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Business Case for Document Servers in the Enterprise
GISTICS, Feb 2008, Pages: 30
Publishing Strategies for Financial and Business Services, Manufacturers, and Pharmaceutical and Life Sciences
The automation of customer-facing business documents increases both the number and quality of buying facilitation events throughout a firm’s sales and service channels. This increase defines the primary business function of enterprise document servers.
This white paper, Business Case for Document Servers in the Enterprise, describes four use scenarios where automation can increase sales.
1. How brokers or agents at financial service firms can produce customized proposals, dynamically drawing and inserting graphics produced from customer information in their accounting and CRM systems.
2. How manufacturing firms can customize brochures, documentation, and service reports for specific customers or product configurations.
3. How pharmaceutical and life science firms can quickly produce customerized price lists, practice-specific news summaries, and personalized account plans.
4. How eCommerce firms or departments can instantly transform Web user interactions into formatted and locked PDFs—receipts, order confirmations, priced configurations, requests for quotation, or warranty repair status reports—that document a customer interaction.
5. How marketing or service managers can use PDAs or offline portable computers and smart, interactive forms to capture customer data—customer or warranty information, complaints, and subscriptions.
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