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Automation Resources

Explore Automation white papers, reports, webinars and guides from across our content hubs.

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eBook
English

5 Collections Best Practices to Minimize Risk in Turbulent Times

This document focuses on helping Accounts Receivable and collections teams navigate economic uncertainty and changing business conditions. It outlines five best practices: leveraging customer and payment data, using forecasting to improve planning, digitizing AR processes, automating payments, and improving customer communications.

Customer Experience Data Platforms
0
Guide
English

From Printer to Powerhouse

A comprehensive overview of Quadient's advanced mail production solutions tailored for Print Service Providers (PSPs).

Automation
0
eBook
English

Futureproofing the Accounts Payable Function

This eBook explores how Accounts Payable (AP) teams can prepare for an increasingly uncertain and technology-driven future. It examines trends such as hybrid working, talent shortages, AI, automation, cybersecurity risks, and changing compliance requirements.

AI Customer Experience
0
Guide
English

Quadient AP/AR: Best Practices for Finance Leaders to Improve Data-Driven Decision-Making

A guide aimed at finance leaders, covering the challenges of data accuracy, financial visibility, and decision-making in a volatile economy.

CRM Data Platforms
0
Guide
English

Save time and money with Quadient Impress

This document introduces Quadient Impress, a cloud-based automation solution designed to streamline, secure, and digitize customer communication processes across multiple channels. It highlights how the platform automates manual and repetitive tasks such as document sorting, personalization, and delivery, reducing errors and operational costs while boosting productivity. Quadient Impress enables businesses to send communications via postal mail, email, SMS, fax, web portal, and more, with real-time tracking and centralized visibility.

Automation
0
Guide
German

Sechs Anzeichen dafür, dass Ihr altes CCM Ihr Unternehmen ernsthaft gefährdet

A German-language guide from Quadient warning businesses about the risks of sticking with legacy Customer Communications Management (CCM) systems.

AI CRM
0
Guide
Spanish

Seis señales de que su CCM tradicional está poniendo en riesgo su negocio

A Spanish-language guide from Quadient warning businesses about the risks of sticking with legacy Customer Communications Management (CCM) systems.

AI CRM
0
Guide
English

Six Signs Your Legacy CCM Is Putting Your Business At Risk

A guide from Quadient warning businesses about the risks of sticking with legacy Customer Communications Management (CCM) systems.

AI CRM
0
Guide
English

Six Signs Your Legacy CCM Is Putting Your Business At Risk (British English)

A guide from Quadient warning businesses about the risks of sticking with legacy Customer Communications Management (CCM) systems.

AI CRM
0
Guide
English

The Guide to Automating Invoice Processes for Finance Teams

Manual invoicing is causing finance teams to lose time and money through inefficiencies like rising DSO, errors, and poor visibility. This guide offers a practical, step-by-step roadmap to modernise invoice processes — from creation to delivery — helping teams get paid faster and focus on more valuable work.

Automation
0
White Paper
Spanish

Transformando la interacción con el cliente: Cómo la nube, la IA y IXM están remodelando la gestión de las comunicaciones

A Spanish-language white paper produced by Aspire CCS and sponsored by Quadient, published in April 2025. It takes a more strategic and research-driven view of the CCM market, exploring the evolution from traditional CCM through to Customer Experience Management (CXM) and Interaction Experience Management (IXM).

AI Customer Experience
0
White Paper
German

Transformation der Kundenbindung

Covers the evolution from Customer Communications Management (CCM) to Customer Experience Management (CXM), market trends, cloud deployment strategies, and the role of AI.

AI Customer Experience
0
White Paper
English

Transforming Customer Engagement: How Cloud, AI, and IXM are Reshaping Communications Management

Covers identical topics: the CCM-to-CXM maturity journey, the role of Interaction Experience Management (IXM), cloud adoption trends, and generative AI's impact on customer communications.

