Doculabs, Inc.

🔓 Unlock Efficiency Gains with Process Automation 🔓

Process automation represents a tremendous opportunity to improve productivity and efficiency.

Our new ebook explores proven approaches financial services firms can take to realize major operational gains from process automation.

👉 Reduce manual work and shift focus to high-value activities
👉Enable flexibility and scalability to handle surges and new demands
👉Accelerate process speed and reduce errors
👉Free up budget to reinvest in customer experience
👉Get more done with the same headcount

Download now to read actionable recommendations tailored to financial services on harnessing process automation to achieve operational excellence.

Unleash Process Mining and IDP to Create a Stellar Customer Experience It’s time to stop guessing about your customer-facing processes  Today’s customers expect a frictionless experience. But too often, financial services providers fail to deliver this because they don’t have insight into the details of how their business processes are actually performing. It’...

Customers expect more from financial services companies. Are you delivering on these 4 fronts?

To thrive in today's world of banking, insurance, and wealth management; providers must align their transformation efforts around key customer expectations.

Our latest ebook reveals these 4:
1️⃣ Personalization: Tailor interactions, products and services based on rich customer data
2️⃣ Consistency: Ensure seamless, integrated experiences across all channels and touchpoints
3️⃣ Immediacy: Provide real-time digital engagement and fulfillment capabilities anytime
4️⃣ Convenience: Make it easy and hassle-free for customers to do business with you

Companies can meet these expectations by unleashing the power of process intelligence to improve them.

Download our free ebook to learn how to drive digital transformation in financial services.

Unleash Process Mining and IDP to Create a Stellar Customer Experience It’s time to stop guessing about your customer-facing processes  Today’s customers expect a frictionless experience. But too often, financial services providers fail to deliver this because they don’t have insight into the details of how their business processes are actually performing. It’...

Struggling with messy workflows that hinder employee productivity?

Rescue your organization from process chaos with process mining and intelligent automation.
💡 Visually reconstruct workflows to pinpoint bottlenecks and waste
💡 Enable continuous process improvement powered by analytics

Join our webinar tomorrow (January 18 at 1 ET) to learn how leading financial firms can leverage process mining and intelligent document processing technologies to optimize operations, reduce costs, and improve agility.

Grab your seat now! https://bit.ly/3vqF8uj

Will we see you on the 18th?

There's no secret sauce to improving customer engagement (not that it's necessarily easy) -- create effective business processes that make your customers' lives simpler.

Joe Mislinski, Principal Consultant for Doculabs, will give you a foundation for you to improve interactions with your customers.

https://bit.ly/3vqF8uj

You've untangled those lights from the tree. Now it's time to untangle your workflows for a better customer experience.

Does your organization struggle with messy workflows that hinder employee productivity? Rescue from process chaos is here with process mining and intelligent document processing.

🔆 Visually reconstruct workflows to pinpoint bottlenecks and waste
🔆 Structure data automatically from client documents with AI
🔆 Enable continuous process improvement powered by analytics

Join us for a webinar on January 18 at 1 ET to learn how leading financial firms are leveraging these technologies to optimize operations, reduce costs, and improve agility.

Grab your spot now: https://bit.ly/3vqF8uj

Image credit: Photo by Ridham Parikh on Unsplash

Hacking Through Complexity to Find Simplicity in Financial Services Workflows

We probably all have a story about a poor customer experience with a bank, insurance company, or wealth management firm. The root cause of many poor customer experiences in financial services is from poor workflows and an inability to share relevent documents.

There's a solution.

Join us for a joint webinar with on January 18.

Grab your spot! https://bit.ly/3vqF8uj

Join us on the 18th at 1 eastern for details on how to unleash process mining to improve the customer experience.

Day-to-day interactions—from account openings and modifications to deposits, withdrawals, loan applications, and investment activities—form the foundation of any financial institution’s relationship with its customers.

Each time a transaction fails to meet expectations for ease and efficiency due to obsolete processes, the firm risks losing the customer to a competitor. Doculabs’ Joe Mislinkski will provide actionable advice. Secure your seat now!

Transform Customer Engagement: Unleashing Process Mining in Financial Transactions | ABBYY Webinar Day-to-day interactions—from account openings and modifications to deposits, withdrawals, loan applications, and investment activities—form the foundation of any financial institution’s relationship with its customers. Each time a transaction fails to meet expectations for ease and efficiency ...

Before we all pretend to work tomorrow and have our vision clouded with sugarplums, save the date and join us for this webinar with ABBYY on January 18, 2024 (guess it's not too early to get used to typing that "4").

Click here to secure your spot: https://digital.abbyy.com/us-transform-customer-engagement-unleashing-process-mining-in-financial-transactions-webinar?utm_source=doculabs&utm_medium=partner&utm_campaign=wbr-us-timeline-customer-service-in-fin-serv-doculabs-18-01-2024-doculabs

Understand the path of data integration in - setting up data connections, configuring extractions, transforming data, and loading it into a data log for analysis. This video focuses on the key extraction stage - pulling raw data from an on-premise MySQL database into the cloud.

