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Organisations strive to foster stronger relationships with their customers and partners, strengthening and streamlining internal communications. Technology has introduced new risks for many businesses to maintain information security and data privacy at all times - risks that can result in legal and financial consequences and significantly damage reputations.
Intelledox has partnered with two data security specialists - Redcore and Covata - to ensure maximum information security within the Intelledox Infiniti solution. Redcore’s KeyVault technology provides strong two factor authentication and legal enforceability to Infiniti forms, while Covata’s technology ensures that sensitive data is not stored on untrusted mobile devices. These unique partnerships allow Infiniti to provide exceptional security for automated documents, from the user authenticating securely to perform the initial online form submission through to final delivery to the intended recipient of the completed content.
In this Short White Paper we explore:
- Achieving document security in an insecure world;
- Stronger authentication and identity assurance in online forms through Redcore KeyVault;
- Security in Content creation through Covata Secure Objects;
- Secure and reliable solutions to the document security challenge.
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There are a variety of line of business applications that store relevant data about clients, staff, business and business process. Applications such as SAP are universally used to define process and streamline output. However, data contained within the Enterprise Resource Planning (ERP) application cannot readily be used to generate complex documents (such as contracts, letters, quotes, statements, invoices); or they use standardized templates where the integration is superficial, manual or solved using programming and Word templates.
In this fully-referenced Short White Paper we explore:
- How an automated document generation tool such as Intelledox adds significant value to ERP systems like SAP
- How Intelledox seamlessly and flexibly integrates at all levels with ERP systems
- The benefits that Intelledox brings by leveraging the capabilities of SAP and ERP systems
Key Terms and Topics Addressed:
- Document generation, document creation, document automation, document assembly
- Document chaos, content chaos, digital landfill, unstructured content
- Enterprise Resource Planning (ERP), SAP, Line of Business systems, document management
- Integration, Deployment, Cloud Computing
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Online dialogue with customers is highly cost-effective – and it can improve both customer experience and retention. Smart web forms have obvious marketing benefits, but they can make a major bottom line impact for organizations with many customers, citizens, members, or constituents.
In this fully-referenced Short White Paper, we explore how:
- Smart web forms let you build thousands of ‘individual’ relationships at low cost
- Outward-facing, dynamic web forms improve user experience and retention
- Automated web forms dramatically reduce staff workload and increase productivity
- Inward-facing smart web forms improve communications and reduce business costs
- User-driven smart forms improve response rates and reduce reliance on IT
Key terms and topics addressed:
- Document creation, document automation, streamlined forms processing
- Smart web forms, Customer Communications Management, customized information
- Context-aware computing, personalized communications, relevant content
- Self-service portal, industry-facing web service gateway, electronic information delivery
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Since the Global Financial Crisis, financial institutions in the US are under intense pressure to make operations more robust, more efficient and more profitable. For continued growth in this climate, financial institutions need to provide better customer service with greater speed and agility, yet reduce operational costs and strengthen compliance posture. A tall order, unless you can automate and personalize your customer communications, be they print, electronic or web.
In this short paper, we explore:
- Nine ways that advanced document automation software can help you get more from your existing systems, processes and people, or possibly fewer of them.
- Real world results from a Canadian bank which did just that, making a huge impact on productivity and competitiveness.
Key Terms and Topics Addressed:
- Document generation, document creation, document automation, document assembly
- Document chaos, content chaos, digital landfill, unstructured content
- Customer Communication, Business Process Automation, Multi-channel outputs, document management
- Integration, Deployment, Cloud Computing
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Perhaps not quite in heaven, but if Document Automation and Business Process Optimization aren’t integrated, the result can be non-compliant chaos - more like the divorce from hell.
In this fully referenced Short White Paper, we show how integration and automation of the two make a dramatic impact, for both government and industry, by:
- Delivering gains in productivity, efficiency, agility and responsiveness
- Integrating information silos created by line-of-business systems
- Enabling users to drive document creation themselves and free up IT resources
- Reducing document generation costs by up to 80% and time by up to 90%.
