Four Steps of Document Automation
Documents are your calling card – the way you communicate with customers. Whether it be an explanation of benefits, a collection letter, an invoice, documents are the way you share valuable information. And so often, the creation and generation of these documents takes up far too much time. Manual document generation results in increases in inaccuracies, an inability to easily flex with your company’s needs, a reduced company ROI.
Given that, we would like to introduce you to document automation software. Improve the quality of your documents along with user experience, without having to continually fuss with templates and recreate the wheel. MHC EngageCX is the solution that can streamline the production and distribution of your most vital documents. And with inherent scalability and flexibility, you can make sure that this platform meets your needs by always meeting those of your customer.
STEP 1 – TEMPLATE DESIGN
The first step in automating documents is to create communication templates with our user-friendly visual design tool. Business users can automate documents more quickly while IT, freed from document and report creation obligations, focuses on higher value-added work. A single, central repository maintains important company assets (such as logos, branding, and document fragments) and automatically updates them across multiple templates.
STEP 2 – DOCUMENT RENDERING
MHC EngageCX then aggregates and transforms data from one or more sources to begin the document generation process. Data sources include packaged or proprietary business applications, customer portals, databases, and XML streams. If required, users leverage an embedded interface to complete personalized correspondence before rendering. The final data set is mapped to one or more defined templates.
STEP 3 – DOCUMENT ASSEMBLY
MHC’s document generation platform, EngageCX, proceeds by accessing multiple documents and assets across disparate locations within the organization. Once retrieved from their source locations, these documents are then compiled into one combined asset and are ready for distribution.
STEP 4 – DOCUMENT DELIVERY
Once required documents and assets have been acquired and combined into a single output, it is now time to deliver these items based on business or customer need. Delivered via email, SMS, or traditional print, EngageCX utilized omnichannel delivery to provide the most convenient user experience while ensuring that important information is disseminated as needed.