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Capture
Level 1
Capture is the foundation of your digital transformation journey. Before you can automate processes, leverage AI, or establish governance, you need to ensure that information is being captured accurately, consistently, and efficiently.
At this stage, the goal is to eliminate paper-based bottlenecks, reduce manual data entry, and establish repeatable processes for bringing information into your system. Capture includes much more than scanning documents. It encompasses digital forms, electronic submissions, automated document intake, intelligent data extraction, and standardized filing practices.
Organizations that have mastered Capture have confidence that their information is entering the system correctly and is immediately available for the people and processes that depend on it.
If you’ve mastered Capture, your organization is no longer asking, “How do we get documents into the system?” Instead, you’re focused on ensuring that information enters your organization accurately, efficiently, and consistently regardless of where it originates.
By this stage, you should have eliminated unnecessary manual processes, standardized how information is captured, and established confidence that your digital records are complete and reliable.
Check Your MATURITY
Is information being captured consistently across departments and business processes?
Have you significantly reduced or eliminated manual data entry and paper-based intake processes?
Can staff trust that information entering the system is accurate, complete, and immediately available when needed?
Results
You have begun digitizing information but may still rely heavily on paper, email attachments, or manual processes.
Your focus should be on:
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Identifying how information currently enters your organization.
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Standardizing document intake processes.
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Eliminating unnecessary manual data entry wherever possible.
You’ve established several capture processes but inconsistencies still exist across departments or document types.
Your focus should be on:
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Expanding digital forms and automated intake processes.
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Improving data accuracy and consistency.
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Ensuring captured information is immediately usable throughout the organization.
Your capture processes are well established and highly reliable.
Your focus should be on:
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Leveraging intelligent capture capabilities.
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Establishing a QC procedure.
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Improving the user experience for staff and constituents.
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integration, nd advanced business processes.Preparing captured information for automation
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Congratulations! You’ve mastered Capture. The next question is no longer how information enters your organization—it’s whether your staff can easily find and use it. Your next stage is Find.
Please Complete the Quiz to See Your Results
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Next Steps
Digital Forms
Storage
Next Stage
Document Scanning
FIND
Level 2
Capturing information is only valuable if people can quickly and confidently find what they need. The Find stage focuses on accessibility, organization, and trust in your information. Your staff should never waste time wondering where a document lives, whether it’s the latest version, or who might have a copy saved on their desktop.
Mastering Find means establishing a consistent approach to organizing and classifying information across your organization. Search should be intuitive, metadata should be meaningful, and information should be available to the people who need it when they need it.
Organizations that have mastered this stage spend less time searching for information and more time using it to make informed decisions and deliver better services.
If you’ve mastered Find, your organization has moved beyond simply storing documents digitally. Information is organized, searchable, and readily accessible across departments and business processes.
By this stage, staff should trust that they can quickly locate complete and accurate information without relying on institutional knowledge or manual workarounds.
Check Your MATURITY
Can staff quickly locate the information they need without assistance or manual searches?
Is information consistently organized and searchable across departments and document types?
Do employees trust that the information they find is accurate, complete, and current?
Results
You have begun storing information digitally but may still struggle with inconsistent filing practices or inefficient searches.
Your focus should be on:
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Establishing naming conventions and metadata standards.
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Organizing information consistently across departments.
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Improving search capabilities for commonly used records.
Your staff can locate most information, but inconsistencies and information silos still exist.
Your focus should be on:
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Standardizing how information is classified and managed.
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Improving accessibility across departments and teams.
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Reducing the time required to locate critical information.
Your organization has established reliable and efficient access to information.
Your focus should be on:
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Expanding information accessibility throughout the organization.
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Improving the user experience for both staff and constituents.
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Preparing your information for workflow automation, integrations, and advanced business processes.
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Congratulations! You’ve mastered Find. Your organization knows where its information is and can confidently access it. The next step is improving how work gets done. Your next stage is Work.
Please Complete the Quiz to See Your Results
Next Steps
Digital Forms
Storage
Next Stage
Document Scanning
WORK
Level 3
The Work stage is where digital transformation begins to deliver measurable value. Once information is captured and easily accessible, organizations can focus on improving how work gets done. This includes automating repetitive tasks, streamlining approvals, reducing manual processes, and creating more efficient and consistent business operations.
