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Digital transformation has revolutionized retail over the past 20 years. In order to make use of an omnichannel strategy required to provide a good customer experience, retailers must change their document acquisition and processing procedures.
A series of use cases has been developed to automate the processes of scanning, rendering, extraction and distribution of all documents required by the retail business value chain, allowing us to make document processing more efficient in order to offer better service and achieve greater customer satisfaction.
Certified and Regular E-Mail Document Management
The certified e-mail channel is being increasingly used to handle communications and to exchange documents among government agencies, private citizens and businesses. The management of documents received through these channels entails a series of important complex issues that are almost always handled by operators.
Using sophisticated semantic recognition technologies, Circular makes it possible to efficiently manage certified and regular e-mail channels, by automating the 5 phases of the process:
- Data ingestion of certified and regular e-mail content and attachments
- Normalization of content in PDF format
- Automatic classification
- Automatic indexing
- Addressing
Certified and Regular E-Mail Assistance Process Management
Certified e-mail is a communication channel now widely used for sending requests for assistance or complaints and makes it essential to be able to quickly acquire and process requests.
Circular utilizes sophisticated semantic recognition technologies to import and interpret the information contained in e-mails and attachments quickly and in an extremely reliable way, using the output to automatically generate tickets in the company CRM system and quickly initiate all customer assistance procedures necessary.
Detection of Signatures and Check Marks
Validation of a contract, form, or a consent for the processing of data, requires checking that a signature has been placed in the space provided and that a check mark has been placed in the appropriate box. Currently, these processes often entail a bottleneck because they are managed by operators. Circular speeds up validation processes by automating verification of the correct parameters and ensuring extremely accurate results.
Processing of Foreign Supplier Invoices
The introduction of electronic invoices has actually solved the age-old problem of digitizing accounting and payment processes. Nevertheless, retail businesses still have to manage a large number of invoices from foreign suppliers.
Circular helps retailers speed up invoice capture using sophisticated AI algorithms that can automatically read and import data from invoices received from multiple vendors and route it to the relevant department for processing.
Fidelity Program Form Processing
Fidelity programs still represent the cornerstone of retailers’ marketing campaigns to optimize customer retention and increase the average receipt amount. The forms used to request fidelity cards are, in most cases, still on paper. Circular makes use of sophisticated machine learning algorithms to import and interpret the information contained on any type of paper registration form quickly and in an extremely reliable manner, and then automatically sends the data obtained to the corporate CRM or to specific business applications.
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Find out how Circular can help your company be more efficient in document capture processes.