a beginner's guide: digital document processing

7
A Beginner’s Guide: Digital Document Processing

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Page 1: A Beginner's Guide: Digital document processing

A Beginner’s Guide:Digital Document Processing

Page 2: A Beginner's Guide: Digital document processing

Business Challenges of Manual Document Processing Slow Error-prone, inefficient Paper only Not secure/compliant Missed SLAs Volume to employee ratio very high Not able to search or share business critical

data Physical storage space

Page 3: A Beginner's Guide: Digital document processing

Business Benefits of Automated Document Processing Physical storage space

reduced Fewer to no errors Higher efficiency Immediate access Volume to employee ratio

reduced Multi-channel document

reads Automates structured &

unstructured documents

Page 4: A Beginner's Guide: Digital document processing

What to Look for in an Digital Document Processing Solution OCR matching capabilities Modular & flexible workflow Search functionality Back-end system connectivity Multi-channel input Ability to process structured & unstructured

documents On and off-premise platform

Page 5: A Beginner's Guide: Digital document processing

6.RESPOND

FILE

FAX

MOBILE E-MAIL

SCANNER

CONTENT CLASSIFICATION

AUTOMATIC ITEMPRIORIZATION

DYNAMIC DOCUMENTPROCESSING ROUTES

ADDRESS SENDER

CUSTOMER/CLIENT NO.

DOCUMENT TYPE AND CONTENT

SIGNATURE

ADDRESS RECEIVER

DATE

ALERTS

QUERIES

AUTOMATED RESPONSE

EXTRACTED DATA

ARCHIVE

SYSTEMS

WORKFLOW

CRMCORE APPLICATI

ONS

ECM

VALIDATE DATE

VALIDATE CUSTOMER/CLIENT NO.

VALIDATE ADDRESS SENDER

VALIDATE ADDRESS RECEIVER

VALIDATE DOCUMENT TYPE

AND CONTENTVALIDATESIGNATURE

CR

M

CUSTOMERDATABASE

PERSONNEL DATABASE

4.VALIDATE3.EXTRACT2.CLASSIFY1.COLLECT 5.ROUTE

TIS brings you a simple, 6-step process for digital document processing

Page 6: A Beginner's Guide: Digital document processing

End-to-end customer correspondence

Employee onboarding Meta-data changes Enquiries Applications Account opening Mailroom automation Help desk / customer support Freedom of information

request Benefits of HR enrollment

Claims management Loan origination Contract management Remittances Mortgage processes Account enrollment Payments Signature verification Collateral management …and much much more

Are you ready to begin digital document processing?

Page 7: A Beginner's Guide: Digital document processing

View the full webinar on our website:

www.topimagesystems.com

[email protected]