List of ActiveDocs Customers
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Since 2010, our global team of researchers has been studying ActiveDocs customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased ActiveDocs for Document Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using ActiveDocs for Document Management include: CoBank, a United States based Banking and Financial Services organisation with 1260 employees and revenues of $1.55 billion, Farm Credit Services of America, a United States based Banking and Financial Services organisation with 1500 employees and revenues of $900.0 million, BP International, a Hong Kong based Leisure and Hospitality organisation with 150 employees and revenues of $16.0 million and many others.
Contact us if you need a completed and verified list of companies using ActiveDocs, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the Content Management software purchases.
The ActiveDocs customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of Content Management software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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BP International | Leisure and Hospitality | 150 | $16M | Hong Kong | ActiveDocs | ActiveDocs | Document Management | 2014 | n/a |
In 2014, BP International implemented ActiveDocs Opus to automate high volume, high value document generation in human resources. ActiveDocs Opus was deployed as a document automation and compliance solution in the Document Management category to generate offer letters, contracts, and policy documents tailored by country, site, and employee position.
The deployment centered on the ActiveDocs Opus Rules Engine and template management capability, where the Rules Engine evaluates all input parameters at the time of document creation and populates legal clauses, terms, and conditions based on the relevant business rules. Template Designers used ActiveDocs Opus Template functionality together with ActiveDocs Opus Data Views to assemble templates that consume disparate data without deep IT involvement, and the platform enforces use of the latest template version to keep policies and terms current.
Integrations were configured to pull source data from SAP, BrassRing, and other corporate repositories, enabling document creation from multiple systems through ActiveDocs Opus Data Views. End users access a simple web based wizard where data is populated automatically or selected from the appropriate sources, and the system supports multi language output while presenting the document creator interface in the user s preferred language.
Operational coverage focused on human resources across countries and sites, with document generation scoped to position level rules and local compliance needs. The implementation emphasized automated rules evaluation and template version governance to ensure consistent application of up to date policies and to make the document creation process seamless despite numerous disparate data sources.
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CoBank | Banking and Financial Services | 1260 | $1.6B | United States | ActiveDocs | ActiveDocs | Document Management | 2017 | n/a |
In 2017, CoBank implemented ActiveDocs as its Document Management platform, engaging the ActiveDocs Professional Services team to drive template rationalization and automation across its lending document workflows. The implementation leveraged ActiveDocs Opus native handling of Microsoft Word formats to ingest existing documents with full fidelity, enabling rapid onboarding of content into the new system and preserving document structure and formatting.
CoBank configured ActiveDocs Opus core capabilities including the Opus Rules Engine to embed decision logic into templates, and the Opus Data View layer to abstract data access from template definitions. The ActiveDocs Opus Rules Engine centralized conditional logic that had previously been retained by Legal Lending Specialists, enabling users with less specialist knowledge to produce documents with high accuracy and reduced delays. Template rationalization during the project reduced the number of templates by nearly 80 percent.
The implementation integrated directly with CoBank’s SQL based customer information source using ActiveDocs Opus Data View, decoupling templates from raw data queries and creating a single abstracted data layer for document assembly. CoBank also developed a tailor made customer workspace that interfaces with ActiveDocs Opus, allowing users to launch the ActiveDocs Opus Document Wizard from the workspace and access generated documents. Completed documents are persisted into OpenText eDocs for enterprise storage and retrieval, creating an end to end document generation and archiving flow.
Governance and process redesign centered on embedding underwriting and legal decisioning into template logic, shifting operational responsibility from a small cohort of Legal Lending Specialists to a broader set of document producers. This change reduced dependency on specialist subject matter expertise for routine document creation and formalized template-driven controls and validation within ActiveDocs Opus templates.
Project delivery involved nearly 2,000 person hours of combined work by ActiveDocs and CoBank, every deadline for ActiveDocs deliverables was met, and the program was delivered within five percent of budget. The implementation of ActiveDocs has established a standardized Document Management architecture for lending and legal document generation, with a centralized data abstraction layer, integrated document storage in OpenText eDocs, and a customer workspace that consolidates access to generated materials.
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Farm Credit Services of America | Banking and Financial Services | 1500 | $900M | United States | ActiveDocs | ActiveDocs | Document Management | 2019 | n/a |
In 2019, Farm Credit Services of America implemented ActiveDocs for Document Management. The deployment targeted the document-intensive workflows in FCSAmerica’s AgDirect Loan and Lease Origination System used to create financing agreements for equipment, land and building purchases.
ActiveDocs was configured to automatically generate compliance letters and supporting documents when users reach specified junctures of the approval process, and it produces between 200 and 300 loan notification letters daily. The implementation leveraged ActiveDocs template-driven document assembly and approval-triggered document generation capabilities to standardize output and reduce manual authoring in loan origination workflows.
Integration was executed via a Web services interface between ActiveDocs and the custom-developed AgDirect Loan and Lease Origination System, both built on the Microsoft .NET framework, which simplified communication and data exchange. Operational coverage focused on loan origination and documentation functions, integrating document generation into approval workflows and notification processes used by front office and back office staff.
Selection and governance were driven by a cross functional group that performed cost analyses, reviewed several software vendors, and considered in-house development before choosing ActiveDocs. Carlsen, a member of the selection team, noted that ActiveDocs fit budget expectations given anticipated years of use and document volumes, and that from a technology compatibility standpoint ActiveDocs was much easier to integrate with the main financial applications.
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