Emmanuel Lai

Vice President - Intelligent Automation Program Leader WELLS FARGO

Automation Workshops & Masterclasses - Monday, June 24, 2024

9:00 AM MASTERCLASS A: IDP (INTELLIGENT DOCUMENT PROCESSING) TO STREAMLINE & OPTIMIZE DATA HANDLING AND PROVIDE VALUABLE BUSINESS INSIGHTS

In today's digital-first business landscape, data is certainly a great asset, yet it’s also very challenging to work with and leverage. With so much unstructured and semi-structured documents flooding into organizations and their functional areas, via such document types as scanned images, PDFs, emails, and more, the necessity to interpret, categorize, catalog, and utilize said data can certainly be challenging. 

That’s where Intelligent Document Processing (IDP) can assist, as a powerful automation tool to capture, extract, and convert unstructured and semi-structured data into structured and usable data. By utilizing IDP, data can be processed more effectively and provide highly valuable business insights.

In this deep dive, collaboration masterclass, the speakers and attendees will discuss and work through the below matters:

  • What exactly is IDP, how does it work, and what are the technical requirements
  • Determining which functional areas and processes would be ideal candidates to utilize IDP
  • Strategies to ensure data quality for data validation, verification, and ongoing optimization to get the most out of data utilizing IDP

IA Maturity Level: Maturing & Scaling

Lines of Business Functional Focus: Technology, Operations, Process Improvement & Much More!

Main Conference Day One - Tuesday, June 25, 2024

11:55 AM FIRESIDE CHAT: AUTOMATION TOOLS TO ENHANCE FINANCE REPORTING EFFICIENCY & ACCURACY

Finance reporting is a complex and time-consuming process. It involves collecting, analyzing, and summarizing large amounts of data. By automating finance reporting, organizations can save time and money, improve accuracy, and reduce the risk of human errors. However, with so many automation tools available, understanding which financial reporting processes to automate, and in turn, which automation tools to utilize can be quite challenging.

In this session, topics of discussion will include, yet will not be limited to:

  • Benefits of using automation tools to improve finance reporting
  • Automation tools to collect data from different sources, such as accounting software, spreadsheets, and databases
  • Visual dashboards to effectively communicate financial information to stakeholders
  • Automation tools that can analyze data, generate reports, and identify trends & patterns
  • Data analytics and generative AI for improved financial reporting

IA Maturity Level: All & Various

Lines of Business Functional Focus: Finance, Operations, Technology & Much More!

Check out the incredible speaker line-up to see who will be joining Emmanuel.

Download The Latest Agenda