The Content Innovation Cloud: Exploring Process Intelligence

The Content Innovation Cloud: Exploring Process Intelligence

Welcome to part two of our three part series on Hyland's Content Innovation Cloud. 

As I discussed in my last article, harnessing the full potential of AI depends heavily on having structured, accessible, and AI-ready content. And, while our first installment dove into Content Intelligence (preparing your data for AI) today's article focuses on the next pillar in Hyland’s Content Innovation Cloud... Process Intelligence.

Process Intelligence is not just about automating workflows, it's about using AI to intelligently optimize entire business processes. By leveraging a combination of functionalities within the CIC platform such as: Intelligent Document Processing (IDP) and AI-driven workflow automation via Hyland Automate, CIC transforms your organization’s operations into agile, accurate, and scalable engines for growth and innovation.

So, What Exactly is Process Intelligence?

Workflow automation capabilities already exist in ECM platforms like OnBase. And though these tools provide significant efficiency gains, many traditional workflows still require significant manual input and oversight, limiting potential efficiency and the rate of scalability. Process Intelligence addresses these challenges directly by integrating powerful AI to not only automate existing processes as they currently exist, but to also continuously optimize those processes.

Let’s break down how Hyland’s Process Intelligence achieves this through two core components:

Hyland IDP (Intelligent Document Processing) 

Hyland IDP should really be looked at more as "Document Understanding." What I mean by that, is document processing traditionally involves manual sorting, data entry, and repetitive validation. IDP revolutionizes this by applying AI to automate classification, extraction, and validation of document data. IDP is able to understand what document it is looking at, identify what information is important and automatically extract that data and validate it against another system. 

• AI-Driven Document Classification: IDP uses machine learning and natural language understanding to classify documents automatically. Whether it's invoices, contracts, or customer correspondence, IDP sorts documents quickly and accurately, learning and adapting to new patterns over time. This removes bottlenecks caused by manual sorting, significantly speeding up processes.

Imagine loan documents arriving at a Credit Union where IDP is able to instantly recognize and sort applications from supporting materials, drastically reducing processing time and errors.

• Automated Data Extraction: Leveraging optical character recognition (OCR) and deep-learning models, IDP accurately extracts data from structured forms and even complex, unstructured documents. 

Picturing that same loan application, IDP is then able to extract the important data points from the loan documents and supporting information. 

• Automated Data Validation: It validates this data automatically, checking against databases or predefined rules, ensuring accuracy and compliance.

IDP is then able to validate the data extracted against another database or rules. Verifying Credit Score, Income to Debt Ratios and other factors align properly in the underwriting process. A financial institution handling mortgage applications benefits immensely when IDP rapidly extracts income figures and personal details from scanned forms, verifies accuracy, and flags discrepancies before they escalate. 

• Continuous Learning for Ever-Improving Accuracy: The beauty of IDP lies in its adaptive capabilities. Every interaction with users further refines the AI models. If a correction is made, the system learns and improves, progressively reducing the need for human intervention.

Over time, fewer and fewer manual touches are needed on processing as IDP learns from each interaction, resulting in faster, more accurate processing and resolution. And this is applicable to all industries and functions. Just like a knowledge worker becomes more proficient over time, IDP becomes more and more efficient with each document reviewed in a process. 

Hyland Automate (Unlocks Intelligent Workflow Automation)

Once data is accurately captured by IDP, it’s time for Hyland Automate to step in. This powerful automation tool orchestrates end-to-end workflows, integrating seamlessly with your existing business systems:

• Workflow Orchestration and Automated Decision-Making: Hyland Automate employs an intuitive, low-code interface using Business Process Model and Notation (BPMN), making complex process configurations straightforward and its built-in rules engine ensures every decision aligns consistently with your organization’s policies.

Real-world impact: In accounts payable processes, invoices above certain amounts automatically route to higher management for approval, ensuring compliance without manual oversight.

• AI-Enhanced Task Management: Beyond basic automation, Hyland Automate utilizes AI to handle variable tasks requiring judgment. It prioritizes, assigns, and executes decisions based on document context and extracted data, significantly accelerating process cycles.

Real-world impact: In customer service operations, AI automatically assigns cases to relevant specialists based on content analysis, streamlining response times and enhancing customer satisfaction.

• Seamless Integration and Connectivity: With prebuilt connectors and robust APIs, Hyland Automate integrates effortlessly with CRMs, ERPs, HR systems, collaboration tools, and external services. This ensures end-to-end automation across multiple platforms.

Real-world impact: Imagine a Credit Union’s customer onboarding process where Hyland Automate integrates seamlessly with CRM, ERP, and compliance systems, automatically updating records, initiating background checks, and notifying customers, all without requiring manual involvement.

The Power of Process Intelligence for Your Organization

Process Intelligence is more than just efficiency, it’s transformative enhancement to your OnBase solution. By deploying Hyland’s IDP and Automate solutions, your organization can:

• Accelerate business processes by automating classification and data extraction.

• Dramatically reduce manual work, allowing staff to focus on complex, high-value tasks.

• Improve compliance and reduce operational risk through automated validation and structured workflows.

• Drive seamless, cross-system automation for truly integrated business operations.

Next in our series, we'll explore Application Intelligence, rounding out our deep dive into how Hyland's CIC is revolutionizing the capabilities of Enterprise Content Management be creating a cohesive end-to-end ecosystem for managing and organizing structure and unstructured documents.

Interested in exploring how Process Intelligence can elevate your workflows?

Datum Evolve is always happy to assist. 

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