Give incoming documents a useful first pass.
Extract the important details and put uncertain items in front of the right person.
What happens today.
Someone opens each document, copies details into another system and checks what is missing. Small differences in layout and incomplete information interrupt the flow.
What could work better.
- 01
Agree the intake route
Choose the document types, required fields and where documents will arrive.
- 02
Extract and flag
Prepare the useful information and highlight missing or uncertain fields.
- 03
Review the exceptions
A person checks exceptions before approved information moves to its agreed destination.
Less manual copying, with attention directed towards the items that need judgement.
How we could measure it.
Choose the measures and baseline together before a pilot. These are proposed checks, not claims of results already achieved.
Handling time per document
Field accuracy in reviewed samples
Documents requiring manual correction
Another angle on better work.
All use casesMake product classification easier to review.
Bring product facts, recommendations and supporting evidence into a clearer review.
Keep a specialist publication moving.
Explore how a focused publishing workflow can serve a niche audience consistently.
Bring your product
and purchasing work together.
Explore ChainMap and OrderFlow with us, and find the right starting point for your team.