Often the first step in digital transformation is the conversion of internal workflows to electronic processes. Considered by many as merely “paving the cow path”, the process of implementing any electronic solution will require policy decisions that will shape your approach across the organization.

To develop an effective internal policy, you should ideally:

  • Get the “big picture” of the affected organization in order to take full advantage of the digital workflow — why do we do the things we do?

  • Tackle any new compliance issues that arise when going digital

  • Evaluate barriers and risks, with a view toward designing mitigation strategies

  • Identify hot spots within the organization that will maximize opportunities for success.

These preliminary steps will help you set the right tone for your internal workflow policy, leaving your employees and auditors with a clear view of their new procedures and an appreciation for the improvement they bring to the organization.