Mastering Work means your organization has moved beyond simply managing documents. Your information is actively supporting the people, processes, and services that drive your organization forward.
If you’ve mastered Work, your organization is using technology to improve business processes rather than simply digitizing existing paper-based practices. Staff spend less time on repetitive administrative tasks and more time focusing on high-value work.
By this stage, business processes should be standardized, efficient, and scalable across departments.
Check Your MATURITY
Have you automated repetitive or manual business processes that consume significant staff time?
Are your workflows standardized and consistently followed across departments?
Can staff easily track the status of work items without relying on emails, spreadsheets, or manual follow-up?
Results
Your focus should be on:
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Identifying time-consuming manual processes.
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Standardizing common business workflows.
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Prioritizing opportunities for automation.
Your focus should be on:
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Expanding workflow automation across departments.
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Improving visibility into business processes.
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Reducing bottlenecks and manual approvals.
Your focus should be on:
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Continuously improving business processes.
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Expanding automation to support organizational goals.
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Preparing workflows for system integrations and enterprise-wide efficiencies.
Congratulations! You’ve mastered Work. Your organization is improving how business gets done. The next step is connecting your people, processes, and systems. Your next stage is Connect.
Please Complete the Quiz to See Your Results
Next Steps
Digital Forms
Storage
Next Stage
Document Scanning
Connect
Level 4
The Connect stage focuses on eliminating information silos and creating a more connected digital workplace. Once business processes are running efficiently, organizations can begin integrating the systems, applications, and departments that support those processes.
Mastering Connect means information flows seamlessly between people and technologies. Staff no longer need to enter the same information multiple times or switch between disconnected systems to complete their work.
Instead, data is shared where and when it is needed, creating a more efficient and cohesive experience across the organization.
If you’ve mastered Connect, your organization has moved beyond isolated solutions and created a connected ecosystem that supports collaboration and operational efficiency.
By this stage, your systems should work together to reduce duplication, improve visibility, and simplify how information moves throughout the organization.
Check Your MATURITY
Are your critical business systems integrated and sharing information effectively?
Have you reduced or eliminated duplicate data entry and disconnected processes?
Can staff complete their work without regularly switching between multiple systems to access information?
Results
Your focus should be on:
Identifying disconnected systems and manual handoffs.
Prioritizing integration opportunities that will have the greatest organizational impact.
Improving how information moves between departments.
Your focus should be on:
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Expanding integrations between business-critical systems.
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Reducing data silos and improving collaboration.
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Standardizing how information is shared across platforms.
Your focus should be on:
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Creating a seamless user experience across systems.
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Leveraging integrations to improve operational efficiency and reporting.
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Preparing your organization for greater scalability and flexibility.
Congratulations! You’ve mastered Connect. Your information and systems are working together. The next step is determining how to maximize flexibility, scalability, and resilience. Your next stage is Cloud.
Please Complete the Quiz to See Your Results
Next Steps
Digital Forms
Storage
Next Stage
Document Scanning
Cloud
Level 5
The Cloud stage is about creating a more flexible, scalable, and resilient organization. Moving to the cloud isn’t simply a technology decision. It’s an opportunity to reduce infrastructure management, improve accessibility, simplify upgrades, and position your organization to adapt more quickly to future needs.
Mastering Cloud means your organization has embraced a modern approach to managing information and business processes. Staff can securely access the information they need from anywhere, technology is easier to maintain, and your organization is better positioned to scale and innovate over time.
If you’ve mastered Cloud, your organization has moved beyond maintaining technology and is focused on maximizing its value. Your systems are more resilient, easier to manage, and designed to support future growth and innovation.
By this stage, technology should be enabling your organization rather than creating additional administrative burdens.
Check Your MATURITY
Can staff securely access the information and processes they need regardless of location?
Has your organization reduced the time and resources required to maintain its technology environment?
Is your technology environment scalable enough to support future organizational needs?
Results
Your focus should be on:
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Evaluating your current technology environment and infrastructure requirements.
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Identifying opportunities to improve accessibility and reduce administrative overhead.
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Developing a cloud adoption strategy that aligns with your organizational goals.
