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The solution replaced manual entry of tax, forms, and audit paperwork from about 25,000 charities, targeting rapid processing of roughly 1.5 million pages in 10 weeks plus additional audit forms. Ephesoft classified document types, extracted metadata, supported validation thresholds, and exported structured data to OPM’s database with reporting for ongoing monitoring and improved performance.","Ephesoft Transact | Case Study   \nTASC Uses High Performance  \nSmart Document Capture Technology  \nTotal Administrative Services Corporation (TASC) has provided superior administrative services for more than 40 years to customers throughout the United States. These services include tax savings for farmers and small business owners; employee benefits administration; compliance services; and human resources activities. TASC offers more than 20 innovative service offeringsand has revenues exceeding $100 million. Their team of dedicated professionals is made up of 7,600 field representatives and more than 900 associates in the Madison, Wisconsin campus and remote locations.  \nChallenges  \nOne of TASC’s largest customers is the United States Office of Personnel Management (OPM) Combined Federal Campaign (CFC) , which supports the charitable giving initiatives for the Federal Government and for all federal employees worldwide. The CFCis dedicated to promoting and supporting philanthropy through a program that is employee focused, cost-efficient and effective in providing all federal employees the opportunity to improve the quality of life for all. It is also the world’s largest and most successful annual workplace charity campaign, with almost 200 CFC campaigns throughout the country and overseas raising millions of dollars each year. All applications, forms, tax and financial paperwork from approximately 25,000 charities were being manually entered, which was extremely time consuming and expensive. TASC began its search for an automated, advanced document capture (including OCR) system to streamline the high paper volume.  \nCustomer  \nTotal Administrative Services Corporation  \nIndustry  \nPublic Sector and BPO  \nApplication  \nTax Documents & Forms  \nResults  \n• Saved countless manual data entry hours and expenses  \n• Initially processed 1.5 million pages in 10 weeks  \n• Additional 1 million pages of audit forms for about 25,000 total files  \n• Efficient, streamlined process  \n• High performance levels monitored by Advanced Reporting module  \nEphesoft Transact | Case Study  \nSolution  \nTASC knew eliminating tedious manual processes and automating data entry would help transform OPMCFC. Tom Flitter, Director of Information Technology & Integration at TASC, and his team began researching different vendors, ultimately deciding on Ephesoft.“What set Ephesoft apart from other vendors was its service level agreement, cost and unlimited number of pages we could process. Also, Ephesoft had impressive customers in the government sector and experience with FedRAMP,” explained Amanda Barott, Manager of Applications & Integration at TASC, who spearheaded the search. “Ephesoft had a depth of experience with integrations to other systems and the possibility to expand internally when the time comes,” added Flitter.  \nIn December 2016, TASC implemented Ephesoft Transact as the advanced data capture technology platform. Flitter and his team determined there were seven tax document types and forms that OPM needed for processing. About one-third of the documents captured ranged from 10 to 50 pages each. These categories would serve as the different types of classification so OPM could easily find and use the data after it was captured.  \nAs part of the solution, Ephesoft’s Professional Services team was brought in to set up the user interface and configuration of the seven document types. The system, with its patented machine learning algorithms, needed only a few samples of each form in order to learn the type of information to be extracted. TASC and OPM required Ephesoft Transact to be able to process approximately 1.5 million pages within a 10-week period. Additionally, the system had to process at least one million pages of audit report financial forms, based on an average of 30 pages per file  \nover an estimated 25,000 total files. For any financial audit documents, Ephesoft Transact read nine words or phrases while 22 index fields were extracted","cbCaibFnoQ3sIQa7","https://ap.wps.com/l/cbCaibFnoQ3sIQa7","pdf",216859,11,3,"English","en",105,"# Challenges\n## Document volume and manual data entry\n# Solution\n## Implementation of Ephesoft Transact\n## Training and configuration\n# Results\n## Faster processing and accuracy","[{\"question\":\"What challenge did TASC need to solve for the OPM Combined Federal Campaign?\",\"answer\":\"TASC faced extremely time-consuming and expensive manual entry of applications, forms, tax and financial paperwork from approximately 25,000 charities.\"},{\"question\":\"What capabilities of Ephesoft Transact were used in the solution?\",\"answer\":\"Ephesoft Transact used machine learning to classify seven tax document types, extract required index fields, and export structured metadata and associated PDFs to OPM’s database.\"},{\"question\":\"How did the system handle uncertain document types during processing?\",\"answer\":\"TASC and OPM applied an 80% confidence level; items below that threshold went into a manual review process, after which validated metadata was exported back to the database.\"}]","Ephesoft Transact - Case Study - TASC Uses High Performance Smart Document Capture Technology | PDF",1789402838,{"code":4,"msg":82,"data":83},"ok",{"site_id":76,"language":75,"slug":84,"title":65,"keywords":85,"description":66,"schema_data":86,"social_meta":139,"head_meta":141,"extra_data":143,"updated_unix":80},"ephesoft-transact-case-study-tasc-uses-high-performance-smart-document-capture-technology","",{"@graph":87,"@context":138},[88,101,121],{"@type":89,"itemListElement":90},"BreadcrumbList",[91,95,97,99],{"item":92,"name":93,"@type":94,"position":8},"https://docshare.wps.com","Home","ListItem",{"item":96,"name":9,"@type":94,"position":14},"https://docshare.wps.com/document/",{"item":98,"name":40,"@type":94,"position":73},"https://docshare.wps.com/document/research-report/",{"item":100,"name":65,"@type":94,"position":19},"https://docshare.wps.com/document/ephesoft-transact-case-study-tasc-uses-high-performance-smart-document-capture-technology/265966/",{"url":100,"name":65,"@type":102,"image":103,"author":108,"headline":65,"publisher":110,"fileFormat":113,"inLanguage":75,"description":66,"dateModified":114,"datePublished":115,"encodingFormat":113,"isAccessibleForFree":116,"interactionStatistic":117},"DigitalDocument",{"url":104,"@type":105,"width":106,"height":107},"https://docshare.wps.com/thumbnails/ephesoft-transact-case-study-tasc-uses-high-performance-smart-document-capture-technology/265966.png","ImageObject",300,407,{"name":63,"@type":109},"Person",{"url":92,"name":111,"@type":112},"DocShare","Organization","application/pdf","2026-10-26","2026-09-14",true,{"@type":118,"interactionType":119,"userInteractionCount":72},"InteractionCounter",{"@type":120},"ViewAction",{"@type":122,"mainEntity":123},"FAQPage",[124,130,134],{"name":125,"@type":126,"acceptedAnswer":127},"What challenge did TASC need to solve for the OPM Combined Federal Campaign?","Question",{"text":128,"@type":129},"TASC faced extremely time-consuming and expensive manual entry of applications, forms, tax and financial paperwork from approximately 25,000 charities.","Answer",{"name":131,"@type":126,"acceptedAnswer":132},"What capabilities of Ephesoft Transact were used in the solution?",{"text":133,"@type":129},"Ephesoft Transact used machine learning to classify seven tax document types, extract required index fields, and export structured metadata and associated PDFs to OPM’s database.",{"name":135,"@type":126,"acceptedAnswer":136},"How did the system handle uncertain document types during processing?",{"text":137,"@type":129},"TASC and OPM applied an 80% confidence level; items below that threshold went into a manual review process, after which validated metadata was exported back to the database.","https://schema.org",{"og:url":100,"og:type":140,"og:title":65,"og:site_name":111,"og:description":66},"article",{"robots":142,"canonical":100},"index,follow",{"doc_id":61,"site_id":76}]