Smart Document Processing for Appian

Solution Overview

Everyone wants to get process into their organization. Whether you’ve been using Appian for 5+ years or are just starting out, you still have areas where process hasn’t taken hold. It’s often for the same reason: ROI.

For smaller processes, typically ones with a single document or involving lots of external data collection it’s tough to justify building an entire Appian application. With an ‘Onboarding for Everything’ framework, combined with document text extraction you get the best of both worlds.

Instead of spending time on developing forms initially, this solution can quickly get you up and running with a task based process that uses your existing documents to manage data. The Coforge developed text extraction platform allows us to retroactively normalize your data making it available to other systems and backwards compatible for when you decide to embed forms into a process.

Capture desired data and transform it into next generation reports

Whether you’re a financial company, life sciences company, manufacturing company or really any business in 2020, you’re developing content. You might not even realize it. Sometimes it’s apparent, you’re a financial firm who’s publishing your quarterly review of GDP forecasts, sometimes it’s less so; you’re a health sciences company submitting a package for regulators. No matter what they content you’re creating you’ve got three hurdles to overcome:

1:Collecting information

Using our On-boarding Platform, within two weeks, you can track multistep interdependent tasks across departments and organizations. Now that’s just task tracking, giving you the immediate ability to provide structure and a single system of process. With our development teams, and our prescriptive approach to development, we focus on adding the features and functions you need built to collect data, integrate with your systems, and extract data from uploaded documents. That last point is key, anyone can extract data from a document. However, we focus on using AI/ML to provide meaningful change.

2: Creating the Content

With any of these processes comes the need to create content. Sometimes it’s a PDF, sometimes it’s an internal site page to share data on. Most of your content starts with a template or a format you want to match. It’s then combined with data from your process and with your authors adding contextualization. With our headless CMS system integrations your process becomes streamlined. Data from your process and records are seamlessly available in your content platforms in a variety of formats. Content delivery is available across a variety of channels from PDF and web page to mobile apps, mailshots or newsletters. Quarterly reports or news bulletins can be managed through Appian and built and delivered in the headless CMS system, giving you the process of Appian and the next gen content creation of headless CMS all in one package.