Who should generate documents in the organization?
The people closest to the customer.
Call Center Staff
Field Agents
Customer Support Reps
Customer Relationship Managers
Account Managers
… anyone responsible for producing documents
Opus Business User Interface is a web-based system for document production that supports distributed content creation, versioning, review, and approval processes. This template-based approach skips lengthy design cycles in favor of event-driven documents where an interaction, i.e. a customer address change or other event requiring follow-up, drives the contents of the document. The contents may be entirely dynamic and pre-determined based on the event or a combination of predefined content and ad hoc text. In all cases the document can require approvals prior to release for distribution.
The Boss is Happy...
“I’m confident that the customers will receive the appropriate document with approved content.”
Company-approved documents in three steps
The Staff is Happy.
"We can’t make a mistake! We choose the document needed and the Elixir system composes it in seconds, displays a proof, and sends the file for approval".
Opus Business User Interface Workflow
The Elixir workflow consists of five areas:
System Administration
Content Creation
Document Proofing
Document Approval
Document Production
Opus Business User Interface workflow provides for a variety of roles both on the content creation side as well as the content delivery and approval side. This module provides the tools necessary to create users, assign roles, establish groups and set security levels.
Content Creation
Users assigned to this group have specific roles and system access regarding the type of content they can produce and manage including document templates and text elements. All content carries versioning and effective date flags to determine their release for availability into the system. Documents are personalized dynamically for each recipient based on business rules set within the document design.
Document Proofing
The end-user responsible for determining which document should be produced selects the document type for proofing. All document elements are pulled from the library of approved components and formatted with an appropriate template.
Document Approval
Users set as approvers view the document proof and make the approval decision. Only approved, documents go through a release process in preparation for production.
Document Production
The final step is the production of the approved document either to print, the web or both. Documents may be released for batch production printing or to local or network printers for smaller print runs. Documents may also be released for distribution as an email attachment or made available via the web.
Bring the content contributors and decision makers into your document creation workflow with the Opus Business User Interface.
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