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In 2009, Xpertdoc receives financial support from private investors and from local and government funding agencies;<ref>Alain Duhamel, Ibid., p. 48.</ref> the company doubles in size and its market expands across Canada, the United States, Europe, Asia and the Middle East.<ref>Karine Cousineau, Ibid., p. 9.</ref> Xpertdoc launches the online service Word as a Service. This portal automates the creation of business documents and converts Word files to e-mail and PDF format.<ref>Alain Duhamel, Ibid., p. 48.</ref> Founder and CEO, Francis Dion, is named “business economic personality of the year.” <ref>Savage, Mélanie. “Xpertdoc chez les grands”. La Revue, December 22, 2009. [Online]. http://www.larevue.qc.ca/economie_xpertdoc-chez-grands-n17335.php</ref>
In 2009, Xpertdoc receives financial support from private investors and from local and government funding agencies;<ref>Alain Duhamel, Ibid., p. 48.</ref> the company doubles in size and its market expands across Canada, the United States, Europe, Asia and the Middle East.<ref>Karine Cousineau, Ibid., p. 9.</ref> Xpertdoc launches the online service Word as a Service. This portal automates the creation of business documents and converts Word files to e-mail and PDF format.<ref>Alain Duhamel, Ibid., p. 48.</ref> Founder and CEO, Francis Dion, is named “business economic personality of the year.” <ref>Savage, Mélanie. “Xpertdoc chez les grands”. La Revue, December 22, 2009. [Online]. http://www.larevue.qc.ca/economie_xpertdoc-chez-grands-n17335.php</ref>


The next year, Xpertdoc is nominated at the [[:fr:Concours des OCTAS|Concours des Octas]] 2010, an annual event organised by [[:fr:Réseau ACTION TI|Réseau Action TI]]. Its software solution, developed in collaboration with [[Aon (company)|Aon]], is nominated in the “Business Solution - Packages” category.<ref>“Le travail de Xpertdoc nominé au gala des Octas 2010”. TIenrégion.com, August 25, 2010. [Online]. http://www.tienregion.com/actualites/xpertdoc-nomine-octas-2010/</ref> Xpertdoc, as well as a number of organizations and companies from the [[Lanaudière]] region (just north of Montreal) launch the TIenrégion.com website. This magazine blog for information technology specialists aims to promote work and companies in the region.<ref>Ladouceur, Jean-Guy. “TIenrégion.com est lance”. Le Trait d’Union, September 24, 2010. [Online]. http://www.letraitdunion.com/Actualites/Economie/2010-09-24/article-1792461/TIenregion.com-est-lance/1</ref>
The next year, Xpertdoc is nominated at the [[:fr:Concours des OCTAS|Concours des Octas]] 2010, an annual event organised by [[:fr:Réseau ACTION TI|Réseau Action TI]]. Its software solution, developed in collaboration with [[Aon (company)|Aon]], is nominated in the “Business Solution - Packages” category.<ref>“Le travail de Xpertdoc nominé au gala des Octas 2010”. TIenrégion.com, August 25, 2010. [Online]. {{cite web|url=http://www.tienregion.com/actualites/xpertdoc-nomine-octas-2010/ |title=Archived copy |accessdate=November 7, 2014 |deadurl=yes |archiveurl=http://web.archive.org/web/20141107210558/http://www.tienregion.com/actualites/xpertdoc-nomine-octas-2010/ |archivedate=November 7, 2014 }}</ref> Xpertdoc, as well as a number of organizations and companies from the [[Lanaudière]] region (just north of Montreal) launch the TIenrégion.com website. This magazine blog for information technology specialists aims to promote work and companies in the region.<ref>Ladouceur, Jean-Guy. “TIenrégion.com est lance”. Le Trait d’Union, September 24, 2010. [Online]. {{cite web|url=http://www.letraitdunion.com/Actualites/Economie/2010-09-24/article-1792461/TIenregion.com-est-lance/1 |title=Archived copy |accessdate=November 7, 2014 |deadurl=yes |archiveurl=http://web.archive.org/web/20141107220243/http://www.letraitdunion.com/Actualites/Economie/2010-09-24/article-1792461/TIenregion.com-est-lance/1 |archivedate=November 7, 2014 }}</ref>


