Kim Document optimizes your document generation and data-capture processes
As we all know, documents are the lifeblood of any organization. But, regardless of whether these documents are with customers, prospects, recruits, employees, or anyone else, they all present challenges:
Sergio, in sales, needs a non-disclosure agreement before he can start working with a new prospect. However, he cannot locate the document, it cannot be self-served, and it will take time to obtain it from legal. Therefore, this procedure produces a potential revenue loss and delays in revenue collection.
Layla in the IT department would like to send a vendor an information security checklist. She finally finds it after a long search, but she is still trying to figure out if it is the most recent version. In addition, when she sends it by email and receives it back, she will need to rekey the information and may find that some data is missing. This method can be highly time-consuming, is susceptible to data entry errors, and poses a considerable governance risk.
Joseph from compliance must send a confirmation form for the “Code of Conduct” to more than 800 co-workers to make sure they have read and understood it. Sending it by email with the document as an attachment makes it extremely difficult to track and understand whether the recipient has answered. Then he must collect the data manually, and what about the complexity involved with analysis?
Let’s return to our examples.
Sergio required a non-disclosure agreement. Imagine if he only needed to click “self-service.” Then, select an NDA from a menu, and a web form appears. Once he enters the variable data into the web form, the document is generated, complete with his organization’s brand, look, and feel. Sergio can now send it to the counterpart via email, share it, or provide a link. What once took days now takes place in mere minutes.
Layla can locate the most up-to-date vendor information security checklist by navigating to the IT department folder on the menu. Then, like Sergio, she retrieves the document and sends it to the vendor. Once they respond, she receives all the information, including the data, which she can subsequently analyze or use to generate other documents or populate other systems. In addition, the document and the data get stored in a secure, central location. So, again, what would have taken days is now completed much more quickly.
Joseph uploaded the “Code of Conduct” form he previously generated and constructed a campaign. He then sends an email with a unique access code to each staff member, requesting that they complete the form. Joseph also builds a quick email reminder because he knows that not everyone will react quickly. Then, Joseph can monitor the campaign’s development and download all information and data for further analysis. As a result, Joseph will save considerable time by utilizing campaigns and has improved the employee experience in the process.
These are just a few instances of how Kim Document helps organizations streamline their document generation and data-capture processes. As a result, users have been more productive and automated manual operations in every instance, saving considerable time.
Watch this 3-minute video to learn more.