OpenText PowerDOCS: A Cloud Solution for Document Generation
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OpenText provides a comprehensive cloud solution for document generation, offering enterprise-grade functionality and support for multiple business systems, ensuring effective communication across various channels. Its features include multilingual support, integrated electronic signatures, and interactive document generation, making it suitable for organizations with complex correspondence needs. The solution streamlines document creation, reduces costs by unifying different services, and enhances customer service by managing correspondence efficiently.
OpenText PowerDOCS: A Cloud Solution for Document Generation
- 1. A CLOUD SOLUTION FOR DOCUMENT GENERATION S O L U T I O N O V E R V I E W E N T E R P R I S E I N F O R M AT I O N M A N A G E M E N T FEATURES SUMMARY • Comprehensive enterprise-grade functionality • True multi-channel capabilities • Built-in adapters to popular business systems • Multilingual support • Interactive document generation • Integrated electronic signatures • Device agnostic solution • All-version support for Microsoft Word • Out-of-the-box data visualization tools A Cloud Solution for Document Generation Even small and medium businesses generate a wide range of high-volume customer correspondence related to sales, marketing, and customer service activities, such as proposals, quotes, contracts, direct mail, web offers, order confirmations, and written follow-ups to phone inquiries. Most of these organizations have very sophisticated processes for designing, producing, managing, and maintaining customer correspondence. They also have to deliver this correspondence across a multitude of channels: print, email, SMS, web, mobile, social, and others. To complicate matters even further, composing a single piece of customer corre- spondence often requires gathering data from several different on premises or hosted business systems, such as customer relationship management (CRM), enterprise resource planning (ERP), and repositories. While there are many cloud-based document generation systems on the market, most are actually point solutions targeted at single use cases or platforms. OpenText,however,offersacomprehensive,enterprisecloudsolutionthatfunctionsasa single source for document generation across all use cases, channels, technology platforms, and business systems. What Sets OpenText Apart The OpenText document generation solution for the cloud offers functionality that no single competing cloud system can match. Here are some of the features that put the OpenText cloud solution in a category of its own: 1. Comprehensive Enterprise-Grade Functionality For organizations with sophisticated document processes and high-volume production runs numbering in the thousands or millions per day, the solution comes with a full range of post-processing options so organizations can save their correspondence to a standard file system, repository, backup server, or business system (e.g., Salesforce® ), send out correspondence in email format, or upload it in batches to a print shop via FTP. As organizations migrate from on premises to hosted business systems, they face the challenge of finding a cloud-based document generation solution with enterprise-grade functionality.
- 2. Copyright © 2015 Open Text Corporation OpenText is a trademark or registered trademark of Open Text SA and/or Open Text ULC. The list of trademarks is not exhaustive of other trademarks, registered trademarks, product names, company names, brands and service names mentioned herein are property of Open Text SA or other respective owners. All rights reserved. For more information, visit:http://www.opentext.com/2/global/site-copyright.html A CLOUD SOLUTION FOR DOCUMENT GENERATION S O L U T I O N O V E R V I E W www.opentext.com NORTH AMERICA +800 499 6544 • UNITED STATES +1 847 267 9330 • GERMANY +49 89 4629-0 UNITED KINGDOM +44 (0) 1189 848 000 • AUSTRALIA +61 2 9026 3400 2. True Multi-Channel Capabilities The OpenText solution is flexible enough to support almost any conceivablechannel:print,email,SMS,web,mobile,social,andmore. Other possibilities include advanced IVR integration for automating written responses to phone inquiries and Google Drive™ and Google Docs™ integration for collaborating on longer documents, such as complex proposals. 3. Built-In Adapters to Popular Business Systems OpenText offers out-of-the-box integration with Salesforce® , SAP® , Oracle® Siebel, Oracle Fusion, SQL Server® databases, and Microsoft® Excel® , allowing organizations to gather data from multiple sources, at the same time. 4. Multilingual Support OpenText currently supports 10+ languages, helping global orga- nizations communicate with customers around the world. 5. Interactive Document Generation With Interview Mode switched on, users receive contextual suggestions throughout the document creation process. Sugges- tions may involve document type, structure, content selection, layout, and more. 6. Integrated Electronic Signatures Withelectronicsignaturesasastandardfeature,organizationsarenot required to purchase and integrate third-party software applications. With the OpenText, organizations can collect customer signatures on their preferred device (e.g. tablet) and technology platform (e.g. Apple® ,Android™ ,Microsoft). 7. Device Agnostic Solution The OpenText solution is not tied to a specific technology platform so users can access it from their Apple iPads® , Android tablets, Windows PCs, and other computing devices. 8. All-Version Support for Microsoft Word Since Office Open XML (OOXML) is one of the supported output formats, users can easily edit templates and generated correspon- dence in Microsoft Word. 9. Out-of-the-Box Data Visualization Tools Standard functionality includes tools for inserting graphical representations of customer data (e.g., tables, charts, and graphs) into correspondence. Bottom-Line Benefits Organizations can derive significant business value from adopting a hosted document generation solution by OpenText. Here are several key benefits: • Lower Costs Instead of paying to maintain a collection of cloud-based point solutions, organizations can save money by standardizing on a single hosted solution for all customer correspondence, including electronic signatures. • Control Over Where Data is Hosted While the standard hosting option is Amazon, the open architecture of the OpenText solution allows it to be hosted anywhere. Organizations concerned with data privacy or compliance issues can choose an appropriate local host to ensure that their data never crosses an international border. • Faster Communication Organizations can take advantage of OpenText enterprise functionality to quickly design customer correspondence templates and generate millions of personalized documents per day. • Higher Efficiency Organizations that use several partial solutions simultaneously must maintain document templates in each system, which is a time-consuming, inefficient process that is likely to yield inconsistent communications. Standardizing on a single source for all customer correspondence streamlines the whole process and eliminates duplication. • Better Customer Service A single-source solution greatly simplifies cross-channel customer support so organizations can deliver timely, appropriate correspondence. With so many channels to serve, a simple customer service request can trigger a very complicated correspondence process, potentially involving several different teams handling social media, service and support, shipping, etc. It’s important not to get any wires crossed. While many cloud vendors continue to offer partial solutions, mostly targeted at small businesses, OpenText alone can deliver a comprehensive, enterprise-grade suite of document generation tools in the cloud. (06/2015)03516.2EN