Intelligent Document Processing

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Intelligent Document Processing

Documents are the Lifeblood of Many Companies, IDP Can Help

Most Digital Transformation Projects Require Intelligent Document Processing

IDP Helps Businesses That Process High Volumes of Documents

IDP, or Intelligent Document Processing, can be leveraged by many businesses and organizations to streamline their processes to be more efficient. Companies today operate in an information-based economy. Data, information, and knowledge are some of the most important resources they possess. Documents are the life blood of many, if not most, of today’s organizations. And because of this, many businesses need IDP. The quick, accurate, and efficient processing of documents is critical for a company’s well-being. Our customers in the United States are increasingly seeking Valenta for Intelligent Document Processing implementation and Intelligent Document Processing consulting.

Why Use Intelligent Document Processing

Intelligent Document Processing uses artificial intelligence (AI) and machine learning (ML) to extract data and information from various types of documents such as invoices, receipts, contracts, reports, and other forms. IDP can help companies streamline business processes related to all these documents. IDP deployed with RPA is often referred to as Hyper Automation. In combination with RPA, Intelligent Document Processing can be a crucial component of an automation and digital transformation strategy. IDP saves time, reduces errors, and improves productivity, and it is crucial for most automation. Many of Valenta’s US clients leverage IDP to automate repetitive and time-consuming tasks, such as data entry and document sorting. They also implement Intelligent Document Processing to make better-informed decisions based on accurate and relevant data.

Where Intelligent Document Processing Makes Sense

More and more businesses need the ability to process large volumes of data quickly and accurately. It is especially important for companies that deal with a high volume of documents. Banks, insurance companies, other financial services, and healthcare providers are good examples. All can benefit from IDP. Manufacturers, communications companies, retailers, and supply and logistics companies often have needs as well. Intelligent Document Processing can help all these organizations automate the extraction of data from documents and reduce the time, money, and effort required for data entry.

Intelligent Document Processing Advantages

Saving time and money are not the only advantages of Intelligent Document Processing. IDP also reduces the risk of errors. Intelligent Document Processing applications are highly accurate and can identify and extract data with a high degree of precision. IDP software always does things the same way and it can operate around the clock. IDP also helps with Business Intelligence or BI and business analytics. By extracting relevant data from documents, our customers in the US gain smart insights into their business processes. They are able to identify trends, patterns, opportunities, and threats. IDP helps them make informed decisions based on accurate and up-to-date information.


Is Intelligent Document Processing for You?

Intelligent Document Processing Uses

Companies can use Intelligent Document Processing in various ways. Time consuming invoice processing is often a way our US clients deploy IDP. Handling purchase orders can also be automated combining IDP with RPA. Contract management is yet another area where automation can help. IDP can be used to extract relevant data from contracts, such as the parties involved, terms, and payment schedules. Any kind of customer database management or entry can also benefit from IDP. Healthcare data management in particular can take advantage of IDP due to the high volume of information to be processed. Intelligent Document Processing is a technology that has numerous benefits for companies of all sizes and industries. By automating document processing and data extraction, IDP streamlines processes, saves time, reduces errors, and improves productivity.

Contact Valenta for Help with Intelligent Document Processing

At Valenta we have Managing Partners located in cities and states across the US. Our Managing Partners are experts in digital transformation and software used for automation like IDP and RPA.

Schedule a free of charge consultation to see if IDP might help your business.

Valenta Helps Midsized Companies with Intelligent Document Processing

We can help get IDP projects implemented, we bring process and experience to Digital Transformation projects

Working with Valenta for Intelligent Document Processing

Large companies have been taking advantage of IDP since it became available.  Midsized companies and small businesses have been slower to deploy Intelligent Document Processing.  For most businesses this is not due to a lack of desire.  Not deploying IDP typically comes down to not having access to the required skill sets.  IDP is a newer technology.  Developers and staff can be hard to find and also be expensive.  Valenta is 100% focused on midsized companies and small business.  We have local Managing Partners in cities and countries across the world.  Our Managing Partners are digital transformation experts.  They work with other local partners and SMEs or subject matter experts plus nearshore and offshore developers to deliver best in class Intelligent Document Processing solutions.  Digital transformation that makes sense for midsized companies is their mission.

