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Accelerating the path to Customer 360

With Salesforce Data Cloud, organizations can consolidate customer data to focus on customer-centric strategies, and fuel informed interactions through data-driven decision-making. Explore the fundamentals and opportunities of Salesforce Data Cloud in our latest white paper.

// DOCUMENT INTELLIGENCE

Ingest, extract, classify and manage [data] with document intelligence

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The challenge

If there is one universal challenge that every organization faces, it is the vast amounts of documents and the need to process them to run operations. Every day, organizations spend vast amounts of time reading, understanding, and processing documents.

Organizations across the private and public sectors often struggle with efficiently processing large volumes of documents, which is crucial for supporting their operations. Compliance, privacy, and security requirements further complicate the process.

These requirements add countless hours for caseworkers to collect and read documents, pull information from them and ensure the correct action is taken based on the information. It is a daily routine, forcing them to focus on manual, time-consuming work instead of higher-value tasks.

Document intelligence accelerates and simplifies the manual, time-consuming, and error-prone work of document processing to improve both for organizations and the people they serve.

At a glance

Documents come in many different formats, from being old and worn to being handwritten. Document intelligence makes the most of an organization’s data-rich documents, then puts the insights in the hands of people that can do something productive with it to improve operational performance and provide better service.

Document intelligence understands documents using intelligent data extract and interpretation to provide flexible, accurate, and fast document processing.

Flexible

Different combined approaches enhance processing of various document types and formats to create flexibility.

Intelligent

Built-in intelligence to understand, act, and ask for validation with human-in-the-loop validation.

Accurate

Greater accuracy and fewer errors tied to training models as document volume increases.

Fast

Speed with seamless training and automation of document processing for defined data fields.

Easy

Low-code or no-code way of expanding to multiple document types.

The impact

Save time and money, mitigate risk, and prevent data loss with document intelligence.

Accelerate operational efficiency

Spend less time and reduce cost on high-volume document processing.

Improve the citizen experience

Accelerate speed of responses to citizens to gain their respect and trust by increasing caseworker availability.

Mitigate risk and prevent data loss

Reduce the risk of human errors while ensuring compliance, privacy and security.

Improve the caseworker experience

Save caseworkers from operational mundane tasks and let them focus on higher-value objectives and actions.

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Insights and resources

Meet the team

Rishab Burli Acharya
Rishab Burli Acharya
Senior Business Analyst 

Ready to create [new] possibilities

Contact our team today to get started.  

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