Overview
What Is AI-Powered Document Processing and Workflow Automation?
Automation that reads documents, extracts the information that matters and moves work through digital approvals.
The Need
- Staff re-keying information from forms and documents
- Approvals that wait in email inboxes
- Errors and delays in document-heavy processes
The Approach
- Capture and extract information from documents automatically
- Route work through digital workflows and approvals
- Connect results with business systems
Assumptions and Dependencies
- Sample documents and clear process steps
- Access to the systems that receive the data
- Process owners who can agree rules and exceptions
Challenges
Challenges This Solution Helps Address
The problems that most often lead organizations to look at document processing and workflow automation.
Solution Fit
Is This Solution Right for Your Organization?
Signs that document processing and workflow automation is likely to help, and what to check before you start.
Business Owners
- Operations and finance leaders
- Process owners
- IT and automation teams
Typical Triggers
- Growing document volumes
- Backlogs and missed deadlines
- A wider push to automate routine work
Environment
- Invoices, forms, contracts and other business documents
- Business applications that receive the data
Fit and Dependencies
- Works best for high-volume, repeatable processes
- Results depend on document quality and clear process rules
What It Includes
What the Solution Includes
The main elements and the role each plays. The exact scope is agreed for each engagement.
How It Works
How It Works
One process at a time, measured before and after.
Assess
Review the process, document types, volumes and systems involved.
Design
Agree the workflow, extraction rules and exception handling.
Deploy and Integrate
Configure extraction, workflows and integrations.
Validate
Test accuracy and processing times with real documents.
Operate and Improve
Monitor accuracy and extend automation to further processes.
Use Cases
Use Cases This Solution Supports
The scenarios this solution addresses. Start with the one closest to your situation.
Services
Services to Help You Implement and Operate It
The Signisys service that delivers this solution.
Technology
Platforms and Technologies
The technology areas involved. Specific platforms and partner status are confirmed per engagement.
Implementation
Planning a Successful Implementation
Points to review early, so the work is scoped accurately.
- Document types, formats and volumes
- Accuracy needed and how exceptions are reviewed
- Systems that receive the extracted data
- Retention of documents and records
- Sensitive information in documents
- Engagement model and ongoing support
Measuring Success
How to Measure Success
Example measures, not results achieved by Signisys. Agree a baseline, and keep targets separate from measured results.
Processing Time
How long each document or request takes end to end.
Extraction Accuracy
The share of fields extracted correctly.
Manual Touches
How often a person has to handle each item.
Backlog
Items waiting to be processed.
Our Approach
How We Deliver This Solution
How Signisys works, from the first assessment to handover and beyond.
FAQs
Frequently Asked Questions
Common questions about document processing and workflow automation.
What business problem does this solution address?
Slow, manual, error-prone work on documents and approvals.
How does the solution work?
It extracts information from documents with AI, routes work through digital workflows and passes data to business systems.
Which environments can it support?
Common business documents and the applications that receive their data.
What prerequisites should we assess?
Your document types and volumes, process steps, accuracy needs and target systems.
Which services are available to implement it?
DevOps, Automation and Modernization, covering assessment, implementation and ongoing improvement where agreed.
How do we know it is working?
Agree a baseline for measures such as processing time, extraction accuracy, manual touches and backlog, and track them over time.
Automate Document Work
Share your objectives and current environment with Signisys to discuss the approach, requirements and next steps.