Case Study: I.B.I.S., Inc. accelerates HR and sales document automation with Experlogix Xpertdoc

Contract Automation Accelerates HR and Sales Processes

I.B.I.S., Inc., a provider of Microsoft Dynamics solutions, faced challenges with its manual HR and sales document processes. Tasks like distributing employee handbooks and creating non-disclosure agreements were time-consuming, created consistency issues, and delayed sales opportunities. To address this, the company turned to the vendor Experlogix and implemented its Xpertdoc document automation solution.

Experlogix provided a solution that automated document creation, storage, and electronic signatures via integration with AssureSign. This eliminated manual steps, ensured consistency with pre-approved templates, and accelerated processes from days to hours. The results included increased efficiency, allowing employees to focus on revenue-generating work, and the creation of a new end-to-end solution that I.B.I.S. now sells to its own customers, opening a new revenue stream.

I.B.I.S., Inc.

Dwight Specht

Chief Operating Officer