The ultimate guide to automating inbound documents (and adding bona fide value to your business)!

2. THE ULTIMATE GUIDE TO
AUTOMATING
INBOUND
DOCUMENTS
(AND ADDING
BONA FIDE VALUE TO
YOUR BUSINESS!)

3. SO YOUR CURRENT INBOUND
DOCUMENT PROCESSING METHODS
ARE IN NEED OF A MAKEOVER, EH?

4. SO YOUR CURRENT INBOUND
DOCUMENT PROCESSING METHODS
ARE IN NEED OF A MAKEOVER, EH?
THIS HOW-TO GUIDE HAS YOU COVERED WITH TIPS
AND TRICKS FOR SUCCESSFULLY PULLING OFF A
JAW-DROPPING TRANSFORMATION.

5. THE BEST PART?

6. THE BEST PART?
IT ONLY TAKES ONE TOOL …

7. THE BEST PART?
IT ONLY TAKES ONE TOOL …
AUTOMATION!

8. YOUR OLD OPERATION

9. YOUR OLD OPERATION
OUTDATED.

10. YOUR OLD OPERATION
OUTDATED. INEFFICIENT.

11. YOUR OLD OPERATION
OUTDATED. INEFFICIENT. MANUAL.

12. YOUR OLD OPERATION
OUTDATED. INEFFICIENT. MANUAL.

13. SPRUCE UP YOUR SYSTEM WITH AN
AUTOMATION SOLUTION THAT OFFERS
TRIED-AND-TRUE TECHNOLOGY LIKE:

14. SPRUCE UP YOUR SYSTEM WITH AN
AUTOMATION SOLUTION THAT OFFERS
TRIED-AND-TRUE TECHNOLOGY LIKE:
REAL-TIME ANALYTICS
& DASHBOARDS
RULES-BASED
WORKFLOW
OCR & DYNAMIC
DATA CAPTURE
ERP
INTEGRATION
ELECTRONIC
ARCHIVING

15. SPRUCE UP YOUR SYSTEM WITH AN
AUTOMATION SOLUTION THAT OFFERS
TRIED-AND-TRUE TECHNOLOGY LIKE:
REAL-TIME ANALYTICS
& DASHBOARDS
RULES-BASED
WORKFLOW
OCR & DYNAMIC
DATA CAPTURE
ERP
INTEGRATION
ELECTRONIC
ARCHIVING
… AND LEAVE BEHIND THE
WEAR-AND-TEAR OF MANUAL METHODS.

16. BLUEPRINT OF AN AUTOMATED FRAMEWORK

17. BLUEPRINT OF AN AUTOMATED FRAMEWORK
DOCUMENT ARRIVAL
Every document received is
automatically routed to the right
person(s) for processing.

18. BLUEPRINT OF AN AUTOMATED FRAMEWORK
DOCUMENT ARRIVAL
Every document received is
automatically routed to the right
person(s) for processing.
DATAEXTRACTION
Document data is automatically
extracted via OCR technology.

19. BLUEPRINT OF AN AUTOMATED FRAMEWORK
DOCUMENT ARRIVAL
Every document received is
automatically routed to the right
person(s) for processing.
DATAEXTRACTION
Document data is automatically
extracted via OCR technology.
VERIFY & MANAGE
Exceptions are instantly
detected and put into a
separate workflow to avoid
delays.

20. BLUEPRINT OF AN AUTOMATED FRAMEWORK
DOCUMENT ARRIVAL
Every document received is
automatically routed to the right
person(s) for processing.
DATAEXTRACTION
Document data is automatically
extracted via OCR technology.
VERIFY & MANAGE
Exceptions are instantly
detected and put into a
separate workflow to avoid
delays.
DOCUMENT ARCHIVAL
Copies of every document are
electronically archived for 24/7 access.

21. BLUEPRINT OF AN AUTOMATED FRAMEWORK
DOCUMENT ARRIVAL
Every document received is
automatically routed to the right
person(s) for processing.
DATAEXTRACTION
Document data is automatically
extracted via OCR technology.
VERIFY & MANAGE
Exceptions are instantly
detected and put into a
separate workflow to avoid
delays.
DOCUMENT ARCHIVAL
Copies of every document are
electronically archived for 24/7 access.
TRACK & MEASURE
Customizable dashboards with KPIs allow
users to monitor daily tasks, run reports and
remain in complete control of the process.

22. CHOOSING A VENDOR
BEWARE OF THESE FOUR PITFALLS WHEN YOU BEGIN
YOUR SEARCH FOR AN AUTOMATION SOLUTION.

23. CHOOSING A VENDOR
BEWARE OF THESE FOUR PITFALLS WHEN YOU BEGIN
YOUR SEARCH FOR AN AUTOMATION SOLUTION.
They don’t offer a
true SaaS solution

24. CHOOSING A VENDOR
BEWARE OF THESE FOUR PITFALLS WHEN YOU BEGIN
YOUR SEARCH FOR AN AUTOMATION SOLUTION.
They don’t offer a
true SaaS solution
They can’t automate
otherbusiness processes.

25. CHOOSING A VENDOR
BEWARE OF THESE FOUR PITFALLS WHEN YOU BEGIN
YOUR SEARCH FOR AN AUTOMATION SOLUTION.
They don’t offer a
true SaaS solution
They can’t automate
otherbusiness processes.
Their processes
haven’t passed a
compliance review.

26. CHOOSING A VENDOR
BEWARE OF THESE FOUR PITFALLS WHEN YOU BEGIN
YOUR SEARCH FOR AN AUTOMATION SOLUTION.
They don’t offer a
true SaaS solution
They can’t automate
otherbusiness processes.
Their processes
haven’t passed a
compliance review.
Their solution doesn’t
offer dashboard
analytics.

27. FOR THE
AND WHEN IT’S FINALLY TIME
BIG REVEAL

28. FLAUNT EVERY ASPECT OF YOUR
NEW AND IMPROVED PROCESS

29. FLAUNT EVERY ASPECT OF YOUR
NEW AND IMPROVED PROCESS

30. YOU’D BE HARD-PRESSED TO FIND AN
ORGANIZATION THAT WASN’T
BETTER OFF AFTER AUTOMATING
THEIR DOCUMENT PROCESSES.

31. YOU’D BE HARD-PRESSED TO FIND AN
ORGANIZATION THAT WASN’T
BETTER OFF AFTER AUTOMATING
THEIR DOCUMENT PROCESSES.
IT FLIPPIN’ WORKS. SIMPLE AS THAT.

32. DOWNLOAD THE eBOOK
DOWNLOAD NOW
TO SEE THE ENTIRE BEFORE AND AFTER
INBOUND DOCUMENT PROCESS
AUTOMATION TRANSFORMATION.