A major shopping center company generates leases and controls roundtripping with ActiveDocs Opus

Kansas City September 18, 2017

About the use-case

A major shopping center company in the USA has implemented ActiveDocs Opus to achieve consistency between its lease management system (LMS) and its contractual documentation. The solution controls the negotiation and roundtripping process, and generates accurate leasing contracts automatically.

Catherine Larsen, SVP Sales for North America, said: “Our client has implemented the new contract generation solution in a way that helps them improve both quantitative and qualitative performance indicators of the leasing department. Efficiency is achieved through quicker production of initial contract drafts, reducing overall lease negotiation time and meeting compliance requirements through thorough control of the negotiation process.”

The company deployed ActiveDocs Opus in hybrid mode, combining the use of automated and user-driven modes. The first workflow stage is the fully automatic drafting of lease packs. These are sets of five or more documents, including draft contracts, data sheets, lease wording, premise specifications, and mall policies.

Once generated, each draft lease pack is assigned to a negotiator. During negotiations with the lessee, any changes to the contract wording can be implemented in a controlled way through ActiveDocs Opus. All data and specifications are kept up-to-date through a link with the LMS, regardless of the wording changes. As a result, the negotiator always receives contractual documents generated from the latest negotiated wording, and containing the most recently available data.

All template modifications are performed in the environment of Microsoft Word. The user-friendly, intuitive interface enables business users to manipulate templates quickly and easily. Changes are implemented within minutes, and from a single location.

The company is now in the process of integrating the ActiveDocs Opus document generation solution with its new lease management system based on Salesforce. The ActiveDocs Opus out-of-the-box Salesforce connector enables this seamless integration.

For more information, please review the case study about the deployment.

 

About the customer

One of the largest operators of high-end shopping centers in the USA, the company also operates across Europe and Australasia. It focuses on creation of great experiences for retailers, consumers and brands through ongoing development and intensive asset management.

 

About the solution

ActiveDocs

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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