Document
Technologies
Overview
Leveraging powerful enterprise document management / generation software and amassed business and technical knowledge, we strive to improve efficiency, consistency, and ease of use throughout the Word & Brown Family of Companies
Services
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Automated Workflows
By using the Process Automation module of HP Autonomy we can replace inefficient manual processes with browser based automated workflows
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Form / Document Design
Our team of designers can create user friendly and compliant forms (paper or electronic), letters, reports, and other business documents based on your specifications
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Fillable PDF
Replacing or supplementing paper forms with fillable PDF forms allows for capturing cleaner, more complete information
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eForms
Dynamic electronic forms (eForms) can be created for internal processes as part of a workflow or as standalone forms to capture data
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Data Capture
Whether handwritten paper forms, fillable PDFs, or web based eForms, any desired data can be automatically stored in a database and/or loaded into your department’s backend systems
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Document / File Repository
The WorkSite module is a robust file repository for easily storing, labeling, and retrieving your documents, images or any other file you department needs to archive. It also includes versioning, check in/check out, and retention policy management
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High Speed / Volume Document Generation
HP Exstream can be used to create pre-formatted documents such as letters, invoices, quotes, notifications, and so on. Using your backend systems or other databases Exstream uses templates to quickly generate outgoing documents as a print stream or PDF
Expertise
- HP Autonomy
- Autonomy Process Automation
- TeleForm
- WorkSite
- FileSite / DeskSite / WorkSite Web
- Records Manager
- Communications Server
- HP Exstream
- Microsoft SQL
Accomplishments
- IT Development
- DocTech Project Intake process
- DocTech Maturation Lifecycle
- DocTech SDLC
- MySQL Integration POC
- REST/JSON Integration POC
- HP Environments Installation & Configuration
- General Agency
- Online Enrollment POC
- CA RFP Redesign (data capture ready)
- NV RFP Redesign (data capture ready)
- HPRG Phase 1 (CA Small Group Questionnaires & Redline process)
- Finance
- Choice Builder Commission Statements process
- Choice Administrators
- Doc-Link Production Support
- Fillable PDF versions of top 18 CaliforniaChoice forms
- Customer Service Center Exceptions process (coming soon)
- WorkSite Repositories (all departments – coming soon)
- Choice Builder
- Redesign / Fillable PDF of all Choice Builder forms
- All Company Access
- Form Change Request process
- Form UAT process
Meet the Team
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Aaron Watts
Supervisor
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Chris Sturiale
Document Automation Specialist
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Scott MacKechnie
Senior .Net Developer
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Danny Pham
Quality Assurance