Day Two
9:00 am - 9:45 am
EDT
Beyond Implementation: Top Tips For IDP Maintenance & Continued Training
It’s a common misconception that IDP solutions need only to be trained once for them to deliver accurate results. Unfortunately, that’s not true. IDP training is a vast undertaking and must be updated every time a vendor changes their invoice format, when there are new internal processes or regulations, new product pricing, or for a variety of other reasons. This level of maintenance cannot be done without thought, therefore in this session we’ll be discussing:
- Creating a plan for maintenance of your IDP solution
- Monitoring when data models must be updated and how Generative AI can help
- Regularly checking the accuracy and efficiency of the IDP system
- Managing model retraining, feedback loops and continuous learning
10:00 am - 10:30 am
EDT
The Journey To Processing A Million Invoices With IDP
Ramnath Natarajan -
Director, Global Intelligent Automation Center of Excellence,
Johnson Controls
In this session, intelligent automation expert Ramnath Natarajan shares insight into his own IDP project and what led to it’s success and scale. Including:
- Why you should you start small?
- When to use and when not to use IDP
- Training the model and scaling up
- Going beyond header data, tapping the line level to do auto posting of invoices
- Understanding capture rate vs accuracy vs confidence levels
Ramnath Natarajan
Director, Global Intelligent Automation Center of ExcellenceJohnson Controls
10:45 am - 11:15 am
EDT
Sustaining Data Privacy and Security Throughout Your IDP Journey
Ensuring your data is absolutely secure is no doubt one of the fundamentals of IDP. A data leak can not only cause huge reputational damage, but can result in fines, loss of revenue and legal action. Therefore, it’s vital that during your IDP journey you examine all vulnerable areas. In this session we examine best practice around:
- Data encryption and data anonymization
- Examining access control and governance for the IDP solution
- Ensuring your IDP use is compliant with regulations
- Working with vendors and third parties to ensure no risks emerge