Path of the Data Lesson 2 - Configuring Data Extractions in Process Mining Here's how to configure data extractions in process mining to pull data from an on-premise database into the EMS cloud for analysis. In this 2nd of four "Path of the Data" short tutorial, I demonstrate setting up a MySQL data connection, creating an extraction job, and adding tables for extraction.....

We share process mining tips and tutorials weekly.

ICYMI, here's the first in a short series of videos about how to access and use data for process mining with Celonis.

Want more? Be sure to subscribe to our YouTube channel!

Path of the Data Lesson 1 – Celonis Data Connection; a Process Mining Tip Getting to your data quickly is critical to getting the most from your process mining investment. James Newman explains how to set up a data connection, using Celonis as the example, to extract data from an on-premise source system. James provides an overview of the data flow from source to EMS clou...

Did you know we have a new newsletter on Substack?

Check it out for a curated overview of interesting, thoughtful, and helpful views about intelligent automation.

This issue includes generativeAI's impact on intelligent automation, the importance of understanding the difference between RPA and intelligent automation, and can citizen developers help bridge the IT talent gap?

https://doculabsinsights.substack.com/p/doculabs-insights-4?sd=pf

In 90 minutes, Marty Pavlik will be sharing insights about how process mining helps to improve business processes based on our real-world experience using process mining tools from Celonis to help our clients.

Register now!

We are offically two days away from this webinar! It's not too late to sign up. Save your spot today! https://hubs.la/Q01nBsy80

Will you be joining us?

Digital Transformation & Industry 4.0 Webinar. We'll be speaking at this webinar on August 11. Get practical and useful advice about embarking on a journey.

Digital Transformation & Industry 4.0 Webinar | Celonis Manufacturing industry panel discussion with Rick Hassman of Doculabs and Jamshed Dubash CEO of Valspar Strategies >> Register now.

Could you use a bi-weekly update of insights about Intelligent Automation?

Of course you could! You can subscribe to Marty Pavlik's (our Executive Vice President) newsletter, Intelligent Automation News, and read our 4th issue here:

https://www.linkedin.com/pulse/intelligent-automation-news-4-marty-pavlik

Join us on August 11 for Digital Transformation & Industry 4.0 [webinar]

Industry 4.0 is being widely implemented by companies and departments but many are still trying to realize the full value of their investment.

Join us for this industry 4.0 panel as our Rick Hassman and Jamshed Dubash, CEO of Vaspar Strategies, discuss the latest in the industry 4.0 movement and some of the ways to fully realize value out of your initiative. Register to learn about:
● Process Mining’s impact on industry 4.0
● Latest on the Industry 4.0 movement
● Success and challenges companies are experiencing with Industry 4.0
● Discuss work being done to normalize the IIoT (Industrial Internet of Things) data captured throughout the process

Digital Transformation & Industry 4.0 Webinar | Celonis Manufacturing industry panel discussion with Rick Hassman of Doculabs and Jamshad Dubash CEO of Valspar Strategies >> Register now.

What's next for and us, their Americas Partner of the Year 2021?

A huge thank you to HFS Research and Sam Duncan for having Christoph Kisker, VP of Digital Consulting at Celonis, and our own Marty Pavlik on for the "Unfiltered Stories" podcast. They talk about our company's mutual goals, especially focusing on the importance of people in engagements.

Unfiltered Stories | DocuLabs x Celonis: Accelerating towards intelligent business ex*****on together In this edition of Unfiltered Stories, Sam Duncan, Practice Leader at HFS Research, connects with Marty Pavlik, Executive Vice President at DocuLabs, and Christoph Kisker, Vice President of Digital Consulting at Celonis, about how the two firms are collaborating. You can listen above or watch this H...

What's Your Process' Kryptonite? Be Your Company's Superman and See the X-Ray of Your Process/

Here's how we use (based on Celonis) to create an X-ray of your business processes. In this 5th and final article in our series of CFO blogs (you'll find links to the first four in the post), Marty Pavlik and James Newman provide an overview of our process.

What's Your Process' Kryptonite? Be Your Company's Superman and See the X-Ray of Your Process The Doculabs CFO Report Card gives you an "X-Ray" of your financial processes -- revealing how your processes are functioning in reality. Here's how we do it

Get the most from , find the Happy Path.

Happy customers equal a healthy business. When customer interactions are filled with friction, customers satisfaction declines. What's the relationship between and making customer interactions with your business as simple as possible? Read on to find out.

Follow the Happy Path for Ex*****on Excellence in Customer Service Processes Making sure customer change of account processes work smoothly for customers will increase customer retention and improve the customer experience.

