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Document Optimization

Transforming Business Documents

Account statements, customer agreements, business letter systems, forms, compliance documents — all of these could work far better for every stakeholder, even their owners. Product sheets and welcome kits can often benefit as well. Through our proven re-engineering process, these all become positive customer touchpoints while maximizing efficiency for internal users.

Maintenance and Outsourcing

Ongoing maintenance protects a firm’s investment in optimized documents and ensures that quality doesn’t erode over time. Both the structure and pricing of maintenance arrangements is customized to your needs and preferences. Full outsourcing can include all maintenance features — hosting, project management, drafting, design, non-data content updates — as well as staged carrotization.