Consulting & Services
Our services at a glance
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Consulting
Document automation is about much more than technology. It is a key driver of business success. We help you streamline processes, enhance quality, and realize sustainable efficiency gains that save time in the long run.
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Implementation
"Getting started is easier than you think" ... because we support you every step of the way! Our team of experts works hand in hand with you from day one to ensure that your SmartDocuments implementation is smooth, structured, and successful. From initial planning and setup to user enablement and go-live, we guide you through every stage of the process, helping you achieve results quickly and with confidence.
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Academy
Back to School! Our training courses help you make the most of SmartDocuments. Whether you're just getting started, expanding your expertise, or looking to master advanced features, we customize the training experience to match your role, knowledge level, and objectives.
A holistic approach ...
Professional template management requires more than just the technical implementation of document templates. That is why we support you with a comprehensive consulting and training approach that covers all relevant aspects, from analysis to implementation. Together, we develop a future-proof strategy for your document processes and provide the knowledge and expertise required to ensure sustainable and long-term success.
Our consulting and training services include, among other things, a structured methodology for optimizing template management, conducting assessments of existing document landscapes, and defining clear objectives. In addition, we support you in analyzing and designing your processes, structuring and designing templates, and implementing everything from simple to highly complex document templates. Identifying and integrating relevant interfaces and systems is also an integral part of our service portfolio.
"Together, we lay the foundation for efficient, standardized, and future-ready document processes."
Template creation as a service
With our SmartEditor, you can create intelligent document templates in no time and, most importantly, without any programming skills.
Need to outsource template creation due to limited internal resources, or simply prefer not to build templates yourself? No problem. Our experienced consultants can take care of the entire implementation process and create your document templates for you. Whether you require simple templates or highly complex document solutions, we ensure professional implementation tailored to your specific requirements and business processes. We help you save time, reduce complexity, and get the most out of your document automation solution.
Interface development
For automated document generation to work effectively, SmartDocuments must be able to communicate seamlessly with third-party applications. This enables data from external systems to be transferred directly into SmartDocuments templates, creating efficient, end-to-end processes without media disruptions or manual data entry.
Can't find the interface you need? We would be happy to develop it for you.
Our experts design and implement custom integrations tailored to your specific requirements, ensuring smooth data exchange between SmartDocuments and your existing business applications. Whether you need to connect ERP, CRM, HR, or other enterprise systems, we provide the expertise to help you achieve a fully integrated document automation environment. We create the connections that enable seamless, efficient, and fully automated document processes.
Test system provision
You don't have to buy a pig in a poke! We give you the opportunity to thoroughly evaluate SmartDocuments before making a decision and experience its functionality, ease of use, and technical capabilities firsthand. Upon request, we provide access to a fully functional test environment where you can explore all core features and create or edit your own document templates.
This allows you to gain practical experience, validate your requirements, and see how SmartDocuments fits into your business processes before moving forward. Experience SmartDocuments in practice and make an informed decision with confidence.
Proof of Concept (PoC)
In addition to providing a test environment, we also offer the opportunity to conduct a Proof of Concept (PoC) within your own IT environment.
This allows the template management system to be thoroughly tested in direct interaction with your existing infrastructure, applications, and processes.
The scope, objectives, and any associated costs of the PoC are defined individually in close consultation with you. Depending on your requirements, project scope, and business goals, we tailor the PoC to deliver meaningful insights and a reliable basis for decision-making.
By evaluating SmartDocuments in a real-world environment, you can validate technical feasibility, assess integration requirements, and ensure that the solution meets your expectations before implementation. Gain practical experience and minimize project risk with a customized Proof of Concept in your own environment.