The Process Mining Opportunity Within Financial Services and Insurance

It's time to take control of your business processes, improving efficiency and the customer experience (among other benefits), with . Here's an overview to get you started.

https://hubs.ly/H0R_TxJ0

It’s Time to Migrate from IBM CM8 – Here’s How

Considering moving from IBM CM8? This is what you need to do.

https://hubs.ly/H0R_Tfs0

The Process Ex*****on Gap – Celonis Research Reveals Potential for $100M+ Cost Savings and Working Capital Availability

Focusing on decreasing ex*****on gaps in procure-to-pay and order-to-cash processes has the potential to save big on costs and free up hundreds of millions of dollars of working capital. Read the research then investigate how to apply process mining to analyze and improve your company's business processes. https://hubs.ly/H0TN4Br0

How to Evaluate and Select the Best Process Mining Solution

Process mining is key tool in the IT toolbox to maximize process ex*****on. This article provides guidance based on Doculabs' decades of experience and expertise in automated workflows. Read on to discover the essential questions you need to ask during your evaluation process.

https://hubs.ly/H0R_TfD0

Evaluating Options in the Intelligent Capture Marketplace

This short list of intelligent capture vendors provides a good starting point for any company looking to improve how they ingest and then use unstructured content.



https://hubs.ly/H0S3lgv0

Evaluating Options in the 2020 Intelligent Capture Marketplace Capture technology has evolved. Here is a practical advice that groups some of the leading intelligent capture solution providers.

Workflow Migration Simplified – The Doculabs’ Workflow Process Automation Solution in Action

Watch the demonstration of the solution, then contact us and let us know how we can help your business.


https://hubs.ly/H0S3cL30

Workflow Migration Simplified – The Doculabs’ Workflow Process Automation Solution in Action Watch the Doculabs' Workflow Process Automation Solution demo video to understand how process mining can simplify your workflow migration project.

5 Moves to Help Regional Banks Go Digital

DIgital is no longer a desire. It is an imperative. It's never too late to begin, but the sooner you do begin, the faster you'll reap the rewards.

The level of impact from the COVID-19 crisis is yet to be fully recognized, but as with other pivotal points in history, we are starting to see fundamental changes to the fabric of our society—and especially the workplace. Just like new security protocols at airports after 9/11 or the required SEC filings to protect the consumer after the Great Depression, COVID-19 will change the way all businesses operate.

This is especially true for the banking industry, where COVID-19’s disruption has made modern banking technology to retain and engage customers an imperative.



https://hubs.ly/H0S38fd0

5 Moves to Help Regional Banks Go Digital Regional banks have the same digitization imperatives as national banks, but without the same resources. Guidance for getting the most from digitization efforts.

The Process Ex*****on Gap – Celonis Research Reveals Potential for $100M+ Cost Savings and Working Capital Availability

Focusing on decreasing ex*****on gaps in procure-to-pay and order-to-cash processes has the potential to save big on costs and free up hundreds of millions of dollars of working capital. Read the research then investigate how to apply process mining to analyze and improve your company's business processes. https://hubs.ly/H0TM_7t0

Forms Digitization and Modernization: Guidance for Incorporating WCAG Compliance Into Your Redesign

For firms focusing on digital transformation, customer-facing forms are an area that got a lot of lip service but little true attention. But COVID-19 highlighted the problems with the document- and form-centric processes - which are critical for customer onboarding and servicing processes in financial services and insurance firms, particularly those requiring retention of documents of record.

Read on for advice on ensuring accessibility for all customers.



https://hubs.ly/H0S35980

Forms Digitization and Modernization: Guidance for Incorporating WCAG Compliance Into Your Redesign WCAG compliance is both mandatory and can be good for you business. However, making forms compliant is a non-trivial task that requires expertise.

How to Create a Metadata Framework

Want to find your content again? A framework is essential. Here's what you need to know to create one for your organization.



https://hubs.ly/H0S31RN0

How to Create a Metadata Framework Without a metadata framework, you will never maximize your ECM/content services investment. After all, if you can't FIND your content, what's the point?

Getting Started With Robotic Process Automation: Essential Guidance

can be effective, but you can't just expect it to work. Here's a few tips on getting started.


https://hubs.ly/H0S30Km0

Getting Started With Robotic Process Automation: Essential Guidance RPA, robotic process automation, can be a valuable process automation tool when used correctly. This foundational guidance will get you off to a good start.

Process Mining: You Have the Data, Start Understanding Your Business Processes ASAP

There's no reason to wait. Start taking advantage of ASAP. Quick thoughts and a short video explain.



https://hubs.ly/H0S2-zm0

Process Mining: You Have the Data, Start Understanding Your Business Processes ASAP We often see organizations not moving forward with process mining during migration projects because they think they don't have enough data. They (you) do.