Document Automation

Streamline the production of business-critical documents

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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.

Business users design and deploy communication templates leveraging Ecrion’s easy to learn, user-friendly template design software. Developers, freed from document and report creation, focus on higher value-added work. Company assets such as logos, branding and document fragments are maintained in a central repository and automatically update across multiple templates as changes occur.

Ecrion’s document automation solution then aggregates and transforms data from one or more sources to begin the document production process. Potential data sources include packaged or proprietary business applications, customer portals, databases and XML streams. If required, users leverage an embedded interface to complete or update correspondence data before rendering. The final data set is mapped to one or more defined templates, and the desired communications are automatically created in a variety of document, email and/or mobile formats.

document automation

Complex Workflows Simplified

Automate complex communication processes from initial design to final delivery and beyond. Define participants, their roles and the workflow associated with customer communication management processes. Bring internal and external stakeholders together to efficiently design communications. Fully automate and orchestrate data collection and aggregation, redlining, review and approval processes, final assembly, distribution and post-delivery activities.

Automated Assembly

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 and generate complete packages. Sample use cases include contracts, policies, new account packets, and welcome packages. Finalize the assembly of those sets and distribute them to print, PDF files, email and more.

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.

Systematic Standards and Compliance

Establish review and approve workflows for document automation 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 as the document lifecycle dictates.

Batch or On-Demand Modes

Run fully automated, high-volume batch jobs such as monthly statements, invoices, annual reports and more. 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 letters and fill out forms from an intuitive user interface.

Ecrion Enables Stronger Customer Connections

Organizations worldwide leverage enterprise document automation solution by Ecrion to enhance their customer experience, reduce operating costs, and take control of their document generation. 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!

opentable customer logo
fidelity investments customer logo
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fidelity investments customer logo 2
merrill lynch customer logo 2
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Document Automation Buyer's Guide

Request Ecrion’s 15-point buying guide, which details the top factors companies consider when selecting a document solution.

Ready to Get Started?

It’s one thing to talk about what our software does, but we all know seeing is believing. By requesting a free, no obligation demo, you can see for yourself how our solutions can improve not only your customer communications, but your bottom line as well.

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