Case studies
Acquire A complete solution to secure, simplify and optimize document and application management.
THE CUSTOMER
Requirements
- Integrate a complete document management solution
- Guarantee application security
- Facilitate the work of administrators
- Need for a solution hosted directly by the publisher
Sector of activity
Mutual insurer specializing in savings and supplementary retirement.
Employees
30
THE ANSWER FROM BUSINESS DOCUMENT UNITY
- Reduce document complexity and gain agility
With BDU, teams can design, adapt and maintain their document models with complete autonomy.
Texts, dynamic data, images, business rules: everything is centralized to facilitate production.
Documents are generated on demand or in bulk, then automatically distributed via all channels (email, post, portal, etc.). - Work with confidence thanks to a secure, controlled framework
BDU archiving is compliant and traceable, and access is managed to guarantee data confidentiality. Sensitive documents are protected in a secure environment to meet regulatory requirements - Simplify day-to-day management and strengthen collaboration
Document templates and document flows are controlled from a single interface. Thanks to the collaborative portal, teams can track processes, organize tasks and visualize production stages.
Dashboards are also created to anticipate errors and optimize processes.
Rely on a hosted service, always available
- BDU is offered in SaaS mode, hosted by the software publisher.
This guarantees ongoing maintenance, automatic updates and no need for in-house infrastructure. Teams remain focused on their core business, while relying on a high-performance, scalable and secure solution.
TESTIMONIAL
“With BDU, we have regained control of our document management.
Business teams can create and adapt their templates without depending on the IT department, which saves us precious time. Production is fluid and multi-channel, and above all, we distribute our documents much more quickly.
The standard connector between BDU and our Kelia ERP from KAPIA-RGI made integration easy.
BDU’s functionalities, in particular the interactive documents, have also won over the business units, who see it as a scalable solution that meets their future needs.
BDU now enables us to reconcile performance, simplicity and security in our document management.
Testimonial from a mutual specialized in savings and supplementary retirement.
