Case Study Category: ESG

Employee Vetting

Multi-channel capture of ID and related info Quickly & accurately authenticate identity data Rules-based workflows to help ensure consistency Create and maintain an audit trail Reduce processing time and costs Eliminate paper storage Free up office space Enable remote working Improve…

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Statutory Checks

Automate the creation and sending of forms & documents, including eSignature requests Automate the processing & validating of info Integrate and update systems with verified data Rules-based workflows to help ensure consistency Reduce costs Speed up processing Simplify decision making Balance…

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Supplier Onboarding

Automate the creation and sending of onboarding forms & documents, including eSignature requests Multi-channel capture of onboarding documentation Capture key information to assist evaluation Automatically identify & request missing info Reduce onboarding time & costs Eliminate paper storage Free up office…

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Employee Onboarding

Automate the creation and sending of onboarding forms & documents, including eSignature requests Multi-channel capture of onboarding documentation Capture key information to assist evaluation Automatically identify & request missing info Reduce onboarding time & costs Eliminate paper storage Free up office…

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eDiscovery/Litigation Support

Objective coding of digital and paper documents
Automated coding speeds up processing
Load file creation for eDiscovery; or
Supply Metadata & content searchable EDMS

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Legacy Archive

Asset tracking of boxes in transit and processing
Scan at our office or yours
Advanced automated classification and capture
Innovative pricing to realise savings immediately
Host documents and data in a secure EDMS

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Regulatory responses

Multi-channel capture of request for information
Automate responses, and orchestrate tasks
Convert & collate information digitally Digitally host, store, encrypt & share digitally
Create & maintain an audit trail

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Public Inquiry responses

Scan HR files as a project or at point of use
Automatically extract & verify personnel info
Classify, collate and set retention by doctype
Digitally store and link to systems of record
Automate appending records with future docs

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Contract Management

Use standardised filing criteria to store contracts
Search contracts by both filing criteria & content
Link contracts to associated documents (e.g. quotes, PO’s) from CRM, MS Teams etc.
Automate alerts for necessary actions & reviews

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Contract Review

Capture key contract information (paper & digital)
Assign tasks according to dynamic rules
Easily track the status of a contract
Add notes & comments without changing the original to make decisions comprehensible

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