AI Customer Experience
0
White Paper
English

5 signs your mail processes are hurting your bottom line, and how to fix them

Even the most organized teams can run into hidden inefficiencies over time, especially when it comes to mail. Day-to-day processes might seem fine on the surface, but they can quietly eat up time, drive up costs, and strain resources without anyone realizing it. This guide will help you spot the signs that your current mail setup may be holding your business back. Plus, we’ll even show you how to fix it.

Automation
0
White Paper
English

An Eco-Friendly Solution from the Eco-Friendly Specialists

The DS-1200 G5 iQ is, by far, the most ecofriendly machine ever to grace the production inserter market.

Automation
0
White Paper
English

Invoice and Collect with One Digital Automation Platform

Are your invoice delivery and payment collection processes still manual? Are you giving customers flexible, personalized options to receive and pay their invoices? Is your business ready to meet growing expectations for speed, security, and convenience?

CRM Automation
0
White Paper
English

The Modern Mailer

The world of print and postal communications is changing. With reducing average run lengths and the ongoing drive to personalisation and enhanced governance for personal data, print and mail service providers need to consider the balance between changing customer needs and their technologies.

Automation
0
White Paper
English

Eightfold AI Resource Management

Enable project-based work with Eightfold Resource Management, powered by deep-learning AI

AI Automation
0
Case Study
English

The Infinite Workforce

Escaping the legacy trap and scaling human potential with agentic AI

AI Automation
0
White Paper
English

Continuity and Business Growth with AI Talent Intelligence

Employers face big challenges right now According to the U.S. Bureau of Labor Statistics, About 10 percent of U.S. job openings are currently unfilled. Every month, nearly 4 million U.S. workers quit their jobs in search of better pay, better benefits, more flexible schedules, and greater fulfillment.

AI Automation
0
Case Study
English

Deutsche Telekom Seizes Opportunity with AI Project Staffing and Resource Management

An Eightfold customer since 2021, Deutsche Telekom saw an opportunity to apply the platform’s skills-based matching AI to project staffing. Now the leading digital telco is one of the first to implement Eightfold Resource Management, a product the company’s vision helped shape.

AI Automation
0
White Paper
English

Boost Greenhouse Recruiting with Eightfold

Greenhouse Recruiting is a top choice for progressive and fast-growing companies. The popular applicant tracking system (ATS) provides a proven foundation for hiring success.

AI Data Platforms
3
Case Study
English

Building on Your ATS with AI: A Case Study

Like any participant in the highly competitive consumer packaged goods (CPG) industry, this Fortune 500 company is constantly on the lookout for high-potential talent that will help stimulate growth, increase customer satisfaction, and contribute to profitability and competitive advantage.

AI Data Platforms
0
eBook
English

A Guide to Agentic AI in HR

Enterprise HR and talent leaders are encountering an influx of AI products marketed as “agents.” But beneath the buzz, most offerings lack the essential qualities that define agentic behavior. The danger isn’t just wasting budget on suboptimal technology — it’s embedding brittle, shallow systems into critical workflows that demand flexibility, judgment, and resilience.

AI Automation
0
White Paper
English

Augmenting Workday with Eightfold for Talent Acquisition

Change always brings opportunity, and for talent leaders it’s the chance to consistently and rapidly align talent strategies with post-pandemic business needs. Using AI to accomplish this will allow organizations to remain future-proof in the face of rapidly changing business needs and global events.

AI Data Platforms
0
eBook
English

Accelerating Sales Performance with AI & Agents

Artificial intelligence is not a new phenomenon in the sales world. For years, it’s been implemented as an operational tool, helping sales organizations mitigate inefficiencies
and automate routine tasks. But now, as AI continues to evolve, it’s moving from the sidelines to the center of sales performance strategy — giving leaders deeper insights, faster decision-making capabilities, and a competitive edge.

