Data exchange made easy with DocuMatrix and TRANSCONNECT®

In Cooperation with TRANSCONNECT® DocuMatrix has developed a solution for the simplified exchange of information. In future, companies will save a lot of time and manpower that was previously spent on creating and exchanging documents. IT departments in particular will be relieved of this burden.

The Problem

The creation and exchange of documents requires a great deal of resources.
In principle, almost every company has some kind of core system, such as ERP systems or others, which are used to create documents. However, this can usually only generate static, non-editable documents. If there are change requests, such as the content of a document or the format of an invoice, adjustments are complicated. The IT department often has to be involved.
If new documents are created with solutions that leave too much design freedom for all parties involved, it is difficult to check that the corporate identity is being adhered to. The result is a proliferation of templates that have to be corrected afterwards.

The Solution

TRANSCONNECT® and DocuMatrix offer cloud-based software solutions that serve as an interface. They do not replace systems, but complement existing ones. The interaction between the two solutions is modeled in TRANSCONNECT® and then implemented by DocuMatrix. This enables seamless and efficient processing of documents along all business processes. Industry and public administration in particular benefit from such a centralized solution.

DocuMatrix software solutions transform static documents into dynamic documents. These can be quickly adapted without IT knowledge – completely independently of the IT department. This allows each department to work flexibly and independently.
Predefined templates and text modules can be used to create and manage individual documents that always comply with the corporate identity and corporate wording. The templates are managed centrally as part of the single point of change principle; one draft is applied to several documents.

The generated documents are automatically retrieved from the required systems in real time and made available on various output channels. These can be formats such as the intranet, WhatsApp, a chat bot, SMS or external online platforms. The company itself decides what the output should be.

The coordination of documents and templates can also be taken over by existing systems. In this case, DocuMatrix only takes over the document creation. The result is an effortless, individualized process – entirely in line with the company’s requirements.

DocuMatrix software solutions also enable bidirectional communication. This means that there is a direct exchange between sender and recipient. It is therefore possible to interact within a document.

The Dream-Team

How does it all work? By combining an integration platform with a low-code approach. The TRANSCONNECT® integration platform connects applications and systems along the entire value chain. TRANSCONNECT® supports the holistic integration of data and applications and maps complex business processes.

The DocuMatrix solution is based on a low/no-code approach. This relieves the burden on IT departments and enables employees with little technical experience to create templates quickly and easily using drag-and-drop.
The integrated module and template management system creates documents based on predefined text modules that work with logical rules and selection mechanisms. The centrally managed templates can be reassembled and customized by users to meet different requirements.
Through dynamic formatting, the solution can flexibly generate different formats and orchestrate them specifically for different output channels, whether digital or physical.