TOPIC

Document & Process Automation

YOUR STRATEGIST AND CONSULTANT

Digitize Documents and Automate Workflows to Unlock Operational Agility

We provide expert consulting to map your business process optimization strategy.

Our document and process automation services help eliminate repetitive work, reduce human error, and unlock productivity across your organization. Whether you're automating approvals, digitizing document flows, or integrating intelligent data extraction, BP3 builds solutions that work across industries and platforms. If you're aiming to reduce cost-per-transaction or accelerate service delivery, there’s a blog tailored to your challenge.

Find the article that helps you turn complexity into clarity with automation.

AI-Workers Unite!

Classifying Civil Service Jobs using Large Language Models and Mixed-Integer Programming

Tom Wilger

Real Estate: Custom Workflow Mastery

Revolutionizing real estate operations with intelligent process automation, BP3's Credit Workflow Tool enhances control and efficiency. Explore the transformative journey in this insightful post.

BP3 Global Inc.

Efficiency Through Automation

Robotic Process Automation (RPA) implementation reduced the invoice handling time by 5-10 minutes per invoice, driving efficiency & saving time.

BP3 Global Inc.

Real Estate Process Reimagined

RPA transforms commercial real estate's construction draw process for improved efficiency and focus on high-ROI tasks. For help, contact BP3 Global.

BP3 Global Inc.

AI-Powered Efficiency in Insurance

AI-powered efficiency in insurance with 650+ automation technologies for streamlined customer service and operational agility.

BP3 Global Inc.

Optimizing Configuration with AI

Elevate manufacturing efficiency with AI-driven configuration optimization. Learn how BP3's solution transformed the customer experience.

BP3 Global Inc.

Revolutionizing REIT Compliance

Revolutionizing REIT compliance: Intelligent Automation streamlined the compliance testing process, saving time with enhancing accuracy and reporting.

BP3 Global Inc.

5 Best Practices in RPA Implementation

Discover the best practices for successful RPA implementation and unlock a significant competitive advantage through long-term business transformation.

BP3 Global Inc.

The Ins and Outs of Process Mining

Process mining allows your business to look for ways to innovate using data on your current systems. Learn how it works here. Contact BP3 for help.

BP3 Global Inc.

Key Barriers to Interoperability

Key Barriers to Interoperability: Explore the challenges to EHR interoperability, including technological gaps & data exchange capabilities in healthcare.

BP3 Global Inc.

Why You Need an RPA Bot Delivery Template

If you have a Robotic Process Automation project delivery coming up, you need a bot delivery template. Why? We have the answers! Contact BP3 for help.

BP3 Global Inc.

Three Market Trends with Automation

Discover three market trends in automation that are revolutionizing the industry. Dive into the future of automation in this insightful blog post.

BP3 Global Inc.

Video: What to Automate

In this 2018 video, Julie gives us a sense of good use cases for automation BP3 Global, Inc. Contact BP3 for more information on how we can hep you

Scott Francis

When do you use RPA bots?

The article gives some pointers about when to use Robotic Process Automation (RPA) bots, whether mechanical or cognitive. Contact BP3 to find out how.

Scott Francis

Getting Started: RPA Discovery

Article on getting started with Robotic Process Automation (RPA). Contact BP3 for help with transforming your business with Robotic Process Automation

Scott Francis

Attended vs. Unattended

Article on how Attended vs. Unattended is much like the difference between Remote Desktop Automation (RDA) and Robotic Process Automation (RPA).

Scott Francis

From the Video Vault: RPA Use Cases

In December 2018, we had our CEO, Scott Francis, sit down and talk with Krista White about RPA business use cases. BP3 Global, Inc.

Scott Francis

What Our Customers Are Saying

  • "At EY things move slowly and are costly because of the many silos we have to deal with internally, but I appreciate what BP3 does because it helps us tremendously!"

    BUSINESS PRODUCT MANAGER, EY

  • "I have been working with BP3 for almost two years now and it has been and continues to be a partnership for developing IT solutions that actually work for the business. The team is so engaged and energized. I really feel BP3 provides developers that are easy to work with, dedicated to providing a quality product, can communicate and translate needs of the business into a workable IT framework plus they understand the core of BPM technology to discuss what it can and can’t do. They have been able to walk that line to deliver what is needed, not necessarily what was requested and I feel we have a better tool because of their contributions."

    ELI LILLY AND COMPANY

  • "My team really loves the new system and they are excited for the enhancements coming in the next release. I think you all are doing an amazing job and I appreciate all the support you have provided."

    NAVY FEDERAL CREDIT UNION

  • "What's going on here?  Things are going TOO WELL!"

