User Actions:
1) Open your Docmo Excel file.
2) Update your data export from external app.
3) Select customer, and enter details not included in the export.
4) Click 'Build Report.'
Automations:
1) Your Report template (a Word file) is customized using exported data and user selections.
2) One section per scope item is added.
3) Completed proposal is saved as .pdf into the customer's folder on your internal network.
User Actions:
1) Log in to Salesforce.
2) Select a project.
3) Click 'Produce Required Reports with Docmo.'
Automations:
1) Docmo knows that 3 reports are due based on Salesforce project data.
2) Report templates are populated with values directly from Salesforce.
3) Additional charts, tables, and calculations are compiled inside the Docmo workbook using Salesforce data. Populated into report templates.
4) User and manager are emailed the finished reports.
User Actions:
1) Open your Excel file for the project.
2) Click 'Refresh data from Sage.'
3) Enter project details (information not in Sage).
4) Click 'Build Contract Packages for all Subs.'
Automations:
1) Docmo chooses which contract templates and which forms (insurance, bonds, government, etc.) are required for each Sub.
2) All necessary documents and forms are customized.
3) All customized documents are organized into a folder dedicated to that Sub.
User Actions:
1) Open your Docmo Excel file.
2) Click 'Refresh Account Info from Internal Database.'
3) Click 'Produce Audit Letters.'
Automations:
1) For each Account, Docmo knows which template is appropriate (based on account type and details).
2) Account details are populated.
3) Transactions are populated as a table.
4) Audit report is saved as both .docx and .pdf with Account ID in the filename.
Reduces related manual effort by 85%.
Enjoys positive ROI within 3 months.
(Without Docmo.)
(With Docmo.)
busywork, missing deadlines
data re-entry between systems
content imperfections
disorder
which templates and forms to use
what to name files and folders
when to repeat or remove sections
which verbiage and calculations to include
Your data is routed into an Excel workbook (typically via background connection or by direct user entry).
Formulas and cell references instruct Docmo's Actions when to do what.
