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 You need it for an important daily process: getting from point A to point B to point C. But when it becomes old and outdated, there is only so much you can do to keep your car going.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.

Document Generation Solution

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