Your Handy Guide to Intelligent Automation Terms

Automation Terminology

Technology and automation terms are constantly changing and growing — and sometimes it can get a bit overwhelming. Fortunately, we’re here to help. Below are the definitions for some of the most commonly used terms and services in our industry.

ABBYY – ABBYY Timeline is a process intelligence platform that gathers, visually displays, and analyzes an organization’s data, helping them identify weaknesses and create more informed decisions
Blue Prism – As the pioneers of Robotic Process Automation technology, Blue Prism creates software robots, or ‘digital workers,’ that perform tasks normally done by humans — only much faster, and without error
Business Process Management (BPM) – Describes the overall act of discovering, analyzing, improving, optimizing, and automating an organization’s processes and practices
Business Process Outsourcing (BPO) – KeyMark’s version of BPO revolves around physically scanning documents, capturing information from those documents digitally, and returning that digital information to an organization by creating workflows
Capture – The process of electronically extracting, classifying, and validating data from an organization’s paper documents
Case Management – A solution designed to support a complex process requiring both human tasks and electronic workflow such as service requests, incident resolution, investigative cases, and much more
Cloud – The ‘cloud’ refers to a secure data center that stores an organization’s data on an internet-based platform, rather than on physical drives. KeyMark’s cloud offering is called Hyland Cloud. 
Conversions – The process of switching from a current business process technology solution to a new one, including the secure transfer of an organization’s data 
Document Management – The general process of combining multiple technologies to receive, track, store and manage an organization’s documents and data electronically
DocuWare – Docuware provides document management and workflow automation software, helping organizations optimize their daily processes 
eBook – An electronic book designed to be read on a computer or mobile device; usually short and to-the-point to convey information quickly
Enterprise Content Management (ECM) – An overarching term describing the capture, storage, retrieval, and management process of an organization’s crucial documents and data, serving as the base for all of its business functions
Form Automation – A software solution that allows an organization to manage, distribute, complete, and process forms electronically
File Management – A software solution that allows an organization to electronically synchronize, share, audit, encrypt, and access its files securely, and whenever they’re needed
Hyperautomation – The application of advanced, intelligent technologies to increasingly automate an organization’s processes by augmenting workers
Hyland – Hyland Software is the developer of the enterprise content management and process management software suite called OnBase.  Applications of the suite are used in healthcare, financial institutions, insurance, government, accounts payable and manufacturing. Hyland’s product suite includes: AnyDoc (OnBase Capture), Hyland Cloud, Hyland RPA, OnBase, and ShareBase
Implementations – The post-sale process of getting a software solution to work properly in the purchasing organization’s environment, including installation, configuration, user training, and more
Intelligent Automation – The combination of artificial intelligence, machine learning, and robotic process automation in order to create smart business processes that can learn and adapt on their own 
Kofax – Kofax is an ECM provider that creates software for the customer-centric business with mobile-first, state-of-the-art technologies
Livegenic – Livegenic is a software solution that enables companies to provide best-possible customer service in the fastest-possible time, utilizing real-time photo and video collaboration, guided self-service and field resource management tools
OnBase – OnBase by Hyland is a powerful, industry-leading ECM solution that makes all of an organization’s documents, data, and information visible, accessible, and manageable 
Process Intelligence – Software systems that analyze and present data from your current business processes, showing an organization where it can improve and gain efficiency
Professional Services – KeyMark’s term for the team that provides implementation, conversion, and system integration work for an organization
Rapid Application Development – An agile approach to software development that produces applications quickly, utilizing customer feedback and frequent iterations 
Reports & Dashboards – Real-time reporting and customizable dashboard software that helps an organization gain visibility into its processes and the overall health of its systems
Robotic Process Automation – Software that uses programmable robots, also known as ‘digital workers,’ to execute most of an organization’s computer-based business tasks by automating repetitive, labor-intensive work
ShareBase – ShareBase by Hyland is a leading cloud-based file sharing solution that makes it easy for an organization to securely access, collaborate, and share documents from any device 
System Integrations – The process of combining a technology solution with your existing business process systems 
Virtual Collaboration – Technology-mediated communication, often over photo and video platforms, allowing employees to collaborate from anywhere
Workflow – The sequence of events and processes that pass information from the initiation to the completion of a task