Streamlined workflow and accessibility

Documents seamlessly flowing from one department to the next with remote or hybrid workers instantly making decisions moving your company forward. Coupled with the ability to store, search and retrieve exactly what you are looking for based on full text and custom metadata. This is reality for many of our clients.

Automated Workflow

A robust automated workflow can supercharge how your staff receives and acts upon the incoming digital documents.  Not only does the workflow notify staff that digital mail is available, but based on a workflow, indicate what actions is required.  Reviewing and routing of documents based on certain criteria, review and approval of invoices, or providing instructions back to the ILM Project Manager on which account to deposit a check.

Automated workflows also ensure nothing falls through the cracks with escalation reminders and full auditing of who, when and what actions were taken.  Leveraging this easy to implement technology dramatically increases productivity, quality and consistency.

ILM’s highly customizable rules based workflow, designed to manage your document flow and business processes for multi-user approval requirements. 

  • Email notifications, escalation and reminders
  • Individual user task / inboxes
  • Automatic document stamping
  • Index field updates based on approval or rejection
  • Document flow history tracking
workflow graphic

Electronic documents automatically routing to your team for action

Securely share valuable documents anytime, anywhere on your desktop, mobile device or tablet

Long term digital storage of valuable information searchable by full text or custom metadata fields

Do you struggle with:

  • Using email to get sensitive information to the right people?
  • Documents that need attention taking too long, forgotten or lost in the shuffle?
  • Not having a centralized, secure place to store all of your electronic files?
  • Routing and tracking information and documents throughout your business processes?
  • Records retention, disposition and compliance issues?

Automated Workflow and Electronic Content Management System

Automated Workflows

Setting up automated workflows is a breeze conforming to how you do business. Automation ensures documents are delivered to the right people and has ensures nothing is lost or forgotten.

Secure, Controlled Access

Only authorized users have access to your sensitive information. Access is available anytime, anywhere on your desktop, mobile device or tablet.

Fingertip Access

Instantly search and find your documents using powerful Google like full text searching or more refined and specific searches based on indexed metadata fields.

We get it – Trust and Experience Matters

How it Works

Eliminate Missed Deadlines

Onboarding and Implementation

We work the way you do. We map your business rules and processes, then build your automated workflow. Your documents will flow through your organization based on decisions, rules and sequences that you define. Once in place it’s thoroughly tested but easy to change.

Automation

When PDFs or other image files are uploaded, the system instantly triggers the workflow. Routing files for additional processing such as automatic OCR and indexing or decision making such as which account to deposit a check.

Information Flow

Authorized users are notified via email of documents requiring their attention. Easily review, edit, annotate, reject or approve documents with a few mouse clicks.

The automated workflow uses escalation triggers, no documents are lost or forgotten in someone’s inbox.

Our Process

Performing data capture for over 46 years, extracting invoice data came naturally to us. Our process ensures that there is redundancy built into the system so we are checking and cross checking that the information captured is accurate.

Additional Resources

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