Digitization fills drives and folders. Work still stalls if people do not know what happens next — who reviews, who approves, where the file lives.
Name the handoffs
For each important document type, list intake, storage, review, and completion. If a step lives only in one person’s head, it is not a process yet.
Connect tools carefully
CRM, shared drives, and messaging help when ownership is clear. Integration without naming standards multiplies clutter.
Train for maintenance
Handover includes how to name files, who can grant access, and what “done” looks like. Capability should stay inside your team after the project ends.
Who this is for
Operations leads who have started scanning and now need Digitalisation support with Bajoria Consultancy.