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Document Workflow Solutions

Lock in compliance, track every file, streamline workflows, and finally kick paper to the curb.

Paperless Workflow,
Anywhere Access

Capture, route, and approve every document on any device.

  • Instant access: files on any device
  • Faster approvals: automated routing and reminders
  • Audit-ready compliance: permissions and audit trails
  • Seamless integration: works with your systems
  • Live insights: real-time dashboards
  • Lower costs: less print, paper, and storage expenses
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Built-In Advantages

User-Friendly

Custom workflows plug into your current apps, cloud or on-prem, for instant adoption.

Secure Collaboration

Role-based access lets teams co-edit safely without risking sensitive data.

Smart Analytics

Built-in dashboards reveal bottlenecks and guide smarter decisions.

Records Management

One searchable vault surfaces any file fast, freeing time for higher-value work.

Capture Smarter, Scale Faster

Tailored workflows for every department and industry, plus a purpose-built data-capture service. Choose the path that matches your needs and see measurable gains in days, not months.

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Workflow Solutions Built for Different Needs

Accounts Payable Automation

Smarter AP. Faster cash flow.

Cut manual entry, approve invoices in hours, and keep every transaction audit-ready for faster cash flow.
How To Automate AP

Human Resources Workflow Automation

HR, paperless and personal.

Automate onboarding and records, stay compliant, and let employees self-serve while HR focuses on people.
How To Automate HR

K-12 Digital Documents

Digital classrooms, efficient districts.

Pull transcripts and IEPs in seconds, trim paper costs, and secure student data with FERPA-ready protection.
Learn More

Capture as a Service

Data capture, zero effort.

Capture any document, deliver 99%-accurate data, and push it straight into your systems, no typing needed.
Learn More
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Technology Partners

Across all our services, Applied Innovation only partners with best-in-class technology leaders to provide pragmatic, top-quality, reliable solutions for your business challenges.

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The Document Workflow Process

1. Capture

Leverage Smart OCR to effortlessly scan paper or pull in digital files, automatically extracting and tagging every key data point in seconds for smarter search.

2. Store + Secure

Your files land in a secure, searchable vault, accessible from any device. You set the permissions, track every login, and keep your sensitive metadata locked down, no matter where you are.

3. Automate

Configurable workflows route documents, chase approvals, handle exceptions, and enforce your business rules, freeing your team from repetitive tasks.

4. Integrate

Sync seamlessly with your ERP, HRIS, vendor systems, and more, so documents and data flow across your applications without manual effort or double entry.

5. Report

Turn centralized document data into real-time dashboards and reports, giving you full visibility to make faster, more informed decisions.

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Why Teams Choose Applied

  • Reduce spend and emissions: Digital files cut printing, shipping, and storage costs while lightening your environmental footprint.

  • Unlock more productive hours: Near-instant search keeps teams focused on high-value work instead of hunting for paperwork.

  • Deploy with confidence: Certified specialists handle configuration, training, and ongoing support to keep your workflows running smoothly.

Frequently Asked Questions

Every document management and automation strategy is different. Our team works to design a solution that fits your business needs. Every project follows an extensive process, which includes:

  • Statement of Work (SOW): we outline the breakdown of your processes and how the solution will compliment it
  • Architecture: your solution is shown on paper how it will work, function, and flow
  • Design: our software developers begin configuring the custom solution
  • User Testing + Acceptance: before going live, we install a virtual environment to test and make any tweaks
  • Go Live: our team installs the final solution to be used in your business

Many people are involved from Applied’s team, including your automation specialist, solution architect, project manager, and solution engineer. When it comes to who’s involved from your business, this can include end-users, members of your IT department, and key decision makers.

No matter the size of your company, there is a Document Workflow solution that can be designed for your organization’s specific needs. Streamlining, digitizing, and automating processes looks different in every business, but it will free up your staff to focus on more valuable and revenue-generating work.

Your workflows do not have to be defined. Our team is involved every step of the way. During the early stages of the discovery process, our experts ask a number of questions that bring visibility to your current processes. From there, we organize and outline your current processes, define workflows, and propose a more efficient solution to get you to the same end goal.

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