Contract Automation Accelerates HR and Sales Processes

Project Profile

Xpertdoc Enterprise is designed for organizations with complex, unique document processes, enabling them to easily and efficiently create, manage and deliver consistent, highly personalized and omni-channel documents.

About I.B.I.S.

I.B.I.S., Inc. provides world-class solutions for enterprise resource planning (ERP), customer relationship management (CRM), business intelligence (BI), and application development for distributors, manufacturers and retailers. Their specialties include Microsoft Dynamics AX and CRM solutions focused on supply chain needs.

The Challenges

I.B.I.S. relied on manual workflows to handle all their HR and sales document processes. These HR processes included repetitive tasks such as company handbook and annual employee compensation plan reviews. Tracking the distribution of the handbooks and gathering employee signatures were required for compliance reasons, but consumed a lot of time. Manually editing the compensation plan documents every year created problems with consistency across hundreds of individual documents. As the company grew, these tasks became annual headaches.

I.B.I.S’ sales processes required the creation of non-disclosure agreements (NDAs). Salespeople would typically retrieve a NDA from their own computers, make necessary modifications, and send it to Management for review. Approved documents were printed and sent to prospective customers for signature, and then returned to I.B.I.S. where they were copied, filed, and a signed copy sent back to the prospect. All this onerous paper-shuffling took time to accomplish and there was no assurance of consistency from one NDA to another. What’s more, since the NDA documents had to be signed before any detailed business conversations could begin, a multi-day delay could keep I.B.I.S. from expediently acting on an opportunity.

I.B.I.S. heard of Xpertdoc when they conducted an evaluation of its offering in the context of their customer’s specific needs. I.B.I.S. became convinced that Xpertdoc was a solution that offered all the necessary functionalities, and more.

We needed the ability to grow while continuing to support our customers in the ways that have made our company successful.

Dwight Specht
Chief Operating Officer at

The Solution

Automating HR and Sales Processes

Working closely with the I.B.I.S. team, Xpertdoc installed their document management solution and trained I.B.I.S. staff on how to use the software to get the most out of their new automated HR and sales document workflows. Based on Microsoft Word, the Xpertdoc solution is easy to use – I.B.I.S. business users were able to leverage their Microsoft skill set to quickly design templates with all the required elements. Xpertdoc’s library of standard templates served as models, making it even easier for I.B.I.S. to create HR and sales document templates that are compliant with the company standards, consistent across the organization and pre-approved by Management.

Xpertdoc templates and seamless integration with AssureSign for electronic signatures are central to I.B.I.S.’ fully automated HR and sales processes, turning the resource-draining and manual tasks of creating, reviewing, distributing, and tracking documents and gathering signatures, into efficiently manageable activities.

Xpertdoc also centralized the storage of I.B.I.S.’ sales documents such as NDAs and statements of work (SOWs). They incorporated a workflow for quick approval, in addition to electronic signature capabilities. Salespeople can get approved, compliant documents into the hands of prospects and capture signatures faster; what used to take several days to complete can now be accomplished in a few hours and with a higher level of quality and consistency.

Tailored Functionalities

As part of their automated HR and sales document workflows, I.B.I.S. wanted to have the ability to push documents to a secure location in Microsoft SharePoint. Though this particular functionality was not included in Xpertdoc’s out-of-the-box solution, the Xpertdoc team was committed to meeting all customer-specific requirements and quickly delivered the feature that I.B.I.S. needed.

I.B.I.S. also requested a batch-processing functionality to facilitate the creation and distribution of HR documents that needed to be generated in high volumes and in a timely manner, such as the company handbooks. This feature, too, was analyzed, developed and deployed at I.B.I.S. within weeks.

Both functionalities have since been included as part of the standard product capabilities to the benefit all Xpertdoc customers.

The Benefits

The fully automated internal HR and sales document processes – including easy template design, central storage, batch processing and electronic signatures – boosted efficiencies, allowing I.B.I.S. employees to spend more time on business growth pursuits and less time dealing with internal administrative duties. In addition, their template-based, pre-approved documents ensured compliance with I.B.I.S’ corporate standards, consistency across the company and higher document quality. I.B.I.S. continues to implement Xpertdoc for applications across their organization.

In partnership with Xpertdoc, I.B.I.S. has now developed an end-to-end solution that includes Xpertdoc, Microsoft Dynamics CRM and SharePoint to install at their customer sites. I.B.I.S.’ sales pipeline includes several customer projects incorporating this combination of components, representing a new revenue source for the company.

Today’s pace of business is accelerating and leaner organizations would rather spend their salary and benefit dollars on employees whose work contributes directly to revenue production. Automating processes previously performed by staffers or reducing the time that employees must spend handling documents can have a positive impact on a company’s efficiency and net profit – regardless of the industry.

Like I.B.I.S., empower your organization with document generation and document automation capabilities enabling the creation, management and delivery of better documents, faster.

Contact us today!

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