Table of Contents
1. Why document automation matters now
2. The impact of repetitive document work
3. How AI makes your ERP workflows smarter
4. Examples of processes you can automate
5. Benefits: faster, fewer errors, more control
6. How to integrate AI with your existing ERP
7. What you can do today
8. Download whitepaper
1. What is a CMR and Why Is It So Error-Prone?
The CMR (consignment note) is a crucial document for international freight transport. It contains information about the sender, recipient, cargo, route, and responsibilities.
Yet CMRs are still often:
- Filled out by hand
- Printed and scanned
- Emailed, archived, or manually entered in Excel
- Checked by multiple people
Every step adds risk and costs time. And a small mistake? It can lead to delivery issues or customs problems.
2. What Is Document Workflow Automation?
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Document workflow automation means handling documents from intake to archiving automatically — including validation, approval, and export.
Instead of people forwarding documents, the system routes them:- To the right person
- At the right time
- With the right context
All automatically, in real-time, and audit-proof.
4. Examples of Processes You Can Automate
- Purchase invoices: extract, validate, and match to orders
- Packing slips: link to shipping data and ERP records
- CMRs / transport documents: process and store automatically
- Work orders: extract and assign to projects or cost centers
Customs forms: validate required fields before ERP import
3. How AI Makes Your ERP Workflows Smarter?
Traditional ERP |
With AI Document Processing |
| Reads lines of text | Detects fields like sender, date, cargo |
| Error-prone with scans | Handles low-quality scans |
| No validation | Checks for completeness and logic |
| No automation | Automatically routes to the right workflow |
DocHeart reads documents, extracts key data, and sends it straight to your ERP — no manual handling needed.
5. Benefits: Faster, Fewer Errors, More Control
- Up to 80% less manual work
- Real-time updates in your ERP
- Improved compliance & audit trails
- Less reliance on IT
- Instantly scalable across departments
You streamline operations and create peace of mind, clarity, and speed throughout your organization.
7. What You Can Do Today
✔️ Identify one document process that takes a lot of time (e.g., invoice entry)
✔️ Check if manual work or errors occur there
✔️ Request a demo or Proof of Concept using real data
✔️ Then expand to other workflows
6. How to Integrate AI with Your Existing ERP
DocHeart works on top of your current systems, which means:
- No ERP replacement
- Simple API integrations or file-based connections
- Proof of Concept in <2 weeks
- Compatible with SAP, Exact, AFAS, Navision, and more
You keep your familiar processes — just smarter and faster.
