Document Automation

The creation, distribution and management of business documents are commonplace activities for management personnel and administrative staff alike. Traditional document concepts still form the backbone of structured business communications and transactions. Business Process Management (BPM) Software - ROI Calculator ROI Calculator | ¯ Try now

TaskCentrer Document Automation functionality provides tools that enable organisations to connect existing applications and systems, which can automatically generate and distribute document flows, to all the company's stakeholders and trading partners.

Whether they're reports, letters, order acknowledgements, invoices or statements, structured and repetitive documents can be automatically generated, presented and delivered via a variety of formats and channels.

Illustrations of how TaskCentrer's Document Automation is operating in organisations today are:

Finance

• Monthly statement distribution
• Credit control letters

Human Resources

• Job specification circulation
• T&C's of employment

Manufacturing

• Job ready for collection
• Job status report

Customer Services

• Welcome pack and SLA's
• Monthly support calls report

Logistics and Operations

• Loading instructions
• Transport request

Sales and Marketing

• New product introductions
• End-of-line product specials

Example channels

Email, Fax, Print, PDF, Microsoft Excel, HTML, XML, CSV, Microsoft Word, TAB separated, RTF and Crystal Report