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GenAI-Powered Electronic Document Management System Modernization
  1. case
  2. GenAI-Powered Electronic Document Management System Modernization

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GenAI-Powered Electronic Document Management System Modernization

firstlinesoftware.com
Advertising & marketing
Retail
Publishing
Healthcare

Challenges in Document Processing and Data Verification

The client's accounting department faced significant inefficiencies in manual document verification processes. Key pain points included time-consuming comparisons between incoming documents and ERP data, frequent errors in critical fields (company names, invoice numbers, amounts, supplier IDs), and lack of automated tools to streamline document management workflows.

About the Client

A premier provider of printing and marketing solutions serving diverse industries with a focus on quality and customer service

Modernization and Efficiency Goals

  • Integrate generative AI to automate document processing workflows
  • Reduce manual verification time by 70% or more
  • Improve data accuracy through AI-driven field comparison
  • Enhance user experience with intelligent discrepancy highlighting
  • Future-proof infrastructure for AI advancements

Core System Capabilities

  • Multi-format document upload (PDF, TIFF, PNG, DOC, JPEG)
  • GenAI-driven OCR processing using Azure OpenAI GPT4
  • Automated field comparison with ERP/EDM systems
  • Real-time discrepancy highlighting and resolution interface
  • Configuration management for API keys/endpoints
  • Azure cost monitoring integration
  • Email server/file upload integration

Technology Stack Requirements

Azure Functions
.NET Framework
OpenAI GPT-4
Azure Cost Management
Web Application Integration Frameworks

System Integration Needs

  • ERP/CRM systems
  • Email servers
  • Existing .NET web applications
  • Azure cloud services

Operational Requirements

  • High scalability for document processing volume
  • Enterprise-grade security for sensitive data
  • Real-time processing performance
  • Cost-effective AI resource management
  • Seamless system interoperability

Expected Business Transformation

The implementation will enable instant document value retrieval, reduce manual verification tasks by up to 80%, and create a semi-automated EDM workflow. AI-driven highlighting of discrepancies will improve decision-making efficiency while Azure-based cost controls ensure financial predictability. The modernized infrastructure positions the client to adopt future AI innovations while strengthening client relationships through operational excellence.

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