AI Sales Productivity
0
eBook
English

Connected Small Business: Your Guide to Faster, Smarter Business Processes

One thing has become increasingly clear over the past few years; businesses that are prepared to navigate unexpected disruption will be the ones that thrive. And while the old business playbook has been thrown out the window since the shift in focus to remote working, digital-first experience and sky-high customer expectations, a new blueprint is being created.

CRM Customer Experience
0
eBook
English

How to Maximize CRM Productivity

It’s no secret that we’re in the age of the customer. Expectations are higher than ever, with customers expecting companies to understand their needs and offer highly personalized experiences. And they look for the same level of personalization, whether they interact with a large company or a small one.

CRM Customer Experience
0
eBook
English

Journey through Experience Cloud: An eBook of Success Stories

Brillio is one of the fastest growing digital technology service providers and the partner of choice for many Fortune 1000 companies seeking to turn disruption into a competitive advantage through innovative digital adoption.

CRM Customer Experience
0
eBook
English

Prepare Your Business for a Digital Future

Businesses of all sizes are feeling pressure – pressure from evolving customer expectations, pressure to optimise their operations, and pressure to reduce costs.

CRM Customer Experience
0
eBook
English

The 5 Key Pillars of Sales Performance Management

As a sales leader, you know that effective sales performance management (SPM) isn’t just setting lofty sales targets and then pushing your team to achieve them. A true SPM strategy requires a systematic, comprehensive approach to selling at scale.

Sales Productivity Automation
0
eBook
English

The Beginner's Guide to CRM

“CRM” stands for customer relationship management. At its core, it is technology for storing and managing all your company’s relationships and interactions with customers and prospects — all in one central location. But if you look beyond its initial purpose, you’ll see that it’s one of the most valuable pieces of business technology available to help you meet your business’s vision.

AI CRM
0
eBook
English

The Data Culture Playbook

With the emergence of AI, excitement around data has never been higher. But how can your company leverage data to generate insights and make fast business decisions? It starts by building a strong data culture.

Data Platforms Automation
0
eBook
English

The Financial Services Guide to Revenue Growth

India’s financial sector serves as a powerful example of how technology, regulation, and entrepreneurial energy can work together to accelerate financial inclusion and growth. The strength of India Stack, coupled with bold policy reforms and a thriving fintech community, has created one of the world’s most dynamic financial ecosystems.

AI CRM
0
Case Study
English

Dialing Up Success: Heartland's Contact Center Transformation

Heartland revamped its contact center with Glia Voice and Glia Digital—and immediately started improving its member experience while relieving overloaded agents.

Customer Experience Automation
0
Case Study
English

From Legacy to Leading-Edge: Azura CU's Rapid Digital Transformation

Wait times and abandon rates plummet within 30 days of launching Glia

AI Customer Experience
0
Case Study
English

Granite CU: Four New Branches, No New Staff

Using AI to work smarter, not harder, Granite personalizes service and increases membership—without increasing headcount.

AI Customer Experience
0
Case Study
English

Heritage Federal Credit Union: Turning the Contact Center into a Growth Engine

Heritage has used voice AI to exceed 151% of its annual loan growth target, deepen member relationships, and set the stage for virtually limitless expansion.

AI Customer Experience
0
Case Study
English

Service 1st Federal Credit Union: Generating Revenue, Reinvesting in People

With the help of voice AI, Service 1st turned its contact center into a source of loan growth while strengthening the member and agent experience.

AI Customer Experience
0
Report
English

Breaking Ground on Better Spend: Why Construction Companies Are Rethinking Spend Management in 2025

The survey was conducted among 250 respondents who work in the UK construction sector and either handle company spend or have some visibility over it. The interviews were conducted online by Sapio Research in June 2025 using an email invitation and an online survey.

