Is your critical business information easy to find and consistent across your organization? How quickly can you process client applications and service requests?
Xerox Document Transaction Processing Services streamline your business processes to drive growth, reduce costs and give you a sustainable competitive advantage. We automate your back-office functions by managing incoming documents, digitizing, indexing, and routing their information to electronic document management and storage services.
The result: Departments across the organization have faster access to one source of information. This enables faster customer response times from application processing through customer inquires. You’ll no longer spend time managing disparate inbound electronic and mailroom processes across divisions within your organization. Achieve real savings and increase efficiency for a leaner, more agile business.
Transform your information to drive growth
Optimize new sales account opening processes to accelerate cash flow.
Reduce transaction costs and increase accuracy and efficiency of financial processes.
Simplify, standardize and centralize your employee on-boarding and communication processes.
Enhance the customer experience at critical touch points to retain and grow relationships.
Deliver consistent, reliable customer service during peak and non-peak business cycles.
Ensure compliance traceability of your back-office operations.
Streamline mortgage origination, underwrite more loans and speed their sale on the secondary market.
Client Benefits
Eliminate the siloed costs in your back-office operations and drive growth with Xerox Document Transaction Processing Services. Transform your business information with efficient document management services for business process improvement and:
Increase productivity
Transform your work processes by capturing critical business information at the point of origin. Improve your ability to search and retrieve documents while linking related information together. You’ll find critical information when you need it.
Streamline processes
Remove the bottlenecks associated with lost or missing information by safely storing and managing documents and automating information routing within your critical business processes.
Reduce cost of operations
Gain economies of scale by reducing system maintenance and labor costs though process automation. You’ll also drastically decrease the number of hard copy documents and the time spent searching for missing information.
Enhance customer satisfaction
Increase the speed and quality of setting up a customer account. By improving document management during the life of the account, you’ll enhance your customer’s experience every step along the way from account opening through ongoing retention.
Improve cash management
Take maximum advantage of early payment discounts and save by reducing late payment penalties through automation of your processes.
Support regulatory compliance
Improve your internal controls, ensure compliance and reduce risk with an auditable record of your information.
Applications/Capabilities
Xerox’s Document Transaction Processing Services help companies digitize documents and transform business processes to improve efficiency while reducing costs. With more efficient back-office processes, your staff spends less time searching for documents and more time improving service and profitability. Provide your staff with immediate access to the information they need to accelerate their workflows and reduce errors.
Customer on-boarding and servicing
Streamline your organization’s front-office operations with an outsourced process for digitally receiving, reviewing and approving applications. Open customer accounts faster with automated, consistent processes. This will ensure efficiency and quality for superior customer response and ongoing service.
Employee on-boarding and communications
Reduce the processing time and costs associated with managing document throughout the employee lifecycle. Use a secure, compliant, confidential process for routing of human resource documents through an efficient, centralized records and document management service.
Invoice processing
Improve document management and correspondence workflows related to financial processes to eliminate time-consuming manual searches. By optimizing AP processes with integrated workflow solutions, your organization can more efficiently validate invoices, resolve vendor and internal inquiries and obtain approvals. That means improved cash flow and supplier management.
Travel and expense
By eliminating the traditional paper chase of staff expense claims and approvals, we deliver improved productivity for both your finance and operational staffs. You gain improved control and visibility of approvals for better policy compliance and expense management. You’ll have a perfect audit trail for one of the biggest core areas in your business – enabling better planning for future yearly spending.
Mortgage loan document management
Improve your bottom-line results by shortening loan origination and underwriting cycles. Digitized documents enable immediate access to borrowers’ information, which enhances your customer’s experience and speeds sales on the secondary market.
A Proven Approach
We offer content and document management workflow services to streamline your business processes for greater control and faster access to your information.
Capture
Our comprehensive range of content and document management services, on-site and off-site, digitally captures your information in whatever format received – paper or electronic.
Receive, check-in, sort and batch documents (paper or electronic)
Identify document type and flag for priority, exception or special handling as required
Convert electronic files to common digital formats
Route for special handling
Transform
Imaging services digitize documents for automated data capture utilizing Xerox Smart Document technologies for faster routing.
Image scan, enhancement and cleanup services
Automatic categorization and classification of information
Data conversion, extraction, coding and verification services
Optical Character Recognition (OCR)
Transaction Processing
Electronic information is routed for transaction processing within your organization for immediate and shared use. This streamlines decision making, approval and response time.
Customer Account Set Up
Customer Information for Servicing and Response
Accounts Payable and Financial Data
Employee On-boarding and Communications Information
Inbound and Outbound Client and Employee Correspondence
Store
Our range of content and document management storage capabilities are fast, secure and electronically automated to reduce cost while improving access to information.
On-site Imaging and Data Storage Systems
Hosted Electronic Document Management Systems
Archival Services
Web-Enabled Retrieval of Information
Reporting Services
Deliver
Ensure your organization has access to information, when and where you need it, through the right channel to meet your requirements.
Electronic
Paper
Measurable Results
How do we know streamlining your back-office business processes with Xerox Document Transaction Processing Services can make a solid difference for your organization? We’ve seen it work for many other companies. Take a look at a few examples of the measurable performance results we've delivered:
Dillard's, a leading retailer, saved $1.6 million by streamlining its company-wide work processes and printing needs.
Widdowson Group, a leading U.K. logistics company, achieved a 400% improvement in processing proof-of-delivery notes, while eliminating customer queries and enabling a substantial improvement in case collection for accounts receivable.
Enterprise Rent-A-Car, the premier U.S. rental car agency, reduced operational costs by moving 1.7 million documents onto the company’s intranet every month.
Park University, an independent, liberal arts institution in the U.S. Midwest, worked with Xerox Global Services to provide faster access to student information, simplify forms processing, decrease costs via an electronic workflow and increase revenue potential with processes in place to support a 300% increase in enrollment.
Uniwest Mortgage Company, a mortgage banking company, reduced stipulations by 80%, cut overnight service fees in half, saw faster turnaround on warehouse lines, reduced per click costs, and eliminated courier fees.
Xerox has sped up the searching and accessing of drawings that are mission-critical to our operation.
Xerox designed and implemented a document management system that would span Park University's 40 remote campuses. This brought the varying paperwork processes together, reduced costs, and improved the level of service provided to students.
Content and records management is a great candidate for outsourcing. It lets companies focus on their core competencies while leaving imaging, document management and records management to the experts. In turn, companies reap the benefits, including reduced costs, greater efficiencies, and faster, access to one source of information.
Xerox has sped up the searching and accessing of drawings that are mission-critical to our 
