DocPath versus Oracle BI Publisher – a competitive review

Oracle BI Publisher is a software solution designed for creation, generation and management of business documents. It supports input data coming from multiple sources as an Oracle Database or a Web Application, always in XML format. Oracle BI Publisher will merge that data to predefined templates, designed in one of these renowned tools: Word, Excel, Flex and Acrobat, for example. The merging process produces one of these output formats: PDF, HTML, XLS (Excel), PPT (Power Point), Flash, RTF, CSV, XML, EDI, EFT. Completed its generation, the document can be distributed via Web, e-mail or fax, printed or stored in a Database. Both products,DocPath and Oracle BI Publisher deal with templates, variable data, multiple output formats and document printing, distribution and management.

When selecting a solution there are a number of operational details that need to be taken into consideration:
Template design: Oracle BI Publisher, for example, allows the design of templates using day-by-day utilities such as the MS Office Pack while DocPath admits templates designed on its own Designer tool and RTF files obtained from MS Word.

Multi-language support: BI Publisher supposedly supports 185 languages (it’s not clear how automatic it is). DocPath offers multi-language support through predefined layers in its templates, dynamically switching templates based on the data provided

Document complexity: Oracle BI Publisher was designed to produce static documents. In other words, it is supposed to fill in the blanks of a template. DocPath, in its turn, can produce not only static documents but also very complex and dynamic ones, driven by the variable data received.

Input Data Formats: BI Publisher supports XML format as input data only. DocPath supports several data formats including XML, SAP-RDI, Xerox-LCDS, CSV, plaintext with FCFC, variable or fixed records in plaintexts, etc.

Output Formats: Both, Oracle BI Publisher and DocPath generate multiple output formats. In common: PCL, PS, PDF, HTML, RTF. (We believe that the Oracle solution demands system’s drivers to generate the print formats). Main differences: The first can generate MS Office Pack formats (XSL, DOC, PPT, etc). DocPath can generate ZPL/EPL, TEC, AFPDS, Matrix, PostScript and PCL (with or without system’s drivers).

Connectivity and Operating Systems: Oracle BI Publisher’s documentation is limited.. We believe that the solution offers support to Windows platforms and the best-known Web technologies as .NET and JAVA in terms of integration. There is little or no information about APIs available or its demand on development efforts to integrate user’s application to their solution. DocPath is multiplatform, running from Windows to zSeries systems including Unix, Linux and iSeries. For integration purposes, DocPath has a large set of alternatives containing high performance connectors (.NET, JAVA), integration tools to zSeries and iSeries platforms, integration to IBM MQSeries solutions and other APIs for legacy systems, etc.

Operational base: Oracle BI Publisher is prepared exclusively for a central-based operation. It doesn’t mean that it cannot produce documents to a distributed environment with remote offices however it means that the bandwidth usage may be larger than that verified in a distributed generation solution that DocPath offers. Example: Remote Office Printing Solution, DocPath for Citrix, etc).

Scalability: Oracle BI Publisher scalability is simply based upon template quantity expansion, while DocPath is totally modular. The solution can be expanded from a simple Windows printing environment to a complex enterprise solution just by acquiring and integrating new modules which always preserves the original base solution.

Licensing Rule: Oracle BI Publisher license controls the number of different static templates in its library. For DocPath, it depends on the business demands and the solution designed and implemented to accomplish those needs. DocPath designed template sections such as a header and footer can be shared by multiple documents. “Change once, use many” – meaning easy to use, easy to manage and requires less time and resources.

What is free and what is not: BI Publisher comes as a base product but extended functionality is not provided with the solution. If you need extended functionality you will need to purchase from Oracle. DocPath provides a scalable solution but ensures that all the required functionality is provided with the product.
Performance: In order to generate effective document throughput Oracle BI Publisher provides effective performance in single server situations with moderate volume. DocPath exceeds the requirements of BI Publisher where complex processing is required utilising multi threaded system resources.

