A transparent and quick document management is required to remain efficient and competitive. Additionally, when servicing the client, administrators have to be able to access all related documents and any other content that could be digitized.
The significance of output management solutions has increased recently. As it becomes increasingly harder to reach potential customers for a new product, traditional mass marketing is gradually replaced by personalized direct marketing solutions. The purpose is to increase the efficiency of using the valuable attention of the clients, which is increasingly harder to get and is becoming shorter and shorter. In order to achieve that, personalized messages are sent to the clients in existing document types (like statement letters). The use of new channels (e-mail, mobile) is becoming increasingly prevalent, which provides a more convenient and simple means to communication for clients.
Therefore creating a central document management solution is required in most cases, which can be seamlessly aligned and integrated to the existing systems of the organization, and provides for the creation of uniform document management processes. It is important that the solution forms a basis for implementing modern technologies as well.

As a result of the solutions

• The necessary documents can be reached directly, which in turn significantly increases the effectiveness of work processes;

• The workload of the administrators decreases;

• More clients can be serviced without increasing the available facilities;

• The quality of service increases;

• Electronic document management is a cost-effective solution, as paper-based document management is rather costly due to repeatedly copying, mailing and storing documents;

• By using written and statement letters and newsletter, a mass communication is possible to the clients, which is personalized at the same time;

• New channels can be used for communicating with clients.

Tasks:

• Reviewing and re-planning corporate processes.

• Creating a uniform central document management system.
• Integration with systems supporting customer relations and managing customer data.

• Organizing content creation and collection.
• Solution for creating mass and personalized documents (client statements, newsletters).