Brunel Optimizes Worldwide Document Generation from CRM
XperiDo for Microsoft Dynamics is an easy-to-use document generation solution that enables the creation, management, delivery, storage and e-signature of professional documents – all from Microsoft Dynamics 365/CRM.
Brunel is an international service provider specializing in the flexible deployment of talent, knowledge and capacity. The organization’s services include recruitment and HR services, global mobility, health, safety and environment consultancy, as well as vendor management.
With their own network of 106 branch offices in 37 countries, Brunel is a large organization operating a broad variety of systems and document templates in many different languages. To streamline internal processes, optimize document creation and generation, and improve document consistency, Brunel required a centralized approach to the flow of documents they were producing every day.
They decided to consolidate their worldwide recruitment operations and associated document generation tasks on Microsoft Dynamics CRM. XperiDo – an easy-to-use document generation add-in for Dynamics CRM – was the right answer to their challenges.
Optimizing the Entire Recruitment Process
Brunel’s recruitment services team uses Microsoft Dynamics CRM and XperiDo throughout their many business processes. For instance, they create a profile of every candidate or consultant in the Microsoft platform. Then with XperiDo, they generate a personalized resume for each profile – the resume is based on a Brunel-branded template previously built by the company’s business users with the comprehensive and intuitive XperiDo add-in for Microsoft Word. Hired candidates receive an employment contract automatically generated through XperiDo for Dynamics.
The assignment contracts as well as any correspondence regarding initialization, renewal, or termination of assignment are also produced using the solution. With one or two clicks from the XperiDo interface in Microsoft Dynamics CRM, these documents incorporate personalized information stored in Brunel’s Dynamics CRM environment and are rapidly delivered to the appropriate candidates.
Centralized Template Management
Brunel maintains a couple of hundred templates, which are stored on their central corporate servers and managed by their IT team. With XperiDo for Microsoft Dynamics, pre-approved templates are pulled from these centralized repositories, so the recruitment services employees are confident that the documents they generate are compliant and consistent across the organization.
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Consolidating their global recruitment operations and document generation processes on Microsoft Dynamics CRM and XperiDo enabled Brunel to optimize document creation and generation from a single, intuitive solution, and increase internal efficiency with automated technologies. The centralized approach to template management improved document consistency, by controlling the templates used across the company.
The seamless integration of XperiDo with Microsoft Dynamics CRM facilitated adoption of more than 1,000 users at Brunel; users could easily execute their document generation tasks in the familiar Dynamics CRM experience. They appreciated the level of support they received from the XperiDo team, who maintained short communication lines and provided quick answers.
Brunel is exploring ways they can further rationalize document generation and management – such as creating documents from CRM workflows and building re-usable composed templates – to be even more efficient with the XperiDo solution.
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