We have published a new whitepaper that offers an overview of tools for automating the generation of documents on Power Platform, providing valuable insights for organizations aiming to boost productivity and efficiency. Here are five key takeaways:
1. Automated document generation improves operational efficiency
With findings from a Zapier study highlighting that a significant portion of workers spend hours daily on data-related tasks, the whitepaper underscores the critical need for document automation. By adopting automated document generation, organizations can save resources, minimize errors, and enhance productivity.
2. Analysis of Microsoft and third-party tools
The paper presents a guideline for using Microsoft’s native tools versus third-party solutions for document generation. While Microsoft tools offer the advantage of having one supplier, potentially reducing compatibility issues, they may lack the specialization and ease of use provided by third-party solutions specifically designed for document automation on Power Platform.
3. Advantages of third-party add-ons
Third-party add-ons bring customization, advanced features, scalability, rapid deployment, and dedicated support to the table. These solutions are built to address the evolving and complex needs of businesses, providing advanced functionalities that enhance Microsoft’s native options.
4. Key considerations when choosing a solution
The whitepaper emphasizes the importance of considering factors such as the procurement process, data storage and handling, additional data management costs, and potential performance issues when selecting a document generation solution. These considerations are vital for aligning with regulatory requirements, ensuring cost-effectiveness, and achieving desired operational efficiencies.
5. Highlight on Resco Docs+
Among the third-party solutions, Resco Docs+ stands out for its integrated Document designer, offering a no-code, point-and-click environment for template creation. Its performance, ease of use, and mobile application compatibility make it an ideal choice for organizations seeking reliable and complex document generation capabilities.
In conclusion, the whitepaper serves as a comprehensive guide for organizations navigating the complexities of document generation on the Power Platform. By evaluating the pros and cons of Microsoft and third-party tools and considering essential selection criteria, businesses can make informed decisions that will aid them in their document automation efforts.
Download the whitepaper