What is Shared Services Automation?

Shared Services is the consolidation of business operations that are used by more than one department in the same organization. Shared Services Automation is using technology to make back-office processes leaner and more efficient.

By making use of Robotic Process Automation (RPA), workflow automation, document management software, electronic business forms, and integrating with your current systems of record, Shared Services Automation can give organizations a competitive advantage in the marketplace. Connecting Finance, Human Resources, Procurement & other departments will enable organizations to efficiently collaborate across departments and boost growth.


Automate the Back-Office

Centralize your back-office processes & information on the DocuPhase Platform to gain instant access to the information you need, when you need it.


Streamline Workflows

Automate and connect all your departments and processes to drastically reduce the time it takes to route and share documents.


Increased Visibility

With greater transparency, management can efficiently monitor business processes in real time, in order to make data-driven decisions.


Competitive Advantage

With the increase of productivity, your team can perform higher value activities that directly impact success and customer satisfaction.

Your Digital Transformation
Starts Now

Forget lost documents, complex processes, and long days at the office. Our team specializes in guiding you through your paperless journey. Find out how our Document Management solution works, and how it can help you kick off your company’s Digital Transformation.


Enforced Compliance

Reduce risk and enforce business rules and security, making it easier and less costly to maintain compliance


Cleaner Office

Imagine an office with no filing cabinets, fewer shredders and printers, and shelves of storage taken back from paper and printer supplies.


Reduced Costs

Going paperless reduces wasteful, paper associated costs. The average office worker uses 10,000 sheets of copy paper every year!


Grow & Scale

Set a foundation for growth by empowering your team to do more with less. Stay focused on increasing productivity and efficiency without the worry of adding overhead.



Execute with Workflow Automation

Our drag-and-drop process modeler puts the power of automation in your hands.

Our process automation solution allows you to design and build complex workflows with a simple, intuitive user interface. Designing and managing your processes is now configurable without scripting, coding, or programming.

Create unique parallel or sequential processes for single, group, or departmental workflows from within an easy to use, drag and drop environment.

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Instant Access with Document Management

From anywhere, at any time, get quick and convenient access to the business information you depend on.

The content and data is now accessible to managers, clients, and remote workers. Your contracts, customer information, corporate images, and financial data are right at your fingertips, at all times.

From your mobile devices to your desktop, you can access the data and documents in your document management software that you need to run your business and get work done.

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Get more work done by seamlessly connecting all of your business systems into a single, cohesive unit.

Access the information stored in the document management system directly from within the business system you are working. For example, you can click a button inside of your ERP to immediately pull up all of the associated information for a transaction, such as the actual check, purchase order, and invoice stored in the document management software.

Our solutions incorporate a wide range of tools for easy integration into traditional client-server, desktop, web-based or internally developed custom applications.

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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
Want to read more from satisfied users? Our reviews speak for themselves!
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