Prepare an order
Information from an incoming order is prepared for checking and processing in the ERP, the system that manages areas such as orders and stock.
AI-assisted back-office work and Intelligent Automation
Lleverage
From an incoming document to the next process step.
Lleverage connects AI-assisted document processing to your business workflows. Think of orders, invoices and purchasing information that need to be prepared, checked and passed to a system.
Free of charge and without obligation. Around 30 minutes, through Microsoft Bookings. Privacy information.
The information arrives. Transferring it holds up the work.
An employee reads a document, looks up related information and prepares it for entry into a system. Lleverage can connect these steps. This is an example of Intelligent Automation: combining AI with process steps and checks.
What this could look like in practice
Three working situations where this solution could play a part.
Compare an invoice
Invoice information is compared with purchasing data. A discrepancy can be sent to an assigned employee before the workflow continues.
Keep a decision with an employee
A workflow can pause and ask an assigned user for a decision. The relevant step continues after that decision.
How could this help your organisation?
Less manual transfer of document data
Connect information preparation with the next process step rather than repeatedly reading, copying and entering it separately.
Human judgement at the right point
Build in decision points where an employee needs to assess the work. Assignment and exception handling are configured explicitly.
Set focused access boundaries
Project roles and permissions for individual resources help define what users may see or change. Connected systems also need their own permission configuration.
Which organisations could this suit?
Lleverage focuses in part on businesses that make, trade or move physical products. Manufacturing, wholesale and goods flows are therefore familiar starting points, for example where order and purchasing documents recur.
Recurring documents
The amount of repeated work, input quality and variation between documents determine whether this approach is useful. Company size alone says little about that.
Systems and a process owner
There need to be usable systems for subsequent steps and people who can assess decisions and exceptions.
What does setting it up involve?
Start with representative documents and the requirements for the output. Establish which information may be read or changed and when an employee needs to review it.
Quality and exceptions
AI outputs need to be assessed against your process requirements. Human decision points and exception paths are configured deliberately; setting a deadline does not itself create an escalation.
Features, processors and usage
We review the desired integrations, data region and usage together. Where usage-based billing is enabled, Lleverage describes controls for agent usage and seats. An agent limit does not stop all background workflows.
Data, access and control
Lleverage provides ways to define access and data processing boundaries. The selected features, subscription and processing agreement determine how these work in your process.
Data processing in the EU
For paid subscriptions, Lleverage describes EU-only processing on written request. This can limit integrations. We assess the desired processors and features together.
Permissions for individual resources
Project roles and permissions for individual resources limit what users can do. The permissions used by integrations in other systems also need to be configured appropriately.
Zero retention at AI model providers
For paid subscriptions, Lleverage describes zero retention: AI model providers do not retain submitted data. This does not cover all platform data; test environments are covered on a best-effort basis only.
SSO through your own sign-in service
Enterprise SSO lets users sign in through their own identity provider. The supplier needs to activate the connection. Subscription requirements, domain scope and permissions are assessed before setup.
ISO 27001 and SOC 2 Type II
Lleverage lists ISO/IEC 27001 and SOC 2 Type II. These concern information security management and assessed controls. We check which services and time period the documents cover during selection.
Your process first, then the solution
I am Joshua Boermans, an Automation Consultant at Korper. I assess what could be automated and where it would add value. I then work with technical colleagues to shape a suitable approach. Korper is a partner of the supplier described here.
Understand the work
We discuss the current steps, manual work and exceptions. You do not need to choose a tool beforehand.
Assess the options
We consider the expected value, existing systems and the ongoing management required.
Agree a suitable next step
If automation is a good fit, we identify the technical work needed. We coordinate implementation with the technical team at Korper.
Questions before you choose
Does this run entirely without employees?
You decide which steps run automatically and where an employee makes a decision. Document quality, exceptions and changes remain part of managing the process.
How do we assess quality?
We start with representative documents and clear requirements. Exceptions and checks form part of that assessment before a workflow goes into use.
Which process could we start with?
Choose a recurring document flow, such as orders or invoices. Examples, current steps and the systems involved help us discuss the possibilities.
Can I process sensitive personal data?
According to the data processing agreement, special-category and criminal-offence personal data require an explicit written agreement. We assess this beforehand.
Discuss the process you want to improve
Tell me where the work gets held up. We can explore whether this solution fits and what a useful next step would be.
Free of charge and without obligation. Around 30 minutes, through Microsoft Bookings. Privacy information.