SR-Bank Turns a Challenge into an Opportunity to Innovate

Project Profile

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.

About SpareBank 1 SR-Bank

Part of the SpareBank 1 Alliance, SpareBank 1 SR-Bank is Norway’s largest regional bank and the second largest Norwegian-owned bank. They offer a full range of financial services within areas such as loans, savings, advice, insurance, and pensions for personal and corporate customers.

The Challenges

A couple years ago, SR-Bank started an intensive evaluation of suitable document generation solutions that would enable them to generate large, template-based agreements for both corporate and retail banking customers. The organization was using Microsoft Dynamics CRM; they required all document creation and output management tasks to be performed from the Microsoft platform.

The corporate division, the primary user of the document system, was satisfied with the functionality of the chosen solution but the business support division, which was in charge of the continuous development and technical support, found it to be somewhat cumbersome and labor-intensive, especially when an internal user required a change to an existing template or document flow. It was decided that the system would be replaced.

As a high priority, SR-Bank and their appointed technical CRM advisors from Microsoft and Avanade  a global joint venture enterprise between Microsoft and Accenture  began their search for a reputable software vendor with an easy-to-use document generation add-in for Microsoft Dynamics CRM. All parties involved agreed that XperiDo was the best solution to help SR-Bank empower their business users and reduce IT dependence.

The Solution

User-Friendly Features to Optimize Processes

XperiDo provided SR-Bank with a complete, end-to-end solution streamlining and automating document generation processes – creation, management, approval, delivery and storage – directly from the Microsoft Dynamics CRM environment.

Dynamic template design leveraging advanced capabilities for data integration, personalization, and configurable business rules can be easily done using the XperiDo Template Builder add-in for Microsoft Word. The solution’s intuitive user interface allows for easy access and use of powerful functionalities and customizable options for building and deploying document flows that support any internal business processes. These logic-based customizations can be made by SR-Bank business process owners, alleviating the pressure on the IT business support team.

Through the XperiDo for Dynamics implementation, SR-Bank optimized their document generation processes while remaining compliant with internal best practices. Highly personalized, relevant customer-facing agreements are created, generated and delivered in just a few clicks from Microsoft Dynamics CRM. E-signatures can quickly be captured from customers through a pre-built integration with DocuSign; then final agreement documents are automatically stored in the required secure Microsoft SharePoint location for efficient management.

XperiDo for Microsoft Dynamics is an easy, intuitive document generation tool that quickly does the job each time for each customer, at the click of a button.

User
Business support division at
SR-Bank

The Benefits

The corporate, retail and business support divisions of SR-Bank immediately benefited from XperiDo for Microsoft Dynamics. The newly implemented solution facilitated the creation of dynamic, data-driven agreement templates and the configuration of automated document flows, streamlined document management, and accelerated document delivery and completion through e-signature. XperiDo offered non-technical users across these business divisions an integrated way to efficiently generate consistent agreements that meet both the stringent financial industry regulations and internal compliance requirements.

SR-Bank’s optimized and automated document generation processes with XperiDo for Dynamics raised the bar in terms of internal best practices and return on investment. In addition to bringing many new and robust capabilities native to XperiDo, the total cost of ownership of this solution rapidly proved to be more beneficial than the previous document system.

Once XperiDo for Microsoft Dynamics was launched, several other possibilities to use the document generation solution throughout the organization were identified. SR-Bank recommends XperiDo.

We were really impressed by the speed, capability and efforts put into the migration of the discontinued document generation system, and the quick deployment, training and support provided by the XperiDo team.

Silje Eriksen Bølla
Leader of System Management at
SR-Bank

Like SR-Bank, empower your organization with document generation and document automation capabilities enabling the creation, management and delivery of better documents, faster.

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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.

Travel
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.

Regards,

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.

Voyages
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.

Merci,

L’équipe Xpertdoc