Automating Document Processing at Scale with Azure AI Foundry For A Major HVAC Provider
The Challenge
A facilities management company receives approximately 9,000 subcontractor service reports and invoices monthly in various formats (each document has different layouts and information) . Staff manually processed these documents, extracting critical information for their systems—a time-consuming process which relied a lot on manual efforts. Another issue they had was the lack of a central store for images related to a particular report.
The effort per document is also around 15-20 minutes that includes:
- Forwarding the relevant email (either invoice or service report)
- Manually extracting images from the report
- Manually typing the fields from the report in their Document management system.
The Solution
In just 6 weeks TL Consulting designed & delivered a scalable AI-powered solution that transformed a heavy manual accounts payable process into a streamlined, automated workflow – freeing up valuable staff time & reducing operational costs.
Technology Stack Used:
- Azure AI Foundry
- Logic Apps
- Function Apps
- Service Bus
The Outcomes
The AI-powered tagging solution delivered dramatic efficiency improvements and significant business value:
- 90% Reduction In Processing Time: Automated document identification and metadata extraction for over 9,000+ documents, saves over 2,000 hours a month for staff.
- 10% Increase in Productivity: Seamless integration between document processing and work order management which eliminated process bottlenecks.
- 20% Reduction in Document Errors: An improvement of 80% leveraging the AI services for metadata extraction & classification.
- 30% Cost Savings: Reduced processing costs with existing accounts-payable solution with higher data accuracy.
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