Document Capture Automation Proposal using Datacap

Manually capturing and processing documents is time-consuming, error-prone, and inefficient. This proposal outlines how IBM Datacap can automate your document capture process, scanning technology, email, fax, and saving time, increasing accuracy, and improving overall efficiency.

  • Streamlining document capture and processing
  • Minimizing manual data entry errors
  • Enhancing efficiency and reducing processing time
  • Implementing automated handling of documents received via scanning, email, and fax

Scope of Work

  • Assessment of current document workflows
  • Implementation of IBM Datacap for document capture and processing
  • Integration of scanning devices, email servers, and fax machines with Datacap
  • Configuration of Datacap Navigator for managing document workflows

Methodology

Detailed steps for the implementation process

  • Assessment phase: Analyzing existing document workflows and requirements
  • Design phase: Planning the Datacap implementation and integration with scanning, email, and fax systems
  • Implementation phase: Setting up Datacap, configuring scanning devices, email servers, and fax systems for seamless integration
  • Testing phase: Validating the automated document capture and processing workflows
  • Deployment phase: Rollout of the automated system and user training

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Implementing IBM Datacap can significantly improve your document capture process, saving you time and money while increasing efficiency and accuracy. This proposal outlines the benefits and features of Datacap and provides a roadmap for implementation. We are confident that Datacap can help you achieve your document capture automation goals.

IBM Datacap setup and configuration

  • Installation of Datacap components
  • Configuration of Datacap modules for document recognition, extraction, and validation

Integration with scanning devices

  • Compatibility checks and setup for scanning devices
  • Configuring scanning profiles for different document types

Email and fax integration

  • Setting up email and fax servers for seamless document transmission to Datacap
  • Configuring Datacap to receive, process, and extract data from email and fax documents

Proposed System

The proposed document capture automation system will utilize the following components

  • Datacap: Datacap provides a powerful platform for capturing and processing documents of all types, including forms, invoices, receipts, and contracts. It utilizes Optical Character Recognition (OCR) and Intelligent Document Processing (IDP) technologies to extract data from documents with high accuracy.
  • Scanning Technology: High-speed scanners will be used to capture paper documents electronically. Scanners will be integrated with Datacap to automatically import scanned documents into the system.
  • Email Integration: Emails containing documents will be automatically routed to Datacap for processing. Datacap will extract relevant data from the documents and store it in your desired format.
  • Fax Integration: A fax server will be used to receive faxes electronically. Datacap will automatically convert faxed documents into searchable PDFs and extract relevant data.
  • Datacap Navigator: Datacap Navigator provides a user-friendly interface for managing document capture workflows, viewing extracted data, and searching for documents.

Benefits

  • Increased efficiency: Automate document capture and data extraction, reducing manual effort and processing time.

  • Improved accuracy: Eliminate manual data entry errors and ensure consistent and accurate data.

  • Reduced costs: Save time and money by automating tasks and eliminating manual errors.

  • Enhanced visibility and insights: Gain insights into your business processes by analyzing extracted data.

  • Improved compliance: Ensure compliance with regulations by automating document retention and security.

Implementing IBM Datacap can significantly improve your document capture process, saving you time and money while increasing efficiency and accuracy. This proposal outlines the benefits and features of Datacap and provides a roadmap for implementation. We are confident that Datacap can help you achieve your document capture automation goals..