Capture & classify
Bring scanned documents and existing digital files into a structured process. Extract relevant information using configured OCR, then identify and organise records by document type or business context.
Solutions / Information that moves
Document & Business Automation
Transform document-heavy and repetitive business processes into more efficient digital workflows.
Information into action
Business Process Automation
Less manual handling. Clearer decisions. More connected work.
Connect document capture, information management and approvals around the way your organisation works. From incoming orders to account administration, Orion helps bring documents and their related processes into a more organised digital workflow.
- Account automation
- Sales order processing
- Work order management
- HR & finance workflows
Organise & retrieve
Use a central repository, index fields and searchable document content to find the information your team needs without relying on filenames alone.
Route & review
Send documents to the relevant people according to your review process. Electronic forms and routing rules help keep supporting information and decisions together.
Approve & track
Assign review and approval responsibilities, follow progress and set deadlines. Keep human oversight for exceptions and decisions that need judgement.
Control documents
Limit access to authorised users and manage revisions so business records remain organised as they move between teams.
Report & improve
Use captured document information and workflow records to report on activity and identify steps that need attention.
From incoming information to a retrievable record
- 01Capture & organise
- 02Route for review
- 03Approve or return for revision
- 04Archive & retrieve
Select the capabilities that suit your process. Available features, connections to other systems and implementation requirements depend on the chosen solution and agreed configuration.
Dokmee ECM
Enterprise Content Management
Bring business documents into a central, organised repository with Dokmee ECM. Find information through indexing and search, manage revisions, control access and route documents through defined review and approval steps.
- Document organisation & retrieval
- Version control & collaboration
- User permissions & activity records
- Configured document approval workflows
Organise, review and share business documents
DocuKit
Data Capture
Turn paper and digital documents into information your team can use. DocuKit combines a central document repository with Zone OCR, classification, searchable records and configured routing for review and approval.
- Document digitisation & Zone OCR
- Classification, indexing & search
- Electronic forms & document routing
- Document control & reporting
For compatible Epson scanners and multifunction devices, Document Capture Pro supports scan preparation, naming, separation and routing. A handover into a repository or approval platform requires the appropriate connection and configuration.
Explore DocuKit & Data Capture
Capture information and connect your workflow
DocuKit workflow applications
HR & Finance Workflow Automation
Less chasing documents. More time for your people.
Connect employee administration and expense approvals through practical digital workflows. DocuKit brings document capture, routing, approvals and archiving together, helping your HR and finance teams keep work moving while retaining control over decisions.
Employee onboarding
Bring the steps of joining your organisation into a coordinated digital process. Give HR teams a clearer view of recruitment, contracts, documentation, training and evaluations.
- Track recruitment and contracting activities
- Route employee documents for review and approval
- Monitor training and evaluation steps
- Archive records for authorised access
In practice: Keep a new starter’s documents and onboarding tasks together, so the people involved can see what needs attention.
Employee offboarding
Coordinate the activities involved when someone leaves your business. Track handovers, knowledge transfers, asset returns and the documentation associated with an employee’s exit.
- Monitor exit activities and supporting records
- Coordinate handovers and knowledge transfer
- Track company asset returns
- Route and archive offboarding documentation
In practice: Follow the progress of an employee’s exit process rather than relying on separate email threads and paper checklists.
Expense claims & approvals
Move expense-related documents through a defined review, validation and approval process. Keep supporting records available to the people responsible for checking and processing each claim.
- Digitally route expense documents for review
- Support validation and approval before payment processing
- Archive claims and supporting documentation
- Connect with accounting systems where configured
In practice: Route a claim and its supporting documents to the relevant reviewers before it moves to your finance team for processing.
Employee records & contracts
Organise employee documents and agreements in a central repository. Control who can access information, manage document revisions and track contract expiry and renewal dates.
- Classify contracts and route them for approval
- Track contract expiry and renewal
- Manage document revisions and versions
- Search archived documents using keywords and tags
In practice: Find the relevant contract or employee record when it is needed, with access limited to authorised users.
A clearer path from document to decision
Build the process around your business rules, with review and approval remaining in the hands of the appropriate people.
- 01
Capture information
Bring paper and digital documents into your workflow. Zone OCR can capture text from defined areas of documents where configured.
- 02
Route for review
Send records to the relevant people for validation, with deadlines set for the steps in your routing process.
- 03
Approve
Let authorised reviewers approve documents or provide feedback before the process moves forward.
- 04
Archive & retrieve
Store completed documents centrally and retrieve them using keywords and tags, subject to access permissions.
Designed around the way your team works
Discuss your documents, approval responsibilities and current HR or accounting systems with Orion. Any integration depends on the systems involved and the agreed configuration.
These solutions support document handling and approvals. Payroll calculations, pay runs and statutory filings remain with your payroll team or provider.
Need time records as well as employee documents? Explore Hubstaff time tracking and timesheets. It supports a different part of workforce administration; integration with these document workflows is not assumed.
For supplier invoices, explore capture, matching and approvals with Invoice AutomationInvoice Automation
Less invoice handling. More control over the process. Connect captured invoice information with purchase orders and delivery receipts, resolve discrepancies and route the records to the people responsible for approval.
- Invoice capture & AI-assisted extraction
- 3-way matching & corrective review
- Configured approval responsibilities & deadlines
- Approved information handover to compatible finance systems
Automation supports checking and approvals. Payment authorisation and execution remain with your finance team and finance systems.
Explore Invoice Automation
Need a workflow beyond standard configuration?
Discuss custom business applications and connections between compatible systems when your process needs a tailored approach.
Your Partner in the Office
Ready to digitise your workflows?
Talk to Orion about your documents, approval processes and the technology that can help your team work more efficiently.