In 2012, [[Barack Obama]]’s health care reform, the [[Patient Protection and Affordable Care Act]], prompts Xpertdoc to develop a cloud solution designed to help Health Insurers meet the production requirements of the standardized reports mandate.<ref>Cloutier, Richard. “Record de ventes et percée majeure aux États-Unis pour Xpertdoc Technologies de Terrebonne”. Le Trait d’Union, July 14, 2012, p. 45.</ref>
In 2012, [[Barack Obama]]’s health care reform, the [[Patient Protection and Affordable Care Act]], prompts Xpertdoc to develop a cloud solution designed to help Health Insurers meet the production requirements of the standardized reports mandate.<ref>Cloutier, Richard. “Record de ventes et percée majeure aux États-Unis pour Xpertdoc Technologies de Terrebonne”. Le Trait d’Union, July 14, 2012, p. 45.</ref>


A year later, Xpertdoc rethinks the architecture of its Customer Communications Software, which it programs in [[HTML5]] to make it compatible with mobile devices.<ref>Sarah Bogan et al., Ibid., p. 90.</ref> The company’s solution for Dynamics CRM receives the Microsoft Dynamics certification.<ref>Cloutier, Richard. “Certification Microsoft Dynamics pour Xpertdoc Technologies”. Le Trait d’Union, July 31, 2013. [Online]. http://www.letraitdunion.com/Actualites/Economie/2013-07-31/article-3334990/Certification-Microsoft-Dynamics-pour-Xpertdoc-Technologies/1</ref> The company also partners with the [[Insurance Services Office]] (ISO) and the American Association of Insurance Services (AAIS), which allows property and casualty clients to have access to standardised forms issued by the American organizations.<ref>Morrell, Jennifer. “Xpertdoc Provides Support for ISO Forms”. Insurance Networking News, August 27, 2013. [Online]. http://www.insurancenetworking.com/news/xpertdoc-iso-forms-verisk-32908-1.html</ref><ref>Xpertdoc Offers Support for Users of AAIS Forms”. AAIS, November 19, 2013. [Online]. http://www.aaisonline.com/AAISFrame/ConnectFrame/PressReleasesFrame/tabid/165/ArticleID/705/Xpertdoc-Offers-Support-for-Users-of-AAIS-Forms.aspx</ref>
A year later, Xpertdoc rethinks the architecture of its Customer Communications Software, which it programs in [[HTML5]] to make it compatible with mobile devices.<ref>Sarah Bogan et al., Ibid., p. 90.</ref> The company’s solution for Dynamics CRM receives the Microsoft Dynamics certification.<ref>Cloutier, Richard. “Certification Microsoft Dynamics pour Xpertdoc Technologies”. Le Trait d’Union, July 31, 2013. [Online]. {{cite web|url=http://www.letraitdunion.com/Actualites/Economie/2013-07-31/article-3334990/Certification-Microsoft-Dynamics-pour-Xpertdoc-Technologies/1 |title=Archived copy |accessdate=November 7, 2014 |deadurl=yes |archiveurl=http://web.archive.org/web/20141107214649/http://www.letraitdunion.com/Actualites/Economie/2013-07-31/article-3334990/Certification-Microsoft-Dynamics-pour-Xpertdoc-Technologies/1 |archivedate=November 7, 2014 }}</ref> The company also partners with the [[Insurance Services Office]] (ISO) and the American Association of Insurance Services (AAIS), which allows property and casualty clients to have access to standardised forms issued by the American organizations.<ref>Morrell, Jennifer. “Xpertdoc Provides Support for ISO Forms”. Insurance Networking News, August 27, 2013. [Online]. http://www.insurancenetworking.com/news/xpertdoc-iso-forms-verisk-32908-1.html</ref><ref>Xpertdoc Offers Support for Users of AAIS Forms”. AAIS, November 19, 2013. [Online]. http://www.aaisonline.com/AAISFrame/ConnectFrame/PressReleasesFrame/tabid/165/ArticleID/705/Xpertdoc-Offers-Support-for-Users-of-AAIS-Forms.aspx</ref>


