How We Build Intelligent Document Processing That Actually Works

Intelligent Document Processing (IDP) works best when it's built around the complexities of your business and incorporates different organizational units’ understanding of data. Ready-made tools often fail out of the box because they reflect standard document processes that are generally effective but stumble on the nuances of each business. Our approach supplements document processing tools to account for the real-life ambiguities inherent in any organization with an extensive document corpus. We design and implement systems that reflect your actual workflows, adapt to your data diversity, and scale with your operations.

Here’s how we build it:

We Discover and Understand Your Workflows

We’ve seen firsthand that every successful IDP implementation starts with deep understanding. The names of data fields, the way in which data is described, the ordering and formatting of data, and the general understanding of how data interrelates typically vary in subtle ways across teams. Generative AI can address this, but it will do so much better if it is seeded with an understanding of a particular organization and its data. This is why we closely collaborate with your internal teams to analyze existing workflows, document types, and compliance requirements. Our goal is to map out how your operations actually run.

As a first step, we carry out a detailed needs assessment to gain a clear understanding of your operational requirements. This involves analyzing the types of documents you process, uncovering workflow inefficiencies and bottlenecks, identifying areas suitable for automation, and finally, assessing the volume and frequency of data handling across your systems.

We Design a Process That Fits Your Operations

A well-structured implementation plan is essential for the successful integration of IDP solutions. After mapping your environment, we shift focus to designing the complete document processing  pipeline. This includes everything from data ingestion and OCR to classification, field extraction, validation, and secure delivery to downstream systems.

At this stage, our priority is to create a process that fits seamlessly into your existing operations. This approach ensures smooth adoption and lays the foundation for long-term success. Across projects, we have learned that designing the right process brings much-needed structure and clarity to automation.

We Build Tailored AI-Driven Implementations

Choosing the right IDP solution is critical to achieving meaningful results. This is why we leverage the most suitable technologies such as AWS Textract, Tesseract, or custom-built NLP models. By choosing a tailored AI-driven implementation, we make sure that this solution is aligned with your documents, data formats, and business rules. 

We have worked on AI-driven implementations multiple times and have seen firsthand the difference they can make. In every instance, customization has led to higher accuracy, reduced manual effort, and better outcomes.

We Integrate Seamlessly with Your Existing Systems

This is one of the most important steps we take when working on similar projects. We always make sure your IDP solution fits right into the tools you already use every day, like CRMs, risk engines, case management systems, and analytics platforms. This way, data moves smoothly and securely across your entire organization without interrupting the way you work.

Our goal is to enhance your current workflows, not disrupt them, so you can start seeing the benefits of automation quickly and with minimal fuss.

We Test, Learn, and Continuously Improve

Certain kinds of data, for example much data in the healthcare or financial sectors, have zero tolerance for error. So all IDP solutions need extensive curation and oversight to ensure quality of results. This can take the form of automated checking, often by another AI, along with human interaction in the process. As a general rule, AI processes that require human-like subjective evaluation should have the same built-in structural checks and balances as any human-centric process might have.

We also set up ongoing performance monitoring and exception handling to make sure your IDP solution doesn’t just work today but keeps improving over time. As your documents, rules, and business needs change, the system continuously learns, adapts, and scales with you.

For example, when working with a job search platform, we tested our resume parser using thousands of real resumes in a wide variety of formats and styles. We identified areas where the parser struggled and gathered feedback on usability and accuracy. This iterative testing process helped us deliver a solution that not only extracted data reliably but also improved recruiter efficiency.

We Support and Evolve with Your Business

We know that documents, regulations, and business processes don’t stay the same. That’s why we provide ongoing support to keep your IDP solution accurate, compliant, and high performing.

Our team monitors system performance and catches issues before they grow. We manage model drift, rule changes, and platform updates to make sure everything runs smoothly.

We also make adjustments as your needs evolve. Whether you're scaling up, adding new document types, or facing new compliance standards, we're here to help.

Want to see how this could work in your organization? 

Get in touch with us! 

We’d love to talk.