Solution brief: Document processing
Indicative concept brief. Not a proposal, quote or description of a deployed product.
For
Finance, procurement and admin teams
Problem
Information arrives in PDFs and emails, gets keyed in by hand and checked against other records one by one.
Solution concept
Extract the fields automatically, compare them with your records and send only uncertain items to a reviewer.
- Field extraction with confidence scores
- Matching against existing records
- Exception queue for review
Workflow
- Document in
- Extract
- Match
- Review exceptions
- Record updated
Value we would aim for
- Less manual data entry
- Errors caught earlier
- Reviewers focus on exceptions
Implementation stages
- DiscoveryA short problem statement and success criteria
- ScopingA written proposal with scope, approach and estimate
- PrototypingA working prototype you can try
- ImplementationWorking software in a test environment
- ValidationValidation notes against the success criteria
- HandoverLive solution, documentation and source access as agreed
Assumptions
- Documents follow a manageable number of layouts, and a sample set can be shared for testing.
- A named person on your side can answer questions and review the prototype.
- Scope, timeline and cost are confirmed in a written proposal after the scoping stage.
- Any AI output that affects a decision is reviewed by a person.
Next steps
- Send a project brief describing your current process.
- Join a short discovery call to walk through it.
- Receive a written scoping proposal before any build begins.