Case Study: Callcredit Group eliminates manual templates and achieves automated CRM-integrated document generation with ActiveDocs

ActiveDocs Opus replaces manual templates and processes with seamless automated CRM integration at Callcredit Group

Callcredit Group, a UK consumer information management firm, faced heavy reliance on manual templates and time-consuming, error-prone document generation for service agreements, contract schedules and payment plans. To address the risk, effort and maintenance issues, Callcredit implemented ActiveDocs—using ActiveDocs Composition Server and ActiveDocs Template Management integrated with MS Dynamics CRM—to replace manual templates and automate document creation.

ActiveDocs delivered template version control, a business rules engine and CRM integration so documents are composed automatically from CRM data via ActiveDocs Web Services, removing manual data transposition and reliance on specialist knowledge. The ActiveDocs solution centralized template management for business users, reduced time and effort in document generation to the absolute minimum, eliminated the risks of manual templates, and ensured consistent document quality, accuracy and compliance.

Callcredit Group