“Document automation has been a standard method of generating customised client documents such as contracts, policy documents, welcome packs and financial reports for years within the legal, financial services, and insurance industries,”
The company will be showcasing three document automation solutions in particular at this week’s show: a Section 14 Pension Fund Contract Management and Automation solution, an Investment Fact Sheet and Investment Report Automation solution, and a Sales Opportunity Document Automation solution.
“The solutions we have chosen to demo at the show are primarily aimed at the financial services and insurance sectors, as well as sales organisations,”
As resellers and implementation partners of Qorus Software, the SharePoint document automation software company, Relate Technologies build their document automation solutions on the backbone of the company’s flagship document automation plug-in platform for SharePoint, Qorus DocGeneration.
“Our use of Relate Technologies’
“The is our first time exhibiting at the Business Users’ SharePoint Conference, and we anticipate great interest from attendees of the show wanting to learn how document automation can be used to increase their ROI in SharePoint. The ROI will become obvious to attendees when we demonstrate how document automation improves the effectiveness of their client facing documents, while dramatically cutting the time and effort required to generate them,” concludes Lander.
For more information on the company’s document automation solutions for SharePoint, please visit http://www.relatetech.com
ABOUT RELATE TECHNOLOGIES
Relate Technologies is a Microsoft Partner with Gold Competencies in Portals and Collaboration and Customer Relationship Management, and a Silver Competency in Software Development. Established in Cape Town, South Africa in 2004, the company offers systems integration and application development services, and develops bespoke Microsoft Dynamics CRM and Microsoft SharePoint based applications, such as document automation, workflow and sales automation. The company has delivered solutions to financial services, insurance, retail, telecommunications and IT companies locally and overseas.
ABOUT SHARE, The SharePoint Conference for Business Users SHARE: The SharePoint Conference for Business Users is the only global SharePoint conference for business users who use Microsoft SharePoint to drive business value. This year’s exciting 2nd annual South African SHARE conference offers an ideal environment for professionals to engage in important conversations and pinpoint innovative ways to use SharePoint to achieve business results. SHARE 2013 features powerful keynote presentations, interactive workshops, exhibits from leading SharePoint technology and service providers, plus extensive networking opportunities. Join the award-winning SHARE conference community from 11-13 March 2013 at The Sandton Sun in Johannesburg, South Africa.
For more information, please visit the conference website: http://www.shareconference.com/