One of the best implementation features is the automated Calligo template migration and compare tool. This tool allowed Xpertdoc to convert and verify the conversion of all of our templates in a matter of weeks rather than having to spend months recreating all of the templates from scratch. The ability to implement the solution in under a year was beneficial both for the staff and for resource allocation. The solution itself is very easy to use. We received roughly 2.5 days of training and, aside from questions here and there, have been able to adapt very quickly.
Regarding the vendor, one of the things we most appreciated throughout this process was the team approach to designing and implementing the solution. The Xpertdoc team worked collaboratively with us to design a solution that would best meet our goals, while staying on time and within budget. Their response time to issues and general inquiries is unparalleled. Rather than build a solution for requirements we sent to them, we were heavily involved in the creation of the solution design document, the development of new workflows, and in the testing of the solution.
In Xpertdoc Portal 3, navigation and management of libraries could be improved. While functional, it's sometimes cumbersome to manage updates affecting multiple folders.
We were able to quickly replace the IStream/Calligo Product Suite, rework our internal workflows to reduce both speed to mail and issuance errors reaching our customers, and upgrade our printers for more efficient in-house production.