The Fork in the Road: What Drives Companies to Look for a Document Generation Solution

Sometimes it’s hard to know when it’s time to say thank you and goodbye to a possession that served you well, like your car, for example. You need it for an important daily process: getting from point A to point B to point C. But when it becomes old and outdated, there is only so much you can do to keep your car going. The same can apply to the software applications or systems you use in your day-to-day work. When you feel the struggle inherent with an old, patched up system, it’s time to look for a replacement.

Fortunately, in the world of document automation, document generation systems can provide new options, so when you reach that fork in the road, you don’t have to start over and replace your whole system. It’s just an indicator that it’s time to replace your document generation solution with a new, centralized solution that can work with your existing system.

So what drives companies to look for a document generation solution? Here are a few reasons:

1. Disparate Systems that Result in Inefficiency and Repetition

Some companies have multiple composition tools, content management repositories, archive platforms, and disparate delivery methods. The result? Needlessly complex workflows for delivering customer communications. With a modern document generation solution, the separate systems are replaced with a centralized, streamlined solution that can work with legacy systems. As mentioned in a previous blog post, it’s often just a tweaking process to align the old system with the new.

Businesses who look for a good document generation solution are tired of repetition. They want a solution that provides a customized template, so they can auto-fill information for repeat customers, and archive those templates in one place, creating a library of enterprise information. Other desired capabilities include content search capabilities, e-signatures and flexible deployment. The Single Sign-On authentication feature of Xpertdoc for Microsoft Dynamics 365 eliminates the need to remember passwords, providing a fast and easy connection with flexible deployment options, either on-premise or in a public or private cloud.

2. The Need to Use Data for a More Personalized CX

Many companies struggle with data management because their data exists in silos. They don’t know how to organize, manage or use it. With a solution like Xpertdoc for Dynamics 365, the first step is connecting to a data source (in this case, Dynamics 365) and then creating a data set, which is a collection of business data in a database. This solution features an updated Data Set Builder with a modern user interface and easy navigation – no programming skills required. Now companies can build a personalized, automated document flow that meets customers’ expectations and enhances the customer experience (CX), which is key to customer retention.

3. The Need to Stay Compliant and Consistent

Many businesses must comply with certain standards such as industry regulations, or marketing and branding requirements. An automated document flow ensures consistency and eliminates the risk of human error. 

When you know it’s time to look for a document generation solution, help is at your fingertips. To learn more about Xpertdoc’s document generation and document automation solutions, visit our product section, request a free 30-day trial and follow us on Twitter: @xpertdoc@pamelavelentzas.

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