Tango is a SaaS platform that simplifies the creation of complex documents, allowing businesses to transition document workflows to business users and reduce the burden on IT. It manages the entire document lifecycle through a secure portal. Content, workflows, and user profiles are managed centrally as individual objects that can be reused across documents. The platform interfaces can be customized for different user needs, allowing line workers to assemble documents simply while also giving oversight to compliance and leadership. Tango can scale from simple to complex applications serving millions of customers with personalized, optimized content.

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Tango®
Executive Summary
Tango SaaS simplifies the process of creating and assembling complex documents allowing
companies to transition these workflows entirely to business users and reduce the burden on IT and
document programming groups.
The complete document lifecycle is managed through a modern, secure, portal experience that uses
business rules to drive the workflow forward. Portals can dynamically configure the interface based
on user permissions associated with the application, what has previously occurred in the workflow,
and what needs to happen next. The process is tightly controlled and automated wherever possible.
Tango is a centralized SaaS strategy. User profiles, workflows, and discrete content elements are
managed centrally as individual objects within the platform. Each has an associated metadata profile
used to determine how it interacts with other objects.
The Tango model allows any object to be reused or repurposed. Individual content elements can be
shared across multiple documents; entire workflows or processes within workflows can be used
again; and master templates can take the place of multiple individual documents and dynamically
format a variety of versions using conditional logic.
Tango provides these simple but powerful user interfaces, customizable to each user’s needs. Line of
business, field or call center professionals can use the portal to assemble new documents and
content for plans, individuals, groups and other end customers with simple drag and drop tools.
Content creation, assembly, review and approval staff can use the portal to participate in the
lifecycle of business-specific content. Production and delivery staff – even external providers – can
monitor and control their processes.
Compliance and audit can monitor logs, exceptions and alerts, and user permissions. Leadership and
executives can use the portal to view standard and ad-hoc reports, dashboards, and to participate in
approval workflows.
The platform can scale from simple print correspondence applications to complex omni-channel
applications involving hundreds of users and serving millions of end customers with personalized
content optimized for their devices.
The use cases are effectively unlimited.