A Major Canadian Cable TV and Network Provider Will Generate Tens of Thousands of Contracts with ActiveDocs in the Cloud

Kansas City June 14, 2017
Satellite dish against a sunset

About the use case

A major Canadian cable TV and network provider is implementing ActiveDocs Opus for generation of client facing contracts, enabling the organization to meet the increasing compliance requirements of Canada’s telecommunications industry.

Catherine Larsen, SVP Sales for North America, said: “This organization is one of many new customers that are running their high-volume and high-availability document generation solutions in the cloud. This shows that a large scale implementation can be deployed quickly, and with few demands on the client’s project team.”

The cable TV, phone, and internet service provision contracts need to be generated in batches of up to 10 thousand documents, and comply with strict archiving and reporting requirements. The contract document templates are populated with data from the company’s systems. Their ActiveDocs Opus solution utilizes Amazon Web Services (AWS) infrastructure for reliability, performance and ease of maintenance.

Templates can be modified by business users in the familiar environment of Microsoft Word. This enables the organization to better adapt to the shifting competitive and regulatory environments, facilitating efficient release of new products. Consequently, the ActiveDocs Opus suite enables template designers to manipulate templates rapidly, adjusting to the changes in the Code of Conduct by the Canadian Radio-television and Telecommunications Commission.

Additionally, the organization’s contractual documents need to adhere to predefined legal language and marketing standards. This involves the use of automatic insertion of clauses based on the contract parameters, while observing custom fonts and other design elements in accordance with the company’s branding policies. The document workflows are fully controlled. The contract issuance process is triggered automatically, allowing the customer service agent to preview contracts where required. Upon completion, the contracts need to be sent to clients via email. In the subsequent phase of the project, the solution will be integrated with DocuSign for collection of electronic signatures.


About the customer

This ActiveDocs client is one of Canada’s leading network and content specialists. They serve over 3 million customers, providing telephone, Internet, television, and mobile services, all backed by a fibre optic network.


About the solution


ActiveDocs develops Template management and document automation software that reduces the time and expense of creating documents, while mitigating the potential risk caused by inaccurate information. The company's solutions lower the possibility of complaints, legal issues and financial losses caused by manual document creation and help companies personalize standard, repeatable information. ActiveDocs has been in business since 1992, and specializes in state-of-the-art document automation and compliance for large enterprises. ActiveDocs' customer base covers over 160 of the Global Fortune 500, including the world's largest company – Royal Dutch Shell – as well as BP, Bayer Healthcare Pharmaceuticals, ABB and many other global giants.

ActiveDocs Opus

ActiveDocs Opus™ is a world-leading Document Automation Solution built on Microsoft® Office and Microsoft® Windows Server technology, and supports industry standard integration with data sources and document storage and handling applications. Templates are designed in Microsoft® Word and built from reusable components. ActiveDocs Opus has built-in management and deployment tools to allow Templates to be used for User-Driven (interactive) and Program-Driven (automated) document creation.

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