Data Platforms Automation
0
eBook
English

Commanding Your Cash in 2026

How to use cash management to stay two steps ahead

Data Platforms Automation
0
Report
English

Real Business Spend in Europe: Turning 2025's Insights into 2026's Strategy

Running a successful business means being resolute. Sticking to your mission, your values, your commitments and your convictions. But as the economic landscape grows more volatile and uncertainties multiply, businesses are becoming more aware of what others are doing. Not to copy their homework, but to answer the question: “Am I doing this right?” This is where spend benchmarks come in.

Data Platforms Automation
0
Report
English

Winning the Financial Game: Smarter Spend Strategies for Sports Finance

In sport, performance isn’t just about luck. It’s a combination of strategy, discipline and preparation. Whatever the sport, athletes know that winning comes from months of training, planning and foresight that set the stage for success. At Pleo, we believe money management in sport shouldn’t be any different.

Data Platforms Automation
0
White Paper
English

Centralise and Simplify Your AP Processes with MS Dynamics NAV and Quadient AP

Integrate Microsoft Dynamics NAV (365 Business Central On-Prem) with Quadient AP to simplify your payables processes and eliminate manual tasks to increase productivity in your finance team.

Data Platforms Automation
0
White Paper
English

How MS Dynamics Users Can Unlock Effortless 3-Way Matching with Quadient AP

3-way matching is a vital part of the accounts payable (AP) process, protecting organisations from fraud and payment errors, while providing a clear audit trail. For AP teams, this process is no longer optional — it’s an indispensable part of effective finance management.

Data Platforms Automation
0
Case Study
English

Hub Living Developments: Streamlining Invoice Approval Across 40+ Project Companies

Hub Living selected Quadient AP to streamline the invoice processing, improve visibility across approval chains, and integrate with its accounting system. With automated coding, mobile app approvals, and real-time tracking, Quadient transformed Hub Living’s accounts payable operations with significant time savings, fewer errors, and faster supplier payments.

Automation Analytics
0
Case Study
English

Radisson Blu Minneapolis Downtown: Everything a Controller Needs is Right There on the Same Screen

Radisson Blu Minneapolis Downtown: ‘Everything a Controller Needs is Right There on the Same Screen’

Automation Analytics
0
Case Study
English

Savile Row Tailor Elevates Invoice Processing with Quadient Accounts Payable Automation

A prestigious Savile Row bespoke tailor renowned for crafting garments for film stars and royalty, and films has partnered with Quadient to revolutionise their accounts payable (AP) processes.

Automation Analytics
0
eBook
English

Your Essential Guide to AP Automation for NetSuite

Technological disruption and adaptation can be difficult, particularly for those who work in traditionally regulated industries like accounting. Right now, automation is changing accounting practices for financial professionals, but we’re really only at the beginning of this transformation. While many accountants see automation as a welcome addition to their workflows, there is also a small minority who remain apprehensive.

Data Platforms Automation
0
White Paper
English

Financial Services Industry Insider

See how our partner Foxit tackles challenges in the financial services industry. From big-picture problems, to the specific needs of an IT systems administrator, Foxit has it covered.

CRM Data Platforms
0
eBook
English

Ready, Set, Go for Einstein GPT

Generative AI is making an impact on business, with platforms and solutions offering increasingly sophisticated predictive analytics and evidence-based action guidance. GPT apps are here to stay – it's time to embrace them if you haven't already.

AI CRM
0
Report
English

Driving Growth: The £230bn Opportunity of Improved Mobile Networks

BT Group asked Assembly to model the economic and/or social benefits to the UK that could be delivered by addressing low mobile network quality through different investment options including improvements to road and rail coverage, improved network resilience, and improved coverage and capacity in rural areas.

AI Data Platforms
0
White Paper
English

Telco cloud evolution - what really matters?

Since the advent of Network Functions Virtualisation and Software Defined Networking (NFV/SDN) [1], telecoms operators like BT have followed a route to adoption for building and controlling their own on-premise cloud infrastructure, particularly suited for telecoms workloads and applications.

