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Real Life Examples

At Kim Document we are all about making improvements to the way you work. After all, it's the small things that can make the most significant difference.

For example, today, I completed two questionnaires from different vendors to sign up for their platforms. Here's what's interesting.

Questionnaire 1 was simply an online form. I keyed in my data and received a message on the website thanking me for filling out the form and to be on the lookout for more information on the next steps. 

But here’s the downside. I received no confirmation or record of what I had keyed in, and no email. What if I had miskeyed some information, or if I wanted to look back at what Information I had shared with them?

Questionnaire 2 was an MS Word document that asked me for a whole lot of information. But the whole formatting of the document was a faff. I had to undo highlighting that appeared, correct italics, and update different fonts & sizes. And when I was done, I created a PDF version, so I had a record and sent a copy back to the vendor by email. But I couldn't help thinking that someone on the other end would have to rekey all that information into another system, which was not only time-consuming but also subject to human error. 

Data, Document or both?
Both questionnaires were all about the data, but the process of collecting my data was flawed. Neither left me thinking I've just had a great user experience, and it got me thinking, "Why hasn’t this simple workflow been automated?" 

In my mind there are three steps to this workflow:

  1. Capture the relevant information.
  2. Generate the document, using the data captured, meaning both parties have a record of the data submitted.  Even better if this document is complete with your corporate brand look and feel.
  3. Analyze the data to see if you can identify any patterns, trends and insights that can help inform business strategy, marketing efforts and operational improvements.
It may be because I've been at Kim for a few months now, and I know how much better the process could have been if they had used something like Kim Document.

In both cases, it would have been easier if they just tagged the data points in their original MS Word documents (complete with their corporate branding, look and feel) and uploaded the documents into Kim Document. They could have used the no-code wizard in Kim to build out the online web form and generated a link that they could share with not just me, but anyone else that needs to complete the form in the future. The data I provided would then have been used to populate the document and both the vendor and I would receive a copy of the completed document - perfect for filing and keeping as a record. 

The Benefits of using a solution such as Kim Document
The benefits to the vendor are that they create the form once and use it multiple times.  The information is captured, and the data is stored in a central location which they are then able to download in a spreadsheet and interrogate. Alternatively, they can integrate with third-party solutions such as their CRM, Power BI or other systems, through APIs, to be analyzed.  Another benefit is the workflow whereby each party receives a copy of the document for their records, and all of this is done automatically.

The benefit to the end user is a seamless process of supplying the data and getting a copy of the information they have shared for their records. They can then check or refer to this document, should they need to in the future.  

As I said at the start, Kim Document is all about improving the process, and today, I have found two similar use cases where I know Kim Document would have a significant impact whilst improving the customer experience.  

Artificial Lawyer Product Showcase: Kim – Document Automation

In the first of a series of videos, Karl Chapman, CEO of Kim Document, takes us through a quick demo of Kim, a no-code document generation tool, and shows how quick and easy it is to take your existing MS Documents and turn them into active applications.

Melody Easton

Melody has more than 20 years' experience in marketing products and services to the legal industry. She started her career in Legal IT at iManage when it was still a start-up. Since then, she has worked at multiple vendors helping them develop their customer advocacy, community, and lead generation strategies. She currently heads up Marketing for Kim Document.

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Topics from this blog: Document Generation Use Case