Most organizations create and distribute customer communications with software systems that have existed for many years. Some are decades old. Business leaders understand the value and the necessity of a digital transformation throughout the enterprise; however, their document production workflow can be a roadblock. Software developers know their customers want and need to upgrade customer […]
For a long time, customer communications systems ran in isolation. Data was extracted from databases and systems to drive the composition and production of printed and electronic documents, but without a genuine connection to CRM, ERP, or other systems upon which most businesses rely. Many of these legacy document systems still exist and they are […]
Securing approvals, especially for regulated documents, can be a long, painful process. Some organizations invest in separate software or use a third-party general purpose collaboration tool to facilitate reviews and approvals. This approach can help standardize the process and document changes. The software doesn’t always speed things up though, and may not include everyone in […]
Traditional Customer Communication Management (CCM) platforms can be complicated. They can feature many moving parts. Making them work efficiently together often requires technical expertise beyond the level of the typical business user. This is problematic for several reasons. First, technical resources are scarce. Programmers with experience in document management and customer communications are in short […]
Third-party print/mail providers and in-house corporate print and mail facilities continue to favor processing customer-facing documents with on-premise solutions because of security concerns. The documents may contain sensitive health or financial information that companies would not want to be “findable” to hackers or part of an accidental exposure, should they process the work in the […]
Most organizations maintain extensive libraries of document templates. Legacy form generation processes were manual, which led to copying and pasting from one document to another for customization and updating. This practice contributes to a document maintenance nightmare. Which documents are obsolete? What version of terms and conditions were included in a particular document? Can employees […]
It may be tempting to consider creating your own web-to-print portal for your customers to order their static and variable print products and other merchandise. If you’re a print provider, however, building a single system that meets the needs of all your current and future enterprise clients can be a huge challenge. Multiple interface issues […]
Traditionally, high-volume document processing is the domain of on-premise software. But those outdated processes are changing. Document centers are re-evaluating the way they work and switching to cloud-based applications. Processing documents in the cloud has distinct advantages. Recognizing the trends and the preferences of their customers, software companies catering to the document production industry are […]
We all know how convenient it is to shop online. Anytime access, time-savings, a record of our past purchases for quick reference, and easy billing options are just some advantages of taking to our screens to order whatever we need, when we want it. That same convenience is available for purchasing all types of marketing […]
Many companies use a collection of software and utilities they acquired over time to create and produce their customer-facing transactional documents. For example, an insurance company typically maintains one system for producing policies, another for claims, and a third solution for billing. These systems operate independently, each requiring a team of document designers and technicians […]