Case Study Category: Finance

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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M&A/ Data Rooms

Multi-format capture & conversion Identify and highlight key terms and information Capture and index key metrics and information Store in a metadata-based EDMS Orchestrate notifications, review tasks & workflows Find the information you need quickly & easily Store information securely Streamline…

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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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Sales Order Processing

Multi-channel capture of sales order information Link sales order to associated documents (e.g.quotes, specifications) from CRM, MS Teams etc. Automate info validation and orchestrate actions Automate PO creation, distribution & system updates Reduce cost of sale Streamline sign-off and reduce bottlenecks…

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Know Your Customer

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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Customer Onboarding

Automate the creation and sending of onboarding forms & documents, including eSignature requests Identify onboarding documents upon receipt Capture key information to assist evaluation Automatically identify & request missing info Reduce onboarding time & costs Eliminate paper storage   Free up…

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Customer Comms

Ad-hoc, bulk or system generated communication Automated document composition Mutli-channel delivery by customer preference Closed loop capture with inbound communications Create and maintain an audit trail Eliminate paper storage costs Store information securely Find the information you need quickly & easily…

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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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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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