Intelligent Document Processing combines various technologies like OCR, NLP, AI, and machine learning to extract and process information from unstructured data. Whether it's handling invoices, emails, or any document, IDP brings accuracy and speed. This technology empowers organizations with data extraction, improving efficiency in document management.

1. 1
© WNS-Vuram 2023. All rights reserved.
© WNS-Vuram 2023. All rights reserved.
A Step-by-Step Guide to
Implementing Intelligent Document
Processing in Your Organization

2. 2
© WNS-Vuram 2023. All rights reserved.
What is Intelligent
Document Processing?
Intelligent Document Processing combines various
technologies like OCR, NLP, AI, and machine learning to
extract and process information from unstructured data.
Whether it's handling invoices, emails, or any document,
IDP brings accuracy and speed. This technology
empowers organizations with data extraction, improving
efficiency in document management.

3. 3
© WNS-Vuram 2023. All rights reserved.
Why Intelligent
Document Processing?
Implementing Intelligent Document Processing is no
longer a choice but a necessity in today's fast-paced
business environment. With the increasing demand for
data processing and the need for streamlining processes,
traditional methods fall short. IDP not only ensures
accuracy but also enhances productivity and compliance.
From workflow automation to business process
automation, the benefits of implementing IDP are
manifold and central to modern information management.

4. 4
© WNS-Vuram 2023. All rights reserved.
Benefits of implementing IDP
1
IDP allows businesses to focus on core
competencies while relying on cognitive
automation for repetitive and complex tasks
With an emphasis on accuracy and
productivity, IDP ensures that organizations
can adapt quickly to changing business
environments
Businesses can accelerate digital
transformation, foster intelligent automation,
and move towards a paperless office.
Enhances data integration and supporting the
dynamic needs of the modern business
landscape.
3
2
4
The concept of low-code development is not entirely new, but its relevance has skyrocketed in today's fast-paced business
landscape. Low-code platforms, such as Appian, are at the forefront of this revolution. According to Statista, the global low-code
platform market is forecast to amount to approximately US$65 billion by 2027.

5. 5
© WNS-Vuram 2023. All rights reserved.
5
© WNS-Vuram 2023. All rights reserved.
Step-by-step guide to
implementing IDP

6. 6
© WNS-Vuram 2023. All rights reserved.
Step 1: Analyzing the Needs
Before diving into Intelligent Document Processing, a thorough
analysis of your organization's current data capture and document
management system is required. Identify the gaps and opportunities
in your existing workflow automation. Understand the potential for
improvements in accuracy and efficiency. Assessing these factors
lays the foundation for a successful IDP implementation.

7. 7
© WNS-Vuram 2023. All rights reserved.
Step 2: Choosing the Right Tools
Choosing the right tools is essential for implementing Intelligent
Document Processing. From OCR and NLP to machine learning, the
landscape is broad and requires careful consideration. Evaluate
enterprise content management systems that offer robust data
integration. Consider the balance between automation, data
security, and compliance to ensure the best fit for your organization.

8. 8
© WNS-Vuram 2023. All rights reserved.
Step 3: Designing the Workflow
Designing the workflow is a critical step in implementing Intelligent
Document Processing. Align the selected tools with your
organization's business process automation strategy. Ensure the new
system supports productivity while retaining accuracy. Collaborate
with all stakeholders to create a cohesive and streamlined process
that integrates seamlessly with existing operations.

9. 9
© WNS-Vuram 2023. All rights reserved.
Step 4: Training and Integration
Training is essential for a smooth transition to Intelligent Document
Processing. Provide training sessions for users to get accustomed to
the new system. Integrate Intelligent Document Processing with
existing enterprise software, ensuring a coherent data flow.
Regularly monitor and adapt as needed to keep the system in line
with organizational goals and compliance requirements.

10. 10
© WNS-Vuram 2023. All rights reserved.
Step 5: Continuous Monitoring and Optimization
Implementing Intelligent Document Processing is not a one-time
affair. Continuous monitoring is essential to gauge the impact on
efficiency, productivity, and overall ROI. Regularly review and
optimize the system for better alignment with evolving business
needs. Engage with Intelligent Automation experts to stay abreast of
the latest trends and technologies in the field.

11. 11
© WNS-Vuram 2023. All rights reserved.
IDP in real-world
Examples of Intelligent Document Processing in use across sectors
An insurance company realized that processing
claims manually was leading to delays and
inaccuracies. By analyzing the existing process,
they identified bottlenecks and saw the potential to
enhance efficiency and accuracy through IDP.
A healthcare provider selected a combination of OCR
for scanning medical records, NLP for understanding
patient feedback, and AI-powered security measures to
ensure compliance with regulations. These tools were
integrated into an IDP system tailored to their specific
needs.
A bank decided to implement IDP in its loan approval
process. They designed a workflow that aligned OCR
for scanning documents, AI for assessing
creditworthiness, and machine learning algorithms for
continuous improvement. This cohesive system
dramatically reduced approval times.
A manufacturing firm introduced IDP for inventory
management. They provided comprehensive training for
their staff and integrated IDP with existing ERP
software, ensuring a smooth transition and immediate
gains in productivity and accuracy.
An e-commerce company uses IDP to automate order
processing, returns processing, inventory
management, regularly tweaking the system to align
with changing customer preferences and seasonal
business patterns.

12. 12
© WNS-Vuram 2023. All rights reserved.
Intelligent Document Processing is a pivotal aspect of today's
business landscape, driving significant benefits in areas like
automation, efficiency, and compliance. This step-by-step guide
illustrates the path to seamlessly integrating IDP into your
organization, emphasizing the need for careful planning, right tool
selection, and continuous optimization.
For expert assistance in implementing IDP, know more about
WNS-Vuram's Intelligent Document Processing services and
discover how to unlock the next level of growth and innovation in
your business.
Write to ask@vuram.com for more information
Connect with us