What are the benefits of document automation for your business?

In 2024 we are seeing a real push towards a digital future in both our personal and working lives. With the rise of AI and the ever-changing digital landscape, it is important as a business owner that you are able to keep up with the times and on top of any big changes. One of these changes is the rise of document automation. Document automation allows businesses to automate the document creation process, which can often prove to be very tedious, error-prone and inefficient. Creating company documents is a process that causes a massive amount of environmental waste as well as wasting time for employees and resources for you as a business owner. So in this blog, we will be covering five benefits of document automation and highlighting how you can implement this into your workplace.

Defining Document Automation

Document automation essentially makes the process of creating large amounts of detailed documents automated. The goal of document automation software is to allow for accurate and detailed documents to be created, including graphs, accurate formatting, and fully formed documents that are ready to be used. The software pulls data and information from various sources and forms it into neat documents based on pre-designed templates. The documents will also be compliant and fit any necessary requirements that they need to.

The 5 benefits of document automation for your business

Reduce time spent creating documents

It is important to put time and effort into any documents that your business is creating. However, this can be a very time-consuming process, and any way you can make things more efficient without a drop in quality can only prove to be beneficial. By using document automation, your employees will be able to quickly craft documents that express exactly what they are required to. The software will take care of the layout, collection of data, and implementation of all of this data into the documents. These documents can all be produced quickly, resulting in more time to research and collect data.

Improved compliance

When working in an industry such as finance or the legal sector, all documents must comply with regulations and standards. This can be a time-consuming process as well as leaving room for error due to the constantly changing nature of laws and regulations. Just one document with out-of-date information can result in several different issues or expensive payouts for your business. Document automation will produce documents that are up-to-date and based upon the latest regulations. This removes the risk of human error and allows you to send off documents with confidence that they contain relevant and compliant information.

Create ideal documents and reduce employee error

Another benefit of document automation is that it allows your business to produce exactly the kinds of documents that you want with minimal time spent creating them. Creating the ideal documents to represent your business is simple with this software. Simply create the templates that you want and provide what you expect, and the software will quickly create your ideal documents. Because no data or information needs to be slowly put in, you can also reduce employee error.

Improve your carbon footprint

By printing and producing many thousands of documents for company memos, for example, you are not helping your company’s carbon footprint. Document automation allows you to copy many company documents onto a system and store them for anyone to have instant access to. By reducing your carbon footprint, you can help the planet while also saving money in the long run with the expense of printers, paper, and ink, as well as man-hours organising any printed documents and having them distributed.

Improve your customer experience

Document automation software allows you to improve your customer experience by providing exact and correct documents to your customer’s preferred channels. The average consumer expects a certain level of customer experience, and being able to provide easy-to-access documents on any of their preferred channels is seen as almost the standard these days. By using this software, you can provide this experience as well as potentially increase the read rate of your documents due to your customers being more likely to see them on their preferred channels.

Sefas offers a CCM solution that makes sending out all of your customer communications easy. The Harmonie Communications Suite (HCS) offers key features, including document and template creation, communications auditing software, hybrid mail, and more. With HCS, you can design and build a leading customer experience with compliant and quickly delivered communications to your customer’s preferred platforms. To learn more about how HCS can support your business, contact us today.