Decision Automation

EDM enables organizations to automate decisions, streamline processes and realize operational efficiencies through the use of technology.

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Who we help

Operations, risk management, procurement and technology leaders leverage digitization capabilities to reduce the manual aspects of vital, yet time-intensive, business processes; improve existing workflows; and extrapolate important data.

EDM unlocks vital data through its intelligent capture recognition (ICR) and robotic process automation (RPA)—as well as validation against a system of record—to drive business decisions and identify predictive behavior.

Business leaders then deploy decision automation solutions to utilize valuable data that would have otherwise remained trapped on paper or within other unintelligent formats. Decision automation allows our clients to make strategic operational decisions and positively impact their organization’s bottom line.


Intelligent solutions to mitigate risk

EDM has the ability to work with data providers, integrate and provide information that allows us to triage and provide a solution to meet business requirements. What EDM has shown us over the past 5 years is that they are a trusted supplier and can deliver when they say they will.

Experts in data extrapolation and validation to drive strategic business decisions

EDM has experience in delivering intelligent capture recognition (ICR) solutions to digitize and streamline business processes. Our solution manages emails, scanned paperwork, faxes and electronic documents through the ICR process and converts images to data suitable for business intelligence and analysis.

Our automated process uses optical character recognition (OCR), robotic process automation (RPA) and data validation. Data and usable business information can be directly uploaded to a client’s network or system or hosted on EDMonline™, a secure and compliant document hosting and workflow management solution.

Using robotic process automation (RPA), ICR technology sorts and “learns” how to handle new documents, and, over time, evolves to recognize client-specific structures such as words, lines and tables. ICR “fuzzy” search and matching functionality allows information to be extracted from invoices, and documents are automatically routed based on the user-defined business rules.

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Decision automation is part of a wider digital transformation strategy

EDM’s solutions have enabled customers to reduce their in-house labor force and reassign key employees to higher-value functions. Automating manual processes allows organizations to leverage business data for improved reporting, insights and business decisions.

Secure, accessible hosted document management

Businesses that leverage decision automation can tap into the expertise of a vendor partner such as EDM to outsource the hosted document management function.

EDMonline™—our hosted document and workflow solution—facilitates the secure storage and access of your data as and when you require it. Our hosted platform ensures your stored data is secure, protected and compliant and enables user permissions to be set for only those who require access. Documents can be located quickly and easily with our instant search functionality, drastically cutting down on any manual document search and retrieval time. Additionally, storing documents digitally allows your organization to better utilize existing office space.

Hosted Document Management

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we can help your organization

Insurance Healthcare Financial

Learn more about how insurance companies are working with EDM to digitize the insurance industry

The insurance sector is one of the most competitive business environments. To survive in such a competitive marketplace, insurers have to be exceptionally efficient, deliver an enhanced customer experience, operate at the lowest possible costs and comply with complex regulations and legislation.


Reduction in claims cycle

We expertly and compliantly digitize medical records

EDM helps healthcare clients securely manage, maintain and medical records compliantly, adhering to all HIPAA regulations and requirements.

One billion +

Medical record images scanned

EDM helps banks and financial institutions achieve paper freedom

EDM has helped some of the most prominent companies in the financial sector reduce their paper handling costs, meet regulatory compliance requirements, free up expensive real estate as well as provide high-quality customer service.


Reduction in operational costs

Dan Cusimano Business Development Executive EDM Americas_BW linkedin logo

Dan Cusimano

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Who we help

Risk, records managers, facilities and change/transformation managers in NHS Trusts and primary Care trusts (Link to case study snippet of each)

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