Genus Technologies

Intelligent automation for documents, content and data is the work Genus Technologies brings to its clients, so that existing information becomes usable. It presents its work as a combination of consulting know-how and technology from partners, including IBM, Kofax, Hyland Nuxeo and ServiceNow. The firm says it has worked with more than 300 customers and has delivered more than 1,200 projects in content capture and automated processes, with more than 25 years in the field.

Capturing and reading unstructured documents

The document work starts with capturing material from many channels, including paper and scanned documents. The firm uses cognitive capture and optical character recognition to read that content, and then applies artificial intelligence and machine learning to pull insight out of the data. The aim is to turn documents that were previously difficult to search or route into data that business systems can use.

Enterprise content management and governance

Genus Technologies works on enterprise content management, which it describes as ECM and ECM Next. This covers how documents are stored and managed across an organization, along with information lifecycle governance, which sets rules for how long content is kept and how it is handled. Advanced case management is part of this work, so that cases that move between people and systems follow a defined path.

Process transformation with workflows and work queues

The process side of the business designs workflows and work queues, so that tasks reach the right person in the right order. Dynamic case management runs across a client's IT systems, and the firm adds advanced analytics so that managers can see how the work is performing. The company describes this as a way to accelerate and optimize the outcomes a client is aiming for.

Partner platforms and certifications

The firm builds on platforms from several vendors. It says it has designed and supported Kofax solutions since 1996 and holds Kofax platinum status. It describes itself as an IBM Gold Business Partner with hundreds of IBM implementations behind it. It also says it has become a go-to partner for Nuxeo implementations and integrations, and it works with the ServiceNow platform to digitize and streamline operations. The company reports more than 150 certifications across its Kofax, IBM and Nuxeo teams.

Banking, lending and financial processes

In banking, Genus Technologies says it automates mortgages, commercial lending and new account openings, as well as the automation needed for AI initiatives. Its financial process automation covers invoice processing, accounts receivable, vendor management and sales order processing. These services are designed to reduce manual work in the accounting and lending functions of a business.

Logistics, healthcare, manufacturing and government

In logistics the firm applies document and robotic process automation to labor-intensive tasks such as shipment scheduling and tracking, load and rate look-up, and import and export paperwork. In healthcare it describes automating payor enrollment, provider credentialing and pharmacy order processing. For manufacturers it covers order processing, pricing and procurement, and the management of invoices, quotes and contracts. For government, it says it helps departments with IT modernization and service delivery through compliant mobile and capture solutions.

Ongoing support and the return on automation

The company describes its technology support as dedicated and responsive, available for as long as a client needs it. It argues that automating core operations brings returns through efficiency, customer satisfaction and sales, and it presents its consulting as a way to bridge the gap between what a technology promises and what a business needs.