
Document Agility is the first and only cloud-based platform for interactive guided collaboration. Our proprietary, rules-based, guided collaboration technology eliminates the need for subject matter experts to interpret unstructured data in spreadsheets, emails, and messages. This approach prevents errors caused by missing data and unknown interdependencies and will transform document creation and ensure customer success.
DIGITAL TRANSFORMATION
Of Your Back Office is Critical to Your Success
Challenges
Most companies have turned to digital transformation (DT) to improve customer experiences through more digitally oriented engagement. But success has been elusive – fewer than half of all DT projects
have achieved desired results.
Deficiencies
The problem? A singular focus on enhancing customer engagement, without improving the fulfillment-related processes that support those interactions. In many cases, fulfillment has actually gotten worse.
You Need More Than Just AI and BPMS
If you’re struggling to achieve returns on your DT efforts, chances are your back-office processes aren't as automated and “intelligent” as your customer-facing ones. Simply adding AI – without any actual transformation - can be disastrous. And business process management systems (BPMS) just aren’t robust enough to address today’s complex challenges.
Complex Industries
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Where processes are nuanced, complicated, highly regulated or require
complex documentation - transforming the back office can be extremely challenging. Rather than randomly replacing staff with AI and bots, you need to upskill both your processes and your people by augmenting them with systems that empower every staff member to become an expert.
Document Agility Platform
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The Document Agility Platform is the first and only cloud-based environment for expert-system collaboration. It leverages business rules, not individual judgement and knowledge, to dynamically enforce interdependencies between tasks and participants, gather transaction data, direct process flows, and create complex documentation to accelerate business transactions and outcomes. By transforming the back office in this way, transactions can be completed more than twice as fast and with nearly 100% accuracy.
Benefits

Upskill Employees to be Experts
All employees can gather required information, adhere to correct
process flows, create compliant documentation and notify required parties – as correctly and
confidently as your most expert staff.
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Optimize Collaboration
Interactive, automated processes eliminate the need for staff to sift through unstructured data like emails and spreadsheets to collect required transaction information.

Ensure Documentation Integrity
Customizable rules ensure legally correct wording as well as the
inclusion of the right documents in documentation packages.

Accelerate Business Transactions and Outcomes
Eliminate manual processes to generate accurate, fully compliant transactions in less than half the time.