Turn documents into useful process data

Start with one document type

Choose a recurring task rather than automating all documents at once. Representative examples reveal which information is needed and how much the documents vary.

• Define required fields and their business meaning
• Collect ordinary cases and exceptions
• Assign responsibility for approvals and corrections

The solution approach

Documents are captured, structured and linked to the relevant process. Automatically extracted information is checked against agreed rules. Ambiguous cases go to the responsible people.

AI may help interpret varied document structures. Its value for a particular task must be evaluated on suitable examples. Search and processing must respect document access rights.

How to evaluate the implementation

Evaluate correct results and the handling of errors. A large number of processed documents alone does not establish business reliability.

• Record correct fields and necessary corrections
• Test exceptions deliberately
• Trace processing steps and access permissions