How Document Automation Enables Self-Service Reporting at Scale

One of the trends that has emerged from the increasing adoption of digital and cloud technologies is the rise of self-service, where business users can make use of advanced technology without IT involvement. In the world of finance, for example, Gartner recognized self-service data and analytics as one of the top drivers of employee productivity […]

Digital Technologies and Human Resources: Three Ways to Optimize HR ProcessesHR Processes

Among all departments in an organization, human resources (HR) is probably the one that depends the most on forms. The entire employee lifecycle – beginning at new employee on-boarding through to performance evaluations, advancements, disciplinary measures, separation, and retirement – relies on forms and documents. Besides transactional forms related to employee/employer actions, HR typically audits, […]

The Benefits of Personalized Invoices and Automated, Integrated TechnologiesPersonalized Invoices

Your accounting department probably creates personalized invoices using multiple data systems, each of them storing a specific type of information. Your CRM system stores personal and professional information your company has collected about your customers, while your billing or accounting solution holds products and services prices in various currencies, discounts, tax percentages, shipping and handling […]

Leverage Data and Automation to Optimize Your Insurance Underwriting ProcessesUnderwriting Processes - Automation

For many carriers, insurance underwriting processes rely on paper-driven workflows that can be inefficient. Underwriters can spend more time navigating these processes than working on the underwriting tasks themselves. Long turnaround times associated with paper-based, manual workflows are frustrating for your employees and customers. But modern document automation solutions like Xpertdoc Smart Flows solve these […]

Giving Back Memorable Donor Experience with Automated Donation ProcessAutomated Donation Process

Non-profit organizations that rely on donations strive to keep administrative costs low and donor engagements high. Part of the efforts to achieve these goals may involve manual administrative activities, often performed by volunteers or part-time employees. Unfortunately, this practice puts important aspects of the fundraising operation in jeopardy. Consistency, timeliness and personal touches are difficult […]

How to Create Data-Driven, Compliant Personal Financial Statements (Without IT)Personal Financial Statements

Personal financial statements are challenging documents to design and produce. They are filled with variability which means the statement template design must accommodate all variations and combinations. Nearly all the content on a financial statement varies including the number of detail lines, page counts, types of account and transactions, graphs, ads, and more. Regulatory environments […]

Time to Re-think Your Paper-based Mortgage ApplicationsOnline Mortgage Applications

The mortgage business is all about paper. Boilerplate forms and informational content have to be read, interpreted, filled out, signed, copied, and physically moved around to financial institutions, brokers and borrowers. Traditional paper-based mortgage applications can take hours, days even, of staff time to process. Much of that time is wasted waiting for documents passing […]

Consolidating Customer Information for a Better CX: How to Get your Data in One BasketCustomer Information

There is an old saying, “Don’t put all your eggs in one basket,” meaning it’s risky to group all your possibilities together. But in business, sometimes you want all your eggs, or customer information components, in one integrated spot – especially if you need to generate highly personalized, data-driven documents to create a better customer […]

Document Generation and Flow Automation for Dummies: A Guide to Choosing the Right SolutionDocument Generation and Flow Automation for Dummies

When packing for a weekend trip, it is hard to know what exactly to take. You don’t want to overpack, but you don’t want to drive away wishing you had thrown in that one last item. Same goes when you are shopping for a document generation and flow automation solution. Like most competitive, modern businesses […]

Got Customer Data? Here Is Why You Need a CRMCRM - Personalized Service

Data isn’t what it used to be. Before the dawn of digital transformation, business data was the result of a process – like a simple sales receipt, for example. But with new abilities to store, analyze and segment data, it is now a powerful tool that can offer valuable and interesting new insights into business […]

Digital Transformation in Manufacturing: Why It’s Time to Start Focusing on Your Documents

Improving efficiencies has been the driving force in the manufacturing sector for many years. Up until recently, 80% of a manufacturer’s focus has been on running a more efficient facility, which includes a shift to industry 4.0 and becoming a “smart shop” – using technology to support lean manufacturing and other operational processes. But what […]

Dope Docs: Five Tips for Designing Effective Document Templates that will Improve Customer Communications

Although the world is full of graphics programs, not everyone has the skill set of a designer. Even templates – pre-made forms you just drop information into – can be squirrely and annoying to end-users, despite the fact they are supposed to be easy and efficient. Some documents seem to have a life of their […]