking about how you might support a citizen developer model.

· Scaling IT — Provisioning the appropriate infrastructure can begin as early as mid-stage, but we often find that it’s most useful to expand in the growth stage.

· Change Management #2 — Change management plans that cover the stages of change are typically ready for execution in this stage.

· Power User Program #2 — Before you distribute this technology as an EUC (end user computing tool) it is essential to “work out the kinks”.

Mature stage

Phew! You’re out of the weeds and have a centralized program that’s ready to scale. This is how you do it:

· Portfolio management best practices — Advance from KPIs to business intelligence. Get ahead of dashboard standardization to be ready to connect to broader data visuals and reporting.

· Modernize IT — As technology changes, so do the options that are available to support it. Now you might be ready to move to a cloud platform, or even Intelligent Automation as a service.

· Ad hoc thought leadership — A necessary final step in becoming an IA BAU enterprise is to ideas reach out into a more mature network to leverage the best practices of others.

Along with mapping out these stages in detailThe 4 Phases of Digital Transformation: The Intelligent Automation Maturity Model will also will help you determine the best strategy for your operation, make critical decisions based on best practices, and catalyze change by identifying key signals within your business.

To learn more about the CST team and how to expand your RPA program to take advantage of all our Intelligent Automation techniques, visit




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