Intelligent Process Automation
Streamlining professional service operations through intelligent workflow engineering
We designed an end-to-end automated workflow that handles complex document intake, data extraction, and task routing, removing manual bottlenecks.
The client was bogged down by a manual onboarding process that took an average of 4 business days per client. Data was manually transcribed from PDF forms into three different systems, leading to high error rates and employee burnout.
Our solution utilized a combination of intelligent document processing and automated triggers. By engineering a workflow that 'reads' incoming documents and automatically populates the internal database, we shifted the staff's role from data entry clerks to data validators.
The Story
In professional services, time is literally money. Our client found that their most expensive assets—their senior consultants—were spending 20% of their month on administrative paperwork. They needed a 'Digital Assistant' that could handle the repetitive logic of data routing. We built a system that treats every incoming document as a digital signal, triggering a cascade of automated actions across their tech stack.
Our Approach
We focused on 'Elastic Automation.' Instead of a rigid script that breaks when a form changes, we implemented a modular workflow. We used OCR (Optical Character Recognition) to extract key-value pairs from documents, then routed that data through a logic engine that checked for compliance before updating the final records. This ensured the system was both powerful and flexible.
- Mapped and optimized the existing manual lifecycle to identify critical automation touchpoints.
- Integrated Intelligent Document Processing (IDP) to automatically extract data from unstructured PDFs.
- Built a custom rules engine to validate data integrity before it reaches the core enterprise systems.
- Connected siloed applications via secure APIs to ensure a seamless 'hands-free' data flow.
- Designed a real-time monitoring dashboard to track automation success rates and flag exceptions for human review.
Let’s Build The Future Together.
