Dynamics, Ephesoft & Flow: Document Driven Intelligent Automation

ERP Document Automation

Using Unstructured Content to Drive Efficiency in ERP/CRM Systems

Let’s face it, manual data entry is an efficiency killer.   And in the world of ERP and CRM systems, the amount of data required to properly create an entity (Accounts, Contacts, Agreements, Work Orders, Scheduling, Tasks, etc.) can be mind numbing.   Manual data entry is a distraction from more important work, and is often accomplished in a rushed, “just get it done” state.  This leads to errors and skipped fields that can be important to an organization’s analytics and data strategy.  How many important fields in your own system are blank?  Are records properly related?  Automating these mundane tasks has 3 core benefits:

  1. Standardization – using automated technology provides a standardized process, where business rules are applied to every instance, and exceptions can be handled in a rapid manner.
  2. Repeatable – automation creates a repeatable process that can be accomplished any time, any where, regardless of how it is initiated, or the source of the process.
  3. Efficiency – creating an automated process improves overall turnaround time, creates efficiency in business and reduces errors (See more on the true impact of errors here: 1-10-100: The True Cost of Errors.

In a recent study by CapGemini, 86% of respondents agreed that process automation can reduce costs and risk, and aids in compliance. 89% believed that using process automation increases the quality of work.  So we know the downside of manual entry, and we know the upside of automation.  What is the shortest path to a solution?  I would argue documents.

In the demo video below, I use a signed agreement (In the form of a PDF), to drive automation.  The solution uses Ephesoft to classify the agreement type and extract all the pertinent data.  It then uses a combination of Microsoft SharePoint and Flow to facilitate the auto-creation of Dynamics CRM entities, with zero manual data entry.  You can watch the overview and video below:


This is just a sample of how the technology can work for you.  Comments?