Category Archives: Document Automation

Do Employees Fear Automation in the Workplace?

A robot and a woman working together via automation in the workplace

Researchers have found that 25% of jobs in the US are at high risk of automation, as 70% of the tasks involved can be carried out by machines. Stats like these beg the question, are workers afraid of automation in the workplace? With so many jobs at risk of automation, it is understandable that employees would be concerned […]

The Best Document Creation System for a Wealth Management Business

document creation system

Today, there are countless individuals in the wealth management industry. If you’re among them, you know how many documents you handle on a daily basis. To prevent those documents from slowing you down, you need to have a document creation system in place. There are several essential benefits you gain from having one, but you also […]

Automatic Document Creation Makes Work Easier. Here’s How!

Automatic document creation

Embracing technology is a win-win for both your company and your customers. Things like automatic document creation can help you get more productive, while also improving the way you communicate with your customers. With so many resources available, you’ll want to make this technology a priority moving forward. Read on to find out more about […]

11 Business Automation Tools to Boost Efficiency and Increase Profits

business automation

In today’s bustling world of business, time is money. You know how important it is to make the most of your company’s time and resources. In today’s modern Digital Age, technology and the Internet reign supreme over our personal and professional lives. After all, we’re connected to our smartphones on a regular basis, aren’t we? That’s […]

What is an Automated Document Factory?

document automation for business

There’s a better than good chance when you think about all the documents your company generates, the thought of a document factory doesn’t immediately register. That being said, when it comes to your company’s document production, it all comes down to that area.

In the digital age, the document factory has become automated. This not only makes it easier for companies to produce high-volume documents, it also frees up your employees to work on other things. Still, you might be asking what is an automated document factory? Let’s find out.

The Importance of CRM Document Generation

crm document generation

Creating high volumes of compliant customer-facing documents can be challenging in a regulation-heavy, fast-paced, customer-centric world. That’s what makes CRM document generation so important. With the right Customer Relationship Management software, organizations in different industries are finding ways to capitalize on their investment, time, and customer satisfaction.

The issue of customer data raises a challenge that CRM systems exist to address. Every time someone picks up the phone and talks to a customer, goes out to meet a new sales prospect, or follows up a promising lead, they learn something new and potentially valuable. Traditionally, all this data went into analogue or unconnected media such as notebooks or laptops, or even just stayed in people’s heads.

The Difference Between Document Automation and Document Assembly

the difference between document automation and assembly

Document automation or document assembly? The terms are interchangeable, right? Most people believe that, yes, the two mean the same thing. However, one cannot be substituted for the other. In fact, document automation and document assembly mean two completely different things.

To put it simply, document assembly is one of several steps that make up document automation. This includes both automated document assembly and online document assembly.

7 Dynamic Document Production Challenges

document generation tools

All companies face challenges. It might be a simple fix, or one that requires outside help. The last thing your company needs, if it prints a ton of documents, are dynamic document production challenges.

If a challenge does pop up – and, let’s be honest, there’s a good chance it will at some point – it’s important to have the right software and support team in place. This is due largely because many document automation systems won’t allow you to do what your company requires.

Why is all this important? The last thing you need is an extended period of downtime while everything gets worked out. According to analyst firm Aberdeen Research, 82 percent of companies have experienced unplanned downtime over the past three years. That unplanned downtime can cost a company as much as $260,000 an hour.