Intelligent Document Processing (Syntex + AI)

Automate document understanding and processing - classify content, extract metadata, and drive workflows using SharePoint Premium (Syntex) and complementary AI patterns where appropriate.

Most organisations sit on a growing volume of unstructured content: contracts, invoices, policies, HR forms, project documents, and customer artefacts. The value is trapped because classification and metadata are inconsistent, search is weak, and downstream workflows remain manual. Microsoft’s document processing guidance for Microsoft 365 (including Syntex/SharePoint Premium capabilities) describes automating content workflows and enhancing document understanding so everyday business content becomes actionable knowledge.

LW IT Solutions delivers intelligent document processing as a practical service: we identify the document types that drive cost and risk, implement classification and extraction models, and wire the outputs into business processes - approvals, routing, retention, records, and reporting. We typically leverage SharePoint Premium (Syntex) content understanding patterns and, where the use case demands it, Azure AI Document Intelligence for advanced extraction scenarios. The result is faster processing, better search and reporting, and a governed content pipeline that can be scaled and improved over time.

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Service Overview

Highlights

Use of SharePoint Premium (Syntex) for content understanding
Structured taxonomy and metadata models aligned to business processes
Automated extraction of key fields and entities from documents
Workflow automation for approvals, routing, and notifications
Governance focus covering retention, records, and access controls

Business Benefits

Reduce manual effort by automating document classification and metadata capture
Improve search and reporting through consistent, governed metadata
Speed up approvals and routing by driving workflows directly from document content
Increase confidence in retention and records management through consistent tagging
Turn unstructured documents into structured data for downstream systems

Typical use cases

Processing contracts, invoices, or forms at scale
Improving metadata quality across large SharePoint document libraries
Automating approval and review processes driven by document content
Supporting retention and records management with consistent classification
Extracting document data for reporting or integration with business systems

Objectives & deliverables

What Success Looks Like

Reduce manual processing time for high-volume documents (triage, indexing, routing, approvals)
Improve findability and governance by standardising metadata and classification
Extract structured data (key fields, tables, entities) to feed downstream systems and reporting
Increase consistency for compliance activities (retention, records, audit, and eDiscovery readiness)
Enable operational dashboards by turning document content into usable data

What You Get

Document processing design pack: target document types, metadata model, and workflow map
Implemented models and configuration for agreed document sets (classification and/or extraction)
Automated workflows for routing/approvals/notifications and integration actions as scoped
Quality and exception handling approach (sampling, manual review path, and improvements backlog)
Handover documentation: runbooks, governance guidance, and sustainment cadence

How It Works

Discovery - confirm document scope, volumes, pain points, and business workflow outcomes.
Design - define metadata model, information architecture, and processing pattern for each document type.
Build - implement models and workflows; configure processing locations and governance controls.
Validate - test with representative content, measure accuracy, and refine exceptions and review paths.
Operationalise - document runbooks, ownership, and review cadence; establish improvement backlog.

Engagement Options

Pilot - prove document classification and extraction for a small document set
Implement - deploy models and workflows for agreed document types
Scale - expand processing to additional libraries, sites, or document categories
Improve - tune accuracy, extend metadata, and optimise workflows over time

Common Bundles

Customers who use this service often bundle with these services

SharePoint Premium (Syntex) Delivery
Implement SharePoint Premium document processing to classify, extract and govern business documents using Syntex models and automated workflows.

Adoption Readiness Workshop
Assess adoption readiness through a focused workshop that defines personas, communications, training, champions, and success metrics before rollout.

Adoption Planning (Admins)
Prepare administrators for new service rollouts with clear governance, defined responsibilities, operational plans, and tooling to support sustained adoption.

Adoption Planning (End Users)
Plan end user adoption with structured communications, targeted training, champion networks, and measurement that supports confident use and sustained value.

Adoption Metrics & Feedback Framework
Define, measure, and report technology adoption using structured metrics and feedback loops that link user behaviour to business outcomes.

Power Automate Engineering
Engineer Microsoft Power Automate workflows with approvals, integrations, monitoring, and structured error handling for reliable, supportable business automation.

Information Protection & Sensitivity Labels
Design and deploy Microsoft Purview sensitivity labels to classify data, apply protection controls, and support safer collaboration across Microsoft 365.

Records Management
Implement Microsoft Purview records management with record declarations, regulatory records, disposition reviews, and governance so retention decisions remain auditable and defensible.