Case Study Category: TFM

Regulatory responses

Multi-channel capture of request for information
Automate responses, and orchestrate tasks
Convert & collate information digitally Digitally host, store, encrypt & share digitally
Create & maintain an audit trail

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Public Inquiry responses

Scan HR files as a project or at point of use
Automatically extract & verify personnel info
Classify, collate and set retention by doctype
Digitally store and link to systems of record
Automate appending records with future docs

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HR Records

Scan HR files as a project or at point of use
Automatically extract & verify personnel info
Classify, collate and set retention by doctype
Digitally store and link to systems of record
Automate appending records with future docs

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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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Hybrid Mail

Send ad-hoc and bulk mail items to us via our hybrid mail system Apply digital letterheads & inserts on-the-fly Apply barcode intelligence for tracking & tracing Intelligently route to digital & traditional channels Eliminate data breaches Reduce costs Free up office…

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O&M Manuals

O&M Manuals Scan paper O&Ms into a digital PDF format Collate and convert digital-native files into PDF Capture and index key information Store in a Document Management System Automate notifications for maintenance tasks Eliminate paper storage costs Store information securely Find…

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Contract Digitisation

Contract Digitisation Scan paper contracts into a digital PDF format Capture and key information, values and dates Make content searchable Store in a Document Management System Automate notifications for renewals tasks Eliminate paper storage costs Store information securely Find the information…

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Accounts Receivable

Capture invoice & credit notes at point of creation, Intelligently route to post, email & portal channels, Apply barcode intelligence for tracking & tracing and Automate the inclusion marketing enclosures

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Invoice Processing

Scan paper into a digital PDF format Monitor email inboxes, extract & convert to PDF Capture headline and line-item details Validate against PO systems Automate processing or deliver to systems Reduce invoice processing time & costs Eliminate paper storage Free up…

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