Customer Experience One Document at a Time
Personalized Document Composition at Scale
Customers today require discrete, on-demand products and services, leading to an increase in account management processing, service contracts, policies, statements, and billing activities. Digital transformation projects fulfill the 24×7, always-on, anytime, anywhere demands of the modern consumer. Finally, companies focus on customer experience initiatives to develop meaningful, loyal connections with their customers. These three trends require document composition software to connect providers’ back-end systems with fickle consumers.
What Is Document Composition?
Document composition is a key component of document automation software, leveraged by organizations worldwide to communicate with their customers. Users design document templates, which are then populated with dynamic data from one or more sources to render the desired document(s). Final documents may then be assembled into packets, and distributed to print, email, a fileserver or any other channel.
Leveraging Ecrion’s best-in-class visual design tool, business users design and deploy engaging and interactive documents without costly IT involvement. This frees IT from coding documents and forms, thereby reducing costs and development time. Meanwhile, a single, central repository maintains company assets (such as logos and branding) to ensure a consistent experience for the customer.
Once templates are complete, Ecrion’s document composition software dynamically aggregates and transforms data from one or more sources to begin the process—either on demand or in pre-scheduled batch runs. Potential data sources include packaged or proprietary business applications, customer portals, databases and XML files. Customers or company agents may also leverage an embedded interface to fill out forms and complete individualized correspondence. Final documents are rendered and distributed in a variety of document, email and/or mobile formats.
The Advantages of Using Document Composition Software
One of the key elements of providing a quality customer experience is personalization. Document composition software is designed to swiftly duplicate and produce individualized documents while providing a seamless customer experience. With omni-channel delivery according to the client’s preferences, they are enabled to to access necessary information, anywhere and at any time. This puts them in the driver seat of their experience.
Save Time and Money
When employees have immediate access to information, they are more organized and work more efficiently. Working with document composition software eliminates time-consuming manual operations and allows them to concentrate on important tasks. An automated system saves organizations time spent compiling document packages. With batch communications in place, data packages such as welcome packets for new hires, policies, and contracts are available at the touch of a button.
Collaboration is another benefit when using document composition software. Coworkers make changes, updates, and entries on a specific document and send it to colleagues from within the system. This makes it much easier and faster to address issues and move forward with project goals. The document design process should also be a collaborative effort. Bring together both internal and external stakeholders to design, review, and process documents. All necessary team members are present from the brainstorming phase to final assembly and distribution.
Security breaches are a major concern when handling and storing confidential data and information. Customers want peace of mind that their sensitive information is protected. Automated systems offer this peace of mind. Privacy and permission settings are the easiest way to guarantee confidential data doesn’t fall into the wrong hands. A document composition system allows system administrators to set permission settings to control what access team members and customers have to specific information.
It is difficult to stay ahead of recent changes and updates with constantly changing compliance requirements. An automated document composition system provides a central repository of pre-approved assets, language, terms and conditions, etc., guaranteeing your communications are always up-to-date. A flexible review-and-approve process enables the appropriate users to verify both document templates and the final output, if desired. Non-compliance with requirements can result in fines, criminal liability, and even a loss of license. With an automated system in place, organizations rest easy with the knowledge that their documents and communications are compliant.
Ecrion Enables Stronger Customer Connections
Organizations worldwide leverage document composition software by Ecrion to enhance their customer experience, reduce operating costs, and control the inherent risks associated with high volume document automation. 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.
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