critical concepts to make documentdesign more efficient

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Scriptura Engage | Market view | 5 concepts document composition

5 Efficiently creating document templates and output has a huge impact your business. Organizations can save time money by focussing on certain concepts to make document design more efficient. Whether you are designing transactional documents, digital forms or customer onboarding communications, chances are you will encounter the same challenges as a lot of your peers in other industries.

Based on our experiences we discovered several design concepts that can make a huge difference when designing communications.

We are confident one or more of these 5 concepts will prove to be of great value for your business.

1. Digital-first

When considering to implement a new communication platform, be sure to go for the one that’s “digital-first”. You don’t want to push old school paper-like output through digital channels, because your customers won’t appreciate that. Responsive design is important here. The layout of a communication should change depending on the device it’s viewed on. Smartphones have a smaller screen, so the content needs to be narrower and more vertically stacked as opposed to a desktop screen that can have multiple objects side-by-side.

Read what the CCM market says about digital-first: click here.

2. Template design

In most organizations contracts, statements, invoices and other communications are often programmed. This can take up to 4-6 weeks and once completed and changes to the template need to pass through different development cycles before being released into production.

By using an intuitive graphical design WYSIWYG environment you drastically reduce time (in under a day!) to design communications. No programming is needed as business users can design templates in an intuitive WYSIWYG design tool.

Want to know how to save time on designing templates in a WYSIWYG

environment?: click here.

3. Multi-branding (styles)

It is important to have a consistent look and feel in every customer communication. Styles can provide a great help in assuring that your brand identity is used across communications and across channels.

Some companies have many brands and output applications through acquisitions. A uniform communication strategy is needed to save costs tremendously.

Learn how you can realize a 50% improvement in template authoring

and template management, like Suncorp did: click here.

4. Business rules and conditional logic

Add conditional logic and business rules to output templates to control the behavior and inclusion or exclusion of specific parts. Conditions should be wizard-driven, so even business users can use them.

Only present relevant information to make communication clearer and more efficient. Conditions also allow cost reductions since small differences between two documents can be handled with conditions on a single template, instead of having to maintain two templates.

Learn how Federal Public Service Finance Belgium easily communicates to its

trilingual citizens: click here.

5. Multilingual

Most organizations have customers with different native languages. This can result in low response rates and low customer experience when your customer does not understand your communications.

By offering communications in your customer’s preferred language, you offer a better customer experience and trigger better customer responses. And because the different languages can be managed in one template, the number of templates is drastically reduced: organizations have reported up to 87% reduction in templates.

This makes template management much more cost efficient because changes can be done in one template, instead of in different templates for each language.

National Pensions Office transferred from 149 to 19 templates and saved

time and costs: click here.

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