BIRT PowerDocs I Benefits
The Benefits of PowerDocs
BIRT PowerDocs provides a bunch of benefits which we
will summarize in the following categories.
Whether you want to use BIRT PowerDocs with Salesforce, Oracle Fusion, or some other system, it will only take a few minutes
for us to set up a new instance and integrate your managed package (or custom button call). After that, you’re ready to create
new data-driven correspondence directly from your CRM or ERP. To map custom objects or fields, simply select them from the
pick lists in BIRT PowerDocs. No programming is required.
Superior Data Retrieval
BIRT PowerDocs features out-of-the-box integration with popular business systems such as Salesforce, Oracle Fusion, Oracle
Siebel, SAP, Sugar CRM, SQL databases, and any system with web service interface. BIRT PowerDocs also accepts file formats
such as xml, csv, or txt as data.
Unique among correspondence solutions, BIRT PowerDocs is able to retrieve, manipulate, and populate data from objects that
are linked via a plurality of relations. You can quickly set up these relations within our intuitive point-and-click interface. Again,
no programming is required.
Sophisticated Rule Engine
The BIRT PowerDocs rule engine gives you the power of flexibility. By embedding conditional statements in your
correspondence templates, you have the ability to link document structure and content selection to the data that BIRT
PowerDocs retrieves from the source system. In other words, BIRT PowerDocs can dynamically adapt each piece of
correspondence according to individual customer information and produce highly personalized content.
Whenever a user initiates a new piece of correspondence, BIRT PowerDocs executes the applicable template rules. The rules
often require the user to enter additional information via dropdown menus or text fields before dispatching the completed
document. We call this final information gathering process Interview Mode.
Easy Document Editing
Sometimes you may need to manually edit correspondence that you’ve generated from an BIRT PowerDocs template.
If only light editing is required, you can open the BIRT PowerDocs editor in a browser window and use it to quickly make the
changes. Our editor employs HTML5 technology so you can access it from any device (e.g., laptop, tablet, mobile). No local
installation is required.
If you need to make extensive changes to a piece of correspondence, we recommend using Microsoft Word, the de facto
world standard for word processing..
BIRT PowerDocs I Benefits
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Multi Channel Delivery
BIRT PowerDocs gives you the ability to dispatch correspondence to multiple
customer channels simultaneously: email, print, text message, fax, ftp-file-
server, CMIS-enabled content management systems, and more. One of our
customers even uses BIRT PowerDocs to generate written messages for
Output document formats and channel selection can be left to the users’
discretion or made conditional on customer data — it’s all up to you. You set
the rules for how correspondence is dispatched..
Enterprise-grade Batch Processing
BIRT PowerDocs harnesses the power of the cloud to produce correspondence
in virtually any quantity. Whether you’re creating several hundred documents
or several million, there will always be sufficient computing resources available
to quickly complete the job.
Workflows and Process Integration
BIRT PowerDocs can map workflows and approval processes, as well as all
CRUD operations in the Salesforce system.
By the Way
If you need dynamically created charts based on the passed data or a legal
electronic signature in your approval processes. It’s built in BIRT PowerDocs as
BIRT PowerDocs grew up in the enterprise software environment and now we
brought this high class piece of software into the cloud. With all it’s features
and functions it’s the only enterprise class software available in the cloud at an
■■ Salesforce1 Ready
■■ Lower Costs
■■ Control Over Where Data is Hosted
■■ Faster Communication
■■ Higher Efficiency
■■ Better Customer Service
Try it for free! 30 days free trial.