Financial Services Case Studies and Success Stories with ActiveDocs
CASE STUDY CoBank, ACB
ActiveDocs helped CoBank automate complex document templates for legal lending and cash management. The ActiveDocs Professional Services team worked with CoBank to consolidate 350 templates down to 8...3 and automate data sourcing from SQL systems. The legal lending project finished in 6 months and stayed within 5% of budget. For cash management, ActiveDocs automated 64 templates in one week, producing over 10,000 documents for 1,200 customers, and delivered the project on budget. CoBank did not need to hire or train a large internal team.
ActiveDocs replaced Compeer Financial's old Microsoft InfoPath system for document automation. Compeer needed a flexible, secure, and easy-to-maintain solution that worked with nCino and Salesforce. ...ActiveDocs let them manage over 140 templates, automate more than 100,000 documents yearly, and make template changes without developers. The new system improved speed, security, and integration, helping Compeer respond faster to business needs and ensure document accuracy.
ActiveDocs helped CoBank automate hundreds of complex Microsoft Word templates. The project reduced 350 templates to 83, improving efficiency. ActiveDocs enabled data connectivity and business logic ...for compliance. The solution was delivered on time and within 5% of budget. In a separate project, ActiveDocs generated over 10,000 documents for 1,200 customers in one week, using 64 templates, and met the budget exactly.
ActiveDocs helped Milford Asset Management automate investment plan generation. The manual process took about 7 hours before. With ActiveDocs, documentation time dropped by 75%. Productivity increase...d four times. The team now creates over 80 investment plans per month without extra hires. Advisors focus more on client needs and less on paperwork.
ActiveDocs helped Scania Finance UK automate the creation of lease, hire, and hire purchase agreements. Before, Scania used manual processes that were slow and needed hard copy documents. ActiveDocs ...used data from leasing and hire systems to make document packets fast and accurate. The solution let teams work together easily and send documents by email or print. Customer service staff could use email templates and respond faster to clients. Scania saw better efficiency and improved customer service with ActiveDocs.
ActiveDocs helped Scania Finance UK automate lease and hire agreement documents and customer service emails. Before, teams used manual processes and hard copy documents, which took a lot of time. Wit...h ActiveDocs, Scania now creates documents much faster and with fewer errors. The settlement and leasing teams work together better using shared data. ActiveDocs also made it easy to use electronic signatures and send documents by email or print. Customer service staff respond to clients faster using built-in email templates.
ActiveDocs helped CoBank automate legal lending document creation. CoBank needed to let many employees make complex documents without deep legal knowledge. ActiveDocs integrated with CoBank’s data so...urces and custom workspace. The solution cut the number of templates by nearly 80%. Employees now create documents faster and more accurately. The project finished within 5% of budget.
ActiveDocs automated document generation for Callcredit Group. Manual templates and processes were replaced with seamless integration to MS Dynamics CRM. This cut the time, effort, and risk in creati...ng service agreements, contract schedules, and payment plans. Template management became easy and central, reducing manual work to a minimum. Document quality and compliance are now guaranteed. Business users manage templates without needing technical skills.
CASE STUDY A wholly owned subsidiary of a major financial services provider in the USA
ActiveDocs document automation software helped a major US finance business speed up insurance premium financing documentation. The company needed faster, more accurate loan document creation for high... net-worth clients. ActiveDocs integrated with their loan origination system, allowing both automated and user-driven document generation. The solution reduced document production time and wait periods for clients. Staff now focus on special cases, improving service and client satisfaction.
CASE STUDY Irish Progressive Services International (IPSI)
ActiveDocs helped Irish Progressive Services International (IPSI) replace their old document generation software. The legacy system was costly and hard to change. IPSI used ActiveDocs Composition Ser...ver and ADP Web Services for high performance and easy batch document generation. The new solution runs on standard Windows infrastructure, lowering support costs. IPSI can now quickly update templates and deliver documents in many formats without custom coding.
Accounting Case Studies and Success Stories with ActiveDocs
CASE STUDY World leader in forensic engineering and consulting (US-based global firm)
ActiveDocs document automation software helped a global forensic engineering and consulting firm automate their report production. The firm faced slow, manual report creation that took engineers away... from field work. With ActiveDocs, they integrated automated document creation with their field data and business management systems. Engineers now spend less time typing and more time investigating. Reports are more accurate, graphic-rich, and compliant. The firm captures 40 years of expertise in a structured way, improving efficiency and control.
