What We Look At
Three areas shape our conversations about document processing.
Documents and volumes
What’s coming in, in what formats, and at what rate. High volumes of invoices, orders, applications and other structured documents are where quick wins are made.
Extraction approach
Recommending the right technology for the job, whether handling consistent templated formats or documents of various layouts.
Validation and governance
People add unique values that automation alone cannot. Approval controls and exception handling maintain high quality without repeating manual data entry.
When Typing Documents Becomes the Bottleneck
The pattern looks similar across the organisations we speak to.
- Someone opens each PDF and types the data into the same Dynamics 365 fields before they can start their real work.
- Customer or applicant response times slow during peak periods because data entry cannot keep up.
- Errors creep in when queues are long and teams are under pressure.
- Redundant tables and fields populated across thousands of records.
- Hiring temporary staff covers high document volumes but not consistency, and the cost stays in the business.
Estimate your time and cost savings
Our calculator shows what manual document processing costs your team today, and what you could save by automating it.Where This Works Best
We work best with UK organisations running Dynamics 365 where any of these apply:
- You manually process invoices, orders, applications, claims or other structured documents that arrive as PDFs or email attachments.
- The same person, or team, adds the same data from documents into Dynamics 365 every day.
- Manual data entry holds up response time, creating backlogs during busy periods.
- Document handling errors are reaching customers, and the cost of getting it wrong is rising.
- You need to scale processing volumes without increasing headcount.
- You’ve experimented with Microsoft tools such as AI Builder or Copilot Studio but stalled on finalising or governing these processes.
How One Client Removed 12 Hours A Day Of Data Entry
A life sciences company was receiving up to 500 orders per week via email, with several people pulled away from other work to enter this data into Dynamics 365.
We designed an AI workflow on the Microsoft Power Platform that monitors their inbound mailbox, extracts data from each document, and creates an order record. Someone validates each item before it moves forward, but the typing has gone, and accuracy is better.
12 hrs
saved every working day
The equivalent of more than one and a half working days recovered, daily.
3,000+ hrs
saved per year
Over 400 working days of capacity returned to the business annually.
£40,000
recovered capacity
At minimum, across a full year — with better accuracy than manual entry.
This was achieved by automating a single inbound email workflow using AI on the Microsoft Power Platform. No rekeying, no errors from transcription, and the team retained a validation step so nothing moves forward unchecked.
Typical Outcomes
Faster
Response
Orders and applications that once queued now move within minutes, with same-day responses for customers.
Capacity
without hiring
Teams can handle more documents without adding headcount. Work shifts from data entry to exceptions and judgment calls.
Cleaner records, fewer exceptions
Validation sits where it belongs, on the items that need a human eye. The routine processing happens cleanly the first time.
Repetitive data entry removed
The morning queue of PDFs is gone. People get back to the work they were hired to do.
The outcomes vary depending on the document type, volume and validation logic. Some clients see processing time drop from hours to minutes within the first month. Others might recover a day a week of someone’s time. The initial conversation is where we start working out what is realistic for you.
Find Out What You Could Automate
Most of our calls identify at least one document process worth automating. That might be a quick win on a single document type, or the start of a phased rollout across multiple processes.