Skip to main content
  • Search
    Close Search
  • Careers
  • Support
  • 1.800.873.9426
DataBank DataBank
Menu
  • Industries and Functions
    • Industries
      • Public Sector
      • Healthcare
      • Energy
      • Manufacturing
      • Financial Services
      • Retail
      • Insurance
      • Education
    • Functions
      • Logistics
      • Finance & Accounting
      • Human Capital Management
      • Mailroom
      • Fraud, Waste & Abuse
  • Services
    • Change Leadership
      • Process Improvement
      • Strategic Planning
      • Organizational Change Management
    • Data Intake
      • Document Scanning
      • Data Capture & Extraction
      • User-Facing Forms
    • Data Refinement
      • Data Structuring
      • Classification
      • Insight Mining
      • Content Intelligence
      • Data Migrations
      • System Integrations
    • Data Management
      • Content Services
      • Data Warehouses
      • Hosting
    • Data Activation
      • Workflow
      • Advanced Analytics
      • Business Intelligence
      • AI and Machine Learning
      • Robotic Process Automation
    • Amplification Services
      • OnBase Engagement Models
      • OnBase Engagement Models
        • Amplify Your OnBase Teams
        • OnBase Engagement Models
        • AssistOn-demand tasks to keep the lights on
        • AdminProactive support and monitoring
        • AccelerateFully-loaded systems administration and development
      • Managed Hosting
      • Benefits by Job Title
      • Get a Consultation
    • The DataBank Cloud
      • Comprehensive Features
      • Comprehensive Features
        • Flexible Hosting for OnBase
        • Monitoring & Maintenance
        • Managed Infrastructure
        • Dedicated Cloud Team
        • All-In Pricing
      • Cloud Security
      • Your Roadmap to the Cloud
  • Use Cases
    • Interconnect Your Organization
    • Improve Cash Flow
    • Create Usable Structured Data
    • Consolidate Systems
    • Enable Sustainable Remote Work
    • Use Data for Decision-Making
    • Internal Process Adoption
    • Enhance Customer Experience
    • Eliminate Paper Processes
  • Partner Network
    • Hyland
    • Nintex
    • KnowledgeLake
    • Eco-Mail
    • Esker
    • Kyocera
    • iTreatMD
    • Digitech
    • DocuSign
    • Microsoft 365/SharePoint
    • Bottomline
    • Amazon Web Services (AWS)
    • Azure
  • About
    • Why DataBank
      • Our Process
      • Industry Experts
      • Support
      • Security
    • Locations
      • Corporate Locations
      • Data Management Centers
      • Remote Communities
    • Culture
      • Our People
      • Core Values
  • Learning
    • OnBase Camp
    • Insights
    • DataBank Events
  • Connect with an Expert
DataBank
Close

How to Document Process Intelligently: A Step-by-Step Guide

By Catherine Jobe, Digital Marketing Manager

July 25, 2023

Insights , Article , Guide , Data Refinement , Content Intelligence , Create Usable Structured Data , Eliminate Paper Processes , Enable Remote Work

Share  

View All Insights

Intelligent document processing has become a vital component for the success of organizations in all sectors. Going beyond traditional methods, this advanced approach to document processes harnesses automation, artificial intelligence, and data-driven insights. Learn how to adopt intelligent document processing, unlocking numerous benefits, including streamlined operations, enhanced collaboration, and data-powered decision-making.

 

DataBank Document Processing

The Significance of Intelligent Document Processing

Intelligent document processing goes beyond traditional process documentation by incorporating automation, artificial intelligence, and data-driven insights. The key benefits of intelligent document processing include:

 

  1. Efficiency and Productivity: Intelligent documentation streamlines workflows, reducing manual effort and accelerating processes.
  2. Data-Driven Decision-Making: By capturing and analyzing data from documented processes, organizations can make informed decisions to optimize operations.
  3. Error Reduction: Automated processes minimize human errors and inconsistencies, improving accuracy and reliability.
  4. Enhanced Collaboration: Intelligent documentation fosters team collaboration; everyone can access standardized and up-to-date process information.
  5. Scalability and Adaptability: As businesses grow, intelligent document processing allows for seamless scaling and adaptation to evolving needs.

 

Actionable Steps to Begin Intelligent Document Processing

  1. Identify Process Objectives: Clearly define the process objectives you want to document. Understand the purpose it serves and the desired outcomes.
  2. Map the Process Flow: Visualize the entire process flow, including each step, decision point, and stakeholder interaction. Flowcharts or process diagrams are helpful tools for this.
  3. Segment the Process: Break down the process into manageable segments or subprocesses. This makes the documentation more organized and easier to comprehend.
  4. Document Each Step: Start documenting each step of the process. Include clear and concise instructions and the expected input, output, and dependencies.
  5. Leverage Visual Elements: Enhance your documentation with visual elements such as screenshots, images, or videos. Visual aids make complex processes easier to understand.
  6. Integrate Automation and AI: Identify areas where automation and artificial intelligence can be leveraged to streamline the process. This could involve using software to automate repetitive tasks or AI algorithms for data analysis.
  7. Choose the Right Tools: Select intelligent document processing tools that align with your organization’s needs. Look for features like data extraction, analytics, and process monitoring.
  8. Data Security and Privacy: Ensure sensitive information is protected throughout the documentation. Implement security measures to safeguard data.
  9. Involve Subject Matter Experts: Collaborate with subject matter experts who are familiar with the process. Their insights will add accuracy and practicality to the documentation.
  10. Test the Process Documentation: Validate the documented process in real-world scenarios. Identify any gaps or inaccuracies and refine the documentation accordingly.
  11. Promote User Training: Train relevant stakeholders on how to use and interpret the intelligent document processing outputs. User proficiency is crucial for successful implementation.
  12. Monitor and Update Regularly: Monitor the documented process and gather user feedback. Update the documentation as needed to reflect process changes and improvements.

 

Intelligent document processing is a game-changer for businesses looking to boost efficiency, enhance collaboration, and make data-driven decisions. By following the actionable steps outlined in this guide, your organization can embark on the journey of intelligent process documentation.

 

Remember, intelligent document processing is not a one-time task but an ongoing effort. Regularly revisit your documentation, leverage technology to automate tasks, and be open to feedback to ensure your processes remain efficient and adaptable to the dynamic business landscape.

 

With intelligent document processing, your organization can unlock new levels of productivity and competitiveness, paving the way for sustainable growth and success. So, take the first step today and make intelligent process documentation a cornerstone of your business strategy.

Previous Post

Next Post

Get the latest DataBank insights directly in your inbox.
Subscribe to our blog
1.800.873.9426
  • The Debrief by DataBank
  • Privacy Policy

© 2023 DataBank

Warning!

You are using an outdated browser. Things may not appear as intended. We recommend updating your browser to the latest version.

Close