Erik, the President and CEO of DATIS, gave a presentation on prioritizing digital transformation. He discussed how most health and human services executives plan to invest in new technology in the next six months to improve workflows, reporting, and innovation. However, many organizations face challenges to digital transformation like budget restraints and concerns about employee adoption. Erik outlined best practices for organizations to research vendors, map out the implementation process, and ensure a successful launch through thorough testing and training.

1. 877.386.1355 | www.datis.com | info@datis.com 401 East Jackson Street, Suite 1550 | Tampa, FL 33602
YOUR 2020
DIGITAL TRANSFORMATION
STARTS NOW

2. ABOUT THE SPEAKER
As President & CEO at DATIS, Erik's focus is
on delivering value, productivity, and
efficiencies for Health and Human
Services organizations through a fully unified
HR and Payroll platform. With over 25 years
of experience in Finance and Technology,
Erik combines this knowledge to help
organizations better manage their workforce
and achieve their mission.
YOUR 2020 DIGITAL TRANSFORMATION STARTS NOW

3. • Identify the advantages of prioritizing digital
transformation at your organization
• Understand the steps to research and select the right
technology for your unique needs
• Recognize the components of an implementation
process that will ensure a successful launch and
seamless transition
SESSION OVERVIEW
YOUR 2020 DIGITAL TRANSFORMATION STARTS NOW

4. • Investing in digital tools and strategies is a top priority among HHS executives
• 80% of HHS executives say that investing in digital tools will help them make more
strategic decisions
• 66% say they plan to invest in new technology in the next six months
• Only 51% say they have digital tools embedded throughout all departments
• What’s still being done manually?
• Performance reviews
• Onboarding
• Credential tracking
YOUR 2020 DIGITAL TRANSFORMATION STARTS NOW
THE DRIVE TOWARDS DIGITAL

5. WHAT’S BEHIND THESE
DIGITAL INITIATIVES?
YOUR 2020 DIGITAL TRANSFORMATION STARTS NOW
What challenges is your organization
facing that makes it important to
implement digital tools?
Inefficient/outdated current processes
Weak reporting and analytics
Staying up-to-date with regulatory requirements
Lack of collaboration between teams
Lack of internal innovation
Compliance issues
Facing increased competition
None of the above
Other
Inability to communicate effectively
Poor internal workflows
49%
47%
0% 10% 20% 30% 40%
44%
28%
31%
28%
32%
21%
17%
7%
3%

6. YOUR 2020 DIGITAL TRANSFORMATION STARTS NOW
WHAT IS THE GOAL?
Which areas of your organization
do you believe can be improved
through digital tools?
Workflows
Reporting
Innovation
Recruiting/retaining staff
Company culture
None of the above
Other
Leadership
Financial Efficiency
65%
54%
53%
40%
39%
38%
32%
9%
2%
0% 10% 20% 30% 40% 50% 60%

7. • Finding space in the budgets
• Feeling like there is not enough time or
resources to devote to implementation
• Concerns that maybe the organization or
the employees are not ”ready for it”
YOUR 2020 DIGITAL TRANSFORMATION STARTS NOW
WHY THE WAIT?

8. YOUR 2020 DIGITAL TRANSFORMATION STARTS NOW
WHY THE WAIT?
What challenges does your organization
face regarding implementing new
digital strategies?
Budget restraints
Lack of time/resources to dedicate to implementation
Concerns about employee adoption
Lack of qualified talent to manage tools
Homegrown/highly customized system
None of the above
Security concerns
Low “digital maturity” of organization
56%
0% 10% 20% 30% 40% 50%
56%
38%
36%
34%
21%
15%
4%

9. • Deciding that you want to invest in new
technology at your organization is the
first step in a long journey – and it's easy
to get sidetracked
• Keep your team focused on the end goal
by mapping out the process, identifying
who should be involved, and checking
things off as you go
YOUR 2020 DIGITAL TRANSFORMATION STARTS NOW
q Get a list of needs vs. wants from
each stakeholder
q Research vendors based on your needs
q See product demos from a few that meet
your needs
q Request formal proposals from your favorites
q Meet with key stakeholders to finalize decision
q Consider testimonials or references
if you need a nudge
q Review and sign an agreement
MAPPING OUT THE PROCESS

10. BEST PRACTICES FOR
MAINTAINING MOMENTUM
• Think about your ideal go-live date and work
backwards from there to determine your timeline.
• Identify key milestones and create internal deadlines.
This will help keep the project on track and
moving forward.
• Take notes along the way! Create a shared document
or folder of product details and demo notes to
remember the details of each
vendor's offerings.
YOUR 2020 DIGITAL TRANSFORMATION STARTS NOW

11. READY, SET, IMPLEMENT!
• The implementation process is a critical element to ensure you get the most out of
your investment now and in the future
• The implementation should include:
• A mutually agreed upon project plan with key dates, key stakeholders, and deliverables outlined
• A project manager who can organize and optimize the process and, most importantly, understands
your organization’s industry and unique needs
• Strategy sessions with the project manager and executive team to collaborate on the best way to
configure the system and achieve your organization’s goals
• Onsite meetings and trainings for key milestones and functionality
• Data transfer and conversion into the new system from multiple sources
• Thorough testing and balancing to ensure accuracy and eliminate errors before go-live
• In-person training for administrators and managers on how to get the full potential of the software
• A seamless go-live!
YOUR 2020 DIGITAL TRANSFORMATION STARTS NOW

12. SUMMING IT ALL UP
• Investing in digital tools is becoming a necessity,
not a luxury
• Researching and purchasing new technology tools
for 2020 is a process that should start now
• Creating a game plan and checklist can help keep
the project moving
YOUR 2020 DIGITAL TRANSFORMATION STARTS NOW

13. QUESTIONS?
Let’s Talk!
info@datis.com
877.386.1355
YOUR 2020 DIGITAL TRANSFORMATION STARTS NOW

14. Thank You For Joining Us
877.386.1355 | www.datis.com | info@datis.com 401 East Jackson Street, Suite 1550 | Tampa, FL 33602