Using cloud-based engines to interpret multiple terabytes of unstructured content that still powers businesses today is becoming increasingly code-free, intuitive and accessible to all.
However, these engines still require at least three competencies to maximise their benefit to any organisation considering Intelligent Document Automation:
- Integration into existing production systems and processes. Application Programming Interfaces (API’s) are now usually available for both the source and target systems. Integrating systems in this way is the gold standard, but the expertise required is not always readily available to organisations. Robotic Process Automation has become an established way to bridge this skills gap, by creating a “synthetic API”, that effects interaction between two systems at a higher level than the API – typically via the User Interface. Such systems still require expertise that must be learned, or brought in to an organisation. RPA also comes with it’s own challenges in production, with poorly configured Robotic Processes liable to fail when faced with process exceptions, poor choices for RPA-based integration, or unforseen scenarios in production.
- Ongoing Training and configuration. Requirements for automation change over time, additional document types may be incorporated, or different back-end systems may be introduced. If these changes are not incorporated into production, Document Automation can become increasingly inefficient over time.
- Careful initial setup. The most powerful, flexible tools use “Training by Example” to create an initial configuration to classify content or extract meaningful information from that content. Errors at this stage can lead to poor initial results and unnecessary inefficiency in production: as a guide, you should expect a well-trained classifier to achieve at least 95% accurate and confident document classification rates for a typical project.
When presented with these challenges to adopting Intelligent Automation as part of a digital strategy, it isn’t surprising that IT functions may consider the barriers too high…
With the development of the Aluma Desktop Client, another barrier to adoption has been removed. This lightweight desktop app acts as a robust interface between the aluma document automation service in the cloud, and an organisation’s destination system, capable of bulk ingestion of documents and associated metadata generated by Aluma. This system was piloted by our client, and achieved near-instant, perfect results, while meeting the client’s stringent IT security policies.
With the development of this desktop client, Charta Porta are delighted to be able to offer a fully-managed document automation package that takes care of these three corner pieces of the Document Automation jigsaw puzzle. To find out more, reach out today to discuss your document automation ideas.