Workflow discovery
Document types, volume, current manual effort, exception cases, required fields and target business outcome.
MicroExtract is delivered as an implementation-led document automation service: define the workflow, configure extraction and validation, integrate the output, prove it in UAT and then operate it as a managed capability.
Document types, volume, current manual effort, exception cases, required fields and target business outcome.
Use representative documents to identify layout variation, extraction requirements and edge cases without assuming one template fits all.
Define the structured output and the deterministic rules that decide whether each record is accepted or routed to review.
Map ingress and delivery through APIs, files, workflow automation, ERP or other approved customer systems.
Test agreed cases, record exceptions and compare the workflow against the customer's baseline before production acceptance.
Operate the workflow, refine rules and exception handling as document patterns and business requirements evolve.
MicroExtract is intended for implementation-led business workflows rather than a generic self-service upload tool. Commercial scope can combine a one-time implementation component with a recurring managed subscription based on the production requirements agreed with the customer.
We will map the extraction, validation, exception and integration requirements before proposing an implementation scope.