Document automation is only a small piece of the puzzle in personalised communications

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AXOR’s Bathroom Revolution: Luxury Meets Innovation in South AfricaRevolutionizing the Digital Landscape: Our CEO’s Vision for Unlimited Web Hosting…Producing personalised mass communication, like we see in the insurance industry, is a complex and time-consuming process, and many businesses have invested in document automation technology for this purpose.

To illustrate what this means for business, which will no doubt resonate with South African companies, Celent writes: “Let’s just walk through the timing. If required changes to existing standard forms are published on January 1, with an effective date of September 1, , those form changes need to be in the system ready to be used by June 1 in order to be applied to September 1 renewals, because renewal policies are typically issued 90 days in advance of the effective date.

After as many iterations as required, the implementation and automation rules are approved and IT development is then brought into the picture. IT development marks-up the document or communication template in an automation tool and deploys for review. This needs collaboration with the IT business analyst, compliance and product manager through as many iterations as required until everyone is happy. Only now is the document ready for testing.

When a business specifies what needs to go into their document, an advanced CCM system can implement and automate that document into a template that can be personalised. A good analogy is to think about no-code applications – where the user specifies what they want and technology does the rest.

 

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