Document Agility
The Document Digital Transformation Leader

Digital transformation of business processes is the key to employee efficiency and long-term success. However, for organizations that heavily rely on documents, digital transformation initiatives cannot bring the desired outcomes without the automation of back-office processes related to the generation, collaboration, and maintenance of critical documents. Take financial institutions or any business from regulated industries, for instance. Their entire customer onboarding process depends on successful documentation. Outdated and manual processes can lead to delays and errors that frustrate the stakeholders, negatively impacting the bottom line.

This is where Document Agility makes a world of difference. The company has architected a one-of-its-kind cloud-based platform that allows users to seamlessly create and manage critical, complex, and highly-regulated documents using guided collaboration technology. This plays a vital role in business success.

“We have been focusing on digital transformation when it was not even a buzzword,” says Ron MacInnis, CEO, Document Agility. “Our platform today works as a virtual expert that uses rules to help clients at every step of the document management process, from document creation to ensuring better collaboration.”

The Document Agility platform has proved to be beneficial for organizations in the post-Covid world. As businesses today rely on hybrid and remote workforce, in-office collaboration has become impossible. This has increased their reliance on spreadsheets to share critical information and manage the documentation process. This leads to significant delays and human-induced errors. The platform removes all these bottlenecks and helps create a faster and more efficient document management workflow.

“It eliminates the need to manually go through unstructured data like emails and spreadsheets and allows users to accumulate all the necessary information using an automated process,” says Dan Sheehan, principal, Document Agility.

Numerous businesses today utilize the Document Agility platform to streamline their back-office processes and ensure a higher ROI.

For instance, one of the company’s clients was getting complaints from their brokers regarding the difficulties of manually filling out the forms. They were losing business due to this inefficient process.

The client implemented the Document Agility platform to get rid of this problem. Its guided collaboration technology allowed brokers to fill out forms without making any mistake and restricted them from answering questions in a mutually conflicting way. As a result, the client could significantly enhance their efficiency and speed with the same number of people while ensuring a seamless experience for the brokers.

Our platform today works as a virtual expert that uses to rules to help clients at every step of the document management process, from document creation to ensuring better collaboration

In another instance, a large insurance provider was struggling to onboard their customers quickly due to the absence of a comprehensive document management process. Hiring more experts was also not a feasible option for them, given the huge amount of monetary investment related to it. The Document Agility platform acted as a virtual expert for the insurance company’s employees, allowing them to easily create and share necessary documents. This enabled them to onboard more customers, ensure customer satisfaction, and increase ROI.

What enables Document Agility to script these instances of client success is the extensive experience of its founders in systems that automate complex document creation. They have witnessed how unstructured data makes organizations inefficient. The Document Agility platform is a materialization of their dream of helping organizations overcome this complexity and guide them in the right direction.