Xerox is undergoing a significant digital transformation, pivoting from a traditional hardware-focused company to a services-led, AI-enabled platform provider. This strategic shift involves expanding its IT services portfolio, enhancing workflow automation capabilities, and leveraging augmented reality for service delivery. Xerox's approach is distinct by integrating enterprise-grade solutions like its AI-powered ServiceNow platform for IT as a Service (ITaaS) into the SMB and mid-market segments, aiming to bring sophisticated technology management to a broader audience.

This transformation creates critical dependencies on robust system integrations, consistent data flow, and advanced security protocols. Risks include potential data silos across newly integrated IT service offerings and challenges in standardizing automated workflows for diverse client needs. This page will analyze Xerox's key digital transformation initiatives, highlighting operational challenges and identifying specific selling opportunities for relevant vendors.

Xerox Snapshot

Headquarters: Norwalk, Connecticut, U.S.

Number of employees: 10,001+ employees

Public or private: Public

Business model: B2B

Website: http://www.xerox.com

Xerox ICP and Buying Roles

Who Xerox sells to

  • Companies managing complex document-intensive processes across multiple departments.
  • Mid-market and enterprise organizations seeking to expand their IT service capabilities.

Who drives buying decisions

  • Chief Information Officer → Sets IT strategy and approves major technology investments.

  • VP, IT Services → Oversees the delivery and expansion of IT service offerings.

  • Head of Digital Workplace Solutions → Directs initiatives for optimizing employee productivity and collaboration.

  • Chief Operations Officer → Focuses on streamlining operational workflows and reducing process friction.

Key Digital Transformation Initiatives at Xerox (At a Glance)

  • Expanding IT Services into SMB markets using an AI-powered ServiceNow platform.

  • Integrating ITsavvy's integrated IT products and services following its acquisition.

  • Automating document processing workflows with AI for classification and data extraction.

  • Developing custom workflow automation tools within the Xerox Workflow Central Platform.

  • Leveraging CareAR for augmented reality visual assistance in field service operations.

  • Deploying cloud-native solutions for printer fleet management and virtual print services.

Where Xerox’s Digital Transformation Creates Sales Opportunities

Vendor TypeWhere to Sell (DT Initiative + Challenge)Buyer / OwnerSolution Approach
IT Service Management PlatformsExpansion of IT Services into SMB markets: client onboarding processes introduce inconsistent data across service modules.VP, IT ServicesStandardize client data input and integrate across service delivery platforms.
Expansion of IT Services into SMB markets: service request routing blocks resolution when client details are incomplete.Head of Service Delivery, Chief Operations OfficerValidate critical client information before ticket creation and route accurately.
Integration of acquired ITsavvy services: customer support tickets often duplicate across legacy and new systems.VP, Integration, Head of Service DeliveryConsolidate duplicate support requests and unify incident management across platforms.
Workflow Automation PlatformsAutomating document processing workflows with AI: classification models generate incorrect categories for new document types.Head of Digital Workplace Solutions, Process Automation LeadValidate AI outputs against predefined document categories before data entry.
Developing custom workflow automation: conditional routing rules fail to trigger for specific document exceptions.Process Automation Lead, Head of OperationsEnforce accurate conditional logic and test workflow execution pathways.
Automating accounts payable workflows: invoice data fails to match purchase orders without manual intervention.Head of Finance OperationsStandardize invoice data fields and validate against procurement records.
Augmented Reality Enablement PlatformsLeveraging CareAR for augmented reality assistance: AR session data does not sync with Field Service Management platforms.VP Field Service, Head of Customer SupportIntegrate AR interaction logs and diagnostic data into FSM records.
Leveraging CareAR for augmented reality assistance: technical knowledge base content is not accessible within the AR application.Chief Service Officer, Head of Knowledge ManagementRoute relevant knowledge articles directly into live AR support sessions.
Leveraging CareAR for augmented reality assistance: secure visual data transmission blocks real-time remote collaboration.Chief Information Security OfficerValidate secure real-time visual data streams for remote diagnostics.
Cloud Infrastructure ManagementDeploying cloud-native printer fleet management: legacy on-premise print servers fail to migrate seamlessly to the cloud.Head of Cloud Services, VP IT InfrastructureDetect compatibility issues and convert legacy print configurations for cloud deployment.
Deploying cloud-native solutions for hybrid work: security configurations drift across different cloud environments.Chief Information Security Officer, Head of Cloud OperationsEnforce consistent security policies and detect configuration discrepancies across multi-cloud.

