Enterprise workers working with sophisticated document generation technology

DocFusion stands out as an enterprise-grade solution capable of handling thousands of documents per second, ensuring seamless scalability to meet the demands of any organisation. Our platform is tailored to accommodate the unique operational needs of various industries, notably financial services, providing the flexibility and performance required for first-rate document generation and automation.

Our solution is designed for enterprise volumes, complexity, and scale – and with our core purpose top of mind. We aim to use technology and innovation to improve lives, for people and the planet.

The enterprise challenge: Volumes, complexity, and disorder

Documents are vital to business operations, recording transactions between businesses and their stakeholders. Each transaction generates formal business documents, and the volume grows exponentially with the daily engagement of numerous customers and stakeholders. This sheer volume presents a significant challenge to operational efficiency.

Then comes complexity on top of the volumes. Each enterprise document must comply with statutory regulations, branding policies, and other requirements that ensure the protection of business interests from financial and reputational risks. The process of assembling content for even a single document becomes intricate and demanding.

Plus, the information needed for one document is often scattered across different departments. For instance, an invoice involves data from sales, finance, and marketing. Ensuring accurate and compliant document production necessitates seamless integration across various business units and their information systems.

Solving the enterprise document challenge: Enterprise-grade document generation and automation

DocFusion addresses these challenges by sourcing precise business data from enterprise systems and dynamically consolidating it with approved templates. This process results in accurate, compliant documents generated at scale. Unlike document management software, which primarily stores documents, DocFusion excels in document generation and automation, crucial for business efficiency and effectiveness.

Five functional areas of document automation

DocFusion shines in five key areas, solving a spectrum of challenges for document-intensive organisations:

  1. Document generation: Dynamically generate documents in various formats using intelligent templates and existing enterprise data.
  2. Electronic signing: Capture legally compliant digital or electronic signatures (depending on security protocol and requirements) and compose document metadata.
  3. Version control: Manage document templates throughout their lifecycle with approvals, access control, and a secure audit trail.
  4. Document workflows: Ensure the right documents are available at the right time with content integrity, flowing seamlessly into secure storage systems.
  5. API (Application Programming Interface): Software interfaces that allow enterprise systems to quickly integrate with, and use, the functionality of document automation systems like DocFusion through low-code or no-code.

Ease of use with Microsoft Office skills

Designing intelligent document templates is simplified with DocFusion Template Designer, available as an add-in to Microsoft Word. Users familiar with common word-processing can automate documents without learning new software. Drag-and-drop functionality of DocFusion Smart Parts facilitates building business intelligence into templates. The DocFusion Workbench and Workflow Designer tools are equally user-friendly for publishing and controlling document templates.

The DocFusion edge

While other document automation products are useful, they often contribute to data distribution, complicating business processes. Distributed data can hinder a single version of the truth, leading to inefficiencies and costly errors. Businesses are then forced into expensive and time-consuming systems integration projects.

DocFusion maximises the value of business data by integrating seamlessly with any enterprise system. The freshest data is sourced directly from the system of origin, ensuring up-to-date information with no additional effort or cost. The comprehensive DocFusion software suite includes all necessary tools for document automation, ready to apply as needed.

As a leading enterprise solution offering premier document generation and automation, DocFusion is constantly evolving to meet the needs of large enterprises – whether it be in terms of security, governance and compliance, customer experience, or competitive edge. For more on the features that set us apart, see our recent articles on our Template Management System and Low-Code Functionality.

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