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Trends in DMS

Analyze Your Data and Unlock Business Insights with AI Chat

DX Insights leverages AI chat for businesses to analyze data, uncover trends, and get instant insights—all from the comfort of your desk.

January 30, 2025

Person using ChatGPT on a laptop

Simplify complex AI analysis with your own large language model (LLM).

Your company documents hold vast amounts of information. You can analyze this data to notice trends and opportunities for optimization and then translate it into actionable business intelligence. Until now, businesses had to do all this manually, and the time required would take staff away from other vital work.

This is where artificial intelligence comes in. One of the most valuable aspects of AI-driven analysis is the ability to read and interpret data and get insights that would typically take days of manual effort. Using AI means you don’t have to have dedicated personnel to do analytics—it can do the work faster and cheaper, and anyone can learn to use it. 

AI chat tools like ChatGPT transformed AI, providing access to language models to a broader range of users beyond just machine learning (ML) experts. ChatGPT allows you to ask questions and tap into recurring themes and patterns. These LLMs can also process and summarize large amounts of information or translate it from one form to another. The trouble is, if you have more information than you can reasonably feed into a chat tool, there’s a limit to what you can do. 

Let’s say you want to resolve bottlenecks by pinpointing what part of your contract processing takes the longest. Your AI tool needs to access months or even years of data for deep analysis. On the other hand, if the AI is linked to your unique document library, you can gather tailored intelligence in seconds with a simple query, accessing relevant insights to inform decision-making.

DocuXplorer’s new DX Insights rolls AI’s smart information processing into your core document workflows. You’ll transform static data into actionable intelligence, giving you simplified access to complex information and increasing your competitive advantage.

What DX Insights can tell you about your documents

For organizations of all types and sizes, DX Insights unlocks a wealth of helpful intelligence, driving strategic planning and improving efficiency. Whether you’re looking to optimize department workflows, improve collaboration, or tap into specific trends, the technology provides a powerful lens to analyze, summarize, and extract value from your data. The possibilities range from department-specific uses to organization-wide goals. DX Insights is your go-to tool for quickly locating documents, getting answers, and uncovering patterns across your system.

These examples show a range of use cases across different functions and outcomes, emphasizing how you can promote operational efficiency, improve communications, and forecast future needs.

Document insights by goal

  • Find documents. Find Acme Inc.’s last invoice or pull Alex’s onboarding documents.
  • Answer specific questions. What’s the renewal date for Contract #1234? When does John’s CPA license expire?
  • Summarize content. Summarize the key points from the 2024 annual report or turn a complex policy document into a training module for new employees.
  • Highlight patterns or trends across multiple documents. Ask about spending patterns with your suppliers or determine the average processing time for onboarding documentation or contracts.  

Document insights by department/function

  • Accounts Payable: Pinpoint outstanding invoices for specific amounts or identify which employees submitted expense reports in a particular month. Optimize cash flow by analyzing payment patterns.
  • Human Resources: Which employees' performance reviews are due this month? Identify retention trends and use data to drive future HR initiatives.
  • Legal: Get a list of all documents tagged under GDPR compliance or identify any missing signatures on compliance forms. Streamline contract negotiations and proactively identify potential regulatory issues.
  • Operations/Project Management: Get the status of deliverables for specific projects. Identify the top causes of project delays and bottlenecks and redirect resources where necessary.
  • Procurement/Finance: How many purchase orders were processed in October? Make more informed sourcing decisions and build stronger supplier relationships.
  • IT: Get a list of employees who haven’t completed cybersecurity training this year. Pull reports on unused licenses or analyze patterns in support ticket resolution times to improve service efficiency and optimize IT costs.

Protecting your business information while leveraging AI chat

Among the challenges of AI chat tools are security and compliance concerns. Cloud-based AI systems process user queries on external servers, raising the risk of sensitive data being exposed, intercepted, or even stored for unintended purposes. Without strict controls, unauthorized users could access confidential documents or inadvertently breach GDPR or HIPAA compliance regulations.

The risks are compounded by the lack of transparency in how AI tools manage data. Companies need tools that harness AI's capabilities and prioritize robust data security measures to protect sensitive or proprietary information.

How DX Insights prioritizes data security

DX Insights uses client-dedicated storage drives, keeping sensitive documents under your control. In addition, your private LLM runs on your local machine to process your data—nothing is transmitted to an outside AI service.

Your AI tool processes the data but does not extract or store it—documents are analyzed within the confines of the DocuXplorer platform. This approach is safe, efficient, and cost-effective, as DocuXplorer uses OCR technology to process text without moving or duplicating the documents.

Search results in DX Insights are also wholly governed by your company’s security settings and permissions. Role-based access controls (RBAC) allow employees to retrieve only authorized data, preventing unauthorized queries (intentional or unintentional). For example, an employee without access to HR records cannot retrieve or query salary information.

Your AI tool’s accuracy increases with continued use, but rest assured, your private company information is never used to train outside AI tools.

By combining OCR efficiency, secure and local data processing, and robust permission settings, DX Insights empowers your organization to unlock the power of AI without compromising data integrity or confidentiality.

Bring your document management into the future with DX Insights

AI chat tools like DX Insights redefine how your business accesses and acts on the wealth of information stored in its documents. DX Insights gives you the peace of mind other tools can’t by enabling data analysis within your secure document management system. You’ll analyze, summarize, and extract actionable information without compromising your data. 

By tapping into trends, answering detailed queries, or uncovering inefficiencies, DX Insights empowers your organization to make smarter, faster decisions. DX Insights also supports multiple languages, offering a robust analytics platform that meets all your team’s needs.

What sets DocuXplorer apart is not just its AI capabilities but its foundation of trust and commitment to collaborative service. With over two decades of experience optimizing business processes, the DocuXplorer team goes beyond providing software—we offer consultative services to help you maximize the potential of your workflows. Whether your goal is to improve day-to-day productivity or secure long-term competitive potential, you now have the technology to connect the dots and transform insights into action with DocuXplorer.

Sign up to try DX Insights and take your document analysis to the next level.

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