Case Study: CoBank automates complex document workflows with ActiveDocs Professional Services

CoBank delivers document automation within 5% of budget with ActiveDocs

CoBank, a financial services provider, faced the challenge of automating hundreds of complex document templates and delivering a complete automation platform on a tight timeline. To address this, they engaged the ActiveDocs Professional Services team to convert their existing processes and templates into solutions powered by ActiveDocs.

The ActiveDocs team worked with CoBank to automate Microsoft Word templates, establish data connectivity, and implement business logic. This solution was delivered on time and within 5% of the budget estimate. A major result was the consolidation of 350 initial templates down to just 83, significantly streamlining their document generation process for lending agreements.

CoBank