Modules, functions and possible applications
Personalized customer communication
& Output Management
End-to-end control for document creation, personalized customer communication and efficient, audit-proof output - precisely tailored to your business processes.
INPUT CHANNELS
ERP
CRM
PIM
Insurance Suite
Core Banking System
Create
Create documents and templates in the department and manage them centrally.
- Low/no-code creation
- Media-neutral output on a template basis
- Single Point of Change
- Multilingual templates & client structures
Enhance
Technically refine documents and prepare them for further processing.
- Standardization & e-invoice conversion
- PDF optimization, merging & pre-processing
- Archive-compatible document preparation
- CI-compliant underlays
Workflow
Control and automate document processes based on rules.
- Workflow engine for checks and approvals
- Rule-based batch and mass processing
- Real-time collaboration
- Integration into existing business processes
Distribute
Deliver documents omnichannel and track them in full.
- Omnichannel & self-service provision
- Scalable, rule-based mass processing
- Audit-proof, channel-independent archiving
- Monitoring, tracking & quality assurance
OUTPUT CHANNELS
- Online portals
- Letter
- eInvoice
- Label printing
- ESL
- Archive
CREATE
Create documents and template management
Departments design documents independently - quickly, intuitively and without IT dependency. Low/no-code adaptations and central template management keep content consistent and reduce errors. Modular components and a single point of change ensure that changes take effect immediately - ideal for personalized customer communication or large batch processes. Multilingual content remains consistent and up-to-date at all times thanks to centralized control.
ENHANCE
Optimize documents -
Audit-proof, barrier-free and legally compliant
Documents are automatically optimized, enriched and standardized - from individual letters to extensive batch processes. CI elements, notes and accessible PDF/UA documents can be seamlessly integrated. For electronic invoice processing, content is converted to ZUGFeRD or XRechnung and archived in an audit-proof manner. This creates a scalable, reliable basis for all further steps
WORKLFOW
Automate and seamlessly control document processes
All steps of customer communication are centralized - from creation to checks to final distribution. Approvals and compliance checks are integrated, teams work in real time and every change is documented in an audit-proof manner. The automation fits seamlessly into existing systems and creates transparent, stable workflows across entire business processes.
DISTRIBUTE
Playing out omnichannel communication reliably
Documents are provided digitally, hybrid or physically - by email, portal, print or e-invoice. Content is automatically transferred to the archive, stored in an audit-proof manner and remains accessible in the long term. Flexible conversion to PDF/UA, ZUGFeRD or other standards enables precise playout. A centralized output system controls every dispatch, supports tracking and scales from individual delivery to mass distribution. Direct partnerships with postal and print service providers ensure reliable physical delivery.