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Who Should Manage Your Documents?

This an important question that many CCM teams ask; and we have seen three approaches to document management that work for different reasons: instructional, empowered, and partnered. We’ve termed the first option “instructional” because this more traditional method relies heavily on technical specialists receiving frequent and detailed instruction from document contributors and owners. Envision here the subject matter expert relaying their requirements to IT personnel, who may not have much background in document design or production, let alone in legal or marketing matters for example. ...


Improving the Design and Delivery of a Credit Union’s Member Statements

With consumers becoming increasingly more educated about their banking options, credit unions are seizing this opportunity to better connect with members. There is an effective tool in their promotional arsenal that is perfect for this—the member statement. Understanding the importance of the member statement as an ongoing vehicle for communication, one of our service provider clients who does work for credit unions came to us with the need to improve the format of their customers’ member statements. While it wasn’t an extremely complex project, the company didn’t have the time or resources...


Interactive Version Control Brings More to the Table

In the previous post, “Version Control is Important and Fun,” we focused on the general concept of document version control. In this post we look specifically at version control in the Quadient Inspire software suite, and go beyond just documents, to the concept of versioning all document-related resources. Within Quadient Inspire, version control takes place in two applications; Inspire Content Manager (ICM) and Inspire Interactive (II). You might be asking yourself, “why two places for version control within the same product?” That mainly comes down to one question – should your IT per...


Version Control Is Important, and Fun…

Document version control can be interesting. Ongoing official versions of the US Constitution exist for example, as do the drafts leading up to its initial adoption. The Constitution, like most documents we deal with each day, is a living communication used to make something official in a legally binding sense. “Legally binding sense?” – well that part isn’t so much fun, but it is important. Statements, policies and even marketing materials must not only be accurate; they must be traceable over time. And unlike the Constitution, modern communications add complexity by presenting different ...


Quadient’s 2019 Global Inspire Days – An Awesome Event for Partners of Quadient

Gautam Kanwar I just returned from attending Quadient’s 2019 Global Inspire Days. It was an amazing event with more than 400 attendees and 23 countries represented. I have been to Quadient’s Inspire Days in the past, but this one was particularly impressive. First, the demographics have changed—more users were from enterprises than ever before. Additionally, this year Quadient Partners were introduced and invited to participate at a level that made us feel the value we provide to Quadient users seeking deeper, more efficient ways to use the technology. Chris Hartigan, Quadient’s Chief Sol...


Participation on Modernizing CCM at Quadient Global Conference

BelWo President Gautam Kanwar to Participate in Panel on Modernizing Customer Communications Management at Quadient Global Conference DALLAS - Sept. 5,2019 BelWo Inc., a global managed services provider specializing in customer communications management (CCM), announced today that Gautam Jit Kanwar, founder and president of BelWo, Inc. will participate in a panel discussion exploring successful digital transformation projects and implementations of CCM at Quadient’s 2019 Global Inspire Days User Conference. The conference, to be held Sept. 9-11 at the Grand Hyatt San Antonio in Texas, sh...


Ensuring an ROI on Your CCM Investment

Recently, an article I wrote, “How to Leverage Tech in Customer Communications,” was published in Insurance Thought Leadership. It talks about the challenges inherent in communicating with customers who may carry different products (e.g. life insurance, health and disability etc.) with a single insurance company. When it comes to producing varied documents, issues arise as to how to coordinate multiple, separate applications, systems and processes to produce communications that are consistent and show they understand the relationship the recipient has with the enterprise. Understanding wh...


A Top Insurance Organization Expedites Migration to New Platform with Support of BelWo

Project Background One of Canada’s top ten insurance companies, providing commercial lines of insurance, has a passion for providing winning solutions and unparalleled service that goes beyond the insurance solutions it provides. The company strives to build committed relationships with its partners-customers and brokers-by truly understanding their needs and investing in their success. The company was using a homegrown legacy document composition solution to produce its varied insurance documents, but homegrown systems developed over years are not easily maintainable. It required a treme...


Standard Data Models in CCM

How Interchangeable Parts Can Improve Your Capabilities   Many of us learned in school about Eli Whitney, Marc Isambard Brunel, Henry Leland and others who pioneered the idea of “interchangeable parts”, a concept which accelerated the industrial revolution. Over 200 years ago, standard, identical parts drove explosive growth in manufacturing as assembly line production replaced hand-crafting for many goods. In recent decades the ability to customize within any given set of standards, through modular design & production techniques, has shown that the same principles of interch...


Automated Proof Approval Through Online Portal

In today's fast paced world getting a quick proof approval can make the difference of a statement going out on-time or late. In the world of statement printing being on time is essential as a late delivery can have financial repercussions. Many statements need to go through an approval process prior to being released into production. BelWo's challenge was to develop an automated process for data processing and then creating a portal that automatically posted the proof to a secure web portal for client approval. Upon posting the proof the client would be notified via email that a proof was w...


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