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Case studies

Featured / Intelledox digitalizes financial services processes for Dixon Advisory

Intelledox digitalized Dixon Advisory's financial services processes supporting financial advisors to conduct a compliant investigation to understand the financial objectives, situation and individual needs of clients. Solution highlights: Efficient system that is easy to maintain using ‘Manage’ interface Time to

Featured / Digital Document Delivery made easy for AMP

Intelledox implemented an automated document solution, for AMP financial advisers, covering all components in the construction of all advice documents. The Infiniti system was easy-to-use making it possible for financial advisers using different CRM systems to produce the same centrally

Featured / Automated Travel Approval solution at Australian National University

Intelledox implemented an automated travel approval solution to digitalize the Australian National University's travel approval process. The whole solution was implemented in just eight weeks using smart forms and integration with Oracle PeopleSoft and Oracle Financial Management System. Solution highlights:

Featured / Business to government engagement solution at Department of Infrastructure

Intelledox digitalized the process for applying for coastal trading licences using smart forms and integration with SharePoint and Microsoft Dynamics CRM. Solution highlights: Integration with Microsoft Dynamics CRM, SharePoint and HP TRIM (coming soon) Smart forms for capturing and transforming

Intelledox increases productivity by 400 percent at Hastings Deering

Intelledox's Infiniti solution at Hastings Deering automated the compilation of customized safety manuals. The solution is fast, accurate and reliable.

A dynamic smart form and CRM solution for federal government

Intelledox worked with this Australian federal government agency to streamline a complex online application process that was expensive to maintain, difficult to edit and required information collected to be manually-actioned by agency employees. Intelledox implemented a dynamic smart form and

Intelledox digitalizes vehicle import applications at Department of Infrastructure

Intelledox implemented a smart web form solution to streamline the vehicle import application process and minimize the need for requesting additional information after users have lodged applications.

Automating key business processes adds value at North American financial institution

Intelledox enhances International Banking Group's document-centric processes. The financial institution’s North American banking operations provide a full range of banking and investing services to more than 7.4 million customers across Canada.

Streamlined document generation for a global resources giant

Intelledox's Infiniti solution enhanced human resource and procurement document production, and also provided centralized management of templates and content to improve efficiency and accuracy.

E-commerce provider Tradelink transforms burdensome processes

Intelledox provided Tradelink Hong Kong with a document automation solution that transformed their burdensome processes into an intelligent modus operandi, saving time and money.

Citizen correspondence automated for New Zealand Transport Agency

Intelledox worked with the New Zealand Transport Agency to automate its generation of licence suspension letters and other citizen correspondence.  This solution features smart forms, document automation and integration with the agency's mail house provider.

AXA cuts document completion times from 7 hours to 40 minutes

Intelledox provides AXA Australia and its network of advisers with an automated document solution covering all components in the construction of statements of advice and financial services guides, investment advice scenarios, strategy information, insurance and superannuation.

Intelledox solution helps keep planes safe at CASA

Using Intelledox, Australian federal government agency Civil Aviation Safety Authority reduced costs of document generation and smart web form design/management. Intelledox provided CASA with a document assembly solution that transformed its document-centric processes, delivering a speed of execution and ability

Queensland health provider uses smart forms for online patient pre-admissions

This not-for-profit health and aged care provider required a secure online portal for communicating with patients. Intelledox's solution facilitates cross-channel online collection of the patient pre-admission data through an Infiniti SmartForm.

Smart forms and workflow enhance collaborative work at IP Australia

Intelledox delivered a smart form and workflow solution to streamline business processes, improve document quality and security and support the re-use of citation data for multiple forms.

Department of Veterans’ Affairs standardizes automated correspondence

Australia's Department of Veterans' Affairs implemented Infiniti by Intelledox to standardize the technology, reporting and management platform across all business units requiring automated correspondence. By leveraging existing technology investments, Infiniti has driven down operational costs, delivered increased efficiency, reduced compliance risk

Intelledox reduces time patients spend in clinic at Travel Doctor

Intelledox provided an electronic medical form solution for capturing patient information over the phone and online, reducing the need for face-to-face contact.

Document creation time slashed by 90 per cent at ACTPLA

Intelledox turned around document productivity losses at the ACT Planning and Land Authority. The ACT Planning and Land Authority receives about 5,500 development applications annually and the assessment process is heavily dependent on document creation. ACTPLA had previously used business
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