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Solution Capability · 2.4

Intelligent Process Automation

Combine AI, document understanding, rules, integration, and workflow to automate processes that include unstructured information and exceptions.

What problem does this solve?

Traditional automation works well when inputs and rules are consistent. Many operational processes include emails, documents, language, incomplete data, judgment, and exceptions that require a more flexible approach.

Who is it for?

Operations and shared-services leaders

Finance and document-processing teams

Service, claims, quality and compliance teams

Automation centers of excellence

Application and integration owners

How Ignatiuz delivers it

1

Assess the end-to-end process and classify work by rule, judgment, exception, and risk.

2

Design document, extraction, validation, decision, integration, and human review steps.

3

Automate stable steps first and preserve transparent exception handling.

4

Integrate with systems of record and approval workflows.

5

Test business rules, data quality, edge cases, and operational recovery.

6

Measure throughput, exception rates, quality, and user effort.

Common use cases

Invoice and document processing.

Claims or request intake.

Email and attachment classification.

Quality and compliance workflow support.

Order, case, and service process automation.

Platforms involved

Power Automate, Power Apps, Azure AI services, Copilot Studio, Azure AI Foundry.

SharePoint, Microsoft 365, Salesforce, ERP, and finance.

Databases, APIs, file systems, and Ignatiuz accelerators.

Security & Governance

Human in the Lead

Automation includes validation, approval, segregation of duties, access control, audit trails, exception queues, recovery procedures, and human review where decisions have material impact.

Frequently Asked Questions.

Is this the same as robotic process automation?
It may include RPA, but the broader design can also use APIs, workflows, document AI, agents, rules, and human review.
The process should validate inputs, request missing information, route exceptions, or stop safely rather than force a low-confidence decision.
Measures may include cycle time, manual touches, exception rate, quality, throughput, cost, and user or customer experience.

Ready to talk about Intelligent Process Automation?

A readiness workshop is the fastest way to find out if this is the right starting point.

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