Polydocs

Automate Data Capture for Infor ERP

Blockchain

Invoice processing & digital transformation

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Invoice processing & digital transformation

Why you should automate manual processes?

For a long time, companies and small businesses have relied on manual invoicing to maintain accounts and process payments. 

Organizations suffered from dissatisfied and stressed employees, lost or misplaced invoices, reduced productivity, inefficient operations, increased cost and human error, and unreliability due to delayed or missed payments.

Approximately 3.6% of invoices entered manually include a data entry error. 
However, through digital transformation, the invoicing process can be done more effectively and accurately. 🚀

Anyone who thinks handwritten data only exists on fixed, standardized forms has never really dug into a government process or

👉Automated invoicing creates a smarter, more effective, and accurate workflow. Using deep learning and AI enables machines to perform efficiently or even better than humans.

Plus, automation eliminates many of the manual processing pitfalls by utilizing advanced computing techniques.đź’Ş

What about the invoicing process at your company? Did you automate it already?

https://doc2landing.cloudintegration.eu/

Artifical Intelligence & Blockchain

Blockchain
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Artifical Intelligence & Blockchain

One could say that blockchain and AI are two of
the hottest technology trends right now.

Even though the two technologies have highly different developing parties and applications, researchers have been discussing and exploring their combination.

It goes without saying that each technology has its own individual degree of complexity. However, AI and blockchain can benefit each other and help one another for several reasons:

1. Both of these technologies effect and enact upon data in different ways. By combining them, they can take the exploitation of data to new levels.

2. The integration of machine learning and AI into blockchain, and vice versa, can enhance blockchain’s underlying architecture and boost AI’s potential.

3. Blockchain can also make AI more coherent and understandable, and we can trace and determine why decisions are made in machine learning.

4. Moreover, AI can boost blockchain efficiency far better than humans, or even standard computing.

Artificial Intelligence & Blockchain

Convert Handwritten Documents into Usable Data

Handwritten
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Convert Handwritten Documents into Usable Data

Capturing handprint data has been a source of hardship for most organizations, which is why we’re covering the top factors to consider when working on any digital transformation initiative that touches handwritten data and documents. With that in mind, Ephesoft or Doc² has some exciting new capabilities that are being rolled out about Intelligent Character Recognition with the next release of Ephesoft Transact and is already included in Doc²

The importance of flexible content capture

Anyone who thinks handwritten data only exists on fixed, standardized forms has never really dug into a government process or worked on a non-fillable, online form for an application in the commercial industry. Form variations and versions, poor scan quality, fax conversions and more can all impact the layout of information that exists on a form. When those factors come into play, templatized data extraction just doesn’t cut it.

Extrapolating from an AIIM survey of about 300 respondents, more than a quarter of all organizations use forms and documents that contain handprint as a part of their key business processes. This includes processes that have been automated – or attempted to be automated – with tools like RPA systems and BPM applications.

  • 26% of organizations rely on forms and documents with handprinted data for key business processes
  • 42% of organizations that use forms for information and application submissions receive at least half of those forms with handprint data

Handprint submitted information is the norm, rather than the exception for public and private sector organizations.

Bottlenecks

The public sector is one of the biggest culprits of handwritten data process bottlenecks. Where constituents are concerned, most government functions involve form submissions. Whether we’re looking at federal departments or state and local agencies, budget and technology adoption are definitely factors. Think of the slashed operational budget of your local county in wake of the pandemic. Then, think about processes like permit applications, information requests, benefits applications, tax deferrals and more. With limited staff, furloughs and an overall diminished work capacity, government agencies are going to be inundated with a manual data entry backlog for all these constituent-driven requests. 

However, the commercial world is not immune to the informational blackhole that is handprint data. For example, insurance companies accept claim forms from policyholders submitted with handwriting. Or, remember every time you’ve been to your primary physician and had to fill out the “updated insurance and contact information form” in the waiting room with all the other coughing, miserable-looking fellow patients. Perhaps you’ve had to be tested for COVID-19 or taken an antibody test, which instructed you to fill out the application forms by hand. All of that information is crucial and must be maintained in a digital, searchable and actionable format.

Intelligent Capture Platform

Within Ephesoft Transact, the internal application workflow follows these steps. Content moves from the point of actual document capture or ingestion – either as a part of an external system’s workflow or a standalone action – through to the point at which processed documents and their associated metadata and index values are routed to their final destination or the next step in the business process.

5 Factors for a Successful Digital Transformation Project

According to a PTC report on Digital Transformation, executives report that the key benefits of these initiatives are improved operational efficiency – key for shrinking IT budgets, faster time to market with new products and services and a closing gap between customer expectations and company delivery. And for most organizations, handprint data is inextricably linked to a holistic approach to automation. So let’s look at the top five elements of a successful digital transformation project where handprint data is concerned.

Where you use Doc² or Ephesoft we can help you with a solution here.

EMAIL 2 DOC²

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EMAIL 2 DOC²

The idea behind the process is that we take documents from an email attachment and pass them to DOC² via Microsoft Logic Apps.

How does that work? Quite simple!

The very first thing we need is a trigger. In this case we take the one from Gmail “When a new email is received”

For the connection name we enter any name and leave the authentication type as it is.

A new login window will open where you will need to allow Logic Apps to use your email address.

With the trigger, you can configure various criteria that lead to how where and when our workflow is actuated.

In this case, all emails with a “DOC2” subject will be considered.

Next, we need a control that processes an array in the workflow. For this we use the “for each” loop. This loop repeats one or more actions for each element in the array.

Under “Select output from previous steps“, after the “Add dynamic content” list is displayed, select the “Attachments” array that will be output by the Gmail trigger.

To reference or access properties in JSON content, you can create user-friendly fields, or tokens for those properties, using the Parse JSON action.

This way, you can select these properties in the dynamic content list when you specify the inputs for your logic app.

In this example, clicking in the Contents field displays the list of dynamic contents so that you can select the variable you created earlier.

Enter the JSON schema used to describe the JSON content you are analyzing.

Last, we need an HTTP action that creates automated tasks and workflows that can send outbound requests to endpoints for other services over HTTP or HTTPS.

In the loop, enter the term http as a filter in the search box. In the list, select the HTTP trigger.

Enter the values for the HTTP trigger parameters.

In the loop, enter the term http as a filter in the search box. In the list, select the HTTP trigger.

In order for the data to have the content-type application/x-www-form-urlencoded, we need to add the content-type heading and the value application/x-www-form-urlencoded.

At the body we enter the JSON content configured above, which can be found at ContentBytes.

Now we are ready to test our artwork!

At the top left, we need to save and run our workflow.

We send an email with an attachment as a PDF to the address we configured at the beginning and if everything goes through without any problems, it should look like the one shown below.

Let’s check if the document has really arrived at DOC²!

When we log into DOC² and go to Dashboard, we see that the document is waiting for us for further processing.