You May Be Missing Your Best Chance to Improve Customer Experience
You May Be Missing Your Best Chance to Improve Customer Experience July 15 2023 | By Rod Lowe | Blog Companies update their websites, incorporate chatbots, develop mobile apps and maybe even dabble in AI. But they may be missing an obvious (and less expensive) way to improve the customer experience (CX). Transactional documents are […]
Explicit and Implicit Personalization Techniques for Transactional Documents
Explicit and Implicit Personalization Techniques for Transactional Documents Feb 15 2023 | By Rod Lowe | Blog Documents designed for an audience of one are highly effective. Organizations use the data they collect about their customers to improve future communications and boost customer loyalty. Personalization is not just about using a recipient’s name or explicitly […]
Documents: 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 […]
It’s the End of the Year – Will Your CCM System Handle the Surge?
It’s the End of the Year – Will Your CCM System Handle the Surge? Dec 20 2022 | By Rod Lowe | Blog Some organizations experience a jump in the number of documents they produce or the volume of pages they generate at year-end. Banks and credit unions, for example, may produce year-end or zero-balance […]
Who Will Run Your CCM Processing Systems?
Who Will Run Your CCM Processing Systems? Nov 25 2022 | By Rod Lowe | Blog In a challenging labor market, automation is a key strategy for survival and growth. Companies generating high volumes of customer-facing printed and electronic documents have traditionally relied upon on-premise solutions that require trained individuals to handle the customer communications […]
You Can’t Achieve Digital Transformation with a Legacy Document System
You Can’t Achieve Digital Transformation with a Legacy Document System Oct 31 2022 | By Rod Lowe | Blog 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, […]
Integrating Your CCM Platform with Other Core Business Systems
Integrating Your CCM Platform with Other Core Business Systems Sep 15, 2022 | By Rod Lowe | Blog 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 […]
What’s Your Document Approval Process?
What’s Your Document Approval Process? Aug 15 2022 | By Rod Lowe | Blog 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. […]
Do You Need Programmers to Run a CCM System?
Do You Need Programmers to Run a CCM System? July 26 2022 | By Rod Lowe | Blog 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 […]
CCM in the Cloud: What About Security?
CCM in the Cloud: What About Security? June 30 2022 | By Rod Lowe | Blog 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 […]
