BPO workflow

Managing part of a company's business processes through outsourcing is a profitable solution for banks, service providers, large-scale companies and, in some cases, even for SMEs. Outsourcing is the most proactive and fast-paced strategy for maintaining up-to-date and flexible business cycles both in terms of regulations and technology, all the while ensuring gains in innovation, process efficiency and productivity. Processes that are outsourced are also better sized, optimised and managed through the use of powerful tools that monitor their performance and, where necessary, contribute to their development.

Pflow takes care of the centralised management and monitoring of BPO (Business Process Outsourcing) flows through a powerful and simple integrated interface. The module allows for various activity parameters such as Key Performance Indicators (KPI) to be monitored, even graphically, to provide a continuous and detailed activity overview, including the monitoring of outsourced back office flows and the management of physical records, stocks, logistics and transport.

Back office outsourcing

Dataexpert boasts extensive knowledge of back office outsourcing processes and development. This expertise forms the solid foundations on which Pflow is based. This platform provides clients with a series of services and tools that are highly useful in automating processes, which in turn makes them faster, more stable and more secure.

Streamlining and optimising processes

Our goal is to ensure a more precise and reliable delivery of each operation to result in gains in both efficiency and accuracy. The powerful monitoring and auditing system allows for a detailed follow-up of the phases and metrics of activities for the purpose of optimising the processes.

Capture & Recognition

The Capture & Recognition module enables almost any business to be able to manage the flow of incoming documents automatically. Dataexpert's modular platform Pflow uses software to recognise printed characters (OCR) and handwritten characters (ICR).
Being able to automatically recognise, read and digitise large quantities of paper documents is essential to generate an increase in productivity and cost-effectiveness, whilst streamlining document management processes which, if not automated, would otherwise fall under employees' tasks.
Stable and reliable Capture & Recognition software ensures that almost all errors are eliminated during the capture phase, errors which can only be expected when long incoming documents are transcribed, digitised and submitted exclusively by human resources. Dataexpert is an Abbyy partner for Capture & Recognition.

How it works

Banks, credit institutions, insurance companies and public or private registrar's offices are only a few examples of companies that need to capture, process, sort and archive documents on a daily basis, such as contracts, registration requests, supplier invoices or forms of all kinds and purposes. The Capture & Recognition module manages the capture and recognition phases, beginning with intelligent scanning. Each document, be it typed or handwritten, is processed by the most reliable, fast and cutting-edge OCR and ICR readers available.

The document lifecycle

Once a document has been captured and digitized, the next step is to identify it. After generating the document using precise OCR and ICR filters, the file originating from the paper document is highly compatible with the most common IT business platforms, can be used as a data source, and can be automatically sorted according to specific requirements of the company that chooses Pflow. Once a company decides and customises the process, the switch from paper to digital is swift, stable and completely secure. The end files are ready to be processed by numerous professional applications.

Fast capture of paper documents

Speed in management processes

Management of procurement cycle documents

High third-party compatibility

Automatic sorting and archiving

Full text OCR for information search

Archiving & Legal Electronic Archiving

Archiving constitutes a fundamental part of the document lifecycle. Many business activities heavily rely on a data centre that is able to guarantee the utmost reliability and security when it comes to storing contracts, clients' sensitive data, paperwork, correspondence or legally valid documents.
A special module of the Pflow IT platform manages both the digital and physical archiving of documents.
The system is designed to meet all the latest requirements on archiving, as well as on compliance with national and international regulations that govern this activity.
Thanks to a series of partnerships founded on the utmost credibility combined with the latest in cutting-edge technological innovations, Dataexpert promises to provide a single solution that can store large volumes of documents and that can quickly and efficiently perform operations on these documents which are integral to clients' businesses.

Legal Electronic Archiving

One of the most important optional features is Legal Electronic Archiving whereby the legal validity of a paper document is maintained even when it is archived in an electronic format, in compliance with the provisions of Italian legislation. The software is designed to be able to manage the processes of digital signatures and timestamps for documents, which are both operations required as part of Legal Electronic Archiving. The suite of document management tools for Legal Electronic Archiving sets Pflow apart from the competition, strengthening its position as leader in the Italian market for IT business platforms.

Archiving physical and digital data

The archiving of data captured from documents is subject to various regulations, often imposed by national and international laws to protect the privacy and rights of consumers, and which require that this data be stored on secure, anti-theft equipment. Dataexpert is a comprehensive, centralised solution for Archiving and Legal Electronic Archiving that avails itself of partnerships with leading companies and offers archiving for both physical and digital documents. Systems are monitored and updated on a regular basis to guarantee secure and updated services that comply with the latest regulations.

Data quality/Validation

A database that contains a large quantity of data may constitute a valuable resource for businesses whose activities are based on supplying goods or services to clients of various kinds.
Financial institutions in particular need to store all kinds of data relating to their activities and accounts in a database in order to guarantee mortgage stability, for example, and to be able to protect themselves from sudden knocks to the financial markets.
The information contained in the databases constitutes an essential resource for both the bodies held accountable for guaranteeing the reliability and solvency of a particular entity and for any suppliers or clients that are given the opportunity to choose their most trusted partners by means of a preliminary analysis.

Updates to regulations

Financial institutions are the entities most affected by the updating of procedures on monitoring business activities and accounts, as they must be able to provide the necessary general capital guarantees and, particularly liquidity guarantees. Dataexpert can provide all the necessary IT support to ensure compliance with the regulations in force, such as Basel III.

Client base checks

Dataexpert provides tools to manage the entire document cycle, from document capture to document validation. Pflow features tools that can help to verify information which, through the use of algorithms, can automatically assess the consistency between the archived documents and ongoing operations in order to guarantee the credibility of the client base.

The Dataexpert Pflow platform guarantees access to all BPO advantages, with a series of innovative, secure and convenient solutions, designed to manage and optimise outsourcing of business processes for banks and industries.