Case Study: Workflow and Data Management Company achieves automated workflows and faster, more accurate reporting with Foxit Software

How One Workflow and Data Management Company Automated Tasks Using Foxit PDF

A global workflow and data management company faced costly licensing and maintenance concerns and struggled with time-consuming, error-prone daily report generation by fund administrators when considering a new PDF solution. These manual processes created accuracy risks, potential liability, and resistance from staff already under tight schedules.

The company implemented Foxit PDF’s SaaS suite, using VBA command integration to automate Excel-to-PDF conversion alongside customization, security, OCR, and support services. The change delivered faster, more accurate report generation, reduced manual processing and errors, improved client and stakeholder trust, and increased revenue while strengthening the vendor partnership.