Use Cases

AnalysisPlace Document Automation Use Cases

The flexibility and power of AnalysisPlace Document Automation solutions facilitate their use in a variety of industries, functions, and use cases:

  Sales and Marketing

  Business Reporting

  Assessment and Evaluation Reports

   Financial Reporting

  Contracts, Legal, Insurance, and Real Estate

  Scientific, Engineering, and Technical

   Forms Automation and Mail Merge

Any professional or organization that periodically or frequently updates Word or PowerPoint documents from content in Excel can reduce costs, risks and time by using AnalysisPlace.

  • Improve productivity - eliminate repeated copy/paste from Excel
  • Avoid clerical errors - ensure your documents are always updated accurately
  • Rely on robust links that won’t break when you share your documents or change your file names. Unlike the native Office linking, you can: rename files, copy/paste and reorganize content, email/share the linked files, etc.
  • Reduce costs - avoid expensive/complex document automation apps; leverage the familiarity and power of Office
  • Access robust features - Conditional content, template-based document generation, version control, and many more

Document Generation Examples

 

  Sales and Marketing

Easily create professional-looking proposals with charts, tables, and images based on data in your Excel workbooks

Spend more time with customers and less time creating sales proposals, presentations, and contracts

Key Features and Benefits for sales and marketing professionals:

  • Automatically generate sales documents and presentations that are specific to a prospect and their needs
  • Don't waste time and money on complicated proposal management solutions
  • Ensure your team is using on-brand, approved, up-to-date templates
  • Easy to extend access to resellers and partners
  • Reach more customers, more effectively
  • Shorten sales cycles and improve win rates

How is Excel Used to Create Content?

 

         

What Documents are Commonly Created or Updated?

  • Solution selection
  • Product configuration
  • Pricing lookups
  • Customized lists (features, scope)
  • Conditional content
  • Localization (currency and language)
  • Infographics
  • Product sizing and capacity calculations
  • TCO/ROI analysis
  • Import/analyze CRM data
  • Guided selling
  • Value-based selling
  • CPQ – Configure Price Quote
      
  • Proposals
  • Quotes
  • Estimates
  • Invoices
  • Personalized sales presentations and pitches
  • Offer letters
  • Personalized marketing collateral
  • Customized fact sheets, sales sheets, rate sheets, and product guides
  • Pitch books, play books
  • Business cases

Use the analysis power of Excel to create highly-customized sales content (text, lists, tables, charts), for example, based on customer industry, region, purchase history, or product configuration. Or bypass Excel and use our APIs to create documents (from your templates) based on data in your apps.


  Business Reporting

Easily update data, tables, and charts in your Word and PowerPoint documents based on financial analysis in your Excel workbooks

Update sophisticated data-intensive business reports and presentations
Easily update your reports after you refresh your Excel data – with 100% accuracy

Typical Users: Analysts, Planners, Consultants, Auditors, Accountants, Management and Advisors

 

How is Excel Used to Create Content?

 

         

What Documents are Commonly Created or Updated?

  • Scenario analysis
  • Financial analysis
  • Consolidation
  • Charting
  • Graphic displays
  • Key Performance Indicators
  • Calculators
  • Analytics
  • Infographics
      
  • Data-rich reports
  • Dashboards
  • Scorecards
  • Project and Plan updates
  • Project Status reports
  • Sales funnel and pipeline reports
  • Management reports
  • Forecast reports
  • Progress reports
  • Usage reports
  • Monthly, quarterly, and annual reports
  • Performance reports
  • Track sheets

  Assessment and Evaluation Reports

Easily update assessment results reports (Word or PowerPoint) based on inputs, analysis, and logic in your Excel workbooks

Automate assessment and evaluation results documentation
Supports large documents (with hundreds of updated text items, tables, and charts)

Typical Users: Consultants, Technicians, Advisors, Analysts, Inspectors, Evaluation specialists, Service reps, Field service and Subject matter experts

 

How is Excel Used to Create Content?

 

         

What Documents are Commonly Created or Updated?

  • Data entry or import
  • Recommendation logic
  • Statistical analysis
  • Graphics
  • Complex data lookup's
  • Diagnostic logic
  • Business case
  • Site analysis
  • Feasibility analysis
  • Benchmarking analysis
  • Risk analysis
  • Cost estimates
  • Economics modeling
  • Data analytics
      
  • Risk assessments
  • Valuation results reports
  • Evaluation reports
  • Appraisal reports
  • Performance assessments
  • Business analysis
  • Process assessments
  • Maturity & best practice assessments
  • Real estate appraisals
  • Client presentations (business reviews, plan reviews, client reporting, investment reviews, portfolio reviews)
  • Inspection reports
  • Audit reports
  • Field reports
  • Consulting reports
  • Professional service reports
  • Acceptance testing reports

  Financial Reporting

Easily update data, tables, and charts in your Word and PowerPoint documents based on financial