By Max Paterson, Chief Buyer Officer, Neota.
After I communicate with current prospects and prospects, two of probably the most usually requested questions I get are ‘how do I do know if Neota is the precise device to construct the use case I keep in mind?’ and ‘what do different organizations do together with your software program?’
Like all platform device, it may be intimidating to see the checklist of options and to then need to query whether or not they can meet your wants. Equally, one of many cornerstones of {the marketplace} is competitors, and it’s simpler to get impressed from an current success and construct upon it, slightly than forge a brand new path. Let me share with you a few of the methods I’ve helped Neota customers reply these two questions, together with some useful assets which will assist steer you in the precise path.
‘How do I do know if Neota is the precise device to construct the use case I keep in mind?’
Like all good lawyer, asking a query often results in extra questions. Under are some questions to contemplate when figuring out whether or not a use case is an efficient match for the Neota platform.
Ask your self: Are you digitizing paperwork or will one of many outputs of your use case be a doc?
If sure, then Neota is a good device to leverage. Not solely can we ingest fillable PDFs and markup Phrase paperwork (now we have our very personal Phrase Add-In), we are able to additionally create paperwork from scratch with info that’s inputted into Neota options. We even combine with all the main e-signature providers so you’ll be able to take a doc by way of to execution with out including a handbook step.
Ask your self: Does your use case contain a number of folks?
In that case, Neota can accommodate enter from plenty of folks all through a course of. Whether or not these individuals are inputting, reviewing, triaging, approving/rejecting info (and way more), we are able to have an answer contain each inside and exterior stakeholders at varied phases of an answer.
Ask your self: Do you could seize information, retailer information, or ship information between methods?
Neota has natively built-in SQL information buildings able to be leveraged behind the scenes of each answer. Meaning that you may seize as a lot or as little information as you want, view that information in a dashboard on the backend, and leveraging our API capabilities, and ship that information (or paperwork) to nearly another system with a RestAPI.
Ask your self: Would you like a low tech burden in your person?
In that case, Neota is an efficient match on your use case. Neota options are launched in your browser, that means no extra downloads are wanted or particular set up to entry options. We even have the flexibility to embed options into iFrames, making them simple to put up on a web site or inside intranet. Equally, once we join options collectively, or require enter from a number of folks, we use e mail to immediate and information folks to the proper a part of a course of. Leveraging these current and acquainted person habits permits Neota options to be extensively adopted and used, relieving the tech burden from customers.
‘What do different organizations do together with your software program?’
Whether or not you’ve decided that Neota is the precise device so that you can use however you need to see comparable use instances, otherwise you’re wanting round for some inspiration, we’ve acquired some assets that can assist you out.
Use Case E-book
Our Use Case E-book is our first port of name for inspiration and concepts. We’ve put collectively an inventory of a few of the most constructed Neota options, going into how they remodel processes, and their worth for our prospects. Notice that that is solely scratching the floor of what’s doable within the platform.
Case Research and Webinars
Over time now we have collected quite a lot of case research from prospects in all kinds of industries. These case research define the experiences of constructing, to the precise use instances and options themselves. Equally, we’re always presenting at conferences, often collectively with a buyer. These webinars are additionally out there on our web site, in order that prospects and prospects can profit from the perception and hopefully acquire a little bit inspiration.
Neota Community Convention Replays
Every year, the Neota group comes collectively to share a few of the thrilling methods they’ve leveraged the platform. The primary few conferences had been carried out in individual, permitting attendees to learn from additional networking and the private expertise. For the reason that pandemic, the Neota Community has moved nearly, which lets you relive and overview a few of our greatest shows and content material.
Constructing Blocks and Templates
One of the vital tough issues to do in any platform is getting began. Gazing a clean display screen could be intimidating as you try to work out the place to start. To assist with this we’ve constructed plenty of template options that provide you with a leg up, so that you don’t have to start out from the bottom. Equally, we even have created simpler methods to arrange the most well-liked integrations – from DocuSign to iManage, to Sharepoint, we assist bridge the hole between these methods and Neota.
Hopefully you’ve discovered some profit to how I strategy answering these in style questions. In case you’re curious about studying extra about Neota or this text has sprung much more questions, be at liberty to succeed in out!
[ Artificial Lawyer is proud to bring you this sponsored article by Neota. ]