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How to compare AI document processing with the customer’s existing workflow

AI document processing: Compare complete workflows rather than isolated model outputs.

Compare complete workflows rather than isolated model outputs. The relevant endpoint is a correct, usable result with the necessary approvals. Time saved in one step can be offset by exception handling, review, or repair elsewhere.

Start with the decision

Map the current process and proposed process using the same start and end. Include setup, review, handoffs, and failed attempts. Test comparable cases and record changes in workload that the average time conceals.

The illustrative scenario

This is an educational workbook. The company or fund and all numerical inputs below are fictional. They are not ADIN results, customer claims, market benchmarks, or a forecast.

The fictional product extracts invoice data for an accounts payable team. Staff review exceptions before information enters the accounting system. Supplier formats and duplicate documents make the input stream uneven.

A misplaced decimal or duplicate record can matter more than an average extraction score. Define the fields and events that require review before comparing workflows.

An evaluation sample with a denominator

Imagine a permissioned evaluation set with 38 cases and 26 that meet a rubric defined before the test. The resulting percentage describes only this invented sample. Seventy percent is not a recommended target, a safety standard, or evidence about any real system. What matters is the rubric, sample coverage, and consequences of the remaining cases.

A misplaced decimal or duplicate record can matter more than an average extraction score. Define the fields and events that require review before comparing workflows. Break the 12 remaining cases into failure categories before interpreting the aggregate. A recoverable wording issue and an unauthorized action may require different product behavior even when both count as a failed case. Keep reviewer disagreement and missing evidence visible.

The assumed time comparison is 8 minutes before and 5 minutes after, including the stated human step. Validate the same start and end points in a real study, then include retries, repair, and handoffs. Compare correct, reconciled records with the current process. Include document intake, exception review, and corrections after export in the time and cost model. A short average time is not enough if the result cannot be used or trusted.

Worked example: AI document processing
ItemIllustration
Invented evaluation cases38
Cases meeting the fictional rubric26
Cases requiring investigation12
Observed proportion in this exercise68.4%
Assumed human minutes before / after8 / 5

Use this worksheet

Answer the questions with a source, date, owner, and next action. Mark an unknown as unknown. Use public or permissioned information and involve a qualified specialist when a question requires expertise beyond the team’s competence.

  1. Where does the process begin?
  2. What makes the result usable?
  3. Which work moves to another person?
  4. How are failures counted?
  5. Are the compared cases similar?

Questions specific to this scenario

  • Which fields require exact agreement?
  • How are duplicate invoices handled?
  • Who signs off on reconciliation?

Use permissioned documents, field-level corrections, duplicate flags, and reconciliation results. Keep document type and supplier format visible instead of relying on one blended score.

A concrete next test

Select permissioned invoices from different supplier formats and include a duplicate. Trace each field through correction and export to reconciliation. Ask the accounts payable owner which error would block use even if most fields were extracted correctly.

Interpret the result

A workflow comparison is strongest when another team member can reproduce the calculation and explain its limits. Treat observed time differences as sample evidence, not guaranteed savings for every customer.

Compare correct, reconciled records with the current process. Include document intake, exception review, and corrections after export in the time and cost model.

Sources and method

These primary resources provide background for the concepts. The fictional scenario, calculations, and worksheet are ADIN educational examples; the sources do not report or validate those invented results. Reviewed October 11, 2026.