Legal Services Case Studies and Success Stories with ActiveDocs
CASE STUDY Consolidated Civil Enforcement Limited
ActiveDocs helped Consolidated Civil Enforcement Limited automate legal document creation. The company needed to shorten production time for property recovery documents and reduce errors. ActiveDocs ...integrated with their Microsoft SQL database, allowing recovery managers to create documents in less than 20 minutes, down from 50 minutes. This automation eliminated repetitive data entry and manual transcription. Recovery managers now handle more cases without hiring extra staff.
ActiveDocs document automation software helped Choice Legal Group move to a web-based system. The law firm wanted to lower IT management costs and keep up high document production. With ActiveDocs, t...hey now produce over 3 million documents each year. The software made it easier to manage templates and scale as the firm grew. Staff can create and print documents quickly using automated workflows.
ActiveDocs helped Consolidated Civil Enforcement automate legal document creation. The company needed to reduce errors and speed up document production for property recovery and enforcement cases. Ac...tiveDocs integrated with their Microsoft SQL database, cutting average document production time from 50 minutes to less than 20. Recovery managers now spend less than a minute creating legal documents. This allowed them to handle more cases without hiring extra staff.
ActiveDocs helped Lombard International, a specialist intellectual property legal firm, automate and control document creation. The firm integrated ActiveDocs with iManage, Inprotech, and MS Word to ...ensure compliance and consistency. Staff use templates and a document wizard to generate legal documents quickly and easily. The solution reduced manual workload and improved quality control. Documents are now generated within minutes, meeting internal and external requirements.
CASE STUDY World leader in forensic engineering and consulting
ActiveDocs document automation software helped a world leader in forensic engineering and consulting. The firm needed to spend less time on manual report writing and more time investigating cases. Ac...tiveDocs automated their report production, integrating with field data collection and business management systems. Reports are now accurate, graphic-rich, and produced faster. Engineers have more time in the field, and the company ensures 100% precision in every report.
CASE STUDY A world leader in forensic engineering and consulting
ActiveDocs document automation software helped a global forensic engineering and consulting firm speed up report creation. The firm used to make reports manually, which took too much time and led to ...errors. With ActiveDocs, engineers now collect data in the field and use a Document Wizard to make detailed, image-rich reports. The new process is faster and more accurate. Engineers spend less time writing and more time investigating. Every report now uses up-to-date data and meets strict standards.
ActiveDocs helped Victoria Legal Aid automate over 3,000 legal document templates. VLA needed a web-based system that could integrate with Atlas Grants, HR, and SharePoint Case Management. ActiveDocs... provided easy integration and a user-friendly interface. Over 300 lawyers now generate more than 400 documents daily, each in about two seconds. The solution improved usability and efficiency for VLA staff.
ActiveDocs helped Choice Legal Group move to a web-based system. The law firm wanted to lower IT management costs and keep up high document production. They replaced HotDocs with ActiveDocs document ...automation software. Now, they manage 1,100 templates and produce over 3 million documents each year. The switch made IT easier and cut costs. Staff can create and print documents quickly using the web.
ActiveDocs Cloud helps Cleary Hoare Solicitors deliver complex legal documents fast. Customers get documents in minutes, not days, and pay by credit card. The solution uses AI to pick the right legal... clauses for each case. Cleary Hoare’s legal experts create templates without IT help. The system scales to handle demand and automates billing and user management. This improves customer experience and speeds up legal document delivery.
CASE STUDY A specialist intellectual property legal firm
ActiveDocs integrates with iManage, Inprotech, and MS Word to help a specialist intellectual property legal firm manage document creation. The firm needed to ensure compliance and consistency in lega...l documents without extra workload. ActiveDocs templates control document content and presentation. The solution automates document generation, storage, and profiling. Staff find the system intuitive and easy to use, improving efficiency and compliance.
