Activate

Data-Driven Workflow and Automation

Your data only helps when it moves to where work happens.

When information lives across disconnected systems, your teams spend too much time searching, rekeying, checking status and pushing work forward by hand. We connect the systems, records, rules and workflows your operations depend on, so your teams reduce manual work, improve visibility and make faster, more controlled decisions.

CASE SYSTEM
ERP
ECM
EMAIL
Flow · Permit intake Running
Trigger Form submitted
Step Extract data
Rule Complete?
Action Update ERP
Person Review
Automation On
Permit intake flow
Runs onEvery new submission
Hand-offIncomplete forms
Last runCompleted
Runs · This week

The problem

Work stalls wherever data has to be moved by hand.

Disconnected systems turn everyday work into manual effort. It shows up in four places.

Searching

Teams hunt for the information a task needs

Records sit in disconnected systems, so finding them comes before the work itself.

Rekeying

The same data gets typed in twice

Information entered in one system is keyed again in the next one.

Status

Nobody can see where work stands

People check status by asking around instead of seeing it.

Handoffs

Work waits for someone to push it forward

Each step depends on a person moving the work to the next one by hand.

What we take on

Three services that keep data moving through your work.

Services that help your data move through the systems, workflows and decisions that depend on it.

Workflow and Process Automation

We automate repetitive tasks to boost productivity and reduce manual errors.

Explore process automation →

System Integrations

We connect the systems your teams already use so information moves with fewer handoffs, fewer duplicate entries and better visibility.

Explore integrations →

Cross-System Orchestration

We coordinate work across platforms, departments and data sources so complex processes move with more consistency and control.

Explore orchestration →

Your data, connected

Your data, connected where the work happens.

Make your data easier to access, trust and use across the work your teams do every day.

Connect work across systems

Accurate data is managed across the enterprise in one integrated, secure and compliant way.

Improve visibility and access

Information is centralized for easy retrieval, ready to integrate with other applications and to automate processes.

Enable data-driven decisions

When your data is connected, current and easier to trust, your teams make decisions with more confidence and less guesswork.

Practical applications

Built for teams whose data, documents and decisions move together.

01 Patient service revenue
02 M&A legacy migrations
03 Permit approvals
04 Centralized constituent records
05 Data integrations across land and production record systems
06 Financial aid application processing

How it works

A simple path from disconnected work to connected execution.

01

Planning

We start by understanding your systems, data sources, pain points and workflow requirements so the automation supports how your teams actually work.

02

Implementation

We configure workflows, integrations, routing rules and system connections so your data moves through the right process with less manual effort.

03

Support

Continuous monitoring, training and access to technical support keep the work running over the long term.

Automation still needs control

Our mature, multi-layered Information Security Management System protects your content whenever it’s in our hands. Our processing facilities are SOC 2 compliant, and we maintain attestations in multiple security frameworks.

Security at DataBank →

How connected data keeps work moving

Three documentation repositories cut to one.

Oklahoma Department of Public Safety

As the department retired an outdated system, we implemented OnBase ECM within five months, helping its teams save time when generating wrecking and towing cases.

Read the case study →
1 Documentation repository, down from three
5 Months to implement OnBase ECM

Insights

Practical guidance on data movement and workflow automation.

Article How close are we to automating all document workflows? Article Balancing human oversight with document automation Article Is document automation the future of all documents?
More insights

Where Activate sits

Activate is where the whole path pays off.

Activation depends on everything before it: content captured at Intake, refined into data you can trust and managed in one controlled place.

Think of us as the general contractor for complex document and data operations. Intake, Refine, Manage and Activate run under one accountable team, so the work holds up from the first page captured to the decision it informs.

See how the four stages work together

Explore What we do

Start the conversation

Where does work still move by hand?

Tell us where your teams still search, rekey, check status or push work forward themselves, and we’ll start the conversation there.

Connect with an expert