Your focus should be on:
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Expanding cloud capabilities across departments and business processes
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Improving system accessibility and reliability.
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Establishing best practices for managing cloud-based technologies.
Your focus should be on:
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Leveraging cloud technologies to improve agility and scalability.
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Reducing operational complexity and infrastructure dependencies.
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Positioning your organization to adopt emerging technologies and innovations more quickly.
Congratulations! You’ve mastered Cloud. Your organization is flexible, scalable, and prepared for the future. The next step is establishing the governance and controls necessary to manage your information with confidence. Your next stage is Control.
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Next Steps
Digital Forms
Storage
Next Stage
Document Scanning
Control
Level 6
The Control stage is where organizations establish the governance, security, and compliance practices necessary to manage information responsibly. As digital transformation efforts expand, maintaining control over information becomes increasingly important.
Mastering Control means your organization has established clear policies, standardized practices, and appropriate safeguards to ensure information is secure, accessible, and managed throughout its lifecycle. Governance should support your organization’s goals rather than create unnecessary complexity.
Organizations that have mastered Control are confident in their ability to meet regulatory requirements, maintain information integrity, and reduce organizational risk.
If you’ve mastered Control, your organization has established the policies, processes, and safeguards necessary to manage information effectively and consistently.
By this stage, information governance should be embedded within your business processes, enabling staff to work confidently while reducing compliance and security risks.
Check Your MATURITY
Have you established clear governance policies for managing information throughout its lifecycle?
Are security, compliance, and retention requirements consistently applied across your organization?
Is your technology environment scalable enough to support future organizational needs?
Results
Your focus should be on:
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Identifying governance, security, and compliance requirements.
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Establishing policies for information management and retention.
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Assessing organizational risks related to information management.
Your focus should be on:
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Standardizing governance practices across departments.
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Improving visibility into compliance and security requirements.
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Reducing risks associated with manual or inconsistent information management practices.
Your focus should be on:
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Embedding governance and compliance into everyday business processes.
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Continuously improving information management practices.
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Preparing your information environment for intelligent technologies and advanced analytics.
Congratulations! You’ve mastered Control. Your organization has established the governance and confidence needed to support innovation. The final stage is leveraging your information to unlock greater organizational intelligence. Your next stage is AI.
Please Complete the Quiz to See Your Results
Next Steps
Digital Forms
Storage
Next Stage
Document Scanning
AI
Level 7
AI represents the culmination of your digital transformation journey. Artificial intelligence is most effective when it is built upon accurate information, efficient processes, connected systems, scalable technologies, and strong governance practices.
Mastering AI means using intelligent technologies to enhance decision-making, improve productivity, and uncover new opportunities across your organization. AI should complement the work your staff performs by reducing repetitive tasks, accelerating information discovery, and providing actionable insights.
Organizations that have mastered AI understand that success is not defined by simply adopting artificial intelligence. It is defined by having the right foundation in place to ensure AI delivers meaningful, trustworthy, and sustainable results.
If you’ve mastered AI, your organization is leveraging its information and business processes to drive greater efficiency, innovation, and strategic decision-making.
By this stage, artificial intelligence is enhancing the work your staff performs rather than creating additional complexity or introducing unnecessary risk.
Check Your MATURITY
Is your information accurate, well-governed, and accessible enough to support AI initiatives?
Are you using AI to solve meaningful business challenges and improve organizational outcomes?
Can staff trust and effectively use AI-generated insights and recommendations?
Results
Your focus should be on:
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Identifying business challenges that AI can help address.
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Assessing the quality and governance of your information.
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Building a strong foundation for successful AI adoption.
Your focus should be on:
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Implementing AI capabilities that provide measurable value.
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Educating staff on how to effectively use and evaluate AI-generated results.
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Expanding AI initiatives where they support organizational goals.
Your focus should be on:
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Continuously evaluating and improving AI-driven processes.
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Leveraging AI to enhance decision-making and operational efficiency.
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Identifying new opportunities for innovation across your organization.
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Congratulations! You’ve mastered AI. Your organization has successfully transformed the way it captures, manages, and leverages information to drive better outcomes. The journey doesn’t end here—continuous improvement is what comes next.
Please Complete the Quiz to See Your Results