Deep dive / where the layer earns its keep

Four document workflows that quietly cost you a department.

High volume, high friction, and staffed by people re-typing what a machine can already read. A pilot starts in one of them.

2,400
Contracts / yr92% straight through.
148,000
Invoices / yr96% straight through.
3,100
Onboarding packs / yr88% straight through.
9,700
Inbound notices / yr94% straight through.
01 / the four families

The same five stages run over all of them.

Pick a family to see what it costs today and what it becomes once mastered.

Contracts and agreements

Commercial terms, obligations and renewal dates live only inside signed PDFs. Someone re-keys them — or nobody does and an auto-renewal fires unnoticed.

INMSAs, NDAs, leases, amendmentsOUTcontract-metadata fields, counterparties resolved
Volume2,400 docs / yr
Straight through92%
Steward review8%
Killsmissed auto-renewals

Invoices and accounts payable

Supplier documents arrive in hundreds of formats across email, portals and post, driving manual keying and a permanent exception backlog.

INinvoices, POs, remittance adviceOUTheader and line items matched to PO and goods receipt
Volume148,000 docs / yr
Straight through96%
Steward review4%
Killsthe exception backlog

Customer and supplier onboarding

Onboarding means configuring records by hand from application forms, identity documents and due-diligence packs that arrive in no fixed shape at all.

INforms, applications, KYC / due-diligence packsOUTmaster records with taxonomies populated
Volume3,100 packs / yr
Straight through88%
Steward review12%
Killsmonths of onboarding lag

Inbound notices and correspondence

Counterparties and authorities send time-critical notices as PDFs, scans or free-format text, with no machine-readable form and no owner until someone opens the inbox.

INnotices, letters, free-format messagesOUTdates and required actions in the operational queue
Volume9,700 items / yr
Straight through94%
Steward review6%
Killsmissed-deadline losses
02 / at a glance

All four, side by side.

Document familyTodayOnce masteredVolume/yrStraight-through
Contracts & agreements Terms and renewal dates live only inside signed PDFs. Contract-metadata fields with counterparties resolved against your party master. 2,40092%
Invoices & AP Hundreds of formats and a permanent exception backlog. Line-item detail matched to POs and goods receipts, scored per field. 148,00096%
Onboarding packs Records configured by hand from packs in no fixed shape. Structured master records with non-standard requirements flagged. 3,10088%
Inbound notices Time-critical PDFs with no owner until someone opens the inbox. Dates and actions matched to the affected record and queued. 9,70094%
Volumes are indicative. Every value carries its source file, page and bounding box; anything under your threshold goes to your stewards, not into the database.
03 / what has to be true first

None of this works without the five stages underneath.

A document family is only a workflow once ingest, clean, classify, govern and serve all run on the same record.

The ask / start with a scoped pilot

Turn the work you keep discovering by hand into a governed capability.

Three steps, one quarter, measured against your live numbers.

1

Pick a pilot estate

One business unit, one question answered by hand, or one document family.

2

Run a discovery sprint

Two weeks: baseline, target, and a deployment plan for your environment.

3

Prove the number

Measured in your environment, evaluated by your team, before anything scales.