Stop paying the “trust tax” on AI. Learn how a Document Accuracy Layer makes content AI-ready (readable, validated, traceable, and audit-ready) with a practical AI-readiness checklist.
If your AI touches regulated workflows, you need an upstream accuracy layer that makes documents readable, structured, validated, traceable, and audit-ready, so downstream AI outputs are explainable and defensible.
What you’ll get:
Use this checklist to define pass/fail for AI readiness, before you deploy IDP, RAG, copilots, or agents into regulated workflows.
Checklist topics:
If you can’t pass this checklist, you don’t have defensible AI. You have automation risk.
Best-fit readers:
Use the eGuide’s workflow examples to spot your “first wedge”:
Q: Is this just an OCR guide?
No, this is about an upstream control point that includes fidelity, extraction, validation, and traceability (not “just OCR”).
Q: Do I need to replace my ECM/RIM platforms?
No, this approach is explicitly positioned as modernizing in place (not rip-and-replace).
Q: Why does this matter for RAG/copilots?
Because RAG fails when retrieval misses context, can’t cite evidence, or outputs aren’t reproducible, often due to upstream document issues.
When we made the decision to change rendering solutions, we looked towards3 separate vendors. Overall, Adlib seemed more mature as a software option.
Challenge
Legacy conversion tools couldnʼt handle the volume and complexity of engineering files, forcing constant IT intervention and delaying CAD conversions into shareable formats. Flat TIFF outputs were unsearchable and lost layer previews—slowing collaboration, creating inefficiencies, and weakening archival practices.
Solution
Safeguarded engineering Adlib improved efficiency, cut administrative overhead, and safeguarded engineering drawings to reduce legal risk. Engineers and contractors gained faster access and smoother collaboration, while IT reduced workload, support needs, and infrastructure costs with a smaller server footprint.
When we made the decision to change rendering solutions, we looked towards3 separate vendors. Overall, Adlib seemed more mature as a software option.
Challenge
Legacy conversion tools couldnʼt handle the volume and complexity of engineering files, forcing constant IT intervention and delaying CAD conversions into shareable formats. Flat TIFF outputs were unsearchable and lost layer previews—slowing collaboration, creating inefficiencies, and weakening archival practices.
Solution
Safeguarded engineering Adlib improved efficiency, cut administrative overhead, and safeguarded engineering drawings to reduce legal risk. Engineers and contractors gained faster access and smoother collaboration, while IT reduced workload, support needs, and infrastructure costs with a smaller server footprint.
“When we made the decision to change rendering solutions, we looked towards 3 separate vendors. Overall, Adlib seemed more mature as a software option.” – Enterprise Information Management Manager & Principal
Legacy conversion software struggled to support the volume of engineering files, leading to increased IT intervention and support. Additionally, delays in converting CAD drawings to sharable formats hampered information exchange across the organization, causing production delays and heightened risk. The conversion of layered vector-based CAD files into flat TIFFs resulted in unsearchable formats and the loss of layer previews, causing frustrations, delays in the field, and poor information archival practices.
For the C-Suite, implementing the new system led to improved efficiencies and productivity in the field, reduced operational costs associated with administrative burdens, and future-proofed patented engineering drawings, minimizing the number and duration of legal issues. Engineers and contractors benefited from saved time on administrative tasks and faster, smoother information retrieval and exchange. For IT, the system reduced resource demands, lowered intervention and support requirements, and resulted in a smaller server footprint and infrastructure costs.
Bank eliminates 95% of manual steps in archiving 20k daily trade documentation with Adlib
The bank faced significant operational challenges, including process inefficiencies and cost inefficiencies, as well as risks of non-compliance. The inability to render all trade transaction documentation in a timely manner meant failing to meet service level agreements (SLAs), while volume limitations hindered the processing of the required 20,000 documents per day. Complex tasks like document compilation were performed manually, further exacerbating inefficiencies. These issues led to an increasing overhead budget to accommodate a growing backlog and rising IT expenses for server infrastructure to support expanding unstructured data. Additionally, inconsistent archival practices and an archival backlog exposed the organization to the risks of non-compliance with Sarbanes-Oxley Act (SOX) and Securities and Exchange Commission (SEC) regulations.
