Intelligent Automation Benefits
Consulting with an expert can help you understand where information management tools can be applied in your organization. Intelligent information management can benefit departments and processes throughout an organization when used to:
- Begin a Digital Transformation
- Collect and Process Unstructured Data
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Expedite Approvals
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Automate Reminders
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Reduce Manual Data Entry
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Automate and Track Three-Way Match
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Automated Document Processing Applications
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Secure and Reduce Paper for Documentation
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Reduce Space Wasted on Paper Storage
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Go Paperless and Help the Environment
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Reduce Costs Related to Document Storage and Business Processes
Accounts Automation
Many Accounts Payable (AP) departments handle bills on paper, but can benefit from going digital and automating processes to save time and money.
Invoice processes can be customized according to your organization’s requirements. Whether or not you have a PO (purchase order) process currently in place, automations provided by an information management system can help your accounting team reclaim valuable time they currently spend tracking down approvers and/or matching POs to invoices.
Information management is also a valuable tool to an Accounts Receivable (AR) department. Information management increases visibility into your organization’s cash flow by electronically tracking orders and payments. You can also eliminate manual data entry, improve records retention, route sales orders to the correct department, and use electronic forms for delivery and acceptance documentation.
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Human Resources Records Automation
Human Resources (HR) is paper-intensive, but does it have to be? From your new-hire application and on-boarding process, to management of employee benefits, merit increases, certification tracking, expense reports, records retention requirements, and access to employee files, document management can make daily work for HR faster and easier.
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Electronic Forms
Any paper form used in your organization can be made electronic. Electronic forms are useful across many departments:
- Human Resources Onboarding and other HR forms (I-9s, W-2s, etc.)
- Expense Reports
- Mortgage & Loan Applications
- Patient/Client Registration – HIPAA Compliance
- Purchase Orders
- Sales Orders
- Questionnaires
- Feedback Forms
- Student Enrollment
- Shipping/Delivery Receipts
Learn more about electronic forms and how they are used in a variety of workplaces, including human resources departments, delivery drivers, accounts receivable teams, and more.
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Intelligent Document Processing
Manual data entry is a waste of time. It's a task most employees do not enjoy and can riddle your systems with inaccuracies.
Optical Character Recognition (OCR) automated data capture reads your documents, understands them, and extracts the data. It then classifies the document and stores the information in your existing database, accounting system, document management system or other electronic storage option.
Natural Language Processing (NLP) is similar to OCR in that it takes text on the page and puts it into your electronic system for you. Additionally, NLP learns how to understand human language, so when you have documents that don't follow a predictable format, it still knows what to do with the information on the page.
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Webforms Automation
Webforms automation is software used to automate manual work. It reduces the need for data entry and manual processes, frees employee time for more complex work, and increases the speed and accuracy of data flow between systems.
What Level of Automation Do You Need?
Once you’ve decided to go paperless, Loffler can help you get your digital transformation started. That may mean scanning the paper documents you already have into an electronic format. It may also mean helping you integrate information management and workflow automation into your organization.
To determine what level of information management and automation is right for your organization, consider your:
- Storage, retrieval, and automation goals
- Budget
- Maintenance abilities
- Security standards
- Compliance requirements
- Mobility needs
Our post on determining which information management system is right for you will help define your needs.
