by Erika | Oct 19, 2023 | Digital Transformation, Document Automation Tips
There was once a time, not too long ago, when the prospect of building or customizing your own business software was unrealistic. After all, these applications are complex and require a strong background in coding and computer science to create, right? Maybe not....
by Erika | Sep 14, 2023 | Digital Transformation, Document Automation Tips
Experlogix Smart Forms are web-based forms that allow users to enter data that can then be collected, stored, and utilized for various purposes. With the exponential growth of digital platforms, smart forms are now essential tools across numerous industries and...
by Erika | Jun 29, 2022 | CPQ Implementation, Document Automation Tips
The complexity of B2B environments continues to grow, with factors ranging from increased customer expectations to departmental siloes contributing to the problem. Particularly as businesses scale their operations, processes and information sharing can get bogged down...
by Erika | Mar 19, 2020 | Document Automation Tips
For many carriers, insurance underwriting processes rely on paper-driven workflows that can be inefficient. Underwriters can spend more time navigating these processes than working on the underwriting tasks themselves. Long turnaround times associated with...
by Erika | Jan 30, 2020 | Document Automation Tips
Personal financial statements are challenging documents to design and produce. They are filled with variability which means the statement template design must accommodate all variations and combinations. Nearly all the content on a financial statement varies including...
by Erika | Jan 20, 2020 | Document Automation Tips
The mortgage business is all about paper. Boilerplate forms and informational content have to be read, interpreted, filled out, signed, copied, and physically moved around to financial institutions, brokers and borrowers. Traditional paper-based mortgage applications...
