Alleviate email ingestion bottlenecks & improve your customer’s experience
Email was once considered the solution, as digitizing content was the first major hurdle and bottleneck to being able to efficiently process the deluge of data and information entering organizations through paper documents.
But as with most solutions come new, additional challenges that require new approaches.
Now, customers, suppliers, employees and other stakeholders are hammering your business everyday with emails. Enter the new challenge – emails can quickly become complex, with a multitude of file formats attached, or embedded, attached and embedded, or emails attached to another email – and your organization must validate these at scale to ensure all information is processed accurately to minimize downstream error handling.
To deal with this volume, many organizations hired, shifted or contracted resources, but to their disappointment, that didn’t solve the problem. The variety of document file types requiring manual intervention slowed processes down to a crawl.
This ingestion bottleneck negatively impacts not only your customer interactions, but your employee satisfaction, too.
Download this solution brief to understand the 4 steps your organization needs to take to alleviate email ingestion bottlenecks and improve your customer’s experience.
Step 1: Collect and Normalize
Dealing with 50+ file types manually is impossible. First, organizations must convert every document, email body, portal upload and image into a standard format that may be viewed in a single application. This simplifies manual classification and accelerates processing times. TCG Process’ solution, DocProStar, can natively convert over 150 different file types into a standard format, with documents and pages separated and presented within seconds. At this point you may decide to simply complete the remaining steps manually, presenting the documents for operators to understand and quickly classify. Operators can then feed the information into business processes, workflows, departmental teams and content management systems or, you may be ready to fully automate the entire ingestion process through auto-classification.
Step 2: Auto-Classify
In step one, all documents were simply classified by an organization’s operators in a user-friendly format. In step two, we aim to identify the key document types driving your critical business processes, automatically. Organizations can train DocProStar’s artificial intelligence-driven classification activity to automatically identify what a document (email-body and/or attachment) is and feed the document into the proper business processes, workflows, departmental teams and content management systems. Document classification technologies now deliver 90%+ accuracy, leaving only the outlying 10% to be manually classified by an operator. For critical business processes, this means information from stakeholders is being acted upon within minutes rather than hours or days.
Step 3: Extract key business data
Now that all documents are being classified quickly and accurately, it is time to automate the capture of relevant data from these documents to better inform your business applications and downstream processes. Data capture for processes such as invoice automation are well understood but a host of new technologies are available to capture content from formerly impossible-to-automate documents like handwritten forms and unstructured documents. Ensuring all documents follow a smart automation path means your business applications can more quickly make decisions on behalf of stakeholders. Medical reports, government forms, insurance claims, loan applications, onboarding applications and other unstructured, complex documents can now be automated using the various activities and services available with solutions like DocProStar.
Step 4: Drive business value through process automation
At this point digital content and data is flowing automatically into your business applications, processes and content management solutions. Ultimately, however, your organization wants to drive business value through process automation by improving accuracy and quality and increasing efficiency, whether that’s through cost savings, increased productivity or expanding use cases.
DocProStar from TCG Process is more than simply an ingestion and data capture solution, its intelligent document processing (IDP) and intelligent process automation (IPA) capabilities make it easy for customers to continue to add value.
The low-code / no-code solution makes it straight-forward to configure complex validations to check if document processing is completed properly and meets all business rule requirements. For example, tasks within a larger process might be automatically checking to ensure all documents in a dossier are together before proceeding, validating that information is consistent across documents, photo-matching selfies for Know Your Customer (KYC) compliance, confirming address accuracy, checking numerical value sums and even validating customer history and account details.
Adding validations such as these can easily extend the benefits of the fast and accurate processing of high volumes of complex digital content–and at a speed your digitally-native customers and employees expect.
In a world where business relationships are influenced by personal interactions, your organization’s ability to transact quickly and accurately will define your brand and keep you a step ahead of your competition. In today’s world a brand is what a brand does, make yours fast and accurate.