Valenta IDP Processes and Methodology

Intelligent Document Processing consulting at Valenta adheres to project management best practices gained over multiple deployments.  Every Valenta IDP engagement follows the Valenta Way process.  Our Managing Partners and the Intelligent Document Processing team they assemble will execute against the below plan.  Intelligent Document Processing implementation is structured and easy with Valenta.

operations, process

Process Definition

Dedicated Resources, Plan

Project Plan


PDD / Process Design Doc


To Be Visualization


Work Estimation




User Acceptance

Deploy, go-live

Go Live

IDP Consulting and IDP Managed Services with Valenta

Valenta provides insightful Intelligent Document Processing consulting on all projects.  We can help clients implement IDP and then manage their own platform.  Valenta can also act as an IDP MSP.  Managed services can be a great way for midsized companies and small businesses to kick start their digital transformation journey.  Managed Services can also get Intelligent Document Processing projects started quickly and effectively.  Whether we are executing an IDP consulting project or launching an IDP managed service we will follow Valenta Way Intelligent Document Processing project planning principles.  Valenta Intelligent Document Processing managed services will typically involve an economical set up fee followed by cost effective monthly rates that have no lock ins. 

Intelligent Document Processing Use-Cases

Finance and Accounting

Finance and Accounting

Invoice Processing is the biggest use-case for most organizations

Human Resources

Employee Data (On-Boarding, Off-Boarding), Hiring (Resume Screening) etc.

Legal Compliance

Retrieve information from Contracts and Agreements, Process legal info etc.


Extract information from Patient Records and Medical Forms


Extract Information from Pension Forms, Tax Declarations, Process Applications and Permits etc.


Process Claims, Detect Fraud, Policy Agreements and much more

Steps of Intelligent Document Processing


Load: Upload documents into the System manually or through RPA


Digitize: use OCR to digitize the text and determine location


Classify: Classify the documents from the list
extract data


Extract: Choose the most suitable extractors based on document type


Validate: Human intervention can be deployed for further validation


Export: Send / Export the extracted info for further processing

There human validation is usually the final check point, and this dependency can reduce over time as more documents and trained and processed by the AI. A combination of NLP, Unsupervised Learning, Deep Learning, ML, Google Vision, OCR are all deployed to produce the best results.

Unleash the Power of Intelligent Document Processing



Work with Valenta to define your Automation Strategy. Most Companies have started using IDP but struggle to derive value from this solution and that’s primarily due to the lack of understanding of how the technology works and having unrealistic expectations.



Intelligent Document Processing or IDP is AI-powered technology that combines Optical Character Recognition (OCR), Computer Vision, Natural Language Processing and Machine Learning. IDP is a solution that scans, reads, extracts, categorizes, and organizes various document types such as papers, PDFs, Word Docs, Spreadsheets etc.

employees, support


IDP implementation in an organization increases productivity and profitability. The digital workforce allows the human workforce to focus on more revenue-generating and high-end tasks that create more value for the business and the end customer.


Business Goals

At Valenta, our team of Automation and AI Developers and Business Analysts work closely with you to identify your pain points, understand your business landscape, and recommend suitable IDP solutions to meet your business goals and objectives.

Common Benefits of Intelligent Document Processing

  • Enhance accuracy – Through IDP, you can reduce the human error rate and increase processing speed of the extraction significantly. Manual Data entry is expensive and prone to error.
  • Lower Costs - IDP is very cost effective when compared to manual processing. The solution integrates seamlessly with various applications and when combined with RPA, it’s a fully automated process which also increase efficiency.
  • Employee Satisfaction – IDP improves Employee Satisfaction by allowing them to focus on higher end and revenue generation activities rather than basic data entry work which is repetitive in nature and time consuming.

We Know IDP / Intelligent Document Processing

Valenta Assists with Intelligent Document Processing and Implementation

Our approach
Valenta believes in designing, modernizing, and building mission Critical technology systems which most clients depend on every day. We are a focused, independent company, implementing Valenta’s Business-Unit Prototype, we make sure that strategic requirements are covered, and that the solution is built from end-to-end from a chosen business function.

Here are the three simple steps we take for Automation implementations :


Proof of Concept

Introduction: The Proof of Concept satisfies critical business as it validates the solution.