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What makes this company’s digital transformation unique

Xerox's digital transformation prioritizes the extension of sophisticated enterprise IT capabilities to the SMB and mid-market. This approach moves beyond simple product sales, focusing instead on delivering integrated, AI-powered service platforms built on ServiceNow. Their strategy relies heavily on strategic acquisitions and cloud-native solutions to consolidate offerings and standardize service delivery across a diverse client base. This makes their transformation complex, as it requires harmonizing disparate systems and workflows acquired through growth, while maintaining service consistency.

Xerox’s Digital Transformation: Operational Breakdown

DT Initiative 1: Expanding IT Services for SMBs

What the company is doing

Xerox expands its IT Services for small to medium-sized businesses, delivering end-to-end solutions. This involves providing hardware procurement, professional engineering, managed IT services, and cybersecurity support. Xerox launched an AI-powered ServiceNow platform called Xerox IT as a Service (ITaaS) to unify these offerings.

Who owns this

  • VP, IT Services

  • Head of Service Delivery

  • Chief Information Officer

Where It Fails

  • Acquired IT service platforms do not integrate customer data consistently.

  • New client onboarding workflows fail to capture complete information for service provisioning.

  • Service request tickets route incorrectly due to fragmented client profiles across systems.

  • Unified billing systems generate errors when processing invoices from diverse service offerings.

Talk track

Noticed Xerox is rapidly expanding its IT Services for SMBs with Xerox ITaaS. Been looking at how some teams are standardizing client data validation upfront instead of reconciling errors in service delivery, happy to share what we’re seeing.

DT Initiative 2: Workflow Automation and Digital Document Processing

What the company is doing

Xerox develops and deploys advanced workflow automation tools, including the Xerox Workflow Central Platform and Intelligent Filer. This integrates AI for automatic document classification, data extraction, and rule-based workflow execution. The company focuses on streamlining complex processes like accounts payable and customer onboarding.

Who owns this

  • Head of Digital Workplace Solutions

  • Process Automation Lead

  • Chief Operations Officer

Where It Fails

  • AI-powered document classification models miscategorize scanned legal contracts.

  • Automated invoice processing stalls when data fields do not match procurement system records.

  • Conditional routing in approval workflows fails to redirect based on specific document content.

  • Converted document formats introduce errors when propagating to downstream systems.

Talk track

Looks like Xerox is advancing its workflow automation and digital document processing. Been seeing how some operations teams are enforcing data validation checks on AI-extracted information before it enters record systems, can share what’s working if useful.

DT Initiative 3: Augmented Reality for Service Delivery (CareAR)

What the company is doing

Xerox leverages its CareAR platform for augmented reality (AR) visual support in field service and customer service operations. This provides remote assistance, troubleshooting, and training, integrating with platforms like ServiceNow. CareAR uses AR and AI to make expertise instantly accessible through live visual interactions and intelligence.

Who owns this

  • VP Field Service

  • Head of Customer Support

  • Chief Service Officer

Where It Fails

  • Augmented reality session data fails to integrate with existing Field Service Management records.

  • Real-time diagnostic information from AR visuals does not propagate to the central CRM system.

  • Knowledge base articles are not contextualized within live AR support sessions for technicians.

  • Secure transmission protocols for visual data block seamless remote expert collaboration.

Talk track

Noticed Xerox is expanding its augmented reality capabilities with CareAR for service delivery. Been looking at how some service organizations integrate AR session data directly into their FSM systems to update case histories, can share what’s working if useful.

DT Initiative 4: Cloud Services and Hybrid Workplace Solutions

What the company is doing

Xerox expands its cloud-native offerings, including Workplace Cloud and virtual print management, and provides multi-cloud strategy and management for clients. This includes support for hybrid work environments with tools for productivity, security, and IT simplification. They aim to shift print infrastructure to the cloud.

Who owns this

  • Head of Cloud Services

  • Chief Information Security Officer

  • VP IT Infrastructure

Where It Fails

  • Legacy on-premise print infrastructure migrations introduce data compatibility issues in the cloud.

  • Security configurations drift across hybrid cloud environments due to inconsistent policy enforcement.

