Guide to digitalizing process and document management in the private sector

Faster processing of invoices, contracts, orders and other processes brings greater efficiency and fewer operational errors – but the transition from paper to digital can seem complex and risky. Where to start and how to avoid costly mistakes? That's why we've prepared a clear, concrete guide that takes you step by step – from the first assessment to the full digitalization of your business. No technical jargon, just proven methods and tips that deliver results.

What do you get in the guide?

✔ Key challenges and how to overcome them – problems with manual entry, inconsistencies between departments, multiple data rewrites and congested information flows.

✔ Compliance with internal procedures and laws – clearly explained how to organize documentation and processes without the risk of control, audit or legal non-compliance.

✔ Detailed steps of digitalization – from analysis to implementation – a guide through all 10 phases: assessment of the current state, definition of goals, technical preparations, selection of solutions, education and support.

✔ How to choose the right partner – what to look for in a supplier, how to set criteria and ensure long-term support and maintenance.

✔ Case studies of successful companies – examples of companies that have undergone digital transformation and what benefits they achieve in their daily work.

Download the guide and find out how to simplify business processes, reduce operating costs and improve the work of your company – step by step.

Fill out the form and get the guide for free

Leave your email address and our team of experts will get back to you within 24 hours with a free guide – no obligation. Also, if you have any additional questions or would like advice tailored to your company, we are at your disposal.

Efficiency, transparency and better managing

  • The efficiency of business processes directly affects team productivity and customer satisfaction.

  • Digitalization enables faster processing of contracts, invoices and orders, greater data security and better control over business operations.

  • If your company still uses paper documentation and manual entry, everyday work is slower, prone to errors and puts an additional burden on employees.

  • Administrative flows in companies often rely on various forms and internal procedures that are not connected and are easily lost sight of.

  • This leads to slow processes, inconsistencies between departments and repetition of the same work in multiple places.

  • Instead of spending time searching for papers and checking their correctness, teams should focus on the core work and growth of the company.

  • Digitalization automates workflows, reduces errors, speeds up operations and enables management to better analyze and make decisions.

How do you know you need digitalization?

If you're stuck with any of the questions below, it's probably time to think about digitalizing your organization's business processes.

Does it still happen that a document gets "stuck" because the person responsible for its approval was not informed in time?

How much time do your teams spend searching for invoices, contracts or orders in old folders and emails?

Can you currently see all activities and communication related to a specific contract or order in a few clicks?

How long does it take to prepare a report on completed activities or process status for management?

Do you know exactly who is currently responsible for which document or process and at what stage?

The most common misconceptions about digitalization in the private sector

In modern business, every wasted minute means lost opportunity. Companies that have digitized key processes work faster, smarter, and without unnecessary downtime – while others still waste time on manual tasks and insecure procedures.

All this awaits you inside the guide:
9 key steps of digitalization

  • Before introducing any system, you need to understand what’s really not working. Discover why most companies fail if they skip this step.

  • Without clear goals, digitalization can become just another unused tool. This guide shows how to set targets that lead to real results.

  • If your team isn’t on board, the system won’t stick. Learn how to build internal support without pushback or confusion.

  • Is your infrastructure ready for digitalization? Find out how to spot risks early and build a solid foundation.

  • Not every tool fits your business. Learn how to identify what you actually need – and who can deliver it properly.

  • Digitalization doesn’t start with installation. This step reveals the behind-the-scenes work that ensures a smooth rollout.

  • You don’t need to stop everything to go digital. Discover how to test and launch step by step – without disrupting daily operations.

  • The best system is useless if no one uses it right. Here’s how to train your team and make digital workflows feel natural.

  • Digitalization isn’t “set and forget.” Learn how smart companies keep improving once the system is up and running.