articles link to it . please introduce links to this page from related articles ; try the find link tool for suggestions . november 2014 xpertdoc technologies inc. type software industry insurance healthcare banking legal government manufacturing distribution predecessor process academy inc. founded 2000 founder francis dion headquarters montreal canada area served global products software website www.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 customer communications management . 1 xpertdoc is headquartered in terrebonne quebec canada . the company has developed the xpertdoc customer communications management 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 the banking financial manufacturing real estate and public industries . 7 francis dion is the founder and chief executive officer of xpertdoc . contents 1 technology 2 history 3 references 4 external links technology edit the solutions included in the xpertdoc ccm platform suite 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 history edit in 2000 francis dion founds 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 r seau 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 lanaudi re region just north of montreal launch the tienr gion.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 conomique 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 references edit beaulieu alain . l appq impose une cure de jeunesse son syst me documentaire direction informatique vol . 22 n 3 april 2009 p. 4 and 6 . bogan sarah tom benton and lis maguda . us document creation ccm systems . a novarica market navigator report january 2014 p. 5 and 90 . online singh himanshu . real world windows azure xpertdoc deploys its hosted document output automation solution on windows azure . microsoft azure october 18 2012 . alain beaulieu ibid . p. 6 . duhamel alain . xpertdoc entreprend la conqu te du monde . les affaires april 25 to may 1st 2009 p. 48 . clermont p n lope . xpertdoc en pleine croissance . la revue august 22 2012 p. a 30 . alain duhamel ibid . p. 48 . sarah bogan et al. ibid . p. 90 . cldem . l cho des parc sic . affairesxpress vol . 5 n 5 may 2007 p. 1 . cousineau karine . xpertdoc une fiert moulinoise . reflet conomique october 28 2009 p. 7 and 9 . alain duhamel ibid . p. 48 . karine cousineau ibid . p. 9 . alain duhamel ibid . p. 48 . savage m lanie . xpertdoc chez les grands . la revue december 22 2009 . online . http www.larevue.qc.ca economie xpertdoc chez grands n17335.php le travail de xpertdoc nomin au gala des octas 2010 . tienr gion.com august 25 2010 . online . archived copy . archived from the original on november 7 2014 . retrieved november 7 2014 . ladouceur jean guy . tienr gion.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 . cloutier richard . record de ventes et perc e majeure aux tats unis pour xpertdoc technologies de terrebonne . le trait d union july 14 2012 p. 45 . sarah bogan et al. ibid . p. 90 . 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 . 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 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 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 patent application title method and system for producing documents . faqs . online . http www.faqs.org patents app 20140006935 strategy meets action ibid . nos entreprises brillent au gala du reflet conomique . la revue november 6 2013 p. a 12 . 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 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 michellod nicolas . xcelent awards 2014 . document automation for insurers . june 16 2014 p. 1 . external links edit xpertdoc retrieved from https en.wikipedia.org w index.php title xpertdoc & oldid 739335730 categories business softwarecompanies based in montrealhidden categories orphaned articles from november 2014all orphaned articlespages using infobox company with unsupported parameters navigation menu personal tools not logged intalkcontributionscreate accountlog in namespaces article talk variants views read edit view history more search navigation main pagecontentsfeatured contentcurrent eventsrandom articledonate to wikipediawikipedia store interaction helpabout wikipediacommunity portalrecent changescontact page tools what links hererelated changesupload filespecial pagespermanent linkpage informationwikidata itemcite this page print export create a bookdownload as pdfprintable version languages fran ais edit links this page was last modified on 14 september 2016 at 03 09 . text is 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