Automate common processes

When knowledge workers no longer need to perform manual data entry, routing and archiving of documents, they can focus on work that drives innovation and profit

Accelerate with process automation

No journey to digital transformation can be complete without process automation. Capturing, indexing, routing and archiving information securely across integrated systems is the lifeblood of modern business, and includes these key benefits:


Drive efficiency

Build configurable, ad-hoc workflows for smarter work environments. Increase capacity and add document management capabilities quickly, using current resources.

Remove risk

Implement rules, logic and standards that secure and enhance control over business-critical information. Immediately flag exceptions for rapid, focused response.

Improve profits

Go beyond bottom-line efficiency: leverage your new page of performance on innovative work that contributes to top-line growth, revenue and profitability.


Manual tasks are slowing teams down

We live in a digital world. Yet organizations still rely on manual steps for repetitive, routine tasks, such as capturing, reviewing and inputting information into internal and external applications.

Untold workforce hours are spent tediously entering data, searching for information, manually emailing documents, and then re-archiving. This not only grinds entire processes to a halt, but introduces significant opportunities for errors, exceptions and headaches.

Process examples

Opportunities for process automation present themselves in almost any business context.

Certain processes in finance, HR and elsewhere are particularly prone to repetitive, multi-step tasks and manual data entry that are ripe for automation.

Here are three examples of automation in action:

  • Invoice approval: Capture paper or digital invoices, index their data with zero manual entry. Route them through a defined, digital queue based on cost centers, amounts, PO numbers and other variables. Post data back to applications like SAP, Sage, Microsoft Dynamics or Quickbooks.
  • Employee onboarding: When a new employee begins work, automatically generate email notifications, enter employee data into an HCM, and route government forms and other paperwork for completion, approval and secure archiving.
  • Records retention: Automatically apply retention policy information to any document based on its metadata. Dictate how it’s stored, when it’s flagged for disposition, and who needs to know be

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