4. Is it user-friendly?
An intuitive no-code or low-code interface that empowers business users to design and deploy new automations without the need for highly technical coding or AI expertise is key to democratizing digitalization. The solution should have an intuitive, web-based user interface that’s easy to use and integrates seamlessly with existing business applications. Newer solutions even offer chat-based design and deployment tools powered by GenAI.
5. Is it versatile?
With so many possible use cases for IDP across your organization's departments, having a different platform and vendor for each one would quickly become unmanageable. The right platform will be able to easily extend across all the use cases you need with scalable, tailored solutions for each use case that can be managed from one central orchestration console.
> Read more | What makes an organization a good candidate for Hyland IDP?
6. Does it harness the power of AI?
The top IDP vendors will use AI in their solutions to add value where your organization really needs it.
Be sure to understand the extent of its AI-based capabilities, as well as its limitations and how effectively it can incorporate human input. Older solutions may use machine learning (ML) models instead of LLMs, which means that in order to become more accurate, the models may require considerable training to learn where key information is located (such as in images, tables, documents, bar codes, etc.).
Modern IDP solutions instead use gen AI’s LLMs to recognize, extract and understand data in the documents without the need for initial training. This drastically accelerates automation setup and time to value, eliminating the burden of manual processing and data entry, as well as quickly making the extracted data available to the processes and people across your organization.
7. How do IDP and gen AI work together?
Gen AI lets you better understand your documents and helps you retrieve accurate answers based on your enterprise content through retrieval-augmented generation (RAG). Gen AI fills information gaps by generating missing metadata. It can also create new metadata fields from user prompts or questions in natural language. This enables you to better understand documents and helps you retrieve accurate answers based on your enterprise content.
8. What are the solution’s data governance and security policies?
Information governance and data security should be among your highest priority items. Ensure the IDP solution has robust data logging and structured document retention policies in place for compliance and auditing purposes. Role-based permission controls for various business groups within your organization should be present. And IDP data logging is essential for security risk assessment, compliance and auditing purposes. In the AI age, the ability to log and retain records, enforce structured data retention policies, support information governance and minimize legal risk, is essential.
9. Do you have access to technical support?
Your IDP vendor should provide access to comprehensive technical training, an online learning platform and expert support as and when required.
10. Does it possess advanced analytics capabilities?
Access to key process metrics and performance indicators, as well as metrics that highlight the accuracy and performance of the IDP solution itself, are essential. The ability to view comprehensive analytics is crucial, as it allows you to make better-informed decisions, optimize processes and ensure the efficacy of their digital transformation initiatives.
