GMA Consulting partners with Qorus Software to implement DocGeneration, a document automation tool for Microsoft SharePoint and Word. This solution targets financial services firms needing to automate complex, high-volume documentation like proposals and contracts. By replacing manual copy-paste methods, the system reduces errors and costs while improving efficiency through seamless integration with ERP, CRM, and workflow tools like Nintex and K2.
Parts used in the Qorus DocGeneration Project:
- Microsoft SharePoint platform
- Microsoft Word
- Nintex workflow tools
- K2 workflow tools
- ERP systems
- CRM databases
- SQL databases
- Data Tags
- .NET development framework
London, England (PRWEB UK) 24 October 2011
GMA Consulting has a strong track record in providing its clients with advanced functionality centred on the Microsoft SharePoint platform. Now GMA is partnering with Qorus Software to market and implement Qorus flagship DocGeneration product.
Many of our financial services customers produce a high volume of complex and tailored documentation for purposes such as client communications or reporting. Weve seen examples where these documents are produced using cut and paste or Word mail-merge. Our clients know that these processes are laborious and can be prone to user error. And in the current climate all organisations are looking to increase efficiency and potentially reduce costs. said Ben Grey, a Director at GMA Consulting.
Qorus DocGeneration is embedded into Microsoft SharePoint and Word to dramatically reduce the time and effort required to generate complex and highly customised documents such as proposals, client communications, reports and contracts while improving quality and consistency.
Qorus DocGeneration also works seamlessly with Nintex and K2 workflow tools to streamline the approval process and distribution of documents.
Document generation happens in 3 easy steps:
Easily design templates (no coding)
Dynamically source the right content
Rapidly generate professional documents
Qorus DocGeneration enables organisations to generate, centrally store and manage intelligent Microsoft Word templates in SharePoint. These intelligent templates created with Qorus are embedded with Data Tags specifying where content is to be inserted and where it will be sourced. Qorus data tags can link to and source content such as documents, data, images and graphs from ERP systems, CRM databases, SQL databases and Microsoft SharePoint to merge into a specified intelligent template. The result is an automatically populated customised document that is accurate and well formatted to ensure quick turnaround times on information requests and minimal human error.
We are delighted to be working with Qorus Software and we believe that DocGeneration will provide our clients with a flexible and effective yet inexpensive solution to help them achieve greater efficiency and accuracy in document production. continued Grey.
Lee Child, Managing Director of Qorus, said We are really pleased to be at the beginning of this exciting partnership with GMA. We look for partners that offer innovation and that little bit extra to their client base. We believe that in GMA we have found a partner that not only offers this combination but also has a solid track record of delivering quality solutions into the Financial Services sector, a market that is very important for us. We look forward to being an integral part of GMAs solution portfolio going forward.
Organisations interested in learning more can visit http://www.gmaconsulting.com/sitepages/qorus.aspx or contact GMA Consulting on +44 (0)20 7960 2880.
About GMA Consulting
GMA Consulting is a London-based IT consultancy specialising in the design, development and implementation of solutions using Microsoft technologies. Our goal is to help our clients run their operations more effectively and efficiently through the implementation of collaborative-working functionality utilising Microsoft-based technologies centred around the SharePoint platform.
About Qorus
Qorus Software is an innovative provider of document automation solutions for Microsoft Word and SharePoint. Our primary differentiator is ease-of-use to ensure collaboration and knowledge sharing is leveraged throughout the organization in the generation of complex documents. Our focus on SharePoint results in a seamless document automation experience within SharePoint and Word Qorus functionality is added to SharePoint and Word menus, taking advantage of end-users familiarity with those environments. Qorus products are developed in .NET to best integrate with Microsoft offerings and other applications, such as CRM and ERP applications. Qorus Software works exclusively through an international Partner network of Microsoft SharePoint services partners to provide sales, implementation and support services to our customers .
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Find More Embedded System Press Releases
- How does Qorus DocGeneration improve document quality?
It dramatically reduces time and effort while improving quality and consistency by automating the generation of complex documents. - Can Qorus DocGeneration work with existing workflow tools?
Yes, it works seamlessly with Nintex and K2 workflow tools to streamline approval processes and document distribution. - What are the three steps to generate documents using this tool?
The process involves designing templates without coding, dynamically sourcing the right content, and rapidly generating professional documents. - Does creating intelligent templates require coding skills?
No, users can easily design templates without any coding requirements. - Where can organizations source content for their documents?
Content can be sourced from documents, data, images, graphs, ERP systems, CRM databases, SQL databases, and Microsoft SharePoint. - What is the primary benefit for financial services customers?
It helps reduce laborious processes prone to user error and lowers costs while increasing efficiency. - How are intelligent templates managed within the system?
Organizations can generate, centrally store, and manage these templates directly within Microsoft SharePoint.