AI Data Platforms
0
Report
English

AI for Business

Only 6% of respondents to an international survey of 700 business leaders by Juniper Networks reported having adopted AI, but 95% said that their firms would benefit from doing so.

AI Automation
0
eBook
English

Best Practices for Building a Physical Security Operations Center

You and your team have been tasked with building your company’s first physical security operations center (SOC). This eBook is designed to help you think through the people, processes, technology and key performance indicators necessary to build a leading SOC.

Data Platforms Automation
0
eBook
English

COVID-19 and Business Resilience in 2022

More than 400 million people have been affected and over six million have died as of March 2022. The good news is that several advanced economies and middle-income countries have reached substantial vaccination rates.

Data Platforms Automation
0
eBook
English

10 Ways Sales Ops Can Revolutionise the Sales Process

Today’s sales and sales operations teams are operating in uncharted territory, building new processes on the fly to adapt to the ever-changing sales landscape. Modern business buyers have an unparalleled level of information and buying power, which requires sellers to have a sharper focus on the buyer experience than ever before.

CRM Sales Productivity
0
Report
English

DocuSign 2023 Digital Maturity Report

Business leaders across all of Europe face continued economic pressures and workplace challenges that drive the need to innovate and introduce new ways of working. 31% of European decision makers would consider leaving their job in the next 12 months, and a further 29% would when the economy improves.

AI Automation
0
White Paper
English

Docusign AI-Assisted Review

The number of agreements requiring review often increases as companies scale, but the manual processes those companies rely on may not always mature with them. They’re tedious, time-consuming and rife with opportunities for error. That imbalance between capacity and demand can become a bottleneck to getting agreements made quickly, resulting in everything from stunted revenue to increased tensions between teams and more.

AI Automation
0
White Paper
English

DocuSign CLM+

DocuSign CLM+ adds AI-driven analytics to DocuSign’s market-leading CLM product. This combination helps organisations automate workflows intelligently across the entire contract lifecycle. The result is greater visibility into risks and opportunities at radically less cost than reliance on manual analysis of inbound and stored contracts.

AI Automation
0
White Paper
English

Docusign Identify Platform & ID Verification

Docusign Identify provides a portfolio of enhanced signer identification and authentication capabilities built into the eSignature workflow, enabling organisations to transact a full range of agreements, reducing friction throughout the end-to-end process and supporting compliance and trust obligations.

AI Customer Experience
0
White Paper
English

DocuSign Payments

Many businesses need to collect payment and signatures as part of the same agreement process. Today, these two steps are separate and disjointed with over 65% of businesses surveyed* experiencing payment delays or failure to collect altogether.

Customer Experience Automation
0
Report
English

IDC MarketScape: Worldwide eSignature Software 2023 Vendor Assessment

An electronic signature, also known as esignature, is a legally agreed upon replacement for uniquely identifiable physical acceptance or agreement to a form, document, or other digital source. Digital signatures are an advanced form of esignature that require the signer to authenticate their identity using a digital certificate issued by an independent certificate authority (CA).

Customer Experience Automation
0
Report
English

Unlocking the Value of Agreement Management

Agreements are central to every organization, governing relationships with partners, customers, and employees. However, today, many organizations struggle to manage agreements efficiently, extract critical agreement information, and proactively control risks from agreements.

AI Automation
0
White Paper
English

Creating Service Desk Metrics

ITIL® (Information Technology Infrastructure Library) is the most widely adopted framework for IT Service Management in the world. Used by many hundreds of organizations around the world, a whole ITIL philosophy has grown up around the guidance contained within the ITIL books and the supporting professional qualification scheme.

Customer Experience Automation
0
White Paper
English

Zendesk + Salesforce: Step-by-Step Integration Guide

Today’s leading companies aim to establish a customer-centric vision and tactical strategy, and technology plays a critical role. By integrating a CRM application, like Salesforce, and a customer service software solution, like Zendesk, organizations create the environment for providing an optimal customer experience.

CRM Customer Experience
0