  • Fragmented cloud service deployments cause data silos that hinder unified reporting.

  • Cloud-native printer fleet management tools fail to detect all devices across varied network segments.

Talk track

Saw Xerox is accelerating its cloud services and hybrid workplace solutions. Been seeing how some IT leaders enforce consistent security policies across all hybrid cloud environments to prevent configuration drift, happy to share what we’re seeing.

Who Should Target Xerox Right Now

This account is relevant for:

  • IT Service Management (ITSM) platform providers

  • Workflow automation and orchestration solutions

  • Augmented reality remote assistance platforms

  • Cloud migration and management platforms

  • Document AI and intelligent document processing solutions

  • Multi-cloud security and compliance platforms

Not a fit for:

  • Basic website builders with no integration capabilities

  • Standalone marketing automation tools without system connectivity

  • Products designed for small, low-complexity teams with no enterprise features

When Xerox Is Worth Prioritizing

Prioritize if:

  • You sell solutions that standardize client data input across disparate IT service management platforms.

  • You sell tools that validate AI outputs for document classification and enforce category rules.

  • You sell platforms that integrate augmented reality session data directly into Field Service Management systems.

  • You sell solutions that detect and remediate security configuration drift across hybrid cloud environments.

  • You sell tools that convert legacy print infrastructure configurations for cloud-native deployment.

Deprioritize if:

  • Your solution does not address any of the breakdowns described above.

  • Your product is limited to basic functionality with no integration capabilities for complex enterprise IT.

  • Your offering is not built for multi-team or multi-system environments with diverse client bases.

Who Can Sell to Xerox Right Now

IT Service Management Platforms

ServiceNow - This company offers a cloud-based platform for IT service management, workflow automation, and digital transformation.

Why they are relevant: Xerox's new IT as a Service (ITaaS) platform for SMBs is built on the ServiceNow AI Platform. Sellers can address issues where client data or service requests become inconsistent or misrouted within this new integrated framework, ensuring smoother onboarding and service delivery.

ConnectWise - This company provides business management software for IT service providers, including professional services automation and remote monitoring.

Why they are relevant: As Xerox expands its IT Services for SMBs and integrates acquisitions like ITsavvy, managing a growing number of client environments becomes complex. ConnectWise can help unify the management of diverse client IT portfolios, prevent data fragmentation, and streamline service desk operations.

Intelligent Document Processing

UiPath - This company offers a robotic process automation (RPA) platform that automates repetitive tasks and integrates AI for document understanding.

Why they are relevant: Xerox invests in platforms like UiPath for automation and intelligent document processing. There are likely failures where AI-powered document classification miscategorizes data or where automated invoice processing stalls due to data mismatches, creating opportunities for enhancing workflow accuracy.

ABBYY - This company provides intelligent document processing (IDP) solutions that extract, understand, and validate data from various document types.

Why they are relevant: With Xerox focusing on digital document processing and using tools like Intelligent Filer, there are points where unstructured documents lead to incorrect data extraction. ABBYY can address failures where AI classification models generate errors or where converted document formats lose fidelity, ensuring data integrity before system entry.

Augmented Reality Service Platforms

TeamViewer - This company offers remote access, support, and augmented reality solutions for remote assistance and field service.

Why they are relevant: Xerox utilizes CareAR for augmented reality visual support in field service, but AR session data may not always sync correctly with existing FSM platforms. TeamViewer can address integration gaps where AR data fails to update customer records or where secure visual transmission protocols hinder real-time expert collaboration.

Librestream - This company provides an augmented reality platform for remote expertise, digital work instructions, and data capture in industrial environments.

Why they are relevant: Xerox needs to ensure its CareAR platform delivers consistent, high-quality visual support across various service scenarios. Librestream can address failures where technical knowledge is not easily accessible within live AR sessions or where specific diagnostic information from AR visuals does not propagate to central systems.

Final Take

Xerox scales its IT services and workflow automation, building on an AI-powered ServiceNow platform to serve SMBs and mid-market organizations. Breakdowns are visible in integrating acquired IT portfolios, standardizing AI-driven document processing outputs, and ensuring seamless data flow from augmented reality service sessions. This account is a strong fit for sellers providing solutions that specifically resolve data inconsistencies, enforce workflow governance, and integrate complex service delivery technologies at a system level.

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