In September 2013, the analyst firm Strategy Meets Action announces that Xpertdoc has won the SMA Innovation in Action 2013 award in the Solutions Providers category <ref>Strategy Meets Action. “Strategy Meets Action Announces the 2013 SMA Innovation in Action Award Winners”. MarketWatch. [Online]. http://www.marketwatch.com/story/strategy-meets-action-announces-the-2013-sma-innovation-in-action-award-winners-2013-09-16</ref> for its patent-pending <ref>“Patent Application Title: Method and System for Producing Documents”. FAQS. [Online]. http://www.faqs.org/patents/app/20140006935</ref> forms and template migration solution.<ref>Strategy Meets Action, Ibid.</ref> The company also wins the Technology Innovation award, given during the Gala du 30e Reflet économique des Moulins.<ref>“Nos entreprises brillent au Gala du Reflet économique”. La Revue, November 6, 2013, p. A-12.</ref>
In September 2013, the analyst firm Strategy Meets Action announces that Xpertdoc has won the SMA Innovation in Action 2013 award in the Solutions Providers category <ref>Strategy Meets Action. “Strategy Meets Action Announces the 2013 SMA Innovation in Action Award Winners”. MarketWatch. [Online]. http://www.marketwatch.com/story/strategy-meets-action-announces-the-2013-sma-innovation-in-action-award-winners-2013-09-16</ref> for its patent-pending <ref>“Patent Application Title: Method and System for Producing Documents”. FAQS. [Online]. http://www.faqs.org/patents/app/20140006935</ref> forms and template migration solution.<ref>Strategy Meets Action, Ibid.</ref> The company also wins the Technology Innovation award, given during the Gala du 30e Reflet économique des Moulins.<ref>“Nos entreprises brillent au Gala du Reflet économique”. La Revue, November 6, 2013, p. A-12.</ref>

Revision as of 17:16, 16 July 2016

Xpertdoc Technologies Inc.
Company typeSoftware
IndustryInsurance, Healthcare, Banking, Legal, Government, Manufacturing, Distribution
PredecessorProcess Academy Inc.
Founded2000
FounderFrancis Dion
Headquarters
Montreal
,
Canada
Area served
Global
ProductsSoftware
Websitewww.Xpertdoc.com

Xpertdoc Technologies Inc. is a global company which operates in the Information and Communications Technology (I.C.T), providing an IT solution for Customer Communications Management.[1] Xpertdoc is headquartered in Terrebonne, Quebec, Canada.

The company has developed the Xpertdoc Customer Communications Management solution, which provides capabilities for creating, editing, assembling, reviewing, producing, distributing, signing and archiving of client documents.[2] It leverages Microsoft’s products, such as Word, Dynamics CRM, SharePoint and Microsoft Azure.[3][4][5][6] The solution is mainly targeted towards insurance companies, but is also suitable for the banking, financial, manufacturing, real-estate and public industries.[7]

Francis Dion is the founder and Chief Executive Officer of Xpertdoc.

