The following is a partial list of the ways our customers have used Adlib to automate their business processes.
- Document onboarding/import – Organizations get content from external sources (suppliers, customers, opposing counsel etc.). Rendering the various formats to accessible PDF facilitates the use by internal users and processes
- Customer correspondence – Sharing content in an accessible format like PDF is how the format gained its initial popularity. Sharing account information, project documents and other correspondence lends itself well to an automated solution
- Content migration – Legacy systems or repositories of content inherited through M&A can represent a time consuming challenge. Adlib can transform all content to accessbile PDF even without the native applications
- Imaging/data capture and extraction – Scanning, faxes, backfile conversions and more represent significant content flows – often via powerful imaging and scanning systems. Adlib can enhance the output of these systems by creating searchable, re-purposable content
- Procedures/SOPs, controlled documents – Beyond conversion, users need to assemble multiple formats into a tightly formatted compound document for use in Quality Management processes. SOP’s are among the examples of the type of files that need to be created and controlled via merged, secured, watermarked PDF
- Project documentation – Multiple stakeholders, formats and lengthy project timelines benefit from having an automated environment to create and share accessible, secure PDF both internally and externally
- Invoice processing – Capturing content from incoming invoices via OCR for automated routing and processing or – at the other end – sending out invoices as secure, accessible PDF
- Claims/case processing – Insurance companies process large volumes of documents associated with cases and claims. Having a process to automatically assemble and render to PDF accelerates workflows and reduces costs
- eDiscovery, litigation support - Specific to the legal discipline this refers to the exchange of relevant case information between firms, clients and the courts. PDF is an accepted format for that exchange
- Legal closing binders/sets – Once a case has been closed, a compilation of material is assembled, organized, shared and archived as part of the case wrap up. PDF with bookmarks offers an accessible, navigable collection of important content for legal clients
- Board books, meeting minutes – Instead of emailing a loose collection of files, organizations like banks can combine them into a consistent structure, merge to PDF with Tables of Contents and page numbers and share the content as secure, accessible PDF
- HR documents (e.g. resumes) - Applicantions for employment, internal training records require support for multiple formats, versions, templates and document structures into PDF for HR workflows (e.g. resume processing)
- Sales proposals/contracts – Combining mulitple formats into a cohesive package automatically saves sales people time while presenting a professional, easily navigated collection of content for potential customers
- Regulatory submissions publishing – Pharmaceutical companies rely on high quality PDF renditions for submission to the FDA. Adlib automates the rendering of formats to submission-ready PDF
- Compliance reporting – Financial services, nuclear and other regulated industries maintain streams of documents reporting their compliance to standards. Automating the creation of secure, searchable, accessible PDF helps accelerate these workflows
- Public disclosure (FOIA) – Freedom on Information Act drives government organizations to provide information to the public. Automated rendering to secure PDF is a cost-effective way to meet these requirements
- Marketing – Either as an internal process or as part of an automated, web based system that auto-assembles content from a site to PDF, such as brochures or newsletters
- Collaborative web/portal publishing – Sharing content in PDF as part of a collaborative workflow ensures timely access to information and higher levels of productivity
- Controlled printing – PDF can be used for consistent print output (vs. normal electronic distribution). Aggregating multiple files into a single PDF means a single print stream instead of mixed output
- Archival and backup - A classic application of PDF – automated rendering of multiple formats into accessible PDF or PDF/A ensures that content can be found and accessed to maximize the usage and value of corporate intelligence
Got any processes of your own to automate? Leave your comments below.
About the Author
As a senior executive, Scott has spent the last 20 years building Adlib into the thriving organization it is today. Scott has held customer-focused leadership roles spanning success, professional services, marketing, and support. He is passionate about business growth, the human impact of technology, and the pursuit of an ideal customer experience measured in the customers’ terms.