A global certification organization with 185 offices worldwide struggled with slow, manual, inconsistent document generation across fragmented systems and business units. Netrix built a centralized document automation platform on the Windward reporting engine, giving business users self-service template management. Report generation that once took hours or days now happens in seconds, with lower IT dependency and cost.
A global consulting and certification company with 185 offices worldwide and more than 100,000 product evaluations annually needed to modernize a highly complex document generation process spanning multiple business units, data sources, and reporting requirements.
Decades of growth and acquisitions had created a fragmented operating environment where each division managed document generation differently. Key challenges included:
The resulting process was time-consuming, difficult to scale, and increasingly prone to errors.
Netrix designed and implemented a centralized document automation platform built around the Windward reporting engine. Key solution components included:
Netrix began with an extensive discovery process to understand reporting workflows, document requirements, and data dependencies. The project included:
What initially started as a four-week proof of concept evolved into a global reporting platform supporting the entire organization.
| Outcome Area | Delivered |
|---|---|
| Dramatically Faster Reporting |
|
| Increased Business Agility |
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| Lower Total Cost of Ownership |
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| Improved Standardization |
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Transform document-intensive processes with automation solutions that reduce effort, improve accuracy, and accelerate business operations.