How do alerts make repetitive processes efficient?
Let’s for a moment consider the job of a supervisor level in a manufacturing plant. And, this person’s responsibility is to monitor the temperature gauge in the boiler and ensure that the temperature does not rise above 300 degrees. There are two ways to do this job: one is to keep looking at the gauge and make necessary adjustments when necessary; and, the second is to set up a gauge that can imitate the operator when the temperature crosses 200 or 250 degrees. Which option is more effective? It has to be Option 2, Right? Relevant alerts/notification helps to smartly execute tasks.
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Using Alerts To Gain Efficiency For Document Processing.pdf
1. Using Alerts To Gain Efficiency
For Document Processing
How do alerts make repetitive processes efficient?
Let’s for a moment consider the job of a supervisor level in a
manufacturing plant. And, this person’s responsibility is to monitor the
temperature gauge in the boiler and ensure that the temperature does
not rise above 300 degrees. There are two ways to do this job: one is
to keep looking at the gauge and make necessary adjustments when
necessary; and, the second is to set up a gauge that can imitate the
operator when the temperature crosses 200 or 250 degrees. Which
option is more effective? It has to be Option 2, Right? Relevant
alerts/notification helps to smartly execute tasks.
2. There is no way to effectively manage remote jobs without email or
slack notifications, otherwise, we would miss all the important tasks
that need immediate attention. There are many shopping portals that
alert us when our desired item is on sale so that we don’t miss out on
purchasing them. We are alerted every year to file our taxes on time to
avoid penalties. The world around us has been dramatically simplified
by notifications. This allows all of us to pay attention to time-sensitive
tasks in real-time and manage our time efficiently.
The key to successful business operations is smartly managing tasks
or priorities so that employees don’t waste resources on tasks that can
be automated.
Notifications are one such important tool that can aid in managing
businesses smartly and effectively. When it comes to notifications, this
quote by Idowu Koyenikan makes perfect sense - “Opportunity does
not waste time with those who are unprepared.”
It is all about being prepared and in control when managing the tasks
in any business workflow. It is about relying on smart systems that
send alerts when actions are necessary rather than requiring close
and continuous monitoring.
3. Role of Notifications in Intelligent Document
Processing
In the Intelligent Document Processing (IDP) space, once a batch of
documents goes into processing, it’s not easy to track the status of
each document because very little is known about what’s happening
to those documents. Until the extraction from all documents is
complete, there is no control over the priority queue for data
corrections. This results in delayed responses or actions from your
end and affects your SLAs. With higher volumes, this can become
even more complicated. That's where alerts and notifications become
powerful tools. When you handle large volumes of data through an
intelligent IDP platform like that of Infrrd, even when processing 100s
or 1000s of documents daily, relevant notifications help prioritize and
manage r tasks seamlessly.
Let me know when…
When you submit or upload documents for processing, how do you
track and react to different states that the document passes through?
There are several areas where alerts and notifications make a drastic
difference.
Let’s take a look at a few popular ‘Let me know when’s…’
4. • When a document arrives with a specific field value: This notification is
valuable to prioritize documents that have a specific field value. For example,
alerts can be highly valuable for notifying you in situations such as: if you have
to ensure all invoices are raised within a specific date; if an invoice date is
older by three months or more; an invoice needs to be corrected and
processed before the others; or, if you want to prioritize high-value invoices,
like ones with more than a million dollars in value.
• When you see a document with a keyword: This notification is helpful when
prioritizing documents that mention specific keywords. If you want to get
notified when an invoice for a specific merchant is available for correction, you
can set the notification for that specific value in the Merchant Name field.
• When a document status changes: This is a critical area where notifications
become a high-value feature. For example, a document processed through
the IDP system may have extracted some fields correctly and a few fields may
require manual corrections. Therefore, as a correction user, if you are notified
immediately that the document is ready to be reviewed, you have the
opportunity to correct it when it is available. In this way, output or correction
results are available for customers as quickly as they can get instead of
waiting for all your documents to be processed and then making corrections.
• When a document from an important customer arrives: This type of
notification is an absolute necessity. For example, if you are dealing with an
important customer and need to process all invoices from this customer on
priority, you can simply set the notifications for the specific value in the
Customer Name field and be notified when an invoice from this customer is
extracted and needs correction.
• When a Document is about to breach SLA: Another important area where
notifications bring a lot of value is when a document breaches SLA. There will
usually be an agreement regarding the manual correction time between IDP
partners and customers. As a result, whenever the SLA is breached, it
reduces business risks if alerts or notifications are sent quickly so corrective
measures can be made immediately.
5. Key benefits
One of the key business benefits of configuring notifications and alerts
is improved operational efficiency. As you are notified in real-time or
when something changes in your business process workflow, you
have the opportunity to immediately act upon it.
Moreover, notifications offer you the flexibility to do
macro-management because you do not need to continuously focus
on the workflow since notifications are sent if any abnormality is
encountered while processing a document or in the case of any
important event. These notifications will give users meaningful insights
and let them take action at the right time, which should ensure
companies remain competitive in their businesses.
How to configure notifications for Infrrd IDP?
With Infrrd IDP, notifications are configured as Business Rules.
Business rules are usually configured by the IDP user directly from the
user interface without having to make any changes in code.
At a high level, an alert or notification has two aspects to it:
• Condition: Define the event that triggers the alert - such as a change in
document status, change in field values, etc
• Action: Specify the action to notify customers - such as send an email, flag
the document in the correction user interface, send a response, etc
6. Alerts and notifications can help you optimize your business
performance by allowing you to prioritize your efforts efficiently. It is
essential to ensure the IDP solution you choose has configurable
business rules so that you can set up relevant notifications from the
user interface without depending on your tech team.