From Paper to Power: Mastering Digital Migration
Presented by: Robert Mattern, President-Mattern Associates LLC
Companies can’t afford to overlook the importance of a secure digital environment for data protection, yet achieving it comes with considerable challenges. This session demystifies digital migration—what it really means, how to do it effectively, and how to avoid the pitfalls that derail progress. From document management systems to off-site records storage, we’ll walk through real-world strategies for migrating your firm’s processes, records, and workflows to digital platforms—while maintaining compliance and minimizing disruption. You’ll leave with a practical roadmap to lead digital initiatives in your firm, increase operational efficiency, and ensure your data is managed and protected. This session will help attendees:
• Understand the Core Elements of Digital Migration
• Build a Strategic Migration Plan
• Address Risk and Compliance
• Select the Right Tools: Explore key criteria for choosing case management software, document storage solutions, and workflow automation tools.
• Foster Adoption and Change Management