Benefits of Document & Form (Web App) Automation
In a perfect world, people who work with/create documents would automate as much as they could, set up templates to allow staff to self-serve as much as possible and reduce the risk associated with having to rekey information. This, in turn, would free up their time to concentrate on more strategic work.
Speed & Efficiency
Get more done with the same amount of resources by producing documents quickly and gathering data more efficiently.
Create data-rich documents that allow you to gather information, analyze the outputs and make the data available for future use.
Optimize internal processes by simplifying day-to-day tasks, and in the process, improve both the client and employee experience.
Save valuable time by automating your operational documents, such as vendor onboarding, security questionnaires, benefit and pension letters, etc.
Allow clients and employees to access certain documents or templates which they can then complete quickly and securely, improving both the CX and EX experience.
Collaborate with both external and internal parties and eliminate the need for emailing document versions back and forth. All done within a secure online portal.
Example Use Cases
These are just a few examples to help you get an idea. However, we see people using Kim Document to create Terms of Business, Renewal Proceedings, Admission Notices, Break Notices, Compliance Training Campaigns, Employment Questionnaires, etc. The use cases are endless.
Providing an NDA to a prospective client
Sergio in the sales department needs to provide a prospective client with an NDA before beginning work with them. Unfortunately, he is unable to locate the latest document. It cannot be self-served, and getting it from legal may take some time. Because of this process, the receipt of revenue could be delayed or lost altogether.
Discover how legal teams can use Kim Document to help sales self-serve, reducing the timeline from days to minutes.
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Creating a new vendor Information Security Checklist
Layla in the IT department needs to send a new vendor the Information Security Checklist to complete. She hunts for a while and when she finds it, she's unsure if it's the most recent version. Additionally, she will need to rekey the information back into the system, upon receipt after sending it by email. This approach poses a considerable governance risk, it can be very time-consuming and is prone to mistakes.
Watch how Layla automates the process using Kim Document and captures the relevant data, quickly and securely.
Capturing compliance requests and monitoring progress
Joseph from compliance must verify that all 847 of his co-workers have read and understood the latest "Code of Conduct". It can be pretty challenging and time-consuming to follow and determine whether people have responded once you send it by email with the document as an attachment. Plus, afterward, he still needs to collate the data manually.
Find out how Joseph can improve/speed up the process and capture the data in a central place for future analysis.
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Get Work Done. Faster. Better. Cheaper.
Kim Document is a no-code document automation and generation tool that helps make life easier by saving time, reducing risk and providing valuable data analysis.
Simply take your existing MS Word documents and turn them into web applications that can be shared internally and/or externally to collate data or generate the first draft of a document, in minutes and with no training.