10.9.

8. 7.

6.5.

4. 3.

2.1.

EVALUATING DIGITAL MAILROOM AUTOMATION SOLUTIONSUse this 10-Point Checklist when evaluating Digital Mailroom Automation Solutions.

LOOK FOR A UNIFIED PLATFORM SOLUTION that will provide true multi-channel capture to support

all methods of communication, including mobile.

TAKE TIME TO UNDERSTAND where your pain points are; where benefits will be felt most; what is the risk to the

business to continue with the current processes.

LOOK FOR A SELF-LEARNING SYSTEM in order to reduce implementation times and ensure the ongoing flexibility of your mailroom.

CAREFULLY CONSIDER WHAT TOOLS will be used to extract the data from your documents. The higher the accuracy at this point, the more success

your digital mailroom will bring to the business.

KEEP FALSE POSITIVES TO A MINIMUM to ensure the highest overall classification accuracy.

A ‘TEMPLATE FREE’ SELF-LEARNING digital mailroom solution is quicker to implement, more

adaptable, and easier to maintain.

THE ABILITY TO SET PERMISSIONS will ensure the security of your data.

LOOK FOR A SYSTEM THAT ALLOWS YOU TO SET PRIORITIES based on the type and content of the documents, to ensure a timely

response to urgent correspondence.

CONSIDER THE REPORTING AND AUDITING FUNCTIONS a potential solution can provide. Are they comprehensive enough to meet your needs now and in the future? Are they compliant with the local areas in which you operate?

CONSIDER THE SYSTEMS you want to feed information through to. The most effective digital mailrooms automate the entire end to end process from capture to delivery in to

the workflow. Ensure your systems are compatible.

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