Technology

The solutions included in the Xpertdoc CCM Platform suite are Template Designer, Document Output Engine, Template Manager, Document Services, Content Auditor, Visual Auditor, Electronic Signature, and High Volume Print Management. All of these applications are modular in nature but pre-integrated on the same platform.[8]

History

In 2000, Francis Dion founds Process Academy Inc. Seven years later, the company is renamed Xpertdoc Technologies, following the arrival of a new Word file format, the .docx, which is introduced by Microsoft under the Office Open XML standard. The company launches Xpertdoc Studio 2007, a tool that integrates with Microsoft Word and allows the production of automated business documents.[9] The same year, Xpertdoc is certified a Microsoft Gold partner.[10]

In 2009, Xpertdoc receives financial support from private investors and from local and government funding agencies;[11] the company doubles in size and its market expands across Canada, the United States, Europe, Asia and the Middle East.[12] Xpertdoc launches the online service Word as a Service. This portal automates the creation of business documents and converts Word files to e-mail and PDF format.[13] Founder and CEO, Francis Dion, is named “business economic personality of the year.” [14]

The next year, Xpertdoc is nominated at the Concours des Octas 2010, an annual event organised by Réseau Action TI. Its software solution, developed in collaboration with Aon, is nominated in the “Business Solution - Packages” category.[15] Xpertdoc, as well as a number of organizations and companies from the Lanaudière region (just north of Montreal) launch the TIenrégion.com website. This magazine blog for information technology specialists aims to promote work and companies in the region.[16]

In 2012, Barack Obama’s health care reform, the Patient Protection and Affordable Care Act, prompts Xpertdoc to develop a cloud solution designed to help Health Insurers meet the production requirements of the standardized reports mandate.[17]

A year later, Xpertdoc rethinks the architecture of its Customer Communications Software, which it programs in HTML5 to make it compatible with mobile devices.[18] The company’s solution for Dynamics CRM receives the Microsoft Dynamics certification.[19] The company also partners with the Insurance Services Office (ISO) and the American Association of Insurance Services (AAIS), which allows property and casualty clients to have access to standardised forms issued by the American organizations.[20][21]

In September 2013, the analyst firm Strategy Meets Action announces that Xpertdoc has won the SMA Innovation in Action 2013 award in the Solutions Providers category [22] for its patent-pending [23] forms and template migration solution.[24] The company also wins the Technology Innovation award, given during the Gala du 30e Reflet économique des Moulins.[25]

In 2014, Xpertdoc partners with Adminovate. Together, they offer life insurance companies a cloud solution that integrates the former’s Customer Communications Management platform with the latter’s policy administration system (PAS).[26] OneShield also partners with the Canadian company, bringing to the market a joint PAS and document management solution offering for Property and Casualty insurers.[27] Xpertdoc receives the XCelent Functionality award from Celent, an analyst firm, for the functionality and configurability of its software as a whole.[28]

