Summer Season – Episode 1
Where Do I Begin? A Digital Journey

Right technology and right partner ensure that the digital transformation journey stays on the right track. In transformation process, business might encounter various challenges and difficulties. To assist enterprises in taking the essential first step in digital transformation, Canon held a webinar centering on the topic on 24 July 2020. Fan, Chan & Co. Limited, who has successfully achieved digital transformation, was invited to be our guest to share their important keys to success.
Daily operation of Fan, Chan & Co. Limited involves a large number of documents. Consequently, they have strict controls on document management. Before their transformation, they relied heavily on manual processing. As a result, they had been faced numerous challenges in business operation: it was time-consuming and laborious to complete repetitive and tedious tasks; searching for specific document was difficult, especially when the files were classified or indexed incorrectly; some documents were required to retain for a certain retention period, which increased the cost on storage space; colleagues were unable to use document at the same time, which negatively affected working efficiency. In order to fulfilled business needs, Fan, Chan & Co. Limited decided to embark on their transformation journey.
Challenges for Business Operation
Task are Dull and Repetitive
Manual operation was time-consuming and less accurate, largely affect productivity.
Increased Cost
With the increase in number of documents, cost on storage space and management increased too.
Unable To Share Document
Paper document offered limited communication and collaboration, which had negatively effect on teamwork.
Difficult To Share Cross-border Data
Document transfer between local and other branches was inefficient and easy to lose.

Fan, Chan & Co. Limited understood that digital transformation must be people-oriented. Through sufficient communication with other partners and staff regarding their difficulties encountered in daily works, a consensus was reached finally. Documents and workflows were then moved to cloud by stages with minimal impact on daily operation.
Canon provided one-stop scanning service and Therefore™ Document Management Solution based on the requirement of Fan, Chan Co. & Limited. By analyzing business situation, Canon prioritized the aspects to be digitalized and gradually integrated the data with cloud platform. Embracing cloud technology did not only bring economic benefits, but also improved mobility, flexibility, efficiency as well as optimized business workflow. Hence, the company could seize new business opportunities in the CPA industry by enhanced corporate reputation and customer loyalty.
Benefits of Therefore™ Document Management Solution
Streamlined Workflow
Scanned documents were easily captured, classified and indexed automatically, simplified the whole process.
Reduce Storage Cost
A storeroom in office or warehouse was no longer needed, saving storage cost and eliminating the risk of yellow discolorations of papers.
Enhance Collaboration Efficiency
Document searching and sharing became more efficient. Colleagues could access to cloud platform for the same document at the same time.
Ensure Data Security
User permissions of document could be set individually to ensure customer data is traceable and highly secured. Only authorized staff were allowed to access the documents.
Respond Quickly To Market Changes
Staff could access and retrieve documents anytime and anywhere. This helped maintain a high efficiency regardless of working from home of office under the new normal.
Facilitate Cross-border Collaboration
Cloud platform enabled an instant file sharing with real-time updates, enhancing the cross-border collaboration and communication.