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

  • Automated Workflows

    By using the Process Automation module of HP Autonomy we can replace inefficient manual processes with browser based automated workflows

  • 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

  • Fillable PDF

    Replacing or supplementing paper forms with fillable PDF forms allows for capturing cleaner, more complete information

  • eForms

    Dynamic electronic forms (eForms) can be created for internal processes as part of a workflow or as standalone forms to capture data

  • 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

  • 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

  • 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

  • Aaron Watts

    Supervisor

  • Chris Sturiale

    Document Automation Specialist

  • Scott MacKechnie

    Senior .Net Developer

  • Danny Pham

    Quality Assurance