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Workflow & Document Design

Flexible Workflows

Document delivery options are much-evolved today. Virtually every organization has a value-added option to outsource critical document support to service companies that specialize in sensible handling and design solutions. BDI is a product of this evolution of specialized services.

As a service provider, we grew while also creating task-specific solutions to meet customer needs. We never stopped developing new ways to improve performance and accuracy.

What we learned and developed since 1984, has culminated in workflow adaptations that are flexible and powerful enough to handle applications large and small ... simple or complex ... at performance speeds that our customers have come to understand and appreciate.

WORKFLOW FUNCTIONALITIES INCLUDE:

  • Integrated Job Submittal (Web-based client instructions)
  • Automatic Job Triggering (at completion of file download)
  • Content Validation (via application-based parsing scripts)
  • Data Aggregation (including 3rd part file import)
  • Node-based Quality Control (incl. change controls)
  • Online Job Approval (for all Web or Print/Mail jobs)
  • Email advisory system (client-side as well as in-house)
  • Customized Document Design (for all document or data streams)
  • Targeted Marketing (Transpromo) functionality

An actual example of workflow "flexibility" can be found at Statement Job: A Case Study.

Document Design And Composition

To meet the demand for continuing requests to be innovative with document design, we combine custom parsing techniques with the most optimum composition tools in order to create HTML, PCL, Postscript and PDF outputs to your specifications.

We work with each customer to build the document output that is preferred. You can submit your own design(s) or select from a library of existing templates.

A few of the criteria considered during design include:

  • Marketing elements to focus user attention to offers. (See TransPromo.)

    TransPromois a coined phrase for "targeted marketing" and related functionality. It applies to many facets of document creation and is not limited to any particular form of delivery.

    By example, adding promotion to transaction-related documents often holds tactical advantage over separate delivery. Financial documents typically garner greater end-user attention . These documents, mailed or web-delivered, are a prime category for marketing and compliance-level communications.

    TransPromo support is broadly available and includes:

    • Marketing messages
    • Compliance messaging
    • Document attachments (add-ons)
    • Mail inserting
    • Envelope-imprint

    This service includes personalized, "one-to-one" communications for all messages and attachments.

    For more information, contact us to discover how this service can support your needs.

  • Data aggregation for consolidation of reporting content.

    BDI regularly merges multiple files prior to document composition. This "aggregated" data can include:

    • A primary financial statement
    • Credit card data
    • Mortgage reporting
    • 3rd party rewards programs
    • Annual tax reporting
    • 3rd party targeted marketing

    Advantages include: increased postage savings, simplified reporting and enhanced marketing.

  • Space-saving analysis to reduce paper and postage costs.
  • Design layout and preferences.

Discover what your options truly are!

"Along with printing and mailing six separate statement jobs, BDI has helped us introduce custom-design statements, including eStatements, to our customers. The eStatements product included "cancelled check" viewing, marketing and much more. This change resulted in e-Branch becoming our fastest growing service product over the next year.

We are pleased that BDI has been able to stay on the forefront of technology and allow us to offer our banking customers the products and services that they need and want." (RM)

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219 MILLION
eStatements posted


Tree 45,723
trees saved


Money $78,637,603
postage savings


We are saving everyone some green!


Updated: March 2016

  • ABOUT BUSINESS DATA, INC.
  • BDI specializes in composition and delivery solutions across Web, Mail, Archive and Marketing channels.

    Our mission is to build and deliver critical solutions and services with a keen eye on the needs of our customers and the demands of future technologies.



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