What is an Enterprise Automation Platform?

An Enterprise Automation Platform can be used to automate processes within any department or team. A flexible enterprise solution can be used to map out and automate everything from back-office accounting/finance processes to customer-facing dashboards and portals.

We know what’s possible and where we’ve seen successes with companies like yours. Work hand in hand with our team of process improvement consultants as you figure out where to begin with Enterprise Automation, and where it will take you in the future!


Enhance Visibility

Enhance customer visibility through online portals.


Increased Efficiency

Solve issues faster, while keeping everyone updated.


Simplify & Automate

Implement workflows using a drag-and-drop, no-coding system.


Grow & Scale

Set a foundation for growth by empowering your team.

Your Digital Transformation
Starts Now.

Forget lost documents, complex processes, and long delays. Our team specializes in guiding you through your journey to a paperless, automated workplace. Find out how our customer service automation solution works, and how it can help you kick off your company’s Digital Transformation.


Self-service Customer Portals

Create a customer or vendor portal to capture data, kick-off processes and create efficiencies.


Workflow Automation

Take control of your processes with our drag-and-drop process automation tool.


Enterprise Document Management

Go paperless and increase efficiency with document management software.


Systems Integration

Integrate with your existing systems to keep your data accurate and up to date across the organization.



Instant Access

Satisfy Tech-Savvy Customers

Customers today expect instant access to the information they need, and fast resolutions when they run into issues.

DocuPhase’s customer portals allow your clients to submit requests and view the status of their account, from anywhere with an internet connection, whether they’re on a computer or a mobile device.

Get Started

Self-Service Customer Portals

Nothing’s holding you back from providing the best possible service.

When you partner with DocuPhase, portal access is available on any device, making it more convenient than ever for your customers to stay informed and updated on the status of their requests.

Having work listed out in a portal eliminates back and forth, or possible kickback from a client. Instead, your customers will be well informed of your plan, and you can focus meetings on what matters most to discuss, and not get lost in the minutiae.

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Delight Your Clients

Satisfy Your Customers’ Needs with Customer Service Automation

DocuPhase’s customer service automation solution provides you with the tools you need to simplify, organize, and automate all of your customer service processes. Partner with DocuPhase to gain access to:

  • Reduced costs without sacrificing quality of service
  • Mobile access for your team and for your customers
  • Automated routing and reminders
  • Faster turn-around times

Get Started


Request a Custom Demo


Do More with DocuPhase

Partner with the enterprise automation & document management experts at DocuPhase enables you to create organizational transformation. Discover how Enterprise Automation can help your team solve your most pressing problems, while becoming more organized and consistent in your daily processes.


What Our Users Say About


I love how easy it is to make changes to a process and how easy it is to work with the software.

Christy V. - Finance Manger

We looked at many systems and this seemed to work best and was was able to be customized to our needs. We have not lost any file folders since this started!

Chandra W. - President

The DocuPhase team are fantastic collaborators, as we look for solutions together. The DocuPhase software is very intuitive yet flexible to allow for customized solutions.

Michelle P. - Corporate Controller
Want to read more from satisfied users? Our reviews speak for themselves!
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