Integration with non-oracle applications: Anything outside of JDEdwards can also be handled by DocPath as it is a true enterprise Document Generation solution. BI Publisher is setup only to take XML based output from Oracle solutions and does not scale well when data from other applications is required as input.

Reference available on request

TheFormsAgency Pty. Limited
253 Pacific Highway
North Sydney NSW 2060
ABN 92 151 918 599

In a nutshell

  Oracle BI Publisher DocPath
Template design MS Office Pack, Acrobat, Flash, etc. DocPath Designer, MS Word and PDF (DocPath vs. 4.1)
Multi-language support 185 languages Multilanguage support through predefined layers
Document complexity Static Static and Dynamic
Input Data Formats XML only XML, Plaintext FCFC, SAP-RDI, CSV, Tagged mode, record mode (fixed or variable), etc.
Output Formats PDF, DOC, HTML, XSL, PPT, Flash, RTF, CSV, XML, EFT, EDI, etc. Printer formats through system’s drivers. PDF, HTML, RTF, AFPDS, PCL, PostScript, ZPL/EPL, TEC, Matrix printers, other formats through system’s drivers (GDI).
Connectivity and Operating Systems Oracle and Web Applications/Windows based Multiplatform: Windows, Linux, Unix, zSeries, iSeries. JAVA and .NET Connectors and other APIs available.
Operational base Central Central, Distributed or Mixed
Scalability Template library expansion Modular, scalable solution: optional output formats, integrations, and features to reach the complete document life cycle management.
Licensing Rules Templates quantity restriction License rules in general that fit the business needs.
What is free and what is not Base license then often requires additional purchases. Known costs. Expandable within core product, total cost over time is reduced
Performance Single processor True Multi threaded enabling simultaneous processing of data
Integration with Non Oracle application XML only from Oracle Data in multiple formats from multiple sources

Precautions of a Document Management System

Information Technology gave birth to paper less organizations. What used to be a pile of papers to be endorsed have today turned into electronic documents to approve tickets or validate transactions. Big binders are already substituted by downloadable publications freeing plenty of work space. But no matter how accessible and convenient this has become, businesses still have to grasp the significance of controlling this digital data. If perhaps left unsecured, business transactions become susceptible to errors and will even pose a danger to security.

Document management is necessary for organizations that try to optimize the value of digital data. To undertake this, a Document Management System is intended as an electronic resolution. The system is capable of doing document scanning, storage and preservation, recovery, revising tracing, and safely and securely distributing the data it includes. These features are needed for the system to be deemed practicable.

To figure out the efficiency of the document management system, the underneath points should be looked at

1. Centralization

Information within the Document Management System must be centralized and integrated. Retrieval of data or documents needs to be controlled and at the same time adaptable for users. This will mean that scanned documents might be recovered by type or by key phrases.

2. Security

The data regulated with the Document Management System is vital to the organization. It is essential that system has a greater security and it is accomplished through administrative access and retrieval of documents. Merely because of information significance, access is handled as per the responsibilities of end user and transactions want a correct login/key. The system needs to also possess a strong disaster rehabilitation program to secure the documents from actual physical damage.

3. Pricing

This is realistic to lower costs, especially on data storing and maintenance, to boost the profits of the business enterprise.

4. Workflow

End user transactions inside the Document Management System ought to be simplified, but upgraded. Workflows, like document recovery, should require a trouble-free administration.

5. Client satisfaction

This is critical that operators or customers are gratified with the functionality of the Document Management System. The platform should not merely replicate the user-friendly interface but additionally promise the organization that the documents and the other transactions are performing effectively and systematically.

Inappropriate Document Management in an enterprise can cause difficulties on basic safety and productivity. By comprehending the “Do’s and Don’ts” of Document Management System, the business would have a better possibility of hitting its potential. The listed below “do’s and don’ts” hold true for all the business from different sectors.

1. Never complicate; do recognize essential data.

Business documents are regarded as precious assets of the company. Yet, it is crucial that this files are classified safely and securely and document retention needs to be planned appropriately.

