Accuracy & Consistency Every Time
The Right Documents When You Need Them
Document automation will help your organization greatly reduce risks by removing the human element from processes that are prone to mistakes, such as entering the correct contact information or selecting the correct version of documents that must be included and distributed appropriately. With the Ecrion platform, you can rest assured knowing that document automation and assembly processes are accurately and consistently followed, and that the right information is collected and validated. Unique to the Ecrion solution, a live preview makes it easy to see the final result in real time.
Organizations that implement document automation aim for improved scalability – for example the Ecrion platform can process tens of thousands of events per hour.
Improve consistency and eliminate errors associated with manual document creation. Manual document creation often leads to errors, such as creating onboarding packages with incorrect mailing addresses or missing attachments. These types of errors are not possible when document automation is implemented.
In many cases, document automation has additional benefits, such as improved compliance with state and local regulations, providing accessibility to people with disabilities or delivering correspondence in multiple languages.
Improved engagement is another important benefit. Companies can leverage Ecrion document automation to notify customers on multiple channels and ensure that communications are being received. For example, an SMS/text messaging notification can be sent in addition to an onboarding package set by email. Furthermore, Ecrion can track whether recipients read their email correspondence, which can be leveraged in our example to send a secondary SMS notification as well as a printed package by mail.
Important cost savings can be realized because overworked staff can concentrate on reviewing the most important pieces of communications without the need for additional hires. For example, people with experience in creating onboarding packages can now review automatically flagged correspondence according to business rules — such as when the contract value is over $1 million.
Next-Generation Customer Engagement
Deliver personal and relevant communications across print and digital media channels that are engaging and scalable. Leverage your existing infrastructure investment to deliver a consistent brand experience across the different touchpoints that can build trust and boost loyalty over the entire customer lifecycle.Learn More