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 1 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.
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 automation 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.
Delivered to Customer Preferences
Compose, assemble and deliver customer communications according to individual preferences. Whether on-demand or in batch, efficiently produce required documents upon request. Distribute final customer correspondence to managed print queues, online html presentation layers, and PDF for storage or email distribution. Create personalized documents in the language, tone and medium chosen by each customer.
Customer-Defined Communications
Communicate with customers how they want, and when they want. Empower each customer to define their choice of language, mode of communication (mail, email, SMS, etc.) and tone (formal, informal). Enable customers to control what communications they receive, and when. Let customers select the layout they prefer for statements, invoices and other documents.
Batch or On-Demand Modes
Run fully automated, high-volume batch document composition jobs such as monthly statements, invoices, annual summaries and more. Extract transactional and account data from CRM’s, billing systems, or proprietary databases. Accelerate the composition of one or more documents on-demand such as individual statements, quotes or certificates as a customer requests them.
Template Design and 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 resources.
Fillable PDFs
Extend the user experience to data collection for quotes, applications, claims and other document composition needs. Complete forms, letters and other customer communications by gathering data from agents, customers on your online portal, or automatically via integration to business applications such as a CRM or website. Interact with customers 24×7 without call center support.
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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