Dynamic Document Design and Composition
Efficient Document Composition and Delivery
Enterprise resource planning (ERP) systems have been expertly designed to manage core operational tasks such as budgeting, expense tracking and business performance through various financial modules. With increasing frequency, and given the nature of today’s complex supply chains, organizations are under pressure to fine tune their ERP systems in order to address evolving regulations, as well as greater demand for electronic communications.
Bottomline’s Transform Output Center is a powerful, next-generation output management solution for formatting, personalizing and delivering transactional ERP output. A true enterprise-class solution, Transform converts standard application output into more attractive, functional and efficient electronic documents for distribution and storage.
Dynamic Document Design and Composition
The Transform Output Center solution includes the powerful, yet easy to use Transform Designer. This intuitive, graphically-rich design tool allows organizations to save time and money while converting ordinary ERP output into highly customized, focused and effective transactional documents and customer communications. Employing real-time visualization during the design process, Transform Designer allows clients to map inputs, format data and create dynamic document layouts. The use of design wizards, drag and drop functionality, plus hundreds of other user-driven features eliminates the need for programmatical document design and costly ERP customizations.
A single input can drive multiple documents with unique branding, languages and messaging. By including business logic, features organizations can further personalize content by applying customer-specific data, barcodes, logos, charts or signatures.
Document processes that support interaction with vendors, clients or geographically-dispersed locations often reintroduce paper to existing electronic automation. With Transform Process Center, inbound documents can be captured simply and efficiently from multiple sources, including conventional scanning and multi-function devices, fax and email queues. More advanced integration requirements can be accomplished using Web services, message queuing, FTP and file system monitoring.
Once documents have been captured, sophisticated data extraction and manipulation tools are utilized to collect relevant information from the document data. Transform includes specific parsers for structured formats such as PDF, CSV or XML. Scanned images, faxes and other unstructured input is processed using Optical Character Recognition (OCR) technology.
Go Green with Multi-Channel Delivery
Content created with Transform Output Center can be easily and efficiently distributed through a number of online and off-line channels. Printing through native Windows printers or delivery through electronic mediums such as fax, email, mobile devices or the Web provide flexible, timely and targeted delivery of an organization’s transactional documents and customer communications. Support for a variety of formats, including PDF, secure PDF, XML or HTML allows Transform Output Center to provide information how, when and where it is needed via the recipient’s preferred delivery method.
As companies look to enact green policies and procedures, Transform Output Center provides a single platform to support the migration from printed paper processing to fully electronic communication. Dynamic pagination capabilities combined with bursting, merging or collating multi-page documents provides lowest cost routing and reduces paper consumption. The Transform platform supports more advanced process redesign via Web services, direct database interaction or integration with archive systems.
Digital Archive, Routing and Approval
For customers or business processes with document storage requirements, the Transform platform gives end users real-time access to documents, reports and data from any Web browser via a comprehensive digital archive, TransformTM Content Center. Documents produced by Transform Output Center can by automatically stored and later retrieved using key index fields or full text search features. The ability to add notes or relate documents via common index values provides a full online history of transactional processes. With a consolidated view of related content, users can quickly retrieve information related to a particular
transaction, customer account or activity.
To further extend the value of existing technology and training investments, Transform Content Center supports accessing stored documents directly from ERP system user interfaces. Improved visibility to transactional data or internal reports from a central repository eliminates the need to distribute multiple copies, reducing associated bandwidth, storage and production costs.
Advanced Administration Features Support Audit and Compliance Requirements
The Transform platform offers increased security and control over the entire document production process through enterprise deployment and development features. The Transform Designer allows segregation of document design responsibilities, while the Transform Deployment Server supports multiple environments, separating testing and production processes to deliver greater security and change controls.
The solution can also be scaled to meet a diverse array of individual business requirements for performance, reliability and server up-time through the use of clustering, fail-over, load balancing and disaster recovery implementations.