Business Process Outsourcing (BPO)...
Automated Document Processing for Client Services Scenario: A BPO company...
Efficient, Automated Workflows Tailored to Your Needs
CEErtia’s Custom Workflow Automation goes beyond basic document processing, offering powerful features that allow you to set dynamic workflows, automate status updates, and ensure the right people are notified at the right time. Manage projects, documents, and entire batches with unparalleled efficiency, streamlining complex processes across your organization.
Categorization
Dynamic Status Updates
CEErtia allows you to define custom statuses for batches of projects, individual projects, and specific documents. These statuses automatically update based on the AI’s analysis of your configured questions. For example, if a document passes all verifications, its status can automatically shift from “Pending Review” to “Approved.” This intelligent automation ensures that you have real-time tracking and control over all your document workflows—without the need for manual intervention.
Organization
Custom Notifications
Stay informed at every step with custom notifications tailored to your workflow. For each status change, CEErtia enables you to send automated notifications to specific user profiles:
- Admins to maintain oversight
- Document controllers to review and manage
- Submitters to stay updated on progress
This notification system ensures that the right people are always aware of status changes in real time, facilitating smooth collaboration across teams without any delays.
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Flagged Dashboard for Instant Access
The flagged dashboard is a powerful feature that allows you to manage large volumes of data without needing to review each document individually. When creating a Use Case, you can define answers to questions that, if flagged by the AI, will automatically appear on this dashboard. This way, users can instantly access and process flagged issues across projects and documents in a centralized location, dramatically speeding up the review process and improving overall efficiency.
Insights
Customizable and Scalable
From managing a single project to overseeing multiple batches, CEErtia’s Custom Workflow Automation is designed to scale with your organization. Whether you’re handling contracts, forms, invoices, or compliance reports, this system adapts to your requirements, ensuring accurate and efficient processing no matter the complexity.
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Streamline Workflows Across All Departments
No matter the department—HR, Legal, Finance, or Compliance—CEErtia’s flexible workflow automation ensures that every team can benefit from advanced document processing. Automate tedious manual tasks, track document statuses in real time, and manage large volumes of data with ease.
Trusted by industry leaders
Intelligent Document Processing Use Cases.
TESTIMONIAL
Committed to Your Success
Over 2,000 businesses around the world rely on OrNsoft’s innovative solutions to streamline their operations. From CEErtia to other AI-driven products, we help our clients eliminate complexity and focus on driving success.
