How to Evaluate a Document Automation Tool
When looking at document automation tools it is easy to focus on superficial factors such as pricing, features, and size. The success of any software is contingent on how well it will be utilized by your staff. You should look for a vendor that offers solid support to ensure long-term viability. This includes a swift response and multiple contact channels. A solid support system will guarantee that your company is able to quickly resolve any interruptions in operations and continue to service customers or employees with no negative effect.
A user-friendly, robust interface is a major factor in the efficiency of a document automation tool. A well-designed tool enables your employees to create documents with a high level of accuracy and consistency and efficiency gains across the all levels. A difficult user experience however could slow down productivity and make your staff reluctant to use it. Find a software with simple designs that permit users to build templates without needing extensive coding skills.
Look for a program that will integrate with your existing applications to provide an unidirectional workflow. This will let you gather data from various sources and then apply it to the appropriate templates for document generation. This eliminates the necessity of manually entering data into multiple systems and improves document automation performance.
The ability to create documents in a fraction of the time translates into significant productivity improvements. Your employees can produce five to 10 times more documents per day than they did prior to. Fast turnaround times also improve the customer experience, and can encourage customers to stick with your brand.