2. Never keep on unwanted files; do concentrate on important files.

Organizations tend to overexert the preservation of documents to the level that even unnecessary data has been stashed. Keeping non significant records takes up space on server storage which is meant to be intended towards the necessary files.

3. Don’t scan all the documents; do classify the importance of the file

If perhaps records are not grouped properly, there will be redundant files in the system that can cause a problem on storage space.

4. Do not complicate certified access; do streamline and improve administrative rights.

Each operator of the Document Management System is permitted with an easy access. The authorization should be integrated in the system along with user account passwords.

5. Don’t allow a similar access level for all of operators; do set up admin procedures for the accounts

Because of the crucial nature of documents management, it is essential that access level of users is determined prior to they’re approved. Levels need to be controlled according to the responsibilities of user.

6. Do not overlook the disaster restoration plan; do produce one for record security.

Unavoidable circumstances are likely to happen and it is crucial that this is being acknowledged by the business and the organization. Data files shouldn’t be shed even with the external damage.

Gone are the days of manual document management. In the era of information technology (IT), everything has been done easily and attainable. Document Management Systems have given a distinct perspective to organizations.

André Klein
Freelance Consultant for DocPath
Astep ahead in Document Software

Precisely why to start from scratch If Implementing Document Management System

At present projects generally involve a huge volume of documents and information: proposals, minutes of the meetings that are hosted, functional requirements, customer demands, test plans, design descriptions, user publications, installing instructions, coaching manuals, press announcements, service over-views, Marketing leaflets, records on the pertinent release or product design, etc. Additionally, these documents are normally modified repeatedly along the venture. With a very sizeable volume of data, both digital and paper-based, it is apparent that the optimized document management process and sufficient regulation systems must be put in position in an effort to apply a regular, established approach; and be capable to assure document quality.

Even though many organizations directly favor to hunt for and implement document management computer software, optimizing corporate functions is no quick task. It’s not enough to choose acceptable computer software that adapts to the company’s necessities. Companies should start-out completely from scratch. This means, just before implementing document management software, companies need to consider control over the procedures involved through a suitable management policy.

By managing docs from scratch, businesses can ensure that merely valid and up to date content is put to use and published, provide access to categorized data merely to those employees who really need to utilize it; and avert squandering precious resources on controlling less significant information.

It is worth mentioning that, away from creating more bureaucracy, getting corporate records at hand indicates controlling the activities involved with document development, authorization, issue, change, dispersal, maintenance, application, safe-keeping and safety. In order to have files in hand, it’s critical to outline a procedure, create a process which fits that strategy, and set it in place.

Defining a document management concept

A document management concept ought to be protected by a procedure determining the procedures involved in document development. This procedure may vary on businesses, but usually consists of the listed below components:

– Preparing new files: budgets, authorizations, actual needs, etc.

– Document preparation: who composes documents, how they are composed, contracts for testing, diagrams, forms, etc.

– Data format and content standards for docs, forms and diagrams

– Agreements on document recognition

– Contracts on date utilized: issue date, validation date or syndication date

– Document evaluation: who analyzes docs

– Document authorization: who authorizes records and how authorization is granted

– Printing and publishing: who executes and tracks these chores

– Document dispersal: who ascertains, performs and controls circulation

– Document use: standards and unauthorised copies

– Analysis of change tickets: who authorizes them and implements improvements

– How to specify changes: innovative edits, underlining, notes in the margin, etc

– Modification of already issued documents: suggestions and status

– Document Management Strategy and Document Indexation

– Document security, in case of unauthorized customizations, copies, viruses, fire and robbery

– Document storage: original documents, duplicates and drafts

Most of these activities can be automated by using sufficient document management computer software. Just those projects to be carried out by hand by business staff members must be in-depth defined thru a procedure.

Creating a document management strategy: Certain suggestions

In regards to creating a document management strategy, it’s critical to first determine those staff members who’ll be involved in each operation. Individuals who create documents- analyze them often topic specialists and also approve the complete version.