Banking Case Studies and Success Stories with ActiveDocs
CASE STUDY Australian Retail Bank
ActiveDocs helped Australian Retail Bank automate document generation for over 1100 frontline staff. The bank faced challenges managing 500-600 templates and delivering documents in real time. Active...Docs Server and Designer enabled high-performance, resilient document creation and template consolidation. The solution integrated with banking systems and reduced template volume by more than 60%. Staff now generate documents quickly and reliably, improving efficiency and service.
ActiveDocs helped a leading bank in the southern hemisphere automate document generation across multiple systems. The bank faced challenges creating complex loan and transaction documents from up to ...five separate applications. ActiveDocs Server and Designer enabled automated document creation, letting business teams manage templates without IT help. The solution improved document turn-around time and reduced resources needed for complex documents. The Lending Services Department saw very positive results from the new process.
ActiveDocs helped a major Australian bank improve document generation for 1100 frontline staff. The bank faced challenges managing 500-600 templates and needed a fast, reliable system. ActiveDocs int...egrated with banking systems and databases, providing a central template repository and reusable content. The solution reduced template volume by over 60%. Staff now generate documents quickly and easily, with high system availability and performance.
CoBank implemented ActiveDocs Opus, automating document creation across its lending and leasing operations, streamlining processes without legal specialist input, enhancing efficiency in wholesale ba...nking.
ActiveDocs document automation helped Farm Credit Services of America speed up compliance document creation. The company needed to produce documents faster and cut costs. Before, staff manually creat...ed documents, which was slow and needed extra quality checks. With ActiveDocs, they automated the process and integrated it with their main systems. This let them reassign four staff from manual work to higher-value tasks. Now, they generate 200 to 300 loan notification letters daily, with fewer errors and more flexibility.
CASE STUDY Innovative Bank in the Southern Hemisphere
ActiveDocs helps a leading bank in the southern hemisphere automate document generation. The bank faced challenges creating documents for complex transactions across five separate systems. ActiveDocs... Server and Designer let business teams build and manage templates without IT help. The solution connects to multiple systems and generates documents automatically. The Lending Services Department improved turnaround time and reduced resources needed for complex documents.
Computer Software Case Studies and Success Stories with ActiveDocs
CASE STUDY TechnologyOne
ActiveDocs helped TechnologyOne speed up document generation. Before, it took one to two weeks to create solution documents. Now, with ActiveDocs, the process takes less than an hour. The solution us...es templates and a document wizard to automate content selection. This improved efficiency, reduced risk, and freed up key staff for other work. TechnologyOne saw big gains in productivity and accuracy.
ActiveDocs helped TechnologyOne speed up document generation. The company used to spend one or two weeks creating solution specification and configuration documents. With ActiveDocs, they now finish ...this work in under an hour. The solution uses rule-based templates and integrates with Microsoft Word and their content management system. This improved efficiency, accuracy, and productivity for TechnologyOne.
Oil & Energy Case Studies and Success Stories with ActiveDocs
CASE STUDY An international energy technology specialist (part of a US$2bn group)
ActiveDocs Document Wizard helped an international energy technology specialist speed up complex test report generation. The company needed to reduce the time and effort for compiling critical testin...g documents. ActiveDocs enabled data capture from multiple sources, including Excel, and allowed team collaboration. Document compilation time dropped from 20 hours to less than 1 hour. The solution improved accuracy, compliance, and content management for testing documentation.
CASE STUDY A major oil and gas engineering specialist
ActiveDocs Document Wizard helped a major oil and gas engineering specialist speed up test documentation. The company needed to reduce time and effort for compiling critical testing documents. Active...Docs let users combine data from keyboards, corporate systems, and Excel files. Teams could share document building tasks. Document generation time dropped from 20 hours to less than 1 hour. The solution improved accuracy, compliance, and content management.
ActiveDocs document automation and compliance solution helped BP International improve HR document creation. BP faced challenges with complex business rules, multiple data sources, and the need for m...ulti-language support. ActiveDocs integrated with SAP and other systems, letting business users create documents without IT help. The solution enforced compliance, accuracy, and branding across global operations. Deployment time dropped, and documents could be generated in over 80 countries in local languages.
