North Bay Regional Center (NBRC) partnered with Process Fusion to modernize their document workflows with PF 360 Capture — reducing manual work, improving accuracy, and integrating seamlessly with their existing Xerox DocuShare environment.

The Challenge

NBRC, one of 21 regional centers serving individuals with developmental disabilities in California, supports over 8,000 clients across the region. Every day, they received 600–1,000 documents in multiple formats — PDF, DOCX, JPG, and more — through various channels including fax, mail, email, and file transfers.

Without automation, each document had to be manually classified before it could be sent into Xerox DocuShare workflows. The complexity was compounded by 160+ different document types, making traditional OCR-based template creation costly and time-consuming.

Key issues included:

• Large daily volumes of unstructured documents

• High costs and inefficiencies in manual classification

• Difficulty managing 160+ document types

• Need for seamless cloud integration with Xerox DocuShare

The Solution

NBRC implemented PF 360 Capture’s AI-powered, cloud-based platform, which learns to classify documents without requiring pre-built templates. Once enough samples are processed, the system automatically identifies document types, extracts relevant data, and prepares them for review.

The solution also offered:

• Zero-footprint web client for training and reviewing documents

• Integration with Xerox ConnectKey devices, email, and file transfer

• Automated classification for faster, more accurate processing

• Secure cloud deployment with no upfront capital costs

The Results

Since adopting PF 360 Capture, NBRC has transformed how they handle document intake and classification:

• 600–1,000 documents processed daily with AI-driven automation

• Reduced manual data entry, freeing staff for higher-value work

• Faster deployment cycles and quicker adaptation to new document types

• Seamless integration with Xerox DocuShare for a unified workflow

Looking Ahead

With AI-powered automation in place, NBRC is better equipped to manage high document volumes, reduce operational costs, and dedicate more resources to client care.

Download the full case study to see how North Bay Regional Center uses PF 360 Capture to streamline document management, improve efficiency, and scale services without increasing overhead.