Business Document Unity
Business Document Unity is a unique collaborative platform designed to optimize the management of your documents and their associated data, as well as your global communication (inbound, outbound and internal).
It meets your needs for document composition, production and cross-media distribution, as well as for content capture and archiving, integrating them into your business workflows.
You benefit from an EDM and CCM – Editique solution in a single Content Management platform.
WITH THE BUSINESS DOCUMENT UNITY PLATFORM,
A SOLUTION TAILORED TO YOUR EVERY NEED
Quickly process your content
- Digitize your incoming documents
- Automatically classify incoming content and data
- Automate repetitive and low value-added tasks
- Optimize error detection
Preserve and secure your content
- Store digital content securely and permanently
- Protect and guarantee the security of your sensitive data
- Provide access to content via a user portal
- Search your archived content simply and efficiently
Optimize your outgoing communications
- Personalize your customer/citizen/staff communications
- Strengthen the quality of your customer relations
- Reduce your communication costs
- Make your business teams autonomous from IT
Enhance your collaborative communication
- Strengthen collaborative work
- Send the right message at the right time via the right channel
- Communicate with your customers/collaborators in an innovative way
- Make your customer a key player in your communications
FUNCTIONALITIES
Discover the 4 key processes that meet your needs for content and communication management with your customers, constituents and employees. Click on each process for more information.
CAPTURE
Facilitate access to information for your employees
The Business Document Unity platform enables you to capture, integrate, process and archive your incoming and outgoing documents.
#SCANNED DOCUMENTS
BDU integrates all your scanned documents, whatever the scanning method. To improve productivity, BDU integrates LAD/RAD functions for automatic classification and indexing during document integration.
Upon document integration, document processing can be triggered according to defined rules.
#EMAIL SCANNERS
Business Document Unity automatically captures email (and fax) objects from your inbox. By configuring its connector to the Exchange server, e-mails are automatically captured and indexed. Management and processing rules are proposed to ensure the processing and distribution of emails or attachments.
#OUTGOING COMMUNICATIONS
Documents produced by BDU’s CCM modules are natively captured and integrated into the platform, providing a 360° view of customer, member and employee files.
#E-INVOICES
As e-invoicing regulations approach, BDU offers you the possibility of automatically capturing and integrating e-invoices that comply with the X-invoice standard.
The invoice is archived, automatically indexed, and the accompanying documents embedded in the PDFA are archived and linked to the invoice.
#OFFICE DOCUMENTS
Business Document Unity enables users to integrate MS Office documents whenever required. Whether from MS Word, MS Excel or MS Outlook, users can use a plug-in to integrate documents (or PJs in the case of email) into the BDU platform. The document will be integrated by applying the archiving policy defined by the metadata entered. A document workflow can be triggered to process the email.
Preserve
Find and consult content quickly and easily
The Business Document Unity platform classifies and archives all your incoming and outgoing content and internal documents, whatever their format, as well as the associated metadata.
Its ergonomic, customizable user portal provides your managers with a flexible, collaborative tool for searching, viewing, annotating and sharing archived content.
#ARCHIVAGE
With its compression, authentication and encryption functions, the archiving engine enables you to archive all your documents and data, acting as a centralized safe with probative value.
#SECURITY AND COMPLIANCE
To ensure the security and traceability of your content and help you guarantee regulatory compliance, the Business Document Unity platform offers a range of dedicated tools such as the authenticity module and the RGPD module.
All these tools enable you to protect and encrypt all your corporate documents, as well as your data and archives.
#USER PORTAL
The content management user portal gives your staff rapid access to search, view, annotate and share archived content.
Its administration interface lets you define access authorizations to archives and data by user and user group:
- Dashboards that can be configured and customized by your users themselves
- Instant viewing of archived content, with the option of annotating without altering the archive
- Intuitive, high-performance search engine
Find out more
CREATE
Increase efficiency and autonomy at your workstation
The Business Document Unity platform provides you with complete CCM- Customer Communication Management functionalities, from the creation of document templates to production and interactive editing.
The platform’s document design and production modules integrate easily with your business applications, and interact with your third-party electronic signature and e-mail solutions.
The platform’s business approach and collaborative functionalities encourage cross-departmental collaboration, and facilitate cooperation between your business and IT teams to deliver personalized communication to your customers.
#DESIGN: REDUCE YOUR DOCUMENT TEMPLATE LIBRARY BY 75%.
The Business Document Unity platform features an intuitive, customizable, multi-profile document repository.
Your designers have access to a range of resources for designing their document templates: texts, clauses, graphic charters, etc. They can visualize and test the final rendering in real time.
What’s more, through a thin client application, your business users benefit from a true collaborative design tool, enabling them to design, customize and manage document templates, text and clause libraries, etc. autonomously.
#PRODUCTION: IMPROVE PRODUCTIVITY
The Business Document Unity platform enables you to produce your documents on demand, in batches or in large volumes of up to several million documents, from your business applications or any other application on your information system.
You benefit from a complete, robust production environment for document supervision, traceability and distribution.
#INTERACTIVE WRITING: BOOST CUSTOMER LOYALTY
Your customer relations teams and employees who write letters on a daily basis in their front or back office activities benefit from a real interactive writing tool.
Thanks to its intuitive, dynamic user interface, the application guides your staff through the follow-up of files and the drafting of customer relations communications by email or post, such as claims management, personalization of contracts and underwriting documents, customer requests, etc…
COLLABORATE
Automate your document processes
Thanks to its integrated sharing, omnichannel distribution, business workflow and digital communication functionalities, the Business Document Unity platform offers your internal teams and your customers a new, fluid and innovative experience of collaboration and dialogue.
Modular and integrable, the platform also adapts to your needs and your information system, thanks to its APIs and multiple connectors.
#OMNICHANNEL SHARING AND DISTRIBUTION
You can securely communicate content and documents managed by the Business Document Untiy platform to your customers or colleagues.
Content from archives is restored in its original form, and your staff can annotate it.
Documents intended for your customers are produced and routed to the relevant distribution channels: your in-house equipment, your print providers or email distribution systems, etc.
#WORKFLOW
The workflow engine at the heart of the Business Document Unity platform is the conductor of your content and customer communication management.
From the capture of incoming content to the response to your customers, it dynamically manages the cycle and path of each document, its security and confidentiality, archiving and retention strategy, and triggers the response production and distribution processes.
#SMARTBDOC: THE DIGITAL DOCUMENT
SmartBdoc (link to SmartBdoc page) is a truly innovative digital medium based on HTML5 technology, enabling you to respond to your customers’ new digital uses with personalized, multimedia communication. Responsive design, incorporating dynamic images, videos and interactive navigation, SmartBdoc enables your customers to access only the content that interests them, in the form that interests them.
#CONNECTORS AND API
Business Document Unity is an open platform offering connectors for dialogue with your information system’s tools and solutions:
- Advanced OCR
- CMIS: for standard integration of BDU’s EDM module
- PlugginOffice: allows users to integrate their own office documents
- Exchange connector: enables automatic email integration
- Data Connector: enables the platform to connect to external databases
- eSignature Connector: dialogs with electronic signature solutions such as Docusign, Signaturit and Connective, etc.
- Email Connector such as Brevo and Mailjet
Business Document Unity is an easy-to-integrate platform, thanks to its standard API and workflow formats.