ActiveDocs helped Royal Dutch Shell automate HR document creation. Shell faced problems with hundreds of templates and manual processes. ActiveDocs integrated with Shell's SAP system and case managem...ent tools. The solution made template management easy and reduced risk. HR teams now use a single button to create documents. ActiveDocs ensures compliance and always uses the latest approved template.
Telecommunications Case Studies and Success Stories with ActiveDocs
CASE STUDY Shaw Communications
ActiveDocs helped Shaw Communications automate contract and customer communication generation. Shaw needed to comply with CRTC regulations and manage high volumes of documents for over 3 million cust...omers. ActiveDocs Automated Mode integrated with their CRM and cloud systems. Business users now design templates in Microsoft Word, reducing IT workload. The solution enables fast, reliable, and compliant document production, supporting both batch and ad-hoc communications.
Information Services Case Studies and Success Stories with ActiveDocs
CASE STUDY CoreLogic RP Data
ActiveDocs helps CoreLogic RP Data create property reports fast. Users enter just a little data in the web app. ActiveDocs pulls data from global sources and builds reports in real time. The system a...djusts each report for the local market. CoreLogic cut time-to-market for new and updated products. The solution works for banks and financial institutions needing property valuations.
Hospital & Health Care Case Studies and Success Stories with ActiveDocs
CASE STUDY healthAlliance
ActiveDocs helped healthAlliance automate HR document creation for over 27,000 healthcare employees. The solution integrated with Oracle Taleo Cloud Service to pull data and generate documents for mu...ltiple employers. Users accessed the ActiveDocs Document Wizard through their intranet, which dynamically adapted to each employer's needs. The system reduced manual data entry and improved accuracy. Documents were routed and stored automatically, making HR processes faster and more efficient.
ActiveDocs document automation software helped Delta Dental of Arkansas speed up proposal creation. Before, making changes took up to eight hours and needed programmers. Now, changes take just 30 sec...onds and no programmers are needed. Staff can update documents easily and make them look better. The system also cut document length from eight pages to one. Marketing and underwriting teams use the tool through a simple web portal.
ActiveDocs document automation software helped New Directions Behavioral Health automate patient letter creation. Before, staff managed hundreds of Microsoft Word templates by hand, which was slow an...d error-prone. With ActiveDocs, they cut template management time almost to zero and reduced staff needed from three to none. The new system integrates with their OPTAMUM case management platform, making letters more accurate and easier to customize. This change supports their growth and ensures compliance with state and federal rules.
ActiveDocs document automation software helped Regis Aged Care reduce compliance errors and clerical mistakes. The solution uses smart validation, business rules, and complex calculations to capture ...accurate information and generate compliant documents. The Document Wizard and Workflow Engine ensure fast processing and correct approvals. Regis now creates accurate, legally compliant documents with less rework and faster sign-off times.
ActiveDocs helped healthAlliance automate HR document creation for over 27,000 employees across 200 locations. The solution integrated with Oracle Taleo Cloud Service, using data to generate accurate..., employer-specific documents. Users entered minimal information, and the system pulled all needed Taleo data. ActiveDocs automated template selection, document routing, and storage. This reduced manual work, improved efficiency, and lowered the risk of errors in HR documentation.
ActiveDocs document automation software helps Regis Aged Care create accurate and compliant resident documents. The solution uses business rules, smart calculations, and automated workflows to speed ...up document generation and approval. Staff use a simple Q&A interface to enter information, while templates ensure legal compliance. Automated routing sends approvals to local managers for faster sign-off. This reduces rework and improves processing times for Regis.
ActiveDocs helped a major US energy provider improve customer service and meet regulatory needs. The company replaced a custom solution with ActiveDocs for automated document generation. Business use...rs now update templates without IT help, making changes faster. The system supports 12 state-specific brands and integrates with the CRM. The provider can send communications by email or post, and monitor document activity easily.
CASE STUDY National Rural Electric Cooperative Association
ActiveDocs helped the National Rural Electric Cooperative Association automate insurance document production. NRECA needed to create up to 10,000 summary plan descriptions each year for its member co...-ops. Before ActiveDocs, this process was manual and took weeks. With ActiveDocs, NRECA integrated document automation with its web-based system. Now, they can generate thousands of documents quickly and meet tight deadlines. The process is faster, easier, and more scalable.
