They are often based on standard office apps, combined with some rudimentary sharing functions.
Adequate for producing one-off reports with tables and charts, when it comes to creating team-based, multiple-media content, conventional solutions have serious limitations.
They use a monolithic document structure. This prevents parallel working, re-use of document components, slowing completion and delivery and increasing systems overhead – ‘technical debt’ and data footprint.
They have poor planning tools and workflow controls. Compliance and quality assurance depend on manual checking.
Their formats cannot feed digital and mobile channels without intensive manual reworking – diverting staff resources from more valuable activities.
Staff freed from routine manual tasks are more productive and more creative.
Regulatory compliance and quality assurance are improved, while requiring much less manual inspection.
Productivity is further enhanced through modular documents, parallel working and component re-use.
Documents are pre-formatted for all output destinations.
The user is a financial services company headquartered in the United States with around 65 offices worldwide.
The research division employs around 1000 analysts and support staff to produce over 50,000 reports each year in formats ranging from brief e-mail bulletins to multi-section reports with tables and charts.
Digital output is formatted for all devices from desktop monitors to tablets and smartphones.
A global ratings agency uses a staff of 1700 analysts and coordinators located in 19 different countries to produce around 4000 items of financial research each month.
Reports are distributed in digital formats via the organization’s websites and mobile apps, as well as in PDF format for printing , mailing and download.
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