At Eclipse Corporation, we have been serving enterprise customers for 24 years. Our team includes the founders and core developers who created and delivered products like FormsPlus/400, JetForm and Adobe Central, PDF Wizard, R-Forms and others. Today, we offer the next generation of document generation in a single software solution we call DocOrigin, which provides everything you need for enterprise labels, forms, and checks.
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Impersonal, mass-produced form letters and bulk-delivered transactional documents no longer meet customer expectations. Today, competitive enterprises must deliver relevant, engaging correspondence – keeping one eye on costs and the other on revenue opportunities. But how do you do it? One way is with our flagship product DocOrigin, an innovative and intuitive software solution for designing and generating dynamic business documents. In short, DocOrigin allows you to leverage the data you already have in legacy systems, along with modern enterprise and customer management systems and other line‐of‐business applications to create and generate high-value documents that move the needle.
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“Marketing” can mean many different things – different techniques, different technologies and different approaches. But in the end it all comes down to the perception of your brand in the eyes of your customers. If it’s positive, you win; if it’s negative, beware. Your company’s brand is your most important marketing asset. This perception is driven by your on-going customer communications and the experience customers have interacting with you. Indeed, this kind of brand perception is much more deeply rooted than simply the appearance of logo or the design of a website; it is the kind of customer sentiment that can mean the difference between growing the business and losing market share.
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We live in a media-saturated world. Experts tell us that we’re hit with more than 5,000 marketing messages each and every day. As a result, most consumers simply tune out; ignoring the great majority of marketing messages competing for their attention. In our over-saturated, media-intense world, only select few marketing messages ever rise above the din of competitive content to grab our attention.
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By GREGORY A GARNER An Intro. You have spoken with the sales person, witnessed a demonstration of the product, and decided to install an evaluation copy of DocOrigin. You have reviewed the sample designs and previewed the sample forms and output. Now, you want to design your own DocOrigin form and generate an actual document. Using DocOrigin Design, you have laid out your form; placed text, graphics and data fields exactly where they need to be. Now. you want to preview a pdf of your new document. However, when you select the Design menu option “PDF Preview,” you realize that you do not have data to preview. Sure, you can use a Design-generated sample file, but it does not have actual company data that you can show your friends and family. It just contains X’s and 0’s.. Plus, it turns out that your company’s line of business software does not provide the type of data file that DocOrigin requires to generate a completed form (i.e. an XML file).
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BY LESLIE CONDUITTSenior Document Designer In the past, a company’s forms department was primarily made up of graphic designers who were experts in layout, CAD tools and process management. They worked with other departments such as business analysts and the legal department to define the content of the form; and with programmers to design forms around the output generated by their ERP systems. In today’s world, marketing wants to control everything that the customer sees. With customer communication solutions, marketing departments are taking advantage of every customer touchpoint. Documents are an excellent place to provide relevant communications and to up-sell and cross-sell to the clients you already have. As technology has advanced in document input and output, the forms department has shifted toward a more technical skill set, placing an even heavier burden on the IT team; now they are not only responsible for defining form data and content, but also for design and layout, legal clauses, terms and conditions, and a variety of company logos and location information for the parent company and its subsidiaries. These burdens can be minimized with document solutions and customer communication solutions that work with virtually all business software. Bring Improvements to the Surface So, how can IT teams keep up with all of these demands? Start by thinking outside the surface of your page. One way to do that is an innovative software solution called DocOrigin from Eclipse. DocOrigin was developed by industry experts that understand forms development from every aspect – including the critical importance of throughput, reliability, infrastructure, document object control, and simplifying content management. This is why companies like AT&T, GE Healthcare, PPG, McKesson, and Tyler Technologies replaced aging legacy document and forms software with DocOrigin. Transactional documents, no matter how they are delivered, electronic or paper, are still the primary method of communications with customers, partners and employees. Why not use them to improve communication and increase profits? Next-Generation Tools DocOrigin provides tools for pulling external information, ads and messaging into the form template and allows the appropriate department to maintain its content. IT personnel define where the content appears in a document, but pulls it from an external source. Rich Text files can be maintained for everything from a marketing tag line in the footer of an invoice to full page ‘Terms and Conditions’ statements that appear on a separate page at the end of the document. In addition, a properties file can be created to pull information by using a combination of fields. This is the key to Integration Without Modification™. “IWM” gives companies the ability to change document presentation without changing business applications, eliminating change orders in your core business software. DocOrigin Hits a Home Run One good example is the experience of a national sports equipment company that has stores across the United States. Outlets operate under the parent company name as well as other subsidiaries and acquisitions. The Company runs a seasonal promotion for equipment commonly sold within each region. In addition, the legal ‘Terms and Conditions’ change based on the state. Using a traditional form design method of creating a form with a combination of each aspect could result in more than 100 form templates. Using the dynamic presentation features of DocOrigin may reduce that number to a single template. So the scope and effort of all tasks are much easier to implement and manage. In this case, the ‘Terms and Conditions’ page, maintained by the legal department, is pulled in from an external RTF file that keys on the field for the state of purchase. This eliminates the need for 50 template versions of the T&Cs. Now, the marketing team is free to create ads that can be triggered by any combination of data in the current document in real time, generating the ads or messages without programming or scripting. The purchase date, region and items sold can be used to up-sell other products and services. Lastly, the templates properties file pulls the regional company’s logo, address, website and other information automatically based on the location of the sale. All of these customer communication features eliminate hard-coded form templates and give non-technical departments such as marketing, human resources, legal, and product management the ability to use existing transactional documents as powerful communications and sales tools. The result is that only one form template needs to be maintained, yet the marketing and legal department can change the content at any time without any impact on the IT department. As the data changes, the content is automatically updated. Revision controls can be put in place to regenerate or archive the document of record. Moving Forward Successful migration into the future of document generation lies in the ability to leverage the data generated by older legacy systems, as well as modern enterprise and customer management systems, and other line‐of‐business applications, to create and generate high-value, next-generation enterprise documents, forms, checks, and labels. DocOrigin is the perfect tool for organizations looking to the future of document and forms generation. You can find out more by visiting EclipseCorp.US.
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It’s been an eventful spring for all of us at Eclipse. Over the years, we have worked with a diverse variety of clients, including leaders from industries such as manufacturing, healthcare, telecommunications, pharmaceutical, insurance and financial services. And all that hard work is starting to show! Here are just a few announcements.
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Did you know that the likelihood of selling to an existing customer is somewhere between 60 and 70%? And that the likelihood of selling to a brand new customer is only about 5%? What’s more, it costs about seven times more to sell to a new customer than it does to sell to an existing one. What this means is that it just makes good business sense to leverage your existing customer relationships. At Eclipse Corp., we’re experts at finding new ways to sell to your best customers…the ones you already have.
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Do you need a new document generation solution to replace your old, end-of-life legacy software? Let’s face it, your documents are often the only touch point you really have with your customers – account statements, invoices and confirmations – these are the transactional documents that drive your business every day. So why rely on prehistoric software or homegrown work-a-rounds to get the job done?
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