IMPROVE YOUR CUSTOMER EXPERIENCE

From corporate image to interaction feedback

At DocPath we understand Customer Communications Management as a document software solution prepared for the creation, workflow, analysis and multichannel distribution of the internal and external communications that a company uses for its daily operations.

DocPath Podium is the ideal solution to cover the complete document flow of any public or private organization: it enables the design, generation and omnichannel distribution of documents at any scale. It easily integrates with other business applications, reducing any negative impact in the organization. This results in customized corporate document communications, highly adaptable to regulatory requirements that will strengthen brand loyalty for the stakeholders of any business or institution.

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Introducing our CCM Solution

DocPath Podium Features

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Design

Create intelligent document forms or templates without the need for coding, follow their approval workflow, and archive them in a repository with version control.

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Generate

Merge your forms with variable data to create documents swiftly, online or offline, on demand, and at massive scales.

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Distribute

Maintain total control over document delivery with multiple digital and physical output options, real-time tracking, and easy last-minute error corrections from anywhere.

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Archive

Store your documents into our document management system and easily retrieve them through content search and various indexes.

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Monitor

Explore endless customization, and visualize statistics about your document generation and distribution processes with dynamic graphs displaying a real-time picture of performance, stats, errors and logs.

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Business Users

Empower any department you choose in your organization to independently modify any predetermined part of any document in your CCM platform, enabling total customization.

Podium can integrate your forms or help you create dynamic templates with or without the need for coding. Its advanced technology allows to extract data from any source, without modifying the customer infrastructure, and merge that data with intelligent forms of infinite customization options. Templates can comprise a range of complexity from the simplest to logical variables that, depending on the data provided, will produce a completely different document. The level of the user who designs them can be from an IT expert to a business user, thanks to its intuitive Drag & Drop design option.

Besides, different departments can be involved during the development of the templates, with the ability to keep control of changes, versions and to choose who is responsible for them. Keep a clear control of the versions and statuses of your templates, quickly seeing the status of the workflow. Having your templates in repositories will allow you to make automatic changes in several templates at the same time, quickly adapting your company to any change in all its documents instead of manually making changes for hours.

Podium can integrate your forms or help you create dynamic templates with or without the need for coding. Its advanced technology allows to extract data from any source, without modifying the customer infrastructure, and merge that data with intelligent forms of infinite customization options. Templates can comprise a range of complexity from the simplest to logical variables that, depending on the data provided, will produce a completely different document. The level of the user who designs them can be from an IT expert to a business user, thanks to its intuitive Drag & Drop design option.

Besides, different departments can be involved during the development of the templates, with the ability to keep control of changes, versions and to choose who is responsible for them. Keep a clear control of the versions and statuses of your templates, quickly seeing the status of the workflow. Having your templates in repositories will allow you to make automatic changes in several templates at the same time, adapting the company quickly to any change in all its documents.

A tool with the power of Podium’s generation capabilities needs an option to access all relevant information about your own generation in real time. This means being able to monitor high volume peaks and setting up alerts to notify the person in charge of this monitoring.

By enabling more precise control, companies can anticipate and mitigate potential bottlenecks, optimizing resource allocation and ensuring fluidity. It is also essential to maintain the integrity of information and ensure that messages reach the right recipients in a timely manner, eliminating potential risks and human errors that sometimes lead to major problems and loss of time, which, as we know, is very valuable. Regarding omnichannel communication, with DocPath Podium you have access to tools that simplify the distribution of reports and documents to the most suitable output, whether via print, email or directly by text message, being able to make last minute corrections in mailings or printouts from anywhere.

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