References

  1. ^ Beaulieu, Alain. “L’APPQ impose une cure de jeunesse à son système documentaire” Direction informatique, vol. 22, n° 3 (April 2009), p. 4 and 6.
  2. ^ Bogan, Sarah, Tom Benton and Lis Maguda. “US Document Creation/CCM Systems. A Novarica Market Navigator Report”, January 2014, p. 5 and 90. [Online]
  3. ^ Singh, Himanshu. “Real World Windows Azure: Xpertdoc Deploys its Hosted Document Output Automation Solution on Windows Azure.” Microsoft Azure, October 18, 2012.
  4. ^ Alain Beaulieu, Ibid., p. 6.
  5. ^ Duhamel, Alain. “Xpertdoc entreprend la conquête du monde”. Les Affaires, April 25 to May 1st, 2009, p. 48.
  6. ^ Clermont, Pénélope. “Xpertdoc, en pleine croissance”. La Revue, August 22, 2012, p. A-30.
  7. ^ Alain Duhamel, Ibid., p. 48.
  8. ^ Sarah Bogan et al., Ibid., p. 90.
  9. ^ CLDEM. “L’écho des parc [sic]”. AffairesXpress, vol. 5, n° 5 (May 2007), p. 1.
  10. ^ Cousineau, Karine. “Xpertdoc, une fierté moulinoise”. Reflet économique, October 28, 2009, p. 7 and 9.
  11. ^ Alain Duhamel, Ibid., p. 48.
  12. ^ Karine Cousineau, Ibid., p. 9.
  13. ^ Alain Duhamel, Ibid., p. 48.
  14. ^ Savage, Mélanie. “Xpertdoc chez les grands”. La Revue, December 22, 2009. [Online]. http://www.larevue.qc.ca/economie_xpertdoc-chez-grands-n17335.php
  15. ^ “Le travail de Xpertdoc nominé au gala des Octas 2010”. TIenrégion.com, August 25, 2010. [Online]. "Archived copy". Archived from the original on November 7, 2014. Retrieved November 7, 2014. {{cite web}}: Unknown parameter |deadurl= ignored (|url-status= suggested) (help)CS1 maint: archived copy as title (link)
  16. ^ Ladouceur, Jean-Guy. “TIenrégion.com est lance”. Le Trait d’Union, September 24, 2010. [Online]. "Archived copy". Archived from the original on November 7, 2014. Retrieved November 7, 2014. {{cite web}}: Unknown parameter |deadurl= ignored (|url-status= suggested) (help)CS1 maint: archived copy as title (link)
  17. ^ Cloutier, Richard. “Record de ventes et percée majeure aux États-Unis pour Xpertdoc Technologies de Terrebonne”. Le Trait d’Union, July 14, 2012, p. 45.
  18. ^ Sarah Bogan et al., Ibid., p. 90.
  19. ^ Cloutier, Richard. “Certification Microsoft Dynamics pour Xpertdoc Technologies”. Le Trait d’Union, July 31, 2013. [Online]. "Archived copy". Archived from the original on November 7, 2014. Retrieved November 7, 2014. {{cite web}}: Unknown parameter |deadurl= ignored (|url-status= suggested) (help)CS1 maint: archived copy as title (link)
  20. ^ Morrell, Jennifer. “Xpertdoc Provides Support for ISO Forms”. Insurance Networking News, August 27, 2013. [Online]. http://www.insurancenetworking.com/news/xpertdoc-iso-forms-verisk-32908-1.html
  21. ^ Xpertdoc Offers Support for Users of AAIS Forms”. AAIS, November 19, 2013. [Online]. http://www.aaisonline.com/AAISFrame/ConnectFrame/PressReleasesFrame/tabid/165/ArticleID/705/Xpertdoc-Offers-Support-for-Users-of-AAIS-Forms.aspx
  22. ^ Strategy Meets Action. “Strategy Meets Action Announces the 2013 SMA Innovation in Action Award Winners”. MarketWatch. [Online]. http://www.marketwatch.com/story/strategy-meets-action-announces-the-2013-sma-innovation-in-action-award-winners-2013-09-16
  23. ^ “Patent Application Title: Method and System for Producing Documents”. FAQS. [Online]. http://www.faqs.org/patents/app/20140006935
  24. ^ Strategy Meets Action, Ibid.
  25. ^ “Nos entreprises brillent au Gala du Reflet économique”. La Revue, November 6, 2013, p. A-12.
  26. ^ O’Donnell, Anthony R. “Adminovate and Xpertdoc Partner on Cloud-Capable Insurance Solution”. Insurance Innovation Reporter, March 12, 2014. [Online]. http://iireporter.com/adminovate-and-xpertdoc-partner-on-cloud-capable-insurance-solution/
  27. ^ Insurance Canada. “Xpertdoc and OneShield Team Up to Provide a New Joint Offering to P&C Insurers”. The Chronicle, n° 2014-35, September 2, 2014. [Online]. http://www.insurance-canada.ca/newsletter/2014/issue2014-35.php
  28. ^ Michellod, Nicolas. “XCelent Awards 2014. Document Automation for Insurers”. June 16, 2014, p. 1.
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