Checking documents is important, since it ensures that this information is examined from the relevant individuals and their views are taken in to account. Likewise, defining a document approval plan is evenly important for that document management process, as it implies that the individuals listed on this function have agreed on the documents content just before it’s published.

One more factor to be carried in your mind where a document management system is bothered is that each modification in the file must be reflected in the review number. It seems to be reasonable, however many slips are made when modifying or sending documents just because the sender doesn’t understand whether it’s the ultimate edition. That’s why this is important to ensure all alterations are correctly tracked over the document by means of records within the margin, underlining features, etc. Moreover, when assessing transformations, this is very important to analyse the impact of each demanded alteration on several other areas.

Lastly, it’s worth mentioning that information must be retained in the document management server that could be accessed by all of users. So as to maintain documents secure, user authorizations must be designed according to individual user profiles.

To summarize, a well-defined document management process will save time and energy and improve document quality. Perfecting document management won’t only signify applying top-notch computer software, but in addition commencing to regulate all operations involved progression, approval, publishing, etc. in order to expand quality.

André Klein
Freelance Consultant for DocPath
A step ahead in document software

Improving H.R. tasks with document management software

It’s of utmost importance to use sufficient document management software as a way to perform even better when many people have to do way more with a smaller amount of options.

Difficulties for H.R. sections

document management system

The main problems within Human-resources cells are usually linked to how the corporation might operate in the best and effective feasible way with the exact same or possibly a lower amount of staff members, ways to reduce operating expenditures and methods to tackle complying with rules. Yet, presently Human-resources divisions are also dealing with other challenges, since they have to do well in the highly doubtful and ardently changing economical framework. For example, on account of nowadays’ high unemployment rates, several organizations collect hundreds and often thousands, of job applications, which puts a huge pressure on Human Resources employees, who’re plagued with countless papers and manual management projects.

Besides, Human Resources departments need to handle a significantly dispersed and mobile staff members whose workplace isn’t a local office anymore, but their dwelling, a car, a high speed train, another business office located on the far wall of world, etc. This scenario, wherein adaptive working environments and tele-work are getting ground, produces many obstacles. For instance, how could HR-related data, for example pay-slips, files and contracts, be posted with a fast and dependable mode? And how can organizations observe legal and internal regulations in a condition such as this?

Key benefits from document management software for Human Resources administration

Using appropriate document management software provides Human-resources cells with obvious gains.

Reduced manual tasks and increased efficiency levels with document management

Leading grade document management software for HR lessens the time necessary to perform a particular type of tasks, hence allowing HR administration individuals to focus on higher useful activities. As an example, employees themselves will be able to discover the documents they require, e.g. pay slips, opinions, hand books, etc. by means of the company’s intra-net instead of Human Resources having to obtain and send them these records.

This type of process makes it practical to send documents speedily and safely through-out the firm and replaces slow processes for example transmitting documents by post and generating photocopies.

Document management cuts down expenditures

In business terms, time spent commonly is money spent. This is especially true for staff who spend most of their particular time performing manual management activities. Therefore, automating and optimizing many of these administrative processes with suitable document management software signify a reduction in the amount of resources applied; and hence, significant financial savings.

Furthermore, expenditures may also be noticeably decreased by eradicating the utilization of paper (e.g. photo copies, courier costs) as well as external storage services, which typically turn out to be especially highly-priced.

Document security and legal compliance

The function of HR administration professionals mostly involves handling different sorts of data, most of which is confidential. From publication of the job offer to contracts and dismissals, all these operations should be appropriately recorded in files that ought to be easily accessible anytime. On this sense, governments throughout the planet are attaching a lot more importance on the type of information that ought to be preserved, the filing period and data safety. It’s precisely in these parts where document management software becomes truly imperative.

Document management software erases the application of conventional paper and forbids records from being altered with-out authorisation or getting lost, since records are trapped in a secure way and retrieved promptly with a simple search and thru specified security profiles which assure documents could be accessed by certified employees only. Furthermore, each operation is recorded, to put it differently, audit trails are set up indicating who has viewed the document, when and with what reason.

