Digital intake
Document capture brings invoice information into the workflow.
Case study / Care services
A smoother path from invoice to approval.
Bringing document capture, approvals and archiving into one digital process for a Swiss care provider.
- Industry
- Care services
- Our role
- Workflow design & engineering
- Focus
- Workflow automation · Document processing
IMPLEMENTED SYSTEMA Swiss care provider
AP / WORK ITEMSupplier invoice
ReceivedSTAGE 01 OF 05
The invoice enters the system.
Supplier documents arrive in a shared digital process, ready for capture and review.
One point of entryExplore the process, step by step.
Interactive explanation of a delivered workflow.Client data is not shown.
01 / The situation
The situation
Supplier invoices were handled on paper, passed between department heads and stored in binders. Finding an invoice or reconstructing its approval history meant searching physical records. When an approver was unavailable, the process could wait with them.
02 / The work
The work
Branqor developed a digital workflow that captures invoice data, routes documents through three approval stages and assigns deputies when an approver is unavailable. Completed documents enter a digital archive with a timestamped history and configured ten-year retention.
03 / What changed
What changed
The provider gained a paper-free approval process, a traceable record of actions and continuity when approvers are away. The workflow makes the status and history of an invoice available without searching a physical filing system.
The result in practice
Designed into the everyday.
Continuous routing
Deputy assignments support approvals during absences.
Traceable records
Timestamped actions and configured archive retention.
Another perspective
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