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Xpertdoc Technologies Inc.
Industry Insurance, Healthcare, Finance, Banking, Legal, Government, Manufacturing, Distribution, Real Estate
Predecessor Process Academy Inc.
Founded 2000
Founder Francis Dion and Eveline d'Orvilliers
Headquarters Terrebonne, Quebec, Montreal, Canada
Area served
Products Software
Website 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 document automation and customer communications management.[1] Xpertdoc is headquartered in Terrebonne, Quebec, Canada.

The company has developed the Xpertdoc 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 government and the banking, financial, manufacturing, and real-estate industries.[7]

Francis Dion, Chief Executive Officer, and Eveline d'Orvilliers, Vice-President, are founders of Xpertdoc.


The applications included in the Xpertdoc platform 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]


In 2000, Francis Dion and Eveline d'Orvilliers found 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]

In 2015, Xpertdoc achieves compliance with ISO/IEC 27001:2013 – an information security standard.[29] In November, the company receives the MercadOr Award for Market Diversification from the Société de développement international de Lanaudière (SODIL), in recognition of its global expansion.[30] It expands its market in both the American and Canadian insurance industries.[31][32][33][34]

At the beginning of 2016, Xpertdoc receives a patent from the U.S. Patent and Trademark Office for its proprietary document migration technology.[35] It announces expansion of its C-suite with the addition of three executives.[36] In August, Xpertdoc wins the Silver Partner Award, granted by the International Association of Microsoft Channel Partners (IAMCP),[37] and joins Microsoft's Enterprise Cloud Alliance.[38] With a five-year revenue growth of 460%,[39] the company ranks 148 on Canadian Business's 2016 PROFIT 500.[40] It moves headquarters in a new building.[41]

In 2017, Xpertdoc's employees form a cooperative of employee shareholders through which they collectively own 16% of the company's shares.[42] Its Customer Communications Management platform for Microsoft Dynamics CRM is available to Canadian government agencies under the Government of Canada Software Licensing Supply Arrangement (SLSA).[43] Ranked 135 on the 2017 PROFIT 500,[44] Xpertdoc secures $2.3 million in mezzanine financing from BDC Capital.[45]


  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.
  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.
  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.
  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.
  29. ^ O'Donnell, Anthony R. "Xpertdoc Achieves ISO/IEC 27001 Information Security Management Certification". Insurance Innovation Reporter, September 21, 2015. [Online]. http://iireporter.com/xpertdoc-achieves-isoiec-27001-information-security-management-certification/
  30. ^ Talbot, Véronick. "Quatre entreprises de Terrebonne se démarquent à l'international". La Revue, October 21, 2015, p. A18.
  31. ^ O'Donnell, Anthony R. "PMA Companies Modernizes Billing Processes with Xpertdoc". Insurance Innovation Reporter, July 31, 2015. [Online]. http://iireporter.com/pma-companies-modernizes-billing-processes-with-xpertdoc/
  32. ^ O'Donnell, Anthony R. "Mutual of Enumclaw Adopts Xpertdoc for Billing Modernization Initiative". Insurance Innovation Reporter, August 4, 2015. [Online]. http://iireporter.com/mutual-of-enumclaw-adopts-xpertdoc-for-billing-modernization-initiative/
  33. ^ "GroupHEALTH Selects Xpertdoc to Improve Client Experience and Increase Enrollment Efficiencies". Insurance-Canada.ca, April 20, 2016. [Online]. https://archive.insurance-canada.ca/ebusiness/canada/2016/Xpertdoc-Client-Experience-GroupHEALTH-1604.php
  34. ^ O'Donnell, Anthony R. "Merchants Insurance Group Gains Significant Efficiencies with Xpertdoc CCM Deployment". Insurance Innovation Reporter, June 22, 2016. [Online]. http://iireporter.com/merchants-insurance-group-gains-significant-efficiencies-with-xpertdoc-ccm-deployment/
  35. ^ "Xpertdoc Receive U.S. Patent for Document Migration Technology". ITA Pro, January 13, 2016. [Online]. http://emagazine.itapro.org/Home/Article/Xpertdoc-Receive-U-S-Patent-for-Document-Migration-Technology/1328
  36. ^ "Xpertdoc Expands Leadership; Experience 58% Growth". ITA Pro, May 11, 2016. [Online]. http://emagazine.itapro.org/Home/Article/Xpertdoc-Expands-Leadership-Experiences-58-Growth/1459
  37. ^ "IAMCP Announces Winners of the 2016 Global Partner-to-Partner Awards Program". IAMCP, July 13, 2016. [Online]. http://www.iamcp.org/news/298227/IAMCP-Announces-Winners-of-the-2016-Global-Partner-to-Partner-Awards-Program.htm
  38. ^ Clermont, Pénélope. "Une croissance marquée par des nouveaux locaux". La Revue, January 25, 2017, p. A18.
  39. ^ "Le palmarès 2016 des PDG de l'heure". L'Actualité, September 22, 2016. [Online]. http://lactualite.com/lactualite-affaires/2016/09/22/le-palmares-2016-des-pdg-de-lheure/
  40. ^ "2016 Rankings – P500". Canadian Business, September 15, 2016. [Online]. http://www.canadianbusiness.com/profit500/2016-ranking-p500/
  41. ^ Pénélope Clermont, Ibid., p. A18.
  42. ^ Pénélope Clermont, Ibid., p. A18.
  43. ^ Waddell, Nick. "Xpertdoc to Provide CCM Tech to Canadian Government Through 'A Hundred Answers' Partnership". Cantech Letter, July 11, 2016. [Online]. https://www.cantechletter.com/newswire/xpertdoc-to-provide-ccm-tech-to-canadian-government-through-a-hundred-answers-partnership/
  44. ^ "PROFIT 500: The Complete Ranking of Canada's Fastest-Growing Companies". Canadian Business, September 14, 2017. [Online]. http://www.canadianbusiness.com/profit500/2017-ranking-p500/
  45. ^ Mason, Quinn. "Xpertdoc Secures $2.3 Million in Mezzanine Financing from BDC Capital". MTL in Tech, June 26, 2017. [Online]. http://www.montrealintechnology.com/xpertdoc-secures-2-3-million-in-mezzanine-financing-from-bdc-capital/

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