Combining Rigorous Content Creation and Review with Dynamic Delivery

Policies and procedures are important in any industry, but in sectors such as insurance, legal services, financial services, and life sciences, they are central to the operation of the business, and mistakes can be extremely costly. Such industries are subject to rigorous regulatory regimes, so it is critical that content be properly structured and complete to satisfy all regulatory and legal requirements.

In addition, content must be comprehensive, accurately written, efficiently and rigorously reviewed by subject matter experts, released in a timely fashion, and readily available to customers and agents across multiple platforms and devices.

Common challenges include error propagation, out of date information in distribution, challenges finding the right content, challenges with keeping content up to date in multiple languages, and difficulties in delivering content in the right format and medium, whether that is web-based, mobile, or PDF. Different versions may apply to different customers or situations, and application of incorrect or out of date policies may lead to litigation.

Benefits of Structured Content

Structured content can help you to address the challenges in writing policies and procedures. Templates can be used to define the specific sections and hierarchies required in a document. Boilerplate text can be inserted and locked down or made editable, and can be globally changed, for example if a particular clause that applies to many policies needs updating due to a change in the law.

With structured content, content reuse is easy and efficient, at the topic, section, or paragraph level. Variables allow you to publish content for multiple brands. Output formatting can be fully automated for perfect presentation in any format, such as PDF and responsive HTML5 for viewing on any platform: laptops, tablets, phones etc.

The XDocs Solution

XDocs’ sophisticated management and processing of structured content make it a natural fit for industries where policies and procedures are crucial to the organization. Moreover, Bluestream’s Solutions team will work with you to optimize every stage in your process so that your policies and procedures are always up to date and accurate, conform to all business needs and regulatory frameworks, and are available to the people who need them.

Advanced capabilities to manage content, including fine-grained versioning, content reuse, and branch/merge capabilities, mean that content can be identified, updated, and repurposed with precision to ensure that your policies are always correct.

Authors can quickly and easily draft policies and procedure, using sophisticated templates with content rules, boilerplate, and variables to conform to requirements in legal, medical, insurance, and financial industries in different regulatory domains, and send content to domain experts for fast inline review.

Domain experts–for example, legal personnel responsible for policies in the insurance space–can quickly and easily review and contribute content using the intuitive Wex web interface. When they’re done, the content can be routed to the next level of review and approval or back to the author to finalize the publication, using customized workflows that match your business’s needs or regulatory framework.

In some regions, having accurate, up to date localized policies and procedures is critical – for example, French in Canada or Spanish in many parts of the United States. XDocs’ advanced localization management capabilities, including tight integration with your Localization Service Provider and automated synching of localized content with source content, allow you to keep multi-language content up to date with speed, accuracy and efficiency.

Current, dynamically updated content can be posted to the XDocs Delivery Platform in multiple languages and integrated with CRM tools such as Salesforce, ensuring that your key users–insurance agents, bankers, medical professionals–always have accurate, up to date information. That enables them to do their jobs, help your customers, and maximize your ROI.