SpareBank 1 SR-Bank provides financial services to personal and corporate customers in Norway, including lending, savings, insurance, pensions, and advisory services.
When its previous document-generation environment became cumbersome to maintain, SR-Bank selected Experlogix Document Automation to create a more flexible, business-friendly agreement process inside Microsoft Dynamics.
- Streamline agreement creation, approval, delivery, and storage.
- Reduce dependence on IT resources for document changes.
- Improve consistency across regulated customer agreements.
- Empower business process owners to manage logic-based customizations.
- Generate personalized agreements directly from Microsoft Dynamics.
- Support digital signatures through DocuSign.
- Automatically store completed agreements in Microsoft SharePoint.
- Maintain financial-industry and internal compliance requirements.
Challenge
SR-Bank needed to generate large, template-based agreements for both corporate and retail banking customers. Because the organization was using Microsoft Dynamics CRM, document creation and output management needed to happen from the Microsoft environment.
The corporate division was satisfied with the functionality of the bank's existing document solution, but the business support division responsible for ongoing development and technical support found it cumbersome and labor-intensive.
Even routine requests to change an existing template or document flow could place additional work on the technical support team, leading SR-Bank to replace the system.
Changes to templates and document flows placed pressure on the business support team.
Continuous document development and support required too much technical effort.
Corporate and retail banking teams needed to generate complex, template-based customer agreements.
Documents needed to remain consistent with financial-industry requirements and the bank's internal standards.
An internal user needed a template or document-flow modification.
Business support handled the ongoing development and technical work.
Routine document evolution added unnecessary technical overhead.
The bank wanted business users to have greater ownership of document processes.
Working with technical CRM advisors from Microsoft and Avanade, SR-Bank evaluated replacement options and selected Experlogix Document Automation to empower business users while reducing IT dependence.
Solution
Experlogix Document Automation gave SR-Bank an end-to-end environment for creating, managing, approving, delivering, and storing documents directly from Microsoft Dynamics.
Dynamic templates could use integrated data, personalization, and configurable business rules while being designed through the Microsoft Word-based Template Builder.
Data-driven agreement templates combine business information, personalization, and configurable rules.
Process owners can manage logic-based customizations without routing every change through IT.
Personalized customer agreements can be generated directly from the Microsoft Dynamics environment.
DocuSign supports e-signature while completed agreements are stored in the required SharePoint location.
Agreement templates combine Dynamics data with personalized content and business rules.
Customer-facing documents are generated through the Dynamics-based document workflow.
Customer e-signatures can be captured through the connected DocuSign integration.
Final agreement documents are automatically stored in the required secure SharePoint location.
The key shift was moving logic-based document customization closer to SR-Bank's business process owners. That reduced pressure on the IT business support team while preserving an integrated, governed Dynamics environment.
This same model remains central to current Experlogix Document Automation for Financial Services, where business users can maintain document templates while technology teams retain governance over data security, standards, and integrations.
Result
SR-Bank's corporate, retail, and business support divisions benefited from a more integrated way to generate and manage agreements from Microsoft Dynamics.
Non-technical users gained access to consistent, data-driven agreement generation, while automated document flows helped the bank manage approval, delivery, e-signature, and storage as part of the same process.
Business process owners can manage logic-based document customizations without relying on technical support for every change.
Business users can generate standardized, data-driven documents aligned with financial and internal requirements.
Creation, approval, delivery, signature, and storage are connected within the document process.
E-signature supports faster agreement delivery and completion without introducing a separate manual signing process.
SR-Bank reported that the total cost of ownership quickly proved more beneficial than its previous document system.
After launch, the organization identified additional opportunities to use Document Automation across the bank.
„Es ist ein einfaches, intuitives Tool zur Dokumentenerstellung, das bei jedem Kunden und bei jeder Gelegenheit zuverlässig funktioniert – auf Knopfdruck."
For current Microsoft environments, Experlogix Document Automation for Dynamics 365 continues to support data-driven document creation and workflows across generation, approval, delivery, and storage.
See how SpareBank 1 SR-Bank connected business-owned document templates, Dynamics-based agreement generation, e-signature, and secure storage in one governed workflow.
