Case Study: Major US Energy Provider achieves reliable, scalable customer communications and faster regulatory responsiveness with ActiveDocs

Major US energy provider improves customer service and responsiveness to regulatory requirements with ActiveDocs

Major US Energy Provider, a leading gas and electricity supplier serving commercial and residential customers across 12 states, needed a unified, scalable way to generate high volumes of customer communications (contracts, letters, statements) and to respond faster to market and regulatory changes. Their legacy custom solution required developer changes and three-week sprint cycles for even simple template updates, so after a proof-of-concept they selected ActiveDocs for document automation.

ActiveDocs was integrated with the company CRM and deployed in Automated Mode to produce batch and on-demand communications, using Template Sets, Snippets and a Word-based Content Manager so business users can update templates instantly without IT. The solution supports all 12 state-specific brands, automates delivery by email or post, provides accurate monitoring and reporting, and removed the three-week development bottleneck—delivering a reliable, scalable high-volume document generation capability and faster responsiveness to regulatory and business needs.