Customer Case #1
Customer Case #1
From controlled PDF to reviewed BC record.Document intake, configured for the customer
The customer maintained controlled documents outside Business Central. Retriever’s Intake Engine replaced repeated manual entry with mapped fields and tables, source review, and approval before import.
Estimated annual labor value saved
Per document, including review and approval.
12.5 hours saved per month at 30 documents.
Based on customer-reported estimates: 30 documents × 25 minutes saved × 12 months = 150 hours annually, valued at an assumed $50/hour. Estimated labor value, not guaranteed payroll savings or net ROI; implementation costs are not deducted. Results vary by document and configuration.
View case details: Document intake
- Starting point
- Read each PDF, locate the corresponding BC fields, enter the values, and check the completed record.
- What we built
- Import the document, review automatically mapped fields and tables, correct exceptions, and approve the BC draft.
- Shown in the demo
- Review the document, import its values, verify the linked BC record, and generate a printable document.
- Wider requirements
- The customer also requested revision control, batch editing, approvals, and certification. Those workflows are not showcased here.
A customer-specific implementation. New document layouts, destination fields and tables, and approval rules are scoped, configured, and validated for each project.