How to Evaluate a Document Automation Tool

When evaluating document-automation tools it is easy to concentrate on the superficial aspects such as pricing, features, or the size of your company. The success of any solution is contingent on how well it can be utilized by your employees. Look for a vendor with solid support that cements enduring success, such as rapid response times and multiple channels for contact. A reliable support system will ensure that your company is able to quickly resolve any interruptions in operations and continue to provide services to employees and customers without negative effect.

A robust and easy-to-use user interface can have a huge impact on the effectiveness of document automation tools. A well-designed tool allows your staff to create documents with a high level of consistency and accuracy, resulting in efficiency gains across the all levels. A clunky user experience, on the other hand could slow down efficiency and make your staff unwilling to use it. Choose a program with user-friendly designs that allow users to create templates without needing extensive programming skills.

Choose an automated document tool that is compatible with your current applications to provide a seamless, integrated workflow. This will allow you to gather data from many sources and apply it to the appropriate templates to create documents. This feature eliminates the need to manually enter data into different systems, and can improve overall document automation efficiency.

The ability to create documents in less time results in dramatic productivity gains, allowing you and your employees to produce five or 10 times more documents per day than they did before. Speedy turnaround times also enhance the customer experience, and encourage loyalty to your brand.