For the C-Suite, implementing the new system reduced the risk of non-compliance and lowered costs due to increased staff efficiencies, while ensuring long-term, secure storage of documentation in line with SOX and SEC regulations. Knowledge workers benefited from spending less time on low-value document handling and enjoying hassle-free document compilation. For IT, the system reduced storage and server footprint, lessened the demand for intervention and support, and integrated easily with existing document input and content management systems.
“I would happily give Adlib a positive referral. They deserve a 10 out of 10, as I view them as the strongest option available.” – Sr. System Analyst
This energy company faced significant challenges in managing and processing a diverse range of documents, including various formats and CAD files, within their existing document management system. The manual processes required for document ingestion, conversion, and compliance creation were time-consuming and prone to errors, leading to inefficiencies and inconsistencies. Ensuring standardized regulatory reporting and compliance with data retention and operating procedures was difficult, impacting both internal operations and interactions with external stakeholders and regulatory bodies.
The company integrated Haistaq into their existing document management system. This integration enabled the automatic ingestion, conversion, and creation of compliant documents from various formats and CAD files, streamlining accessibility across the organization, external stakeholders, and regulatory bodies. The highly automated process required minimal human intervention, ensuring consistent and standardized regulatory reporting and compliance with data retention and operating procedures. As a result, this energy giant achieved greater efficiency, reduced errors, and enhanced their ability to meet regulatory requirements, improving overall operational effectiveness and stakeholder satisfaction.
Insurance giant automates heavy admin work in claims, saving millions
As full-time employees (FTEs) struggled to manually process 90k claim-related documents each day to meet the company SLAs, the claims department overhead was getting out of hand. In addition, customer frustration and increased churn was a direct result of response times being many days from the customer’s claim submission.
Adlib optimized the claims-processing workflow by automating the ingestion, digitization, intelligent assembly, and publishing of compliant claims in PDF format. This transformation significantly minimized the manual effort required from FTEs, allowing them to concentrate on claim approvals and improving customer relationships. As a direct outcome, the company saw a remarkable 90% reduction in administrative work tied to pre-processing claim documentation. This in turn slashed their operational budget by $6 million. What’s more, overall customer service satisfaction improved as the efficiency boost dramatically accelerated customer response times from days to hours.
“We very quickly realized that Adlib was the right tool for us — it was the only PDF rendition product out of the seven or eight we looked at that met our requirements for 100% fidelity and integration.” — Director of Architecture & IS Risk
The insurance company needed to incorporate an automated PDF rendering capability with high-fidelity output into its workflow that would integrate with its Guidewire ClaimCenter® claims processing system and IBM® FileNet® repository.
To modernize the application systems supporting its P&C operations, the insurance company embarked on a major, multi-year initiative—its Enterprise Systems Renewal Strategy—that has already seen the introduction of a new Broker Transaction Portal and a new Claims Processing system. Ultimately, the program will also see the company completely revamp its existing Policy Administration system and the ERP system used for managing financial processes.
Nuclear power leader ensures enterprise-wide compliance with Nuclear Regulatory Commission
To comply with the Nuclear Regulatory Commission’s (NRC) requirements to archive all documentation in a specific PDF format for 60 years, the company used manual workflows to convert volumes of Excel and Word reports and JPEG and TIFF graphs and charts. This labor-intensive workflow resulted in delays, format errors, and growing overhead.
Adlib's seamless integration with the company's Dassault PLM system streamlined the archival process by automatically converting documents into compliant PDF formats, complete with precise formatting elements such as headers and footers. This automation not only ensured standardized compliance, significantly reducing the risk of fines, but also eliminated manual labor and ballooning labor costs. The solution adeptly met the demands of both volume and scalability, enhancing overall business efficiency and document-management efficacy.
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Whether you’re scaling GenAI, modernizing regulatory submissions, or simply trying to get out from under manual document work, Adlib helps you turn unstructured content into a reliable asset. Not a hidden risk.