    ELI LILLY AND COMPANY

  • "I really didn't expect to see this much this soon, I just thought it would be so far off in the future, so I'm pretty blown away."

    NAVY FEDERAL CREDIT UNION USER

  • “I rarely give out complements. This has exceeded all our expectations. Really great work.”

    CIO, SILICON LABS

  • "TTI now has 10 bots in production that have already saved the company about $600,000, eliminated many mundane processes, and eliminated the need to hire about 18 employees."

  • "Your attention to detail, solutions-oriented thinking, and patience in educating our team did not go unnoticed. We were impressed. We look forward to a potential opportunity to work together in the future."

  • “What’s great about BP3 is that we give you a string, and you figure out how to make a rope. <other vendors> need us to give them the rope and make a knot for them, then they complain that they don’t get enough of our time…”

  • "Our business partners in Lending did not have a high level of confidence resulting from the first BPA PFM application.  However, this time around, the difference is night and day, and there have been kudos sent over to us by management in Lending regarding the communication, leadership and attention to detail this BPA team provides."

  • "We definitely recognize and appreciate the amazing support from the team and am glad to have quality partners aiding us in this journey.”

  • "We had a few odds stacked against us and other challenges till the end. But we were able to overcome all this with some sheer grit and quick planning. I always appreciated the high level of confidence coming from Jay and Rahul throughout and that mindset is a very big plus in today's environment. I think you guys pulled a rabbit out of the hat. Interfacing with the Business stakeholders and winning their confidence was a very bug plus."

  • “You guys have really opened some eyes here and I’m hopeful that will be the catalyst we need to get everyone pointed in the right direction.”

Frequently Asked Questions

Document & Process Automation

What is document and process automation?
It’s the use of technology to digitize documents and automate associated workflows—improving speed, accuracy, and compliance while freeing teams to focus on higher-value work.
What are the benefits of automating document processes?
Benefits include reduced processing time, lower operational costs, fewer errors, better compliance, faster approvals, and improved customer experiences.
How does BP3 approach document automation strategy?

We assess current workflows, identify manual touchpoints, and determine the best combination of RPA, AI, and integration tools to streamline document-centric operations.

What types of documents are best suited for automation?

Invoices, contracts, claims, forms, purchase orders, shipping records, and onboarding packets are common candidates. BP3 helps identify which documents offer the best ROI when automated.

Can document automation be customized by department or region?

Yes. We build modular workflows and use rule-based routing to support department-specific or region-specific requirements within a standardized automation framework.

What’s the difference between RPA and document automation?
RPA automates task execution at the user interface level. Document automation uses AI/OCR to extract, classify, and route document content automatically. BP3 often combines both for end-to-end automation.
How do you build a business case for document and process automation?
We calculate the time and cost savings of automation vs. manual handling—factoring in labor hours, error rates, SLA violations, and compliance risk.
Does automation improve regulatory compliance?
Yes. Automated processes include audit trails, standardized execution, and built-in controls—making them easier to govern and prove compliance.
What are the risks of not automating document workflows?
Manual processes increase the risk of delays, errors, lost documentation, poor customer service, and audit failures—all of which automation mitigates.
What tools does BP3 use for document and process automation?
We leverage platforms like Appian, Pega, Microsoft Power Platform, and third-party tools like Abbyy, UiPath Document Understanding, and Kofax for intelligent document processing.
Can automation handle both digital and scanned paper documents?
Yes. We use AI-powered OCR to extract data from PDFs, images, and scans—making even non-digital documents part of automated workflows.
What is Intelligent Document Processing (IDP)?
IDP combines AI, OCR, machine learning, and RPA to capture, classify, and extract structured data from documents, turning unstructured content into actionable inputs.
How do you integrate document automation with existing systems (ERP, CRM, etc.)?
We build secure API connections, connectors, or RPA bridges to link document workflows directly with systems like Salesforce, SAP, Oracle, and others.
Is it possible to automate document approval workflows?
Yes. We design configurable workflows for routing, review, approval, and archiving—ensuring version control and auditability throughout.
Can automation help with records retention and compliance?
Absolutely. We implement automatic archiving, policy-based retention rules, and secure deletion protocols to meet regulatory requirements like HIPAA or GDPR.
How does BP3 ensure document data security?
We apply encryption, access control, role-based permissions, and secure cloud storage—all governed by your compliance and data handling policies.
What happens if a document fails OCR or is unreadable?

We build exception handling workflows that route unreadable documents to human-in-the-loop verification to maintain flow integrity.

Does BP3 support hybrid cloud/on-prem document environments?

