Document Capture

Margolis helps organisations to capture, manage, deliver and preserve information with document workflow solutions that integrate with back end systems, optimise business processes and increase efficiency.

At Margolis, we assist businesses in automating document capture, helping them to create more efficient business practices and improve efficiency on a daily basis.

Electronic Document Management (EDM)

Many organisations receive a high volume of documents every day, where key information needs to be captured and processed. These may be electronic files and emails or paper documents from clients, suppliers and colleagues.

Whether it’s invoices and delivery notes from suppliers, orders and correspondence from customers or employee HR documents, Margolis can design a bespoke system to automate the process.

Effective Document Scanning Solutions

Using Optical Character Recognition (OCR) software, documents are categorised and information is captured, indexed and validated against other business data and systems for forward processing. Data in your organisation is now complete, valid, accurate and timely, leading to cost reductions through improvements in efficiency.

For example, client reference numbers quoted on correspondence can be automatically validated against records in your case management or CRM system. Supplier invoices can be validated against your Enterprise Resource Planning (ERP) software. Once validated, additional information can be combined with data extracted from the document and used to automate a manual task such as invoice processing.

Understanding Document Capture Processes

We’ll work closely with your project team to ensure we understand your needs and current workflow, and will ensure they have a thorough understanding of the data capture process and what’s involved in implementing an effective EDM solution. We’ll then help you identify the best solution from one of our accredited partners.

To discuss document capture with Margolis, get in touch today. You can call us on 01689 473 732 or use our contact form.


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Key Benefits

  • Reduce costs
  • Save time, improve efficiency
  • Improve collaboration
  • Comply with regulations
  • Security and disaster recovery
  • Improve staff productivity
  • Automate business processes