ActiveDocs helped Hitachi ABB Power Grids automate document creation for 36,000 users in over 100 countries. The company needed to generate complex, accurate tender documents using Salesforce and glo...bal data. ActiveDocs enabled automatic document generation, template management, and approval workflows. Local teams now update templates without IT help. The solution reduced manual work and improved document quality and speed.
Health, Wellness and Fitness Case Studies and Success Stories with ActiveDocs
CASE STUDY Regis Aged Care Pty Ltd
ActiveDocs helped Regis Aged Care automate resident document generation. The challenge was to reduce compliance errors and clerical mistakes in a complex regulatory environment. ActiveDocs Document W...izard used smart validation, business rules, and dynamic workflows to capture accurate information and ensure legal compliance. The solution reduced document rework and protected Regis from costly errors. Automated processes improved efficiency and accuracy for resident admissions and care documentation.
Insurance Case Studies and Success Stories with ActiveDocs
CASE STUDY An Insurance company
ActiveDocs helped an insurer in the wealth management and insurance sector automate the creation of private placement life insurance documents. The company faced challenges with manual, error-prone p...rocesses and strict SEC Rule 498 compliance. ActiveDocs provided a solution with a content library, reusable snippets, and a document wizard. The new process reduced document generation time from days or hours to minutes. The solution improved compliance and eliminated human error in document creation.
ActiveDocs helped Liberty Mutual quickly enter the mid-market insurance segment. Liberty Mutual used ActiveDocs to automate complex insurance documents, some over a hundred pages. The solution integr...ated with their new core insurance system, letting users generate documents with one click. ActiveDocs reduced errors and response times for client proposals. Liberty Mutual launched new products and automated document workflows within six months.
CASE STUDY Unit-linked life and private placement insurance provider
ActiveDocs helped a unit-linked life and private placement insurance provider automate document generation. The company needed to create long, complex documents that comply with SEC Rule 498. Manual ...processes were slow and error-prone. With ActiveDocs, they built a reusable content library and merged fund prospectuses from external files. Documents are now generated in minutes, with improved compliance and consistency. The legal team can manage templates and content easily, reducing errors and saving time.
ActiveDocs helped Cigna Life Insurance New Zealand automate document generation for internal underwriting and external e-fulfilment. Cigna needed a fast, accurate way to create branded, compliant ins...urance documents for over 350,000 clients. ActiveDocs integrated with Cigna’s systems, allowing business users to update templates quickly without IT help. The solution reduced errors, improved consistency, and enabled faster product sales. Cigna’s team can now make changes in minutes, boosting productivity and supporting business growth.
CASE STUDY Liberty International Underwriters (LIU)
ActiveDocs helps Liberty International Underwriters create complex insurance documents fast and accurately. LIU uses ActiveDocs to automate document generation for 20 product lines, with more added d...aily. The solution integrates with core insurance systems for up-to-date data. Underwriters can deliver custom policy documents at short notice. Templates are managed without IT help, and changes deploy in minutes. The system supports 24/7 global operations with high reliability.
CASE STUDY Global insurer (specializing in commercial property insurance and engineering-based risk management)
ActiveDocs helped a global insurer automate commercial property insurance policy documents. The company needed a single document automation tool to replace manual processes and legacy systems. Active...Docs enabled fast, accurate document generation for 5,500 employees. Updates that once took up to six weeks now take minutes. The solution reduced IT maintenance and improved document accuracy.
CASE STUDY the largest public sector insurance broker in the Republic of Ireland and Northern Ireland
ActiveDocs automated document creation for the largest public sector insurance broker in Ireland and Northern Ireland. The broker faced slow, error-prone manual processes and struggled with branding ...and compliance. ActiveDocs integrated with their IBM AS/400, SharePoint, and AutoMail systems, automating document generation, filing, and delivery. The solution let the team update content centrally and eliminated manual errors. The broker now delivers accurate, branded, and compliant communications quickly and reliably.
CASE STUDY Global insurer (leading insurer of commercial property)
ActiveDocs helped a global insurer automate commercial property insurance policy documents. The company needed a single document automation tool to replace manual processes and legacy systems. Active...Docs enabled fast, accurate document generation for 5,500 employees. Updates that once took up to six weeks now take minutes. The solution reduced IT maintenance and improved document accuracy and speed.