Yes. We build automation that works in cloud-native, on-prem, or hybrid environments, based on your infrastructure and compliance constraints.

Can automation help unify multiple document repositories?
Yes. We use indexing, tagging, and connector tools to create a unified view across SharePoint, file servers, CRMs, and other storage systems.
How long does it take to implement document automation?
Small-scale workflows can go live in 2–4 weeks. Larger transformations involving multiple systems or use cases may take 3–6 months. We work iteratively for early value.
What’s the cost of a typical document automation solution?
Costs vary, but most clients see ROI within months. We focus on scalable, cost-effective platforms and prioritize use cases with clear savings or SLA impacts.
How do you train employees on new automated workflows?

We offer hands-on workshops, self-service guides, embedded tooltips, and governance models to ensure adoption and confidence.

Can automated workflows adapt to exceptions or unusual cases?
Yes. We build decision logic, fallback paths, and human-in-the-loop checkpoints to handle exceptions without breaking flow.
Do you support multi-language document automation?
Yes. Our platforms support OCR and classification in multiple languages, enabling global operations and localized compliance.
How do you track performance in automated document workflows?
We implement real-time dashboards and alerts for SLA tracking, error detection, throughput, and bottlenecks—giving you full transparency.
Can BP3 automate contract lifecycle management (CLM)?
Yes. From contract creation and review to approval and expiration tracking, we deliver tailored CLM workflows that reduce turnaround times and risks.
What happens if our document types or processes change over time?
We design modular workflows and provide ongoing support so you can easily adapt flows as your business evolves.
Can BP3 work alongside internal IT or automation teams?
Absolutely. We often act as a force multiplier—delivering expertise and capacity while working alongside your internal teams.
How do you prioritize which document workflows to automate first?
We help clients start with high-volume, repetitive, and error-prone processes—where automation creates the fastest return.
What KPIs should we track to measure automation success?
Document processing time, approval cycle time, error rate reduction, cost-per-transaction, SLA compliance, and employee hours saved are all key metrics.
What ROI can we expect from document and process automation?
Typical savings range from 30–70% reduction in processing time and 50–90% fewer errors—plus improved compliance and user satisfaction.
How does automation improve employee experience?
By removing tedious and repetitive tasks, employees can focus on meaningful, strategic work. This leads to higher morale and productivity.
Can automation improve customer service or response times?
Yes. Faster internal workflows translate to quicker customer response, fewer errors, and more personalized service.
How does automation support growth or scale?
Automated workflows allow you to handle higher volumes without increasing headcount—making your operations more scalable and resilient.
Can document automation reduce environmental impact?
Yes. Digitization eliminates paper usage, printing, and physical storage—supporting ESG initiatives and reducing your carbon footprint.
How do we maintain automation performance over time?
BP3 provides continuous monitoring, tuning, and improvement services to ensure your automated workflows remain high-performing and relevant.
How do automated processes align with agile business operations?
Automation enables agility by reducing manual handoffs, increasing transparency, and enabling faster experimentation and iteration.
What’s the difference between document digitization and automation?
Digitization converts physical documents into digital format. Automation goes further—extracting data, initiating workflows, and executing actions based on that content.
What’s the easiest document workflow to automate first?
Start with one that’s repetitive, rule-based, and high volume—like invoice intake, HR onboarding packets, or service request forms.
Do I need a dedicated automation platform to get started?
Not always. Many companies can start with existing tools like Microsoft Power Automate or plug-in services within their ERP or CRM systems. BP3 helps you identify what’s best.
How much internal involvement is needed to implement automation?
We handle heavy lifting, but stakeholder input is key. We collaborate with SMEs and business users to ensure the automation reflects real-world scenarios.
Do I need clean data to automate document processes?
Ideally yes, but we also design solutions to clean, validate, and normalize data as part of the intake process—especially from scanned or external documents.
How can I build internal support for automation initiatives?
Highlight the cost and time savings, show early wins, and emphasize the relief it brings to teams doing repetitive tasks. BP3 can help build a clear business case.
What skills do we need internally to maintain automated document workflows?
Basic platform knowledge and process ownership are enough for most clients. BP3 provides enablement and documentation to reduce dependency.
How do I find relevant use cases for my industry?
Explore our blog to see how retail, healthcare, manufacturing, and government clients are transforming their document processes with automation.
What’s the first step if I’m ready to start?
Book a discovery session with BP3. We’ll help you identify quick wins and build a roadmap for broader process automation.

Start Your Journey with BP3

Engage with BP3 today and embark on a journey to unlock the potential of your business processes. Through intelligent Automation and strategic consulting, we'll help you navigate the path to a smarter, more efficient enterprise.