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With Docustream, our SOPs have transformed from yawn-inducing documents to interactive, engaging experiences. We've seen an uptick in comprehension, engagement, and efficiency.
The Challenge
Financial Services Providers grappled with the complexity and density of their Standard Operating Procedures (SOPs). These crucial documents were often overlooked due to their static, text-heavy nature leading to:
The Implementation
Docustream was introduced to transform these SOPs. The implementation saw: • Conversion of static SOPs into dynamic, AI-narrated video explainers. • Integration of chatbots for real-time Q&A, further clarifying any doubts. • Tracking of interaction and engagement metrics, providing insights into which sections were most viewed or questioned. • Deployment of these interactive SOPs across various internal platforms.
The transformation of our SOPs has led to higher engagement and better understanding, ultimately leading to improved operational efficiency.
The Impact
The implementation of Docustream led to a 70% increase in engagement with SOPs, a 50% reduction in queries related to SOPs, and a 30% improvement in operational efficiency.
The Client Experience
Employees reported finding the interactive SOPs more engaging and easier to comprehend. The real-time Q&A feature helped in instantly clarifying doubts, leading to greater confidence in following the SOPs.
The Cost and Time Savings
With a 30% improvement in operational efficiency, the financial service provider saved significant man-hours translating to a 25% reduction in operational costs.
The Future Development
The success of this implementation has paved the way for Docustream to be used in transforming other internal documents, such as policy documents and compliance guidelines, across the organization.
The Best practices
It was crucial to first identify the most complex and least interacted sections of the SOPs. Focusing on these sections during the transformation process led to the highest increase in engagement and comprehension.
Keywords: Docustream, SOPs, financial services, operational efficiency, interactive content, AI, engagement, comprehension
Bring your documents to life with embedded video explainers that guide stakeholders through complex information.
Automatically highlight key sections with animations, ensuring critical points are never missed.
Engage stakeholders with a built-in chatbot that collects and analyzes their questions, providing real-time insights into their needs and concerns.
This feature turns document sharing into a continuous feedback loop, letting you refine content based on real audience behavior and understanding.
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Our SaaS platform, AI Ready Media, transforms complex documents and information into engaging video storytelling to broaden reach and deepen engagement. We spotlight overlooked and unread important documents. All interactions seamlessly integrate with your CRM software.