Where-It-All-Comes-Together

Documents: Where It All Comes Together

Jan 25 2023 | By Rod Lowe | Blog

Today, most businesses focus on getting their software and processes to work together. They realize that systems integration is the key to expanded automation. Integration enables the application of new technologies like artificial intelligence and machine learning.

One area where integration is of great value is the generation of documents. Business documents may be transactional, like statements or claim forms, publishing oriented, such as health insurance provider directories, or marketing focused like direct mail. They all depend on information typically stored in multiple systems across the enterprise.

The elements that comprise a document may reside in systems and databases scattered throughout the corporation, and they come together on the documents. This accumulation of information allows organizations to consider all aspects of a customer relationship as they communicate with them. The resulting documents are relevant, useful, and informative–which contribute to a positive customer experience.

Consolidate Document Systems

Managing multiple document systems and platforms can be a challenge, as employees must manually transfer data between them, and connections can sometimes break. This is where systems integration comes in. By combining different software systems and platforms, businesses can streamline processes and improve efficiency.

A big benefit of consolidating document systems is cost savings. Organizations acquire document composition systems through mergers or by purchasing point solutions as they need them. It is not unusual to find a half-dozen document-producing systems within a single company. Maintaining those systems and licensing multiple software platforms is unnecessarily expensive. By using a single system for document management, businesses can eliminate this cost and streamline their operations.

One way to achieve this consolidation is through a single system, like Quickcoms, that allows companies to establish connections with internal and external systems that provide the data necessary to produce the documents. Quickcoms enables connections to popular software packages, allowing businesses to reap the benefits of a single document automation solution without the need to construct and support multiple links between data sources and document composition software.

The Effect on CX

Systems integration can have a significant impact on the customer experience, as it allows businesses to communicate with customers in more effective and accurate ways. The most consistent customer touchpoints for many organizations are the documents they produce, including monthly bills, statements, and other outbound customer-facing documents. By using a single document generation platform, businesses can revise complex workflows, standardize processes like approvals and document signing, and ensure that documents always contain the most current information. This can improve the overall customer experience and help build trust and loyalty.

More Reasons to Integrate

Besides improving communication with customers, systems integration can also enhance collaboration, increase productivity, and support better decision-making within the organization. By allowing different teams to access and share information easily, systems integration can foster a more cohesive and efficient work environment. It can also help reduce the risk of errors and ensure that data included in the documents is up-to-date and accurate.

Scalability is another benefit of a single document system that enables connections to enterprise data sources. Companies can add new software systems that supply information for corporate documents to the existing infrastructure as the business grows. Accessing the data via document templates is a simple update.

Systems integration is crucial for effective document composition and improved communication with customers. By combining different software systems and platforms, businesses can streamline processes, enhance collaboration and productivity, support better decision making, and reduce costs. Quickcoms provides a single system for document management that connects to popular business software packages and allows businesses to integrate their systems and improve their operations.