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See examples of how SWING Integrator can help in a
wide range of Lotus Notes/Domino-based solutions:
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Invoicing customers by email
A services company uses a Lotus Notes or Domino
application for sales quotations and invoices. However,
it would like to send quotations and invoices by
email, directly from its application.
With SWING Integrator, a Notes developer just needs
to add a "Send as PDF" (or similar) button to the form
or view. Then, authorized users are allowed to design
the invoice template in Word or Excel, and set up the
data transfer from the Notes form to the corresponding
Office template. And that’s all. Business users will be
able to create and attach a PDF invoice to an email
message with a single click.
See a
screenshot
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Automated contract authoring
A law company is looking for a way to make its
legal document production process more efficient. It
especially needs to enforce compliance to standard terms
and conditions. Legal documents typically have mandatory
sections, optional clauses, and conditional or
alternative clauses.
Instead of the "copy-and-paste" method, which is slow
and inaccurate, the company has built a Notes solution
with the SWING Integrator's document assembly
capabilities. SWING Integrator composes the document
from fixed and dynamic content, producing either a Word
document, or directly a secure PDF document. Resulting contracts are stored in the Notes database.
See a screenshot
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Personalized serial faxes (or letters, emails)
A systems-integration company has been regularly
faxing or mailing hundreds of letters that should
have been customized for every recipient. The company
has been able to produce only partially personalized documents.
It was a regular time consuming hassle.
With SWING Integrator, the Lotus Notes CRM solution
was easily enhanced with an advanced mail merge
feature, so the personalized Word documents could be
instantly faxed, emailed, or printed. In addition, the
company can now include specific marketing messages or
personalized notices to each letter, based on
user-defined rules and customer data from Lotus Notes
(e.g., @IF(AccountYears > 3, "SpecialGift";
"StandardNote").
See a screenshot
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Sales proposal automation
A sales team has been looking for a solution to help them create more proposals in less time.
It
needed to reduce manual repetitive tasks, and
consequently improve proposal consistency and accuracy.
Although the team have been using a CRM/SFA solution, the
solution didn’t provide help in writing proposals.
The sales team resolved the issue by enhancing their
CRM/SFA application with a new proposal automation
feature, based on SWING Integrator. The solution used
the Integrator’s Content Library to provide the team with a central storage for reusable content such as
proposal sections, company information, product
information with images and tables, legal clauses, and
RFP questions and answers. This way, the sales team
has built an efficient, easily accessed knowledge base of
sales-ready messaging.
Proposal authors select from the Notes form specific
elements they wish to include in a proposal,
ensuring appropriate proposal content is applied to
specific sales situation. Then, SWING Integrator
assembles a formatted, accurate and professional sales
proposal.
As a result, the sales team is now able to quickly,
consistently and effectively respond to RFIs/RFPs, with
automated proposal assembly and centralized Content
Library. The resulting proposals are securely stored in
the Notes database. Read a
case study or
Learn more
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Document library
A project team has needed a document database where
project documents could be stored, as well
as all correspondence related to the project. The key
requirements included MS Office support, and ability to
centrally manage document templates specific to
the project. In addition, the document database should
provide the same look-and-feel for both Notes and Web.
The task of developing a solution was assigned to a
team member who was a casual developer. She took the
standard Notes Document Library database. Then, she used
the Integrator Setup Wizard to copy SWING Integrator’s design
elements to the database. As some specific Notes forms
were required, she designed and added those forms to the
database. Finally, the existing Office templates were
imported to the database, and linked to the particular
Notes forms and fields, so the field transfer was established.
The whole integration process, including some visual
design changes, took only a single day, and required no programming.
The project team now has a central storage place for
all documents and templates, with full Domino security.
They can create and edit documents in-place, with either the Notes client or
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Letters to customers (Financial institution)
A financial institution wanted to produce business
communications automatically from approved pieces of
text, images, and data. Yet content had to be customized
based on the subject and specific customer.
Its IT staff developed a Lotus Notes-based
solution around SWING Integrator. Now, hundreds of
standard texts in dozens of categories
are available in the Notes database, ready to use in MS
Word. For instance, if one of the bank’s staff writes a
letter to a customer concerning an unauthorized
overdraft, the application based on SWING Integrator
would be able not only to offer customer data and
amounts, but also wording of the letter can be automatically
adjusted according to whether the overdraft is large or
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Insurance policy production
An insurance company is using SWING Integrator for
automating insurance policy production. The
company equipped field agents with laptops and
Lotus Notes database with SWING Integrator. The database
contains dynamic templates for all types of insurance
policies. While interviewing the customer, the insurance
agent fills out the Notes form on a laptop.
Once the form has been completed the agent clicks the
Assemble button on the Notes form, and here's where SWING Integrator comes in. The whole policy is assembled
as a PDF document, with client information,
appropriate clauses, terms and conditions. The paper
forms are eliminated, the compliance and accuracy are
enforced, and efficiency of the process is maximized.
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Sales data analysis
A sales manager requires up-to-date sales data in
numerous views: sales by region, by distributor, by
week, by product category. He prefers Excel rather
than Notes views. With SWING Integrator, an application
developer can take advantage of advanced features in
Excel such as PivotTables, conditional styling, and
drilldown to analyze sales data from Lotus Notes. The
developer will create initial report templates, and
these templates will be effortlessly customized by users
later on.
See a screenshot
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Most of these examples can be viewed in the SWING Integrator
sample database. Other specific documents and usage scenarios can be
accomplished simply by creating Office templates and template setup
documents. For the advanced developer's needs, a rich API function
library is provided.
For assistance in planning, creating and configuring your
specific templates, do not hesitate to
contact us.
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