POC Goal: To help companies validate the opportunity hypothesis and get the green light for developing a full-fledged solution.

Key Benefit: Do not have to commit to Go Live if the solution does not work

Importance: POC allows a Business to test out the Solution on its own applications and processes therefore giving stakeholders the power to test the solution before having to purchase it.


Full Implementation

In this phase, new scenarios are added, and more focus is put on common understanding, consistency, and the accuracy.

Based on the learning experiences, new enhancements and features are proposed and implemented.

Work is focused on further adoption at the same time making sure that settled users are not impacted by the changes.


Managed Service

We provide Automation as a Service for a Fixed Monthly subscription that gives Businesses greater control on their Cashflow.

We handle the entire process from Design to Development, Triggering and Scheduling the Bot, Monitoring and Optimizing Bot Performance, and On-going Maintenance.

Valenta is agile in providing accurate reporting. We strive to enhance the consistency of the analysis, respond to changing business needs and provide solutions.

An essential part is setting up necessary protection to minimize risk and protect Automation assets.

End Results
The end results will consist of a centralized team in charge of finding and promoting interesting analysis across the entire organization.

Local teams will be empowered to create and innovate. The centralized team identifies the most successful work being done at a local level and provides a platform to share and promote this work at a corporate level.

Valenta is an IDP MSP

We can make launching Intelligent Document Processing projects easy and provide them as a Managed Service

Valenta’s Managed Automation service is designed to Measure and Govern automation programs to align with business outcomes. Using a Managed Service not only offers Companies a much faster ROI, but it also enables organizations to repurpose their in-house resources to more revenue driven activities.



Discover automation opportunities powered by AI and your people


Build automations quickly, from simple to advanced


Manage, deploy, and optimize automation at enterprise scale


Run automations through robots that work with your applications and data


Engage people and robots as one team for seamless process collaboration

Also, the below steps help in providing right analytics capabilities for real-time marketing insights and decision making


Client Needs Assessment

The first step involves in-depth discussions or workshops with the clients to understand their needs, current gaps and pain points, data sensitivity and regulatory issues, proximity requirements etc. and determine the nature of automation required.
Reporting, scaling

Onshore Strategic Assessment

In this step, the automation opportunities are prioritized by ease, complexity, scale, and other parameters. Based on this, the technology interfaces, skills, and training required are outlined, and a high-level business case and roadmap are developed and presented to the client.
Deploy, go-live

Engagement Kick-off

Based on client approval, the engagement is kicked off with the appropriate solutions, infrastructure, resources, transition plans, risk mitigation plans and engagement model.

Key Benefits

  • No upfront investment in Automation Resources
  • Reduced total cost of ownership
  • Accelerated path to business insights
  • Easily scalable based on long-term or short-term requirements
  • Access to latest technologies and best practices

Valenta Value Proposition

  • Enterprise-level automation with the reduced cost of ownership
  • Improve processing time using a scalable and robust solution
  • Securely store processed data and analysis artifacts in various file formats and modes
  • Efficiently operate and supervise ongoing operations of automation processes
  • A deeper understanding of the interdependencies of various components of Robotic Process Automation
  • Implementing high ROI Automation systems is a testimony to our depth in the Automation and AI space

Embark Now On your Intelligent Document Processing Journey


Automation Strategy

  • Create a structure to handle business requirements
  • Build an Automation or Digital First Culture across the organization
  • Monitor Data to constantly build trust
  • Maintain a Roadmap to optimize and track Data Goals

Process and Task Mining

  • Task Mining – analyze work people do to find every day, repetitive tasks
  • Process Mining – analyze data from business applications to understand end to end processes
  • Task Capture – easily document and map business workflows
  • Central Hub – centrally capture and manage automation opportunities and process improvements, prioritized by impact and ROI

Cloud Migration

  • Cost Reduction
  • Productivity Improvement
  • Enhanced Data Security
  • Operational Efficiency

Data Driven Insights

  • Measure the performance of RPA operations
  • Calculate RPA’s impact on your bottom line
  • Enable data driven decisions across your organization
  • Forecasting
  • Improves governance across the Organization

Valenta Expertise


And more…

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