Appian Performance

INTELLIGENT DOCUMENT PROCESSING (IDP) WITH APPIAN

OBJETICVES

Understand the fundamentals of Intelligent Document Processing (IDP):

Introduce key concepts and highlight the importance of IDP in business process automation.

Learn to use Appian’s capabilities for IDP:

Enable participants to leverage Appian’s tools and features to implement document processing solutions.

Develop practical skills for building IDP solutions:

Provide hands-on experience in designing, developing, and deploying IDP solutions in Appian.

INTRODUCTION TO INTELLIGENT DOCUMENT PROCESSING (IDP):

01 OVERVIEW OF APPIAN FOR IDP:

CONTENT

02

Core concepts and benefits of IDP.
Common use cases across industries.
Key components of an IDP solution.

Appian’s document processing capabilities.
Integration with OCR (Optical Character Recognition) and RPA (Robotic Process Automation) technologies.
Specific Appian tools and features for IDP.

DOCUMENT CAPTURE AND DIGITIZATION:

03 DATA EXTRACTION AND ANALYSIS:

04

Techniques for capturing physical and digital documents.
Implementing OCR technologies within Appian.
Data capture configuration and optimization.

Setting up data extraction models in Appian.
Using AI and machine learning to improve extraction accuracy.
Validation and correction methods for extracted data.

DOCUMENT-BASED WORKFLOW AUTOMATION:

05 DOCUMENT MANAGEMENT AND STORAGE:

06

Designing workflows that incorporate document processing.
Integrating IDP into end-to-end business processes in Appian.
Exception handling and error management.

Organizing and managing documents in Appian.
Using document repositories and enterprise content management (ECM) systems.
Retention policies and regulatory compliance.

INTEGRATION WITH OTHER TOOLS AND SYSTEMS:

07 IDP SOLUTION MONITORING AND OPTIMIZATION:

08

Integrating Appian IDP with ERP, CRM, and other platforms.
Using APIs and connectors for interoperability.
Practical integration scenarios and examples.

Setting up performance monitoring and analytics.
Identifying bottlenecks and improvement opportunities.
Continuous improvement strategies for IDP solutions.

TESTING AND QUALITY CONTROL:

09 CASE STUDIES AND EXERCISES:

10

Testing strategies specific to IDP solutions.
Automating document processing tests.
Defect management and iterative feedback.

Implementation of a full IDP project in Appian.
Troubleshooting common challenges and optimizing performance.
Best practices and real-world success stories.

METHODOLOGY

Theoretical Sessions

Live Demonstrations

Detailed presentations on key concepts and best practices.

Real-time examples of IDP implementation in Appian.

Hands-on Exercises

Interactive projects to apply knowledge in real-world scenarios.

Q&A Sessions

Study Materials

Time allocated to answer questions and explore specific topics.

Documentation, guides, and additional resources for self-paced learning.

TARGET AUDIENCE

This course is designed for application developers, business analysts, solution architects, system administrators, and IT professionals involved in the automation and optimization of business processes through intelligent document processing using Appian.

Upon completion, participants will gain the skills and knowledge required to design, develop, and deploy intelligent document processing solutions in Appian. This will enable organizations to efficiently automate the capture, extraction, analysis, and management of documents—enhancing accuracy, reducing costs, and accelerating business processes.