Government Administration Case Studies and Success Stories with ActiveDocs
CASE STUDY A Texas county juvenile justice and district court services agency
ActiveDocs document automation software helped a Texas county juvenile justice and district court agency replace manual document production. Staff used to enter data by hand from old systems, which t...ook a lot of time. With ActiveDocs, the agency automated document creation, saving $27,000 per year in one process. The number of document templates dropped from hundreds to 43. Staff now create meal distribution lists and attorney notifications with just a few clicks. The agency saw immediate savings in labor and reduced confusion from template variations.
CASE STUDY Juvenile Services department of a large Texas county
ActiveDocs document automation software helped a Texas county's juvenile services department replace manual document production. Staff used to enter data by hand from old systems into many document t...emplates. With ActiveDocs, they automated tasks like meal list creation and attorney notifications. The department saved $27,000 per year in one process and cut down on manual work. Centralized template management reduced confusion and made updates easier. ActiveDocs paid for itself quickly through labor savings.
CASE STUDY Finnish Centre for Pensions (Eläketurvakeskus)
ActiveDocs helped the Finnish Centre for Pensions automate document creation and template management. The organization faced challenges with manual processes and hundreds of templates. ActiveDocs int...egrated with their portal and document management systems. The solution reduced templates in one area from 400 to 10, a 97.5% decrease. This improved efficiency, accuracy, and compliance while cutting maintenance costs.
CASE STUDY An Australian Government (one of Australia's states’ government)
ActiveDocs helped an Australian state government automate complex requisition document generation. The government faced challenges with manual processes and partial software solutions that were hard ...to maintain. ActiveDocs integrated with existing systems, replaced outdated tools, and eliminated manual steps. Employees now create and approve documents easily through a browser. The solution reduced administrative workload and ensured compliance with public sector rules. All document management is now streamlined and centralized.
CASE STUDY Washington State Department of Ecology, Water Resource Program
ActiveDocs helped the Washington State Department of Ecology automate water rights permitting. The team used to create permits manually, which took a lot of time and led to errors. With ActiveDocs, t...hey now use templates and automation to make documents faster and more accurately. The system pulls data from databases and applies business rules. This reduced legal risks and improved service to customers. Staff across offices now use the same language and process for every permit.
CASE STUDY Finnish Centre for Pensions (Eläketurvakeskus)
ActiveDocs helped the Finnish Centre for Pensions automate document creation and template management. The challenge was to produce accurate pension documents efficiently and cut maintenance costs. Ac...tiveDocs integrated with their portal and document management systems. The solution reduced templates in one area from 400 to 10, a 97.5% decrease. This improved efficiency, accuracy, and compliance while lowering maintenance effort.
CASE STUDY Washington State Department of Ecology, Water Resources Program
ActiveDocs document automation software helped the Washington State Department of Ecology Water Resources Program speed up water rights permitting. Staff used to create permits manually, which took a... lot of time and led to errors. With ActiveDocs, they now use templates and automated data gathering. This makes documents more accurate and reduces legal risks. The system ensures everyone uses the same approved language, improving consistency and service.
ActiveDocs Opus helped an Australian state government automate complex requisition document generation. The government needed to replace manual processes and fragmented software to meet strict compli...ance and transparency rules. ActiveDocs integrated with existing systems, reduced administrative workload, and enabled browser-based document creation and approval. The solution provided a single point of maintenance and seamless integration, making document generation faster and easier for all employees.
CASE STUDY Finnish Centre for Pensions (Eläketurvakeskus, ETK)
ActiveDocs helped the Finnish Centre for Pensions cut template numbers by 97.5%. The solution integrated document automation with their portal and document management systems. Users now create docume...nts in the browser with wizard-driven tools. Data integration and business rules improved compliance and accuracy. Maintenance effort dropped as reusable content and template management streamlined processes. ETK saw faster, more accurate document creation and easier template control.
