Medium-sized businesses often grapple with time-consuming tasks like approvals and correspondence tracking.
Traditionally, companies use spreadsheets and emails, resulting in delays and errors. These outdated methods lack transparency, causing missed deadlines and frustrated teams.
Modern AI automation software offers a better way of streamlining workflows with intelligent solutions.
An Upwork Research claims employees using AI tools see a 40% productivity boost.
This guide explores how AI meets workflow optimization, highlighting Intalio’s business process automation system for medium-sized businesses. Let’s dive in.
The Evolution of Business Process Automation
Business process automation has become more sophisticated in recent years. The traditional workflow systems involved manual input and rigid rules and were prone to inefficiency. Intelligent business automation of today involves adapting and learning through AI and makes processes smart.
The growing use of business process automation systems by companies is a testament to the trend, with AI-driven decision-making overtaking rule-based decision-making.
Intalio’s enterprise workflow system most aptly defines it with functionalities like Digital Signature to automate, making medium-sized companies agile and competitive in a changing marketplace.
What Is AI Automation Software?
AI automation software uses machine learning to improve and automate business workflows. Unlike traditional automation software, which relies on predefined rules, AI systems learn from the data and adjust dynamically. This makes them ideal for dealing with complex workflows like case management.
Intalio’s AI automation software, for instance, automates correspondence tracking and document processing intelligently, with minimal manual intervention. It is distinct in offering predictive intelligence and seamless integration with CRMs.
A McKinsey report shows that businesses using AI-based automation significantly impact processing time by 90%. For small and medium-sized companies, this means faster, smarter workflows that enable growth without added complexity.
Key Features of AI Automation Tools
Selecting an AI automation tool requires focusing on core capabilities. Look for software that automates data capture, streamlines workflows, and integrates with existing systems.
Intalio’s solutions shine in managing tasks like case tracking and mail delivery. Features like Digital Mailroom and Case Management ensure efficient processes.
Scalability is crucial, allowing tools to grow with your business. The following features help medium businesses achieve seamless operations and maximize productivity without disrupting daily workflows:
Streamlining Correspondence with AI
Managing correspondence manually leads to errors and delays. Letters and emails often get lost in cluttered inboxes.
Intalio Correspondence automates capturing, indexing, and storing correspondence in a unified repository. This ensures quick access and clear oversight. Businesses can generate templates instantly, improving communication.
By minimizing manual tasks, AI tools enhance team collaboration and keep stakeholders updated, ensuring medium businesses maintain efficient, transparent communication flows.
Enhancing Case Management Efficiency
Medium businesses handle diverse requests, from customer complaints to visa applications. Manual tracking causes delays and lost files.
Intalio Workflow automates these processes, enabling teams to create workflows without technical expertise. It also offers mobile access, allowing teams to stay productive, and supports on-the-go updates.
A Business Insider study shows businesses using human workers and AI improve response times for cases by 52%. This ensures transparency and accountability, delivering faster resolutions.
Medium businesses benefit from streamlined case handling, improving customer satisfaction and operational efficiency with minimal effort.
Securing Processes with Digital Signatures
Security is critical when automating workflows. Manual signatures risk fraud and slow approvals.
Intalio’s Digital Signature tool verifies identities using secure databases and timestamps. This speeds up document signing while preventing forgery.
An Adobe study reports Hitachi digital signatures cut turnaround times by 80%.
By integrating secure automation tools for small business needs, medium businesses protect sensitive data and ensure compliance, building trust with clients and stakeholders in a digital landscape.
Integrating AI with Existing Systems
Disconnected systems hinder productivity. Medium businesses rely on CRMs or ERPs, so integration is essential. Intalio’s automation tools connect via APIs, ensuring smooth data flow. For example, Digital Mailroom integrates with platforms to track mail delivery seamlessly.
Lead with Intalio Workflow
The transition from traditional to AI-driven automation is mandatory for modern-day businesses to stay ahead of the curve.
And Intalio Workflow equips you with all the capabilities needed to automate processes effectively and efficiently. In this way, you can focus on what matters most.
Ready to transform your business processes and streamline your workflow? Contact us today to schedule a live demo. We will help you navigate the automation world and achieve your organization’s full potential.