Better management

In opinion of the present economical circumstance, it is important to get to access all HR-related documents such as pay slips, diplomas, training programs, absenteeism documents, etc. in a secure, easy and fast way. That is vital in order to provide managers with all the advice they want. In an unavoidably transforming business surroundings, the potential of accessing information rapidly and conveniently thru adequate document management software leads to making knowledgeable decisions.

To conclude

In a condition of marked and continuous economic instability like the one we’re encountering nowadays, the part of Human Resources workers is even more strenuous. In the end, they’re in truth the ones the culprit for managing the primary asset of business: staff. Included in the endeavours made so as to address HR problems, it’s essential for these professionals to acquire appropriate document management software. This will help them all largely improve processes, improve productivity, reduce conventional paper and expenditures appreciably, conform to legal ordinances impacting the Human-resources department; and in brief, perform in a better and more efficient way.

The Features of Document Management towards the Banking Business

Based on the most recent evaluation performed by Forbes, the banking community is one of the leading vertical markets, having a strong growing possibility as much as IT financial commitment is concerned. It is no great surprise considering the huge quantity of ventures banks accomplish on a regular basis and the endeavors they put-in to strengthen their operations.

Still, regardless of the developments in data management and transmission, most of the internal or external communications with different banks or clients are still on papers. These top secret documents are usually maintained utilizing obsolete document management software program with modest accessibility solutions.

Consequently, handling documents more systematically has become one of the primary objectives on banking institutions. Whether driven by the necessity to streamline core operations (e.g. awarding loans or opening bank account) or fulfill organization-specific necessities, implementing document management computer software is absolutely vital for the gentle working of any financial organization.

document management system

Significant rewards of applying a document management system

Applying a good document management solution is truly a safe bet, both for banking institutions and their customers. A few of the key benefits are:

– Financial benefits: Handling and sending millions of documents for example account statement documents and notifications indicate a high cost for financial agencies. With appropriate document management software program, they will have the ability to decrease this expense noticeably.

– Banks save time: Handling paper’s documents include employing resources for numerous manual tasks such as putting letters in envelopes before sending them via post. Appropriate document management software program aids to save a substantial volume of papers; and therefore permits extracting many manual activities. In this way, the bank will be capable to capitalize on resources and assign them to essential jobs because of the considerable length of time it spares.

– Clients save time: With nimble document management software package, financial institutions will be prepared to offer their clients with all of their account information in a rapid and efficient way. Therefore, clients will contain the possibility for accessing this information by way of the net that will appreciably cut down waiting periods and, consequently, increase customer satisfaction. Similarly, customers will be capable to electronically sign different types of bank documents, which again results in time and money savings for customers.

– Regulations: All of the banks must follow legal regulations and maintain the continuous alterations that come about in this field. Even so, this might end up to be hard when most documents are in conventional paper form and complying with those regulations is monitored manually. Risk-free document management computer software meets these necessities by effectively guarding buyer data.

– Electronic audit trails: Banks carry out external and internal audits to insure that they’re adhering to the specific rules while keeping an accurate record of all monetary deals. Such audits are executed in a more effective and error-free way when adequate document management software is applied, which makes it doable to track all transactions performed with a specific style of data.

– Optimized work flow: When documents are managed in an electronic file, it’s more nimble and effective to delegate every single work flow, since staff members might quickly consider the documents and information they desire, while adhering to working protocols and procedures.

– Environmental benefits: Switching to a digital document management system also involves noticeable advantages for the environment. Conventional paper use is brilliantly minimized which implies a downfall in tree felling, waste and chemical scrap items.

Key tips to implementing a document management system

The great things about suitable document management system are certain; yet banks need to take the below instructions into account just before buying a resolution:

– They should give attention to the fundamental data in place of on the document’s style.

– It’s important to attempt to capitalize on existing sources as much as feasible.