CASE STUDY Queensland Building and Construction Commission (QBCC)
ActiveDocs helped QBCC improve how they create and manage documents. QBCC needed to make document generation faster and easier for users. ActiveDocs integrated with QBCC’s CRM, SalesForce, MS Outlook..., and Meridio. Users now pick templates and generate letters quickly with the Document Wizard. Template design is now business-friendly, not IT-heavy. The new process is faster and more efficient for QBCC staff.
CASE STUDY Texas Conference of Urban Counties (Urban Counties)
ActiveDocs helped the Texas Conference of Urban Counties improve document management in the TechShare.Juvenile system. The challenge was to generate juvenile justice documents from a statewide databa...se for 65,000 users across Texas. ActiveDocs integrated with the web-based system, allowing users to create custom templates for each jurisdiction. Documents are now produced quickly in local formats. The solution supports secure workflows and role-based access, making it easier to track and manage juvenile records.
Information Technology and Services Case Studies and Success Stories with ActiveDocs
CASE STUDY Insta DefSec
ActiveDocs document automation software helped Insta DefSec automate complex document production. Insta DefSec needed to meet strict compliance and accuracy standards in a highly regulated industry. ...The solution combined automated document creation with manual expert approval. This reduced manual labor, minimized errors, and ensured 100% document accuracy. Insta DefSec now produces documents faster, with full version tracking and guaranteed compliance.
ActiveDocs helped Nexus IS cut document preparation time and improve accuracy. Nexus IS used to struggle with inconsistent branding and slow document creation. ActiveDocs template management let them... control content and update documents quickly. The software reduced errors and made it easy to keep documents current. Nexus IS now spends less time on paperwork and more time selling their services.
ActiveDocs helped Ricoh New Zealand automate and customize sales proposals. Before ActiveDocs, Ricoh relied on outside vendors for editing, which was slow and inflexible. With ActiveDocs, sales staff... can now edit and personalize proposals in minutes using templates and content modules. The system saves time, with simple changes taking just two to three minutes. Sales teams can quickly tailor documents for each prospect, improving efficiency and professionalism.
ActiveDocs helped Dimension Data cut the time to create statements of work from days to minutes. The solution integrated ActiveDocs with CRM and MS Project. Consultants now use a browser-based wizard... to assemble documents quickly. Automated rules and data integration improved accuracy and reduced risk. The business freed up consultants' time for higher value work.
ActiveDocs document automation software helps Ricoh New Zealand create custom sales proposals fast. Before, sales staff relied on outside vendors for edits, which took hours or days. Now, they can ch...ange content in just two or three minutes. Eighty percent of proposal content is pre-made, so salespeople only select and adjust what they need. The system lets them tailor proposals for each prospect and ensures consistent, professional documents.
ActiveDocs Opus helped Dimension Data cut the time to create statements of work from days to minutes. The company needed to make complex documents faster, more accurate, and more consistent. They use...d ActiveDocs Opus with CRM and MS Project to automate document assembly. Rule-based content selection improved accuracy and reduced risk. Consultants now spend less time on paperwork and more on high-value tasks.
ActiveDocs Opus with SharePoint helped Bayer HealthCare Pharmaceuticals automate contract document creation. Before, the legal team made contracts by hand, which took a lot of time. With ActiveDocs a...nd Nintex workflows, users now make documents faster and with fewer manual steps. The system uses business rules and a simple Q&A to pick the right templates. This saves time, ensures compliance, and lets staff focus on their work. The solution works inside SharePoint, making it easy to use and quick to set up.
ActiveDocs document automation helped Bayer HealthCare Pharmaceuticals create compliant contract documents faster. The company used ActiveDocs SharePoint Module and Nintex workflows to automate docum...ent generation. This reduced manual work and made document creation easier for legal teams. The solution integrated with Microsoft Word and SharePoint for quick deployment. Business rules and automated templates ensured compliance and efficiency. Users now create documents with less effort and more control.
Other Industry Case Studies and Success Stories with ActiveDocs
CASE STUDY Farm Credit Services of America
ActiveDocs document automation helped Farm Credit Services of America automate compliance document creation. The company needed to produce more documents faster and reduce manual work. ActiveDocs int...egrated with their AgDirect system and replaced manual processes. Now, FCSAmerica produces 50,000 to 300,000 compliance documents per year with no manual effort. Four staff members moved from document production to higher value tasks. The company can do more business with the same number of people.
