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Business AutomationSolutions for Workflow, Document, and Process Automation

Your team came to work to do their actual jobs. Instead, they spend their days re-keying invoice data, chasing approvals down email threads, hunting for documents in someone else’s SharePoint folder, and walking paper around the building. The smart people you hired are doing the work that any half-decent automation platform could do faster, cheaper, and without errors. They notice. The good ones are starting to leave.

Kelley Create’s Automation Solutions eliminate the soul-crushing repetitive work that drains your team. Business Process Automation. Intelligent Document Processing. Accounts Payable Automation. Digital Forms. Enterprise Content Management. Five services under one roof, designed to fit how your business actually operates. One partner. One platform strategy. One predictable result.

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Mindi
Todd
Skylar
Dale Harvey

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    what worked then may not work now

    Manual Work Compounds. Eventually it Eats Capacity You Don’t Have.

    Manual work compounds. Invoices get walked around the building. Approvals sit in email chains nobody chases. Documents get retyped from one system into another. Field forms come back on clipboards three days after the work was done. Each process feels small until you add up the hours every week the team spends on routing work that should route itself. The strategic work keeps getting pushed because the routine work fills the day.

    The right partner doesn’t add another tool to the stack. They redesign the workflows so the routine work runs itself and the team gets back to actual judgment work. That’s us.

    What’s Included in Automation Solutions

    Five dedicated services under Automation Solutions, each with its own page covering the specific capabilities, platforms, and FAQs. All five work together under one engagement model when the scope warrants it.

    Find Out Which Processes in Your Business Would Pay Back Fastest From Automation. Free Assessment, No Obligation

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    Common Automation Problems We Solve

    Most automation conversations start with one or more of these patterns.

    Manual data re-keying.
    Invoices, applications, claims, forms. Someone reads a document and types its contents into a system. Slow, error-prone, demoralizing.

    Approval workflows stuck in email.
    Status is whatever the last person to touch it remembers. Approvals get lost in inboxes. Cycle time depends on who’s on vacation.

    Paper at the edges.
    Field workers, customer-facing roles, patient intake. Paper forms still capture business-critical data. The digitization happens later, badly, by someone else.

    Document chaos.
    Contracts in one folder, invoices in another, HR records in a third. Auditor asks for something. Forty-five minutes of searching across SharePoint, OneDrive, and shared drives.

    Month-end close that takes weeks.
    Multiple systems, manual reconciliation, spreadsheet patches. Finance team works late through close week, every month.

    People hired for skilled work doing transactional work. Accountants typing data. Analysts hunting for documents. Field service techs filling out paper forms. Smart people doing work the software should be doing.

    How Kelley Create Delivers Automation Solutions

    Four phases. Understand the current state, design what fits, implement without disrupting operations, then optimize over time.

    1. Assess

    Process discovery. Volume measurements. Bottleneck identification. ROI modeling. The data you need to decide what’s worth automating and what isn’t.

    2. Design

    Workflow design, document templates, integration points with existing systems, change management plan. Designed for how your business actually operates.

    3. Implement

    Platform deployment, integration build, user training, parallel operation, cutover. Phased rollout to manage risk. Quick wins early to build adoption.

    4. Optimize

    Quarterly business reviews on usage, exception rates, and ROI. New workflow rollouts as the platform proves out. Continuous improvement as the business evolves.

    Local Automation Expertise, National Reach

    Automation engagements need hands-on process discovery, implementation, and training. The work happens locally.

    Local. Regional automation specialists for on-site process discovery, implementation, and user training. People who learn your business.

    National. Multi-location operations get coordinated automation across every site. Same platform, same workflows, same training approach.

    Why Partners Choose Kelley Create for Automation Solutions

    Specialists across BPA, IDP, AP automation, digital forms, and ECM.

    Each its own discipline with its own deep bench. Dedicated subject matter experts.

    Longtime DocuWare Platinum Partner.

    Decades of combined DocuWare implementation experience across our team. Deep platform expertise, not surface knowledge.

    ABBYY experts for over a decade.

    Long-term partnership covering document processing for invoices, contracts, claims, and complex extraction work.

    Solutions under one partner.

    BPA, IDP, AP automation, digital forms, ECM can be designed together as a coherent automation strategy.

    Process-first approach.

    Process discovery and ROI modeling before platform selection. We tell you what’s worth automating.

    Quick wins and long-term value.

    First measurable wins typically in 90 days. The bigger platform transformations take longer but deliver compounding value over months and years.

    Honest about scope.

    We tell you when a process isn’t worth automating, when off-the-shelf workflow tools are enough, and when the right answer is less than what you walked in asking for.

    Who Automation Solutions Are For

    Businesses with manual AP, invoice processing, or approval workflows where the team spends most of its time on data entry and approval routing.

    Organizations buried in paper forms where field workers, customer intake, or compliance work still runs on paper or fillable PDFs.

    Companies with document chaos spread across SharePoint, OneDrive, shared drives, and email. Auditor requests take days.

    Multi-location operations needing consistent automation across every site with centralized visibility and reporting.

    Growing businesses where transactional volume is outpacing the team’s ability to keep up manually.

    Internal IT and operations teams needing a partner with deep platform expertise to design and deploy automation without rebuilding the function in-house.

    Case Studies: AI & Intelligent Solutions

    Real businesses. Real Outcomes. Click to view all Case Studies.

    An Experienced Specialist for Every Platform. Process-First Methodology. ROI Within Six Months for Most Partners.

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    Helpful Next Steps (Related Solutions)

    Many partners who engage Automation Solutions also explore:

    Business Process Automation.
    Detailed coverage of workflow automation, approval routing, and process-specific use cases.

    Explore Business Process Automation

    Intelligent Document Processing.
    OCR, ICR, and AI-driven document data extraction.

    Explore Intelligent Document Processing

    Accounts Payable Automation.
    Invoice-to-payment automation with three-way matching and ERP integration.

    Explore Account Payable Automation

    Digital Forms.
    Mobile-first form capture replacing paper and PDFs.

    Explore Digital Forms

    Ready to Stop Walking Invoices Around the Office?

    The work that grinds down your team isn’t the work they were hired for. AP coding, approval chasing, document hunting, paper handling. None of it requires the skills you actually pay for. All of it can be automated by platforms that exist and work today. The fix isn’t more headcount. It’s automation done by a partner who knows what they’re doing.

    Free process assessment, no obligation. We map your highest-volume, most painful processes and produce specific ROI numbers for the automation that would pay back fastest.

    DocuWare Diamond Club Partner. Five automation solutions. One partner.

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    Frequently Asked Questions

    • Where should we start with automation?

      Process discovery first, then ROI modeling. We look at your highest-volume, most painful processes and identify the ones where automation pays back fastest. Typical first projects: AP automation, customer onboarding workflow, or document management for a specific function. The assessment shows you where the math works.