Automated Document Creation and Assembly
Personalized Communication at Scale Made Easy
Ecrion’s document automation software streamlines the production, assembly and distribution of business-critical documents in a flexible and scalable environment. Workflow rules simplify and accelerate complex processes—whether manual, fully automated, or somewhere in between—to ensure consistent, quality and controlled communications.
The first step in automating documents is for business users to create communication templates with Ecrion’s visual design tool. The business user automates documents more quickly while IT, freed from document and report creation, focuses on higher value-added work. A single, central repository maintains company assets (such as logos, branding and document fragments) and automatically updates them across multiple templates as changes occur.
Ecrion 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, and the desired communications are automatically created and distributed in a variety of document, email and/or mobile formats.
A Single Platform for Documents
Centralized Template and Asset Management
Maintain all company document templates and assets (including logos, graphics, sub-documents, and more) in a single place to ensure consistent application across all communications. Reduce the number of templates as well as the time and cost required to manage them. Enable business users with an intuitive interface to build and modify templates, eliminating the need for IT development.
Delivery When, Where and How Required
Generate, assemble and deliver customer communications according to individual preferences. Efficiently produce required document packages either in batch, or upon request. Distribute final document assemblies to managed print queues, online html presentation layers, and PDF for storage or email distribution. Create personalized document kits in the language, tone and medium chosen by each customer.
Render documents based on data gathered from a single or variety of sources and use document assembly to combine them with other documents and assets to generate complete packages. Sample use cases include contracts, policies, new account packets, and welcome kits. Finalize the assembly of those sets and distribute them to print, PDF files, email and more.
Watch Calvin Create a Document
Calvin creates a customer collections letter, one of thousands of uses for Ecrion’s Software
Batch or On-Demand Modes
Run fully automated, high-volume batch jobs such as monthly statements, invoices, annual reports, and more via integration to business applications such as a CRM or website. Accelerate the creation of one or more documents on-demand such as individual statements, quotes or certificates as a customer requests them. Empower users to compose personalized correspondence from an intuitive user interface.
Complex Workflow Management
Automate complex communications processes from initial design to final delivery and beyond. Define participants and the workflows associated with customer communications. Bring internal and external stakeholders together to design documents. Automate data collection and aggregation, redlining, review/approve processes, final assembly, distribution and post-delivery activities.
Forms and Fillable PDFs
Extend the digital experience to all users, enabling data collection for quotes, applications, claims and other documentation needs. Complete forms, personalized letters and other correspondence by gathering data from agents, customers from an online portal, or automatically via integration to business applications. Interact with customers 24×7 without call center support.
Responsive Interactive Documents
Create an engaging, customer-driven analytic experience that provides an always-on, available anywhere view into their real-time account data. Deliver the right information to each individual customer and reduce call center demands. Empower customers to control their experience in a manner consistent with the company brand and image. Store and present responsive documents for customer interaction.
Systematic Standards and Compliance
Establish review and approve workflows for document generation output, thereby guaranteeing proper oversight and compliance with corporate branding standards and regulatory requirements. Automate transactional review and approval paths based on user-defined criteria to achieve branding and regulatory compliance at a document-by-document level. Collaborate with internal and external partners.
Built for Performance
Implement the document production industry’s most scalable solution, built to render large and complex documents while also supporting extremely high-volume automation requirements. Join the leaders in dozens of demanding industries, some of whom produce hundreds of millions or billions of communications each year. Design and automate documents that contain a single line of text, or thousand pages.
Benefits of Document Automation
- Improved Compliance with Regualtory Requirements
- Consistent Application of Branding, Legal, and Internal Standards
- Reduced Costs by Buiness Users Creating/Updating Templates (Rather than IT)
- Improved Responsiveness to Customers—Faster Time to Market
Ecrion Enables Stronger Customer Connections
Organizations worldwide leverage enterprise document software by Ecrion to enhance their customer experience, reduce operating costs, and take control of their customer communication processes. Thousands of companies across a broad range of industries ensure compliance with corporate branding and legal standards while establishing genuine connections with their customers—one at a time.
You're in Good Company
Learn why some of the world’s most forward-thinking companies trust Ecrion for their customer communication and engagement needs!