– Architectures must be simple to combine.

– Emphasis ought to be applied to simplicity of utilization and overall flexibility.

In the banking sector, most documents are extremely heavy. Because of this, this might be among the companies where using state-of-the-art science for document management purposes will work better. An adequate document management system will enable banks to be prominent from competitiveness, guaranteeing customer support is optimized, ICT operations are perfected and confidential information is guarded to a higher extent.

This is noticeable that banking industry should use a top-notch document management system in an effort to make use of the multiple strengths it supplies. This will present both banks and customers with nimble uncomplicated entry to documents, whilst boosting their security.


André Klein
Freelance Consultant for DocPath
A step ahead in document software

El software documental de DocPath sigue ganando terreno en América Latina

El número de organizaciones e instituciones latinoamericanas que están optimizando sus procesos documentales con soluciones de Output Management de DocPath ha aumentado considerablemente en los últimos años.

Un conocimiento avanzado de la dinámica del mercado latinoamericano, así como un enfoque orientado al cliente en cada proyecto de gestión documental, son las claves que han llevado al éxito de DocPath en la región, éxito fomentada por su creciente red parters que se ha fortalecido aún más con la reciente incorporación de InfoIntelligent.

Tras 14 años en el mercado brasileño, los esfuerzos combinados de DocPath y sus Partners en América Latina han dado como resultado un aumento significativo de su cartera de clientes, no solo en Brasil, sino también en toda Latinoamérica. La reciente implementación del software de gestión documental y Output Management de DocPath en diferentes filiales latinoamericanas de una importante multinacional de seguros, y la expansión de su red de Partners con la reciente incorporación de InfoIntelligent, son una muestra más del éxito de DocPath en la región.

Expansión rápida

La economía de América Latina está creciendo y, según diferentes estudios, seguirá en auge en la próxima década. Lógicamente, a medida que las organizaciones siguen expandiéndose, la necesidad de optimizar los sistemas y servicios que regulan los flujos de trabajo y los procesos correspondientes se vuelve cada vez más indispensable. En este sentido, tal y como ha observado DocPath, un adecuado software de gestión documental y Output Management parecen encabezar la lista de inversiones de un gran número de compañías.

La consecuencia se traduce en que DocPath está en expansión en todo el continente americano. Mediante la combinación de esfuerzos con sus principales Partners, como Ricoh, Quality Work, InfoIntelligent y SGS Team, la compañía se ha convertido en uno de los líderes dentro de un nicho en el que las organizaciones están esperando un software flexible y avanzado que lleve su negocio al siguiente nivel en lo que a gestión documental se refiere.

Actualmente, la cartera de clientes de DocPath en América Latina consiste en bancos internacionales, entre los que se encuentran los más grandes de México, Brasil, Chille, Argentina y Ecuador, así como minoristas, fabricantes y aseguradoras importantes. El número de proyectos ha aumentado considerablemente durante el período de 2012 a 2015 y todo apunta a que estas cifras mejorarán en los próximos años.

Hace ya más de quince años, DocPath inició su andadura en Latinoamérica, y puedo afirmar con rotundidad que ha sido un proceso beneficioso para todos. Los resultados obtenidos y las buenas perspectivas que ofrece el mercado son un aliciente claro para continuar e incrementar nuestra presencia en la región”, afirma Julio Olivares, Presidente de DocPath.

Soluciones específicas

Para poder responder a las necesidades específicas y únicas de los diferentes países latinoamericanos, DocPath se ha asegurado de que sus soluciones de gestión documental y Output management incluyan una amplia variedad de características enfocadas a esta región. En este sentido, todas las soluciones de DocPath son multi-idioma, y ofrecen la posibilidad de generar dinámicamente los documentos en el idioma requerido por el usuario final.

