The Value of Document Intelligence in a Microsoft World

Imagine a world where all your applications (content services, workflow, ERP and CRM) are powered by document intelligence, and have a true awareness of their document content and the valuable data that lies within. No more unstructured, dark data.  Just a clear, concise picture of document information ready for action. To enter this new and uncharted world, a prerequisite is a mechanism to expose the four distinct elements of Document Intelligence:

  • Searchability – all documents are full-text searchable
  • Classification – the type of document is known
  • Metadata – data of interest for the specified document type is exposed
  • Correlation – documents can be easily related to other documents

(You can read more about these 4 Elements here: Unlocking the Value of Content)

In a Microsoft World, this equates to many things depending on the application or technology:

Content Services (SharePoint)

Using a document intelligence platform, every document that enters SharePoint is now full-text searchable. Documents are automatically classified, and the document types are known. Columns are populated with metadata, specifically extracted for a classified document type.  Finally, correlation can be performed with key column values to relate documents.

Workflow (Flow, Nintex and K2)

Workflow now becomes smarter. For document-centric workflows, branching decisions can be made with pertinent document data, and deeper rule sets can be applied to avoid manual data entry or unnecessary wait states. Using in-process API calls to document intelligent Web Services, processes can get close to real-time feedback on document attributes.

Enterprise Applications (Dynamics)

Documents still drive process in an enterprise. Whether the documents are invoices, contracts, work orders, sales quotes or another type, data needs to be entered in a line of business system. Document intelligence can eliminate manual data entry, record creation and increase automation.

Supervised Machine Learning and Big Data (Azure)

Harvesting large repositories of documents for the purposes of analytics can provide immense value to an organization. The data typically begins in an unstructured format. After going through a smart document capture process that uses supervised machine learning, the structured data is ready for machine learning, AI and RPA initiatives.

When you automate your Microsoft world through document intelligence and expose previously dark data, the benefits affect your business and people. Technology becomes smarter and self-aware. So, what are the benefits?  

Top 4 Benefits

  1. Cost Reduction and Time Savings – Automation brings improvements in efficiency and productivity, which can result in overall savings. No more manual data entry is required along with a reduction in human-driven processes.
  2. Clean, Complete and Accurate Data Machines don’t skip fields and can involve humans when necessary to validate or process exceptions. This results in complete and accurate data for use now and in the future.
  3. Enhanced Customer Service – Document intelligence services run 24 hours a day and are much faster than humans in processing content. Rapid turnaround times and the ability to process after hours can help provide prompt, enhanced customer service.
  4. High Value Employees – Automation tools can elevate job satisfaction by reducing the mundane, boring tasks so employees can focus on higher value work. Technology can even help boost morale and employee engagement.

Interested in learning more about document intelligence for Microsoft technologies? Contact us for a demo or come by and see us at Microsoft Inspire in Las Vegas at booth #1228.