Key terms and topics addressed:
- Business Process Optimization, BPO, workflow automation
- Document creation/document generation/document assembly, content chaos
- Corporate governance, information governance, accuracy of communications
- Dynamic web forms, smart forms, customer service, personalized communication, online portal
- Oracle database, Siebel CRM, HP Trim, Microsoft Exchange Server, Compuware Changepoint.
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Many organizations have acquired ECM solutions (Enterprise Content Management) systems to try to gain control of their rapidly-growing information, and have found that ECM systems alone can’t fix the resulting ‘Content Chaos’, because they weren’t designed to address document creation. Intelligent document assembly or document creation is the first, vital step in the document lifecycle. If documents are created accurately from centrally managed content, leveraging corporate information assets and seamlessly integrated with ECM systems, the primary management problems associated with ‘content chaos’ can be addressed at a document’s conception.
In this fully-referenced Short White Paper, we explore how:
- A document generation engine adds value to an ECM
- A tight integration between a document generation engine and ECM is critical
- Flexible deployment options for a document generation solution is essential to suit an organizations needs
Key Terms and Topics Addressed:
- Document generation, document creation, document automation, document assembly
- Document chaos, content chaos, digital landfill, unstructured content
- Enterprise Content Management, Line of Business Systems, Document Management
- Integration, Deployment, Cloud Computing
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Many organizations have spent a lot on Document and Enterprise Content Management (DM and ECM) systems, yet over time, the document lifecycle has become far more complex and difficult to control. It now includes many more processes, people and technologies.
In this fully-referenced Short White Paper, we explore:
- Document creation as the critical first control in the document lifecycle
- How automated document creation improves responsiveness, customer service and ROI
- Smart web forms and how they improve customer experience and retention
- How document creation systems reduces document assembly costs by up to 90%.
Key terms and topics addressed:
- Enterprise Content Management, ECM, content chaos, unstructured information, digital landfill
- Document life cycle management, Digital Asset Management, DAM, Web Content Management
- Automated web forms, dynamic web forms, customer-facing forms, customer retention
- e-discovery investigations, compliance audits, defending legal actions, governance
- Document creation/document generation/document assembly, multi-channel output
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The Cloud Computing model is attractive because the provider handles most of the ‘IT nuts and bolts’ for a monthly fee. Other attractions are the pay-as-you-go model, increased agility, elastic capacity for computing power and storage, in-built redundancy and easier access for mobile workforces.
In this fully-referenced Short White Paper, we examine:
- What you can buy in the cloud - and the services and models on offer
- What’s fueling the cloud debate - such as security and reliability
- Enterprise content management in the cloud - with Microsoft SharePoint and Azure
- How Intelligent Document Creation integrates seamlessly with Microsoft.
Key terms and topics addressed:
- Document creation/document assembly/document automation in the cloud
- Cloud security, privacy, data protection, compliance, PCI DSS, SOX
- Smart web forms, dynamic web forms, customer communication, multi-channel output
- Microsoft SharePoint 2010, SharePoint document control, MOSS document automation
- Intelledox and SharePoint integration, SQL Azure, Office 365.
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In most organizations, information is scattered over business systems, servers, PCs and mobile devices, creating information silos that are hard to bridge. Often this means Line of Business (LOB) systems like HR, CRM and ERP systems can’t share data or business rules, which is a major barrier to business agility and productivity.
In this fully referenced Short White Paper, we examine the role of intelligent document creation systems. How they can:
- Integrate existing LOB and legacy systems so users can share and update data
- Automate the creation of accurate documents from up-to-date LOB data
- Improve ROI from existing LOB, ECM, database and business systems
- Increase business productivity and responsiveness by making accurate data accessible
Key terms and topics addressed:
- Document creation, document automation, document assembly
- Document chaos, content chaos, digital landfill, unstructured content
- Business system integration, ECM, CRM, databases, ERP - SAP, Oracle, PeopleSoft
- Personalized communications, customer service, smart web forms, multi-channel output
- Accuracy of information and communications, regulatory compliance, content governance
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Document Automation — the most commonly used name for technologies that follow programmed rules to automatically create documents — is an important part of an enterprise content strategy. (It's known by a variety of names — Document Assembly, Document Generation and Document Collation being widely used synonyms.) Document Automation takes up where Content Management, Document Management and individual Line of Business systems stop: at the automated creation of documents. It uses the information from those systems to assemble and deliver documents.
Like those complementary systems, Document Automation requires a good selection and implementation strategy. To know you're getting the best results you have to know what makes the best solution for you.
This Intelledox Best Practices Guide provides guidance for recognizing what makes a best-practice Document Automation solution for your business. Its basic premise is straightforward. In order for you to implement the best solution you have to:
- Analyze your specific needs
- Apply that analysis to the feature set of the best-of-breed Document Automation technologies
Key Terms and Topics Addressed:
- Purpose and value of a document automation solution
- Model for tracing and documenting your document creation workflow
- Critical features that and document automation system must have
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In 2010, the volume of digital information created and replicated worldwide cracked a major barrier: 1 zettabyte or 1 trillion gigabytes. IDC says this number will almost double every year, but IT staff available to manage the data will barely grow at all.
The growing challenge for organizations lies in extracting from their data stores the information they need to drive their businesses. In this short white paper, we debunk some persistent myths around document automation while we explore
- Practical options for avoiding digital landfill
- How intelligent document automation software can help you extract the vital data
- The advantages of a user-driven system that frees up valuable IT resources
- How document automation software bridges information silos for easier access to vital data
- The potential of smart web forms to enable personalized dialogue with customers
Key terms and topics addressed:
- Document automation, document generation, document creation, document lifecycle
- Content chaos, document chaos, digital landfill, Enterprise Content Management, ECM
- Smart web forms, dynamic web forms, constituent self-service, citizen engagement
- Paperless office, green IT, targeted output, multi-channel output
- Data integrity, compliance, information governance, e-discovery
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Gartner says information governance is a framework for consistent and responsible creation, use and storage of information, that helps organizations achieve their business goals. In a post-GFC world, boards and senior managers want to ensure better compliance, while business unit managers want to reduce operational costs. Can you do it all?
In this Short White paper we show how Intelligent Document Creation helps you do just that, and:
- Eliminates content chaos by controlling creation, the first step in the document lifecycle
- Assembles documents via defined rules and templates, thus ensuring compliance
- Bridge the information silos created by line-of-business systems so content is accurate
- Enhance return from ECM systems, free up IT staff and improve information governance.
Key terms and topics addressed:
- Document creation, document automation, document lifecycle management
- Unstructured content, content chaos, corporate information governance,
- Business system integration, Microsoft SharePoint, Oracle/Siebel CRM, HP Trim, Compuware
- Accuracy of information and communications, regulatory compliance, content governance
- User-driven, rules-based, context-aware, customer service, reduced reliance on IT resources
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Business information volumes are growing by around 60% each year. The resulting ‘document chaos’ is forcing industry and government to find smarter ways to manage information and its flow between departments, third parties and customers.
In this fully referenced Short White Paper, we show how the shift to e-documents:
- Puts an end to document chaos
- Addresses 3 of the key drivers for IT spend
- Controls processes, content management and associated costs
- Sharpens your competitive edge and improves customer retention rates
Key terms and topics addressed:
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Document automation, business system integration, streamlined workflow
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Customer Communication Management (CCM), correspondence management, e-relationships
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Context-aware computing, dynamic web forms, self service portal, CRM, ECM
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Document Output Management, multi-channel output, Transpromo
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Accuracy of information and communications, compliance, information governance
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Industry experts and Document Management vendors have talked about it for a decade, yet many are still asking if the dream of the Automated Document Factory (ADF) will ever come true. It has, but perhaps not quite in the form we expected. In this short white paper, we will re-visit the compelling benefits the ADF concept offered. In addition, we’ll explore
- The new technologies that have turned ADF into reality
- How ADF can be implemented without huge effort or cost
- How ADF can easily integrate with your existing systems and infrastructure
- How ADF implementation can show a measurable ROI, even short term.
Key terms and topics addressed:
- Automated Document Factory, ADF, ADF v2.0, Appropriate Document Factory
- Document lifecycle, document creation, document management software
- Content chaos, document chaos, Enterprise Content Management, ECM
- e-relationships, dynamic web forms, targeted output, PDFs, HTML emails, SMS
- content integration, streamlining bulk printing, print streams.
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Every day more businesses and consumers embrace electronic communications, replacing physical forms like invoices, statements, transaction summaries, promotions and announcements. The advantages may seem obvious, yet many organizations have been slow to capitalize on them. It’s mainly those who invested heavily in automated paper printing technology and those whose legacy systems can’t easily adapt. In this short white paper, we'll show how to use dynamic multi-channel publishing to:
- Gain and keep customers, yet reduce your costs to reach them
- Integrate and get higher returns from the same content and
- Get spinoffs like compliance into the bargain
- Streamline your customer communications, regardless of your print output type
Key terms and topics addressed:
- Dynamic Enterprise Publishing, Enterprise Output Management, flexible output solutions
- e-relationships, context-aware, dynamic web forms, smart web forms, self service portal
- Online engagement, marketing agility, user experience, customer loyalty
- ADF, Document Output Management, multi-channel output, Transpromo
- Compliance, audit ability, information governance, legacy system integration
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According to the Butler Group, in organizations that don’t ‘have a structured approach to document creation and management, the resulting lack of control can cause significant business inefficiency and exposure to compliance or disclosure risk.’
But there’s more to it. Many organizations bought Enterprise Content Management Systems (ECMSs) to control exploding document volumes, yet found that, alone, they couldn’t fix ‘Content Chaos’. In this fully-referenced Short White Paper, we show how:
- ‘Content Chaos’ starts with uncontrolled document creation
- Controlled creation ensures document integrity and streamlines document generation
- System integration and document automation improve compliance and governance
- Fixing ‘Content Chaos’ pays dividends across the whole organization.
Key terms and topics addressed:
- Document creation/document assembly/document generation/document automation
- Unstructured content, digital landfill, information silos, legacy systems
- Document creation software, centralized content control, content management
- Accuracy of communications, control and compliance, content governance
- Customer service, smart web forms, self-service portal, multi-channel output
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Gartner calls context-aware computing the ‘game-changer’. It replaces ineffective ‘one-to-all’ communications with personalised, context-specific, fully-automated interactions but benefits go well beyond marketing. It can also improve productivity and governance, and reduce reliance on IT.
This fully referenced Short White Paper answers the following questions:
- What is context-aware computing, and Customer Communications Management (CCM)?
- How does it ‘change the game’, and what are the key applications?
- How can context–aware CCM provide ROI in the first year?
- How can Dynamic Enterprise Publishing fulfill 3 key drivers for IT spend?
Key terms and topics addressed:
- Correspondence management, corporate governance, information governance,
- Smart web forms, dynamic web forms, customer communication, multi-channel output
- Customer service, personalized communication, self-service portal
- Multi-channel output, customized, relevant content, recipients’ preferences.
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According to Gartner, the IT industry accounts for 2% of global emissions - equivalent to the aviation industry. Lyra Research calculates that, world-wide, 15 trillion pages are printed each year - if stacked, they’d reach to the moon 5 times. In 2011, these figures seem absurd.
Intelligent Document Creation has been shown to increase productivity, reduce waste and drive bottom line profits. In this fully-referenced Short White Paper we show how, for your organization, it could also:
- Reduce your paper output and carbon footprint
- Improve efficiency of communications with customers and partners
- Improve responsiveness and sharpen your competitive edge
- Demonstrate ROI within a year.
Key terms and topics addressed:
- Document automation, business system integration, streamlined workflow
- Customer Communication Management (CCM), e-relationships, web-based document creation
- Green IT initiatives, green credentials, paperless office, electronic delivery
- Customer self-service, electronic output to smart web forms and mobile devices
- Transpromo, print output, electronic document management and archiving.
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