ActiveDocs helped Silver Fern Farms manage quality documents across 21 production sites. The company needed a better way to keep thousands of task instructions up to date and consistent. ActiveDocs i...ntegrated with SharePoint and Nintex to centralize document creation and updates. Compliance officers now update documents in one place, and changes apply everywhere. This reduced manual work and risk of outdated instructions. The solution supports regulatory compliance and safe work practices.
ActiveDocs helps CoreLogic RP Data create property reports with minimal user input. CoreLogic needed real-time, market-specific reports that follow strict business rules and branding. ActiveDocs Desi...gner lets business users build and update templates without IT help. The solution automates data gathering, formatting, and report delivery. Reports are generated in seconds and meet the needs of banks and financial institutions. CoreLogic also uses ActiveDocs for internal documents like sales contracts.
ActiveDocs document automation software helped The Response Group create Emergency Response Plans faster and with fewer errors. The company used to spend days making these plans. Now, it takes only h...ours. ActiveDocs pulls data from over 15 sources and uses business rules to make sure every plan is accurate and meets all rules. The solution reduced the need for subject matter experts and improved efficiency by orders of magnitude.
ActiveDocs helps Court Services Victoria manage legal documents for courts in Victoria. The solution uses ActiveDocs Designer and Document Wizard to create and manage emails and attachments. It integ...rates with iManage for document storage and K2 for workflow. Users can design templates, select content, and assemble e-File packages. The system improves accuracy, privacy, and ease of use for legal document management.
ActiveDocs helped Employsure automate the creation, approval, and filing of hundreds of customized, compliant documents. Employsure needed to improve productivity and reduce risk in producing large, ...client-specific document packs. ActiveDocs Designer enabled flexible template management, business rules, and adaptive workflows. Employsure can now generate from a few to over a hundred compliant documents in minutes. Fast template updates support rapid compliance with changing laws and client needs.
ActiveDocs document automation helped BP International improve HR document creation. BP needed to enforce compliance, accuracy, and quality across global operations. ActiveDocs automated document gen...eration, used SAP data, and handled complex business rules. The solution enabled multi-language support and easy integration with existing systems. Business users could create documents without IT help, speeding up deployment and ensuring up-to-date compliance.
ActiveDocs helped Royal Dutch Shell automate HR document creation. Shell faced challenges with hundreds of manual templates and complex business rules for employee transfers. ActiveDocs integrated wi...th Shell's SAP-based system to automate template management and document assembly. The solution reduced risk, enforced compliance, and made document creation easier. ActiveDocs provided a single source for templates and improved compliance auditing.
ActiveDocs helped Employsure create, approve, and file hundreds of custom, compliant documents in minutes. Employsure needed to manage complex document packs for clients, each with unique legal and b...randing needs. ActiveDocs Designer let business experts update templates and automate document generation. The Document Wizard made it easy to generate from five to over one hundred documents in a single session. The workflow engine ensured only approved documents were finalized and routed for storage. Employsure now saves time, reduces risk, and meets compliance needs quickly.
ActiveDocs helped ABB automate and manage offer document creation in 90 countries. ABB needed to make complex, high-value documents that met local rules and customer needs. ActiveDocs let business un...its control templates and content, with easy integration to ABB’s CCP and Oracle data. The rules engine picked the right templates and content for each case. ABB now creates accurate, compliant documents in many languages, saving time and reducing IT workload.
ActiveDocs helped ABB automate and manage templates for offer documents in 90 countries. ABB needed to create complex, high-value documents with accuracy and compliance in many languages. ActiveDocs ...integrated with ABB's CCP platform and Oracle databases, letting business units manage their own templates. The solution used a rules engine to ensure documents met business policies and local regulations. ABB improved compliance, efficiency, and template management across its global operations.
ActiveDocs helped a large shopping centre and property management company automate lease contract production. The company manages 32 shopping centres with over 5,000 retail outlets in the USA. Active...Docs integrated with their lease management system to generate lease packs and enforce data consistency, even during heavy negotiations. The solution reduced errors and saved time by automating document creation and ensuring all contract data matched the system. Staff used dashboards and document wizards to review and edit lease packs, improving workflow and accuracy.