DOCUMENT INTELLIGENCE
Automate document processing in 4 weeks
What is the Document Intelligence pilot?
This is a hands-on, AI document processing pilot that automates one or two of your most time-consuming document workflows. We work with your data to give you a clearer picture of what’s possible before you scale.
- No theory
- No endless demos
- Get working AI that adapts to your environment.
What to expect in 4–6 weeks
In 6 weeks, at the end of the pilot, you’ll have a proven, production-ready solution
Automated document processing
AI reads and extracts data from invoices, contracts, forms, and more
Faster turnaround
Shrink processing cycles from days to minutes
Higher accuracy and compliance
Reduce human error and improve audit readiness
Immediate cost-savings
Reduce operational effort and free up staff for higher-value work
Scale-up and ROI plan
A clear roadmap for expanding automation across your organization
How Document Intelligence works
Workflow selection
We identify 1–2 high-impact document processes to automate
Solution deployment
We implement Document Intelligence with Power Automate
Real data processing
Your documents are processed and validated in real conditions
Results and roadmap
You receive performance metrics, ROI insights, and a scale plan
EPIC Insurance Brokers
“We realized we had a massive store of unstructured data that was being underutilized, and we engaged with OZ and got a deployable AI tool in a remarkably short time.”
— Patrick Gallagher,
Chief Growth Officer, Risk Management
Partner with 2% of the world's Microsoft MVPs
Jason Milgram
Chief Technology Officer
and 15-time Microsoft MVP
Pablo Piovano
Director of AI
and 5-time Microsoft MVP
Chris Pietschmann
Senior Manager, Cloud Operations and 14-time Dual MVP, Developer Technologies and Microsoft Azure
Khawar Habib
Manager, Innovation Center
and Microsoft MVP, Microsoft Foundry AI
Jonathan Castillo
Senior AI Consultant
and Microsoft MVP, Microsoft Foundry AI
Carlos Solis
Senior Consultant
and 3-time Dual MVP, Security and Microsoft Azure
Frequently asked questions
What is the Document Intelligence Pilot?
The Document Intelligence Pilot is a hands-on engagement where we automate one or two of your most time-consuming document workflows using AI. Working with your real data, our Microsoft experts implement a practical solution that demonstrates how automation can work in your environment before you scale.
How long does the pilot take?
The pilot typically takes 4–6 weeks from kickoff to completion. By the end of the engagement, you’ll have a working solution, measurable results, and a roadmap for scaling document automation across your organization.
What types of documents can be automated?
The pilot through artificial intelligence can process a wide range of business documents, including invoices, contracts, forms, claims, reports, and other structured or semi-structured documents that are typically handled manually.
What results can we expect from the pilot?
By the end of the pilot, most organizations see:
- • Faster document processing cycles
- • Reduced manual effort and operational costs
- • Higher data accuracy and compliance
- • A production-ready automation solution
- • A clear roadmap for scaling across additional workflows
How does Document Intelligence work?
Our approach combines AI-powered document extraction with workflow automation. We identify high-impact processes, deploy the solution using Microsoft technologies such as Document Intelligence and Power Automate, process real documents, and deliver performance insights and an ROI roadmap.
Is Document Intelligence the same as document processing?
Not exactly. Document Intelligence refers to the AI capability that understands and extracts information from documents. Document processing (often called Intelligent Document Processing or IDP) is the workflow that uses that intelligence to automatically capture, validate, and route document data into business systems.
How does AI extract data from documents?
AI-powered document intelligence uses optical character recognition (OCR), machine learning, and natural language processing to identify fields, extract key information, and validate data within documents—even when formats vary.
Do we need to change our existing systems?
No. Modern document intelligence solutions integrate with existing enterprise systems, workflow tools, and cloud platforms, allowing you to automate document workflows without replacing your current infrastructure. Our pilot is designed to work with your current systems and workflows where the goal is to modernize document processing with minimal disruption while demonstrating the value of AI-driven automation.
Who will be working with our team?
Your pilot will be led by Microsoft experts, including Microsoft MVPs, a rare distinction awarded to a small group of technology leaders worldwide.
What happens after the pilot ends?
At the end of the pilot, you’ll receive a production-ready solution, performance metrics, and a clear scale-up plan to expand document automation across additional processes and departments.