Rated “M” – Some Material not Appropriate for Mobile

We don’t live in a paperless world – yet. Paper still plays a part in the dramatic pursuit of effective customer communications, but it may have lost its top billing status. The rising star is mobile. Organizations failing to accept this fact may find themselves in the same position as silent film producers after the talkies came out – behind the technology trend and scrambling to catch up.

Paper continues to have its place. Companies won’t be able to decommission their paper document workflows for quite some time – maybe never. Like veteran actors, you can count on paper’s familiarity, experience, and trustworthiness to turn in solid performances where they are needed.

Mobile first

However, it is important to recognize that customers will consume information created by your organization in a number of methods and formats, many of them mobile platforms. Mobile document presentation needs to be part of your customer communication strategy. In fact, it might be smart to start with the assumption that customers will be interacting with your organization primarily through mobile devices. This makes the task of designing and generating documents more difficult than simply converting your old printed items into a PDF. Applying more makeup to aging statements and reports won’t help. To really embrace mobile communications requires a different perspective.

A mobile-first approach provides organizations with a whole slew of usability and interactivity features capable of improving customer experiences and providing new insight into customer behavior.

Here are some areas to consider when re-designing print documents for presentation on mobile devices:

  • Brevity – Review the information included on printed versions and trim out unnecessary items. Try presenting summary or snapshot views of data. Customers who want the details can click on drilldown links.
  • Video – Including video guidance to explain complex documents can lower call center costs while simultaneously improving customer satisfaction; it may even increase customer’s purchase/acceptance of additional features and programs. Use video to deliver more information in less time. Customers may be on the go when they access your documents on their mobile devices, so reducing reading time is advantageous.
  • Readability – Responsive documents that adjust according to the size and orientation of the device are more difficult to create but have a big impact on customer satisfaction. Customers confronted with a document designed for print but delivered to their phone are quick to move to more mobile-friendly content.
  • Variable images – Including data in graphical form can make consumption on small screens easier. Scrolling through columns of numbers is too tedious. Other applications such as infographics tap into human brains which process visual information thousands of times faster than text.

Some companies that migrate away from paper and towards electronic communication models often concentrate solely on reducing the costs connected with paper documents. They may choose the quickest and cheapest way to eliminate those expenses. Porting unchanged legacy print documents to a mobile platform, however, is like watching a silent film in a surround-sound theater. Communication may occur, but it isn’t much of an improvement.

COVID-19 update

The spread of COVID-19 continues to evolve and in this context, we wish to inform you that Xpertdoc is closely monitoring the situation and would like to inform you of the measures taken by our team to support its employees, customers and partners.

We do not foresee any impact on the delivery of our services and want to assure our customers that we are executing our continuity plans in order to ensure that our customers continue to receive our services without jeopardizing the safety and security of our personnel.

In accordance with the recommendations of government authorities, here are some of the measures being taken by Xpertdoc:

Remote work for all employees
Arrangements have already been made and we have requested that all our employees work from home. Our continuity plan includes a full deployment of remote work arrangements to ensure uninterrupted service to our clients and partners.

Hosting and cloud services
We have been assured by our suppliers that there are no known impacts to these services, and we are confident that we are able to effectively manage the delivery of our cloud services to all our customers.

We have cancelled all business travel until further notice for all our employees. If employees have or will travel for personnel reasons, they will be asked to respect the quarantine delay before participating in any business activities.

Events and gatherings
All our events have been postponed or cancelled. Our employees are no longer allowed to participate in any events, seminars or gatherings.

We are committed to providing the best possible service to our customers and partners, to ensure that you can continue digital communications with your own audience. In these critical moments if we can help please do not hesitate to contact us.


The Xpertdoc Team

Mise à jour sur la COVID-19

La propagation de la COVID-19 continue d’évoluer et, dans ce contexte, nous souhaitons vous informer que Xpertdoc suit de près la situation et que notre équipe a pris des mesures pour soutenir ses employé(e)s, clients et partenaires.

Nous ne prévoyons aucun impact sur la prestation de nos services et voulons assurer nos clients que nous mettons en œuvre notre plan de continuité des affaires, afin de garantir que vous continuiez à recevoir nos services, sans compromettre la santé et la sécurité de notre personnel.

Conformément aux recommandations des autorités gouvernementales du Québec, voici quelques-unes des mesures prises par Xpertdoc :

Travail à distance pour tou(te)s les employé(e)s
Nous avons demandé à tou(te)s nos employé(e)s de travailler à domicile. Notre plan de continuité des affaires comprend des arrangements de travail à distance pour assurer un service ininterrompu à nos clients et partenaires.

Hébergement et services infonuagiques
Nos fournisseurs nous ont assuré qu’il n’y avait pas d’impacts connus sur les services d’hébergement et infonuagiques. Ainsi, nous sommes convaincus d’être en mesure de gérer efficacement la livraison de nos services infonuagiques à tous nos clients.

Nous avons annulé tous nos voyages professionnels jusqu’à nouvel ordre, pour tou(te)s les employé(e)s. Si des employé(e)s ont voyagé ou doivent voyager pour des raisons personnelles, il(elle)s seront placé(e)s en quarantaine pour une durée de 14 jours, avant leur retour au travail.

Événements et rassemblements
Tous nos événements ont été reportés ou annulés. Nos employé(e)s ne sont plus autorisé(e)s à participer à des événements, séminaires ou rassemblements.

Nous nous engageons à fournir le meilleur service possible à nos clients et partenaires, afin de garantir que vous puissiez continuer vos opérations sans interruption. Dans ces moments critiques, nous sommes là pour vous aider. N’hésitez pas à communiquer avec nous si nécessaire.


L’équipe Xpertdoc