Automated Document Generation
Many organizations need to produce large numbers of complex, richly-formatted documents or presentations from data such as customer or product data. Often, the documents are very similar in style & layout, but each document has different content, perhaps with subtle variations in the layout depending on the data.
Electrum specializes in creating such documents automatically. We create complete solutions encompassing the capture of data from various sources, transformation and aggregation of the data, automatic generation of documents and workflow for document review and approval. Documents can be generated either in bulk or on-demand.
For electronic distribution or for high-quality print, our solutions can produce much more complex and full-featured output than traditional report-generation tools. The documents can include charts, graphs, and even interactive elements.
Many of our document-generation solutions are integrated with Microsoft SharePoint to support document management and rich workflow and approval processes.
We have a particular speciality in automating the production of Fund Factsheets.
