What is an Enterprise Automation Platform?

An Enterprise Automation Platform can be used to manage your content and automate processes within any department or team. With your information all in one secure location, your important business content is delivered to you when you need it, wherever you are.

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. Increase productivity, reduce risks, and empower your team to do more across the entire enterprise.

Plain and simple, the DocuPhase Enterprise Automation Platform will transform how work is done by each of your company’s departments.


Instant Access

Leverage document management, electronic web forms, and advanced capture tools.


System Integration

Integrate DocuPhase with your existing systems of record to ensure all data is consistent.


Streamlined Workflows

Automate your business processes with our drag-and-drop process modeler.


Grow & Scale

Expand the solution from one department to the next, growing your initial investment.

Your Digital Transformation
Starts Now

Forget lost documents, complex processes, and long days at the office. Our team specializes in guiding you through your journey to a paperless, automated workplace. Find out how our Enterprise Automation platform works, and how it can help you kick off your company’s Digital Transformation.


Process Automation

Power, flexibility, and expandability are just a few of the words our clients use to describe DocuPhase’s drag-and-drop process designer and bot builder. It is their platform for continuous process improvement.


Electronic Web Forms & OCR

Effortlessly capture the data needed to run your business processes, eliminating data entry. Leverage OCR (optical character recognition) to extract key information from documents, email, and more.


Document Management

Take the first step to kicking off your Digital Transformation by going paperless. Exceed customer and employee expectations with our easy-to-use Document Management System.


ERP Integration

Extend the capabilities of your existing systems, while making information available to everyone that needs access. Sync information across all systems, keeping your data accurate and up to date.



Accounting Automation

Get more work done without adding more people.

Is your team tired of watching the to-dos pile up and the minutes tick by? Daily administrative tasks monopolize all of their time, while more important things fall through the cracks.

  • Automate tasks like data entry and approval routing
  • Find the documents and data they need, quickly and easily
  • Create a virtual “paper trail” for easy auditability.

Learn more

Healthcare Automation

Increase Patient Volume Without Increasing Overhead

The patient journey is at the center of everything you do. DocuPhase’s healthcare automation solution integrates with your current systems, organizing your files, synchronizing your data, and resolving inefficiencies within your processes, all while adhering to compliance requirements.

Partner with DocuPhase to optimize hospital administration and maximize the performance of your entire team. Our process improvement experts help you identify and resolve inefficiencies in every aspect of your organization.

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Manufacturing Automation

DocuPhase’s manufacturing automation solution simplifies and regulates your processes from work order to delivery.

When you automate processes within procurement, quality assurance, and accounting, you’ll be able to increase efficiency while ensuring quality and compliance.

We know that the manufacturing industry is riddled with complex processes and ever-changing regulations. Our Enterprise Automation Platform will ensure that each of your processes is running like a well-oiled machine.

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Human Resources Automation

Propel your HR department toward success.

Human Resources is a department rife with administrative work related to personnel files, benefits, training requirements, recruiting, and hiring. A partnership with DocuPhase can drive innovation into your HR processes, with simplified onboarding and records management.

When your repetitive HR tasks are automated, you’ll have more time to focus on attracting, recruiting, engaging, and retaining high-quality employees.

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Customer Service Automation

Partner with DocuPhase to boost your level of customer service with customer portals, mobile access, and quicker turnaround times.

The key to customer loyalty is providing your customers with fast response times, self-service portals, and other conveniences they’ve grown to expect from today’s businesses.

In order to deliver this level of customer service, you’ve got to have the right tools. That outdated snail mail and sticky note system just won’t cut it anymore.

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Banking Automation

DocuPhase’s banking automation solution delivers increased visibility, accuracy, and compliance, partnered with decreased costs and risks.

Managing customer expectations, along with your own profitability, can be challenging. Inconsistent and inefficient practices can prevent you from delivering a high-quality experience to your valued customers. W

hen your internal processes are organized, simplified, and automated, your customers will see the difference.

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Lending Management Automation

DocuPhase’s lending automation solution can give you the competitive edge you’re looking for.

The faster you can process requests, the more likely it is that customers are going to come to you for their lending needs.

By automating your lending process, you can reduce the time and resources involved in processing loans, while also increasing customer satisfaction, retention, and referrals. Partner with DocuPhase to gain the competitive edge you need.

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Legal Automation

DocuPhase’s legal automation solution helps you regain control of your documentation and processes, facilitating a more organized, efficient, and agile workplace.

Some professions are more paper-laden than others. Attorneys take this to the next level. A single case can mean reams and reams of paper. Add to that the fact that multiple cases are worked in concurrence. That adds up to a TON of paper. When you partner with DocuPhase, you get Enterprise Content Management tools and much, much more.

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Let's simplify your business together.

Fill out the form to schedule a discovery call with one of our automation experts today! We can't wait to connect.

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
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