Organizations can save time and money by making document design more efficient. Whether you are designing transactional documents, digital forms or customer onboarding communications, chances are you will encounter the same challenges as a lot of your peers in other industries.

1. critical concepts
to make document
design more efficient
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Scriptura Engage | Market view | 5 concepts document composition
5
Efficiently creating document
templates and output has a huge
impact your business. Organizations
can save time money by focussing on
certain concepts to make document
design more efficient. Whether you are
designing transactional documents,
digital forms or customer onboarding
communications, chances are you will
encounter the same challenges as a lot
of your peers in other industries.
Based on our experiences we
discovered several design concepts
that can make a huge difference when
designing communications.
We are confident one or more of these
5 concepts will prove to be of great
value for your business.
1. Digital-first
When considering to implement a
new communication platform, be sure
to go for the one that’s “digital-first”.
You don’t want to push old school
paper-like output through digital
channels, because your customers
won’t appreciate that. Responsive
design is important here. The layout
of a communication should change
depending on the device it’s viewed on.
Smartphones have a smaller screen, so
the content needs to be narrower and
more vertically stacked as opposed to a
desktop screen that can have multiple
objects side-by-side.
Read what the CCM market says
about digital-first: click here.
2. Template design
In most organizations contracts,
statements, invoices and other
communications are often
programmed. This can take up to
4-6 weeks and once completed and
changes to the template need to pass
through different development cycles
before being released into production.
By using an intuitive graphical design
WYSIWYG environment you drastically
reduce time (in under a day!) to design
communications. No programming is
needed as business users can design
templates in an intuitive WYSIWYG
design tool.
Want to know how to save time on
designing templates in a WYSIWYG
environment?: click here.
3. Multi-branding (styles)
It is important to have a consistent
look and feel in every customer
communication. Styles can provide a
great help in assuring that your brand
identity is used across communications
and across channels.
Some companies have many brands
and output applications through
acquisitions. A uniform communication
strategy is needed to save costs
tremendously.
Learn how you can realize a 50%
improvement in template authoring
and template management,
like Suncorp did: click here.
4. Business rules and
conditional logic
Add conditional logic and business
rules to output templates to control
the behavior and inclusion or exclusion
of specific parts. Conditions should be
wizard-driven, so even business users
can use them.
Only present relevant information
to make communication clearer and
more efficient. Conditions also allow
cost reductions since small differences
between two documents can be
handled with conditions on a single
template, instead of having to maintain
two templates.
Learn how Federal Public Service Finance Belgium
easily communicates to its
trilingual citizens: click here.
5. Multilingual
Most organizations have customers
with different native languages. This
can result in low response rates and
low customer experience when your
customer does not understand your
communications.
By offering communications in your
customer’s preferred language, you
offer a better customer experience and
trigger better customer responses. And
because the different languages can be
managed in one template, the number
of templates is drastically reduced:
organizations have reported up to 87%
reduction in templates.
This makes template management
much more cost efficient because
changes can be done in one template,
instead of in different templates for
each language.
National Pensions Office transferred
from 149 to 19 templates and saved
time and costs: click here.
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