It is not easy to understand or appreciate the full potential of a document automation solution until the organization starts using it, and starts using it intensively.
No expert can estimate the extent of the opportunity for automation in an organization, if the expert does not maintain intimate knowledge of the organization's environment. The organization's processes, systems, data, and content form the framework in which the automation solution is deployed. This framework defines the opportunity for automation. Typically, there is plenty.
The path to document automation for most organizations is:
There is nothing wrong with a point solution if there is no chance that an enterprise-scale automation solution would produce an acceptable return on investment in the project at hand. However, often a few teams from different parts of the organization put together two or more projects to create a proper return on investment for the organization. Later, this foresight is a boon for other business users, because they can deploy the automation solution to other areas of the business at little or no extra cost.
To return to the use cases, these are some of the bigger customers which ActiveDocs has worked with.
|Shell (the world's largest company) generates thousands of HR documents for global transfers of its employees (some seventy thousand of them) with a hybrid automation system. This means that if the data is in Shell's repositories, all documents are created without human intervention; if it isn't, an HR officer is prompted to fill in the missing details. See case study.|
|Cigna (one of world’s largest insurers) generates client communication, insurance policies and related documents. See case study.|
|ABB (one of the world's largest engineering companies) generates complex technical proposals and product description documents in user-driven and automated modes. ABB has two different systems for different use scenarios. See case study.|
|Finnish Centre for Pensions (Eläketurvakeskus) produces large volumes of accurate and compliant pension documentation. This means that most people in Finland receive communication produced by ActiveDocs. See case study.|
|Bayer (one of the world's largest pharmaceutical companies) generates complex contractual documents globally, integrating with SharePoint and Nintex workflows. See case study.|
|All tellers of a major Australian retail bank use ActiveDocs to produce documentation for their clients. These may be credit card contracts, mortgage documentation, and other banking documents. See case study.|
|A Canadian Cable TV and Network Provider generates client contracts and ad-hoc communication from its service centers. See case study.|
|Texas Conference of Urban Counties runs production of all documents in their Juvenile Justice System on ActiveDocs Opus. See case study.|
ActiveDocs works with smaller organizations as well:
If there are any communications that an organization finds time-consuming to create and/or sensitive to inaccuracies, there is a good chance that document automation will be able to help.
As an example of a higher-end use-case, document automation can enable a user to take photos on their smartphone and write a description, then retrieve the images and descriptions from a cloud repository, insert them into a report, use the GPS coordinates of the location where the photos were taken to insert location maps into the report, generate QR codes that can be scanned, ask a few complementary questions, allow for the attachment of additional PDF files, retrieve data from several sources, generate the custom report document, send it for approval, and, after approval, insert signatures, then dispatch the document via email or print. Finally, it can be sent for storage in a document management system.
You can learn more about document automation use cases in the case study section of our website.