Docentric, Streamserve, Interform, Bottomline and Docs42
5 unique software solutions
StreamServe, Interform, Bottomline, and Docs42 are five unique software solutions with both similarities and differences.
- All five solutions aim to optimize document-related processes by reducing manual tasks and improving efficiency.
- They offer various integration options to work with existing business applications.
- Personalization and customization of documents are core features across these solutions.
- Target Audience: StreamServe and Bottomline are more targeted towards the enterprise segment, while Docentric, Interform, and Docs42 cater to a broader range of businesses.
- Industry Focus: Bottomline has a strong focus on the financial sector, while StreamServe is known for its capabilities in customer communication management. Docs42 emphasizes data mining and analytical features.
- Integration: Docentric primarily integrates with Microsoft Dynamics 365, while StreamServe, Interform, Bottomline, and Docs42 offer broader integration possibilities.
Tabellae does not sell the 5 software components, but they have a good understanding of the solutions.
Docentric Docentric is 100% integrated into Dynamics 365 Finance & Operations and is a versatile tool for document generation and reporting. Docentric seamlessly integrates with Microsoft Dynamics 365 and other popular business applications. Docentric stands out with its user-friendly interface and the ability to easily create, design, manage, and deliver complex document templates. Docentric makes it simple to automate and personalize documents.
- Improving SSRS reports in terms of printing and design.
- Improved print destinations.
- Add-in for Microsoft Word for use when designing forms.
- Using configurations for electronic reporting as the basis for output documents.
Docentric is available in a free version that offers full print destination and archiving functionality for SSRS and CBD reports. However, it is not possible to change the design or content of the reports in the free version.
Docentric offers a flexible and advanced output management solution for designing and distributing business documents from D365. Depending on customer requirements, X++ coding may be necessary.
Docentric does not require an additional server, but runs 100% as an integrated module in D365. However, the cost of adding additional processes to the AOS servers should be taken into account.
Docentric offers many of the same features as Lasernet when it comes to managing and designing reports. However, it does not offer the possibility of connecting to external data sources or transferring files via e.g. FTP or HTTP(s). Connections to infrastructure components such as mail servers and storage devices are made within D365.
Docentric does not provide a tool for automated testing of reports and has costs in the form of a licensing fee based on various parameters in D365.
Effective Customer Communication Management
StreamServe, now part of the OpenText portfolio, is an enterprise-level Customer Communication Management (CCM) platform. The software excels at delivering personalized and interactive customer communication across various channels. StreamServe’s strength lies in its scalability and ability to handle large volumes of documents, making it suitable for large enterprises with complex communication needs.
Simplicity and Flexibility
Interform is a document automation solution known for its simplicity and flexibility. It caters to businesses of all sizes and industries by offering editable templates and integration possibilities. Interform focuses on optimizing document processes and reducing manual work in document creation and distribution.
Tailored for Financial Institutions and Businesses
Bottomline Technologies offers a wide range of financial technology solutions, including document automation. Their solutions are tailored for financial institutions and businesses, helping them efficiently manage financial documents, payments, and other financial processes. Bottomline stands out with its expertise in secure financial transactions and regulatory compliance.
Data Mining and Analytical Features
Docs42 is a document management and automation solution that focuses on intelligence and data analysis. It allows extracting insights from documents using advanced data mining and machine learning technology. Docs42 is suitable for organizations looking to maximize the value of their documents by transforming them into actionable information.
Each of the solutions is suitable for specific business scenarios. The choice depends on your company’s unique requirements and goals. Contact us, and let us conduct a free pre-analysis to help you determine if Docentric, StreamServe, Interform, Bottomline, or Docs42 is the right fit for your needs.