| our proven process
Our proven process
Taking You From Paper to Actionable Data — Without the Lift
When your operation teams are already stretched thin, taking on a document digitization project can feel overwhelming. At DataBank, we don’t just take documents off your plate — we take on the entire process. From discovery to delivery, we make it easy, efficient, and built entirely around your goals.
What it’s like to work with us
Our Process, Step-by-Step
You’re partnering with a team that’s done this at scale, across industries, for decades — and understands what’s at stake. Our process doesn’t just scan and digitize your files. It creates structure, unlocks insights, and lays the groundwork for automation and compliance. And best of all? It doesn’t require heavy lifting on your part.
The most efficient way to quality data and decisions
Your most important content, whether generated internally or from external sources, needs refinement to be truly understood and useful.
Data is extracted and refined from transactional records like invoices, well logs, and government services applications. We classify, organize, and make text-rich content like contracts, policies, and videos searchable, enabling complex queries and advanced insights through retrieval-augmented generation (RAG).
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Simpler data management, security, and governance
We help you centralize and integrate your data across the enterprise so you can more effectively manage and secure your data and be prepared to scale automation across your workflows and processes as your organization grows.
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Built to fit your workflow
Tiers suited for your needs
Whether you’re tackling a one-time archive or a high-volume daily intake, we offer tiered
services to fit your goals:
Essential – Bulk scan, quick turnaround
Essential
Bulk scan, fast turnaround
Standard
Folder-level PDFs
Professional
Structured metadata, human validation
Enterprise
Custom workflows and integration
No overkill. No underdelivery. Just the right fit.
Turn data into actionable insights and results
We make sure your data isn’t sitting idle and that your organization is empowered to fully utilize it to automate, gather insights, and build better stakeholder experiences.
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Frequently asked questions
Will this require a lot of work on our side?
Not at all. Our team handles the heavy lift — from intake and prep to delivery and validation.
Is the process secure?
Yes. We’re SOC 2 Type II, HIPAA, and ISO 27001 certified, with secure chain-of-custody and full compliance tracking.
Can you integrate with our existing platforms?
Absolutely. We deliver data to Box, SAP, EHRs, ERPs, cloud platforms, and more — fully structured and ready to use.
How long will it take?
Every project is different. After your discovery session, we’ll provide an accurate timeline and estimate.
What kinds of documents can you handle?
Everything, from engineering plans and microfilm to patient records, invoices, and mailroom documents.
Let’s kick things off
No jargon. No guessing. Just a proven process with
real outcomes.
Ready to start? Book a call with our team.