COA Process Automation

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Home > Solutions > COA

Automate supplier COA processing from receipt to release

Retrieve, extract, match, and validate Certificate of Analysis data from any supplier or format—then deliver clean, approved data to your ERP, LIMS, QMS, or database.

Request a Personalized Demo

Let us demonstrate how SiMX can automate COA collection, data extraction, and validation.

Watch COA Processing in Action

Watch the complete COA data processing workflow - from document collection to compliance reporting.

Any supplier

Any fromat

Cloud or on‑premises

No supplier standardization required

Searchable PDFs, scans, Excel & more

Unlimited suppliers, formats & users

Direct support from the SiMX team

BUSINESS OUTCOMES

Let your quality team review exceptions—not retype documents

Replace fragmented manual steps with one controlled process for receiving, interpreting, validating, and distributing supplier quality data.

Release materials faster

Make validated quality data available earlier to receiving, production, and quality teams.

Reduce manual review

Eliminate repetitive document collection, rekeying, and side-by-side specification checks.

Catch issues earlier

Flag missing data, mismatches, and out-of-specification results before they create downstream risk.

Strengthen traceability

Preserve source documents, extracted values, approvals, corrections, and user actions.

HOW IT WORKS

From incoming COA to validated enterprise data

A complete processing pipeline, with human attention reserved for exceptions.

1

Collect

Email, supplier portals, SFTP, cloud folders, APIs, and uploads.

2

Recognize

Identify the supplier format and route the document automatically.

3

Extract

Capture supplier, lot, product, tests, limits, results, dates, and units.

4

Match

Resolve suppliers, materials, plants, aliases, parameters, and units.

5

Validate

Apply approved specifications, tolerances, completeness checks, and rules.

6

Deliver

Send clean data to ERP, LIMS, QMS, databases, APIs, and reporting.

Exceptions are routed to a centralized review portal with the original document, extracted values, validation results, and resolution history.

PRACTICAL AI APPROACH

AI accelerates setup.

Controlled rules protect production accuracy.

Use AI to analyze new supplier formats and speed template creation. Once reviewed and approved, production documents follow precise, repeatable extraction and validation rules.

Faster supplier onboarding

Reduce the effort required to configure new layouts.

Predictable runtime behavior

Process the same format consistently every time.

Reviewable and auditable logic

Test, approve, and control the rules used in production.

AI serves as an optional, auxiliary tool to support setup and configuration and is used only with the client’s explicit prior consent. No client data is submitted to AI services without authorization.

Analyze a new supplier COA

Detect fields, tables, and document structure

AI‑assisted

Review and approve extraction logic

Validate mappings, aliases, and business rules

Controlled

Run repeatable production processing

Extract, match, validate, and route exceptions

Rules‑based

CORE CAPABILITIES

Built for real-world supplier documents and quality workflows

Turn supplier COAs into reliable, actionable data with automated collection, extraction, matching, and specification validation - supported by centralized exception management, flexible integration, and quality analytics.

Any Source and Format

Process searchable PDFs, scans, images, Excel, Word, HTML, text files, and other supplier documents without requiring suppliers to adopt a standard format.

Comprehensive COA Extraction

Capture identifying information, dates, materials, products, lots, test parameters, limits, results, units, and pass/fail indicators.

Multi-Level Matching and Aliasing

Resolve naming differences across suppliers, locations, plants, materials, products, test parameters, and units of measure.

Specification Validation

Compare extracted results with approved specifications, tolerance limits, completeness requirements, and business rules.

Exception Management

Route missing, mismatched, or nonconforming values to controlled review, correction, approval, and documentation workflows.

Integration and Analytics

Synchronize specifications and deliver validated information to ERP, LIMS, QMS, MES, databases, APIs, and quality dashboards.

EXCEPTION REVIEW PORTAL

See the document, extracted data, and validation result together

Give quality teams a focused workspace for investigating exceptions, correcting mappings, approving deviations, documenting decisions, and preserving resolution history.

Side-by-side document and data review

Role-based review, correction, approval, and reporting

Complete history for audits and investigations

CUSTOMER PROOF

Flexible automation for suppliers that do not follow one standard

“SiMX provides a flexible ‘come as you are’ solution that allows us to work with a wide array of suppliers for COA management—with minimal technical demand on our suppliers.”

Robert Vanya

HSEQ Systems Director — North America

“Automation and auto extraction greatly reduce the time required to validate hundreds of COAs per week. The system handles special cases, naming conventions, and supplier-specific rules.”

Brian Nordberg

HSEQ IT Systems Team

DEPLOYMENT AND PRICING

Choose the operating model that fits your organization

SiMX Managed Deployment

SiMX hosts, monitors, maintains, and supports your COA automation environment.