Las necesidades más comunes en lo que se refiere a gestión documental en Latinoamérica parecen centrarse sobre todo en la generación distribuida y controlada de documentos, en redes bastante extensas, así como en una variedad de servicios en línea, en los cuales es vital entregar documentos de alta calidad con máxima eficiencia. Por esta razón, las soluciones DocPath que han tenido una acogida muy extensa y favorable en diferentes países de América Latina son DocPath Remote Office Printing, orientada a Bancos y aseguradoras con redes de oficinas, DocPath Business Suite Pro, un producto indicado para la pequeña y mediana empresa, y DocPath WebDocs Generation, para cubrir las necesidades de documentos en portales de Internet.

La nueva tierra de las oportunidades

En la última década, un gran número de países latinoamericanos ha alcanzado un crecimiento considerable, pese a una expansión media algo más reducida en los últimos años. De hecho, según las cifras reveladas por el Banco Mundial y el FMI, el PIB medio de la región está por encima del promedio mundial, lo cual ha generado un mercado preparado para acoger nuevos productos y servicios tecnológicos. Este año, la Comisión Económica para América Latina y el Caribe (CEPAL) estima que el crecimiento regional repuntará a 2,2% y considera que Brasil será el motor económico de la región en 2015, lo cual confirma su posición entre los “BRICS”, el acrónimo que representa las economías emergentes de Brasil, Rusia, India, China y Sudáfrica.

Una de las consecuencias directas de esta situación consiste en el exponencial crecimiento que está experimentando el mercado de los TICs, y concretamente de los dispositivos móviles, en Latinoamérica. Según los últimos informes de la compañía GFK, una de las empresas de investigación y análisis de mercados más importantes del mundo, en 2014, América Latina fue la región del mundo que más ingresos generó por la venta de dispositivos móviles.

El crecimiento económico y el reciente auge en el mercado tecnológico de América Latina se deben principalmente a importantes mejoras en normativas y reglamentos, gobiernos favorables, acciones multilaterales y una renovada confianza empresarial que está promocionando que el número de inversiones en nuevas tecnologías esté aumentado de manera drástica. Y a medida que los negocios están creciendo, cada vez son más las organizaciones que se encuentran con la necesidad de poder manejar sus datos y documentos de manera efectiva y rápida entre todas las oficinas y filiales.

Referencias: CEPAL

Acerca de InfoIntelligent

InfoIntelligent nace para cubrir una demanda creciente en las empresas, que buscan la implantación de nuevas tecnologías y herramientas para optimizar y agregar valor a los procesos de gestión de sus documentos, tomando como base la información con la que cuentan.

Mediante la implementación de éstos procesos de gestión inteligente de la información, las compañías buscarán retener más a su clientes, captar nuevos, fidelizar, establecer alianzas y posicionar sus productos.

Para más información, visite:

Acerca de DocPath

DocPath es una empresa líder en la fabricación de software documental, fundada en 1992, y que está presente con sus soluciones en compañías de todo el mundo. Entre sus clientes internacionales figuran bancos de reconocido prestigio y corporaciones de primera línea, a los que facilita la compleja tarea de diseñar, generar y distribuir sus documentos críticos de negocio. DocPath mantiene un fuerte compromiso con el I+D, área a la que destina una buena parte de sus ingresos y en la que radica una de las claves de su éxito.

Para más información, visite:

DocPath es una marca registrada propiedad de DocPath Corp. Todos los derechos reservados. Otras marcas mencionadas pueden ser propiedad de sus respectivos titulares.

DocPath’s Document Software Continues Gaining Ground in Latin America

DocPath’s document and output management solutions are improving document processes for an increasing number of organizations and institutions in Latin America.

DocPath’s success in the area resides in its knowledge of the specific market dynamics and its customer-centric approach in every document management project, fostered by its growing parter network that has been further strengthened with the recent incorporation of InfoIntelligent.

Atlanta (GA), February 26, 2015 – After 14 years in the Brazil market, the combined efforts of DocPath and its Latin American Partners have resulted in the DocPath customer base increasing at a steady pace, not only in Brazil, but across all Latin America. The recent implementation of DocPath’s output and document management system at different Latin American delegations of one of the leading insurance companies in the world and the expansion of its parter network —strengthening its presence by incorporating InfoIntelligent into the company’s Partner network— further showcases the acceptance of DocPath in the Latin American market.

Expanding Business

Latin America’s economy is growing. And as businesses continue to expand, the need for more advanced process and workflow systems and services has arisen. As observed by DocPath, document management as well as output management software and scheduled print services seem to be on top of the investment list of many companies.

As a result, DocPath is firmly expanding business across the American continent. With support from its main strategic business partners in the region, such as Ricoh, Quality Work, InfoIntelligent and SGS Team, DocPath has become one of the leaders in a niche where companies are waiting for next-level document management software.

DocPath’s solutions are currently installed at national and international banks —including the major financial institutions of Argentina, Brazil, Chile, Ecuador and Mexico–, retailers, manufacturers and important insurance companies. In fact, DocPath has significantly increased the number of document management projects in Latin America from 2012 to 2015 and the coming years look even more promising.

DocPath started its business activities in Latin America more than 15 years ago and I can safely say that it has been a very positive process for all of us. The excellent results and favorable prospects of the Latinamerican market are more than enough reason to continue and expand our presence in the region,” confirms Julio Olivares, DocPath CEO.

Geared Solutions

To address the unique user behavior and purchasing patterns in the different Latin American countries, DocPath has made sure to include a wide range of specific features in its document and output management software. As such, all of DocPath’s Solutions are multi-language and allow clients to dynamically generate their documents in the language required by their final users.

Common business needs with regards to document management in Latin America seem to consist of distributed and controlled generation of documents across a network of branch offices and online services, which includes efficient distribution of high-quality documents. For this reason, DocPath’s most successful solutions in the area are DocPath Remote Office Printing, aimed at banks and insurance companies with a large office network, DocPath Business Suite Pro, a complete document management solution for small and medium-sized enterprises, and DocPath WebDocs Generation, for companies that need cover document management and output requirments in Web environments.

The New Land of Opportunity

Over the last decade, many Latin American countries have been experiencing important growth, despite rather timid expansion numbers registered in recent years. In fact, according to studies by World Bank and IMF, the average GDP of Latin America exceeds the world’s average, creating a market that is ready for new technological products and services. For example, for 2015, the Economic Commission for Latin America and the Caribbean (ECLAC) expects regional growth to increase to 2.2%. ECLAC also forecasts Brazil’s economy to be the growth engine of the entire region, which means that the country still more than deserves its “B” in BRICS, an acronym that represents the world’s fastest growing economies: Brazil, Russia, India, China and South Africa.

One of the direct effects of the current economic situation is the impressive growth of the Latin American ICT market, and especially of the mobile user base. According to recent reports published by GFK, one of the world’s leading market investigation companies, in 2014, the Latin American smartphone market enjoyed the highest growth worldwide.

The reasons behind Latin America’s positive economic growth and favorable ICT climate are encouraging regulations, supportive governments, multilateral actions and a renewed business confidence that is leading to investments in new technologies. And as organizations are expanding, being able to manage their data and documents effectively and rapidly across all their offices and delegations becomes vital.


About InfoIntelligent

InfoIntelligent was created to meet a growing demand of companies seeking the implementation of new technologies and tools to optimize and add value to their document management processes, based on the information they already possess.

By implementing these intelligent information management processes, companies seek to better retain , attract new, and create bonding with their customers as well as build alliances , and position their products.

For more information, visit:

About DocPath

DocPath is a leading document technology software manufacturer. Created in 1992, its solutions are found in companies all over the world. Among its international clients, are prestigious banks and first class corporations, which are aided by DocPath solutions by simplifying the complicated and critical task involving design and the distribution of documents. DocPath maintains a strong commitment to R&D&i, an area that receives a good amount of its revenue, and in which lies the key to the company’s success.

For more information, visit:

DocPath is a registered trademark of DocPath Corp. All rights reserved. Other trademarks may be the property of their respective owners.