CMI, the Swiss Business Management Software, offers a cloud-based process interface to the Microsoft 365-based officeatwork template management in the cloud.
This enables businesses and public administrations to seamlessly integrate their business processes with document creation. The interface consists of integrating the officeatwork Template Chooser along with XML Part-based data integration.
The example shown here utilizes the CMI Web Client for creating a "welcome letter" for a new resident of the fictional municipality of Schwerzenwil. The CMI Web Client includes the "officeatwork Template Chooser Embedded," which allows users to directly access templates stored in officeatwork within the CMI Web Client. Additionally, the CMI data is inserted into the newly created document in a way that allows the officeatwork Wizard to display and further process the data.
This integration combines the benefits of business management with template management, simplifying the creation of personalized documents based on business cases.
Some of the advantages include:
- Collaborative use of templates
- No redundant data entry when creating documents from business management
- Improved quality as no copies of templates need to be maintained
➡️ Overall, the cloud-based interface between CMI and officeatwork can increase the efficiency and quality of business processes, saving time and resources by reducing manual work in document creation.
To learn more, please contact your CMI consultant or send us an email to
sales@officeatwork.com.
