Thursday, December 12, 2013

Making the Business Case for Document Assembly

If you think document assembly is the right technology for you and you'd like to roll it out to your business, be prepared. There's one question that always comes up, and you'll need a good answer.

"What's the business case?"

This question is the corporate equivalent of "show me the money" and your answer will need to be a little bit more elaborate than simply declaring that "it's great".
There are three scenarios where the document assembly business case is particularly strong. If your business fits any of these, you should have a good shot at making things happen. If not, try to find a part of the business that does.

Business Case #1 - Bottlenecks are losing you sales

This one is pretty obvious. If you need to produce written proposals, letters or contracts to close a sale, and there are bottlenecks somewhere in your process, then you are probably losing sales. A classic case is where final sales contracts must be drafted or approved by legal, but legal is so snowed under that some deals get stuck for weeks. Even if the sales team is allowed to create some documents themselves, the amount of time wasted cutting and pasting in Word means less time out selling and less time to grow the pipeline. And the longer it takes to close a deal, the greater the risk that your customer will shop around for a better one. Fixing these problems should have a clear and measurable pay-off that even the cynics will love. 

Business Case #2 - Non-compliance means pain

There are rules for just about everything we do, and sometimes, it hurts if you break them. Each year, legislators pump out thousands of new laws, and regulators pump out thousands of new regulations. So, if you work in a heavily regulated business, and you need to produce contracts and other documents that comply with all the rules, then document assembly can make your life a whole lot easier (and a whole lot less painful, too). A classic case is deleting the wrong clause and finding yourself in non-compliance. It's all about the pain, really. If a botched document has a probability of X and causes Y pain, the business case will be pretty clear.
Business Case #3 - Costs high, margins squeezed
This last scenario has two important ingredients. First you must have high document costs, typically because everything is being drafted by hand. And second, you must care. When costs are high, but someone else is paying, who really cares? High costs are only a problem when you can't easily pass them on to someone else. Which is why document assembly only really appeals to lawyers and other professionals who are facing margin squeeze? If your clients start asking for fixed prices, and your margins start to disappear, the case for document assembly is very strong. It might be the difference between staying in that line of business (and still making money), and losing it altogether.


 For more information on document assembly software , word merge software tool and document automation generation software please Visit: http://www.relatetech.com/2011/10/12/sanlam-cut-contract-generation-time-hours-minutes/

Tuesday, November 12, 2013

Creating Custom SharePoint Workflows



Relate technologies are a leading Microsoft gold partner that holds the gold competencies in portals and collaborations, and CRM. We provide the smarter methods to get the things done by Microsoft technology based applications. 

Our share point development application provides a tool to the business people to work together and share the Workflow in Share Point  all across the world. They may improve, find and reuse the content and the details that already exist.  The database details, reports and the applications may be accessed in this manner.
The range of the services that we offer to the clients:

Share point development
CRM services and support
Workflow design
Document automation 
Custom development 

With the Document Generation Software the organizations easily generate the documents by delivering the server based Word Merge Solution. 
Microsoft sharepoint is the core of the CMS and is also the core of the document automation solution. Qorus doc generation is the choice of the document automation engine. 

We have a list of the satisfied clients for whom we have developed the solutions. Vodafone, acsis, cadiz are among them. We believe in doing the activities in a smarter way. This takes less time. Creativity is a tool that we follow for the success.

Monday, September 16, 2013

Get the Perfect Document Assembly Service

Generating highly customized documents are very important for your business that helps to make work get completed without any sort of problem at all. You need to get hold of the best software that would help in getting the right solution to all your business needs. If you are able to get hold of a good software then it would help in saving a lot of your time  as well but for this you need to take the right decision that would help you to get the right one without any sort of problem at all.

Get the right services
It is important for you to first understand the different benefits that you can get with the help of the document assembly that would lead to productivity and also save much of your time. It also leads you to complete your work much faster and making your work done in the smartest way without having to worry for any sort of problem at all. So, your research is important to ensure that things are taken in the best way in order to get the perfect one for you and that too online without any problem.

Makes your work easier
When you try to look forward to word merge software, you have to make sure that you get the genuine one for you that would help you to remain stress free. When you get hold of a good service provider, you should make sure that you fix an appointment so that you can have a clear idea by looking at the demo. If you are not able to find out whether it would help you to suit your business requirements then the best thing that you can do is to give a good look to the different testimonials left by the customers so that it can help you to provide the best idea.

Make your own choice

You have to make sure that you conduct a good research which would only help you to get the best document generation software making your work quite easy. This software helps you to generate high quality reports which in turn make your business grow which can be seen in a very short duration of time. So, you have to act in the right way so that it helps you to bring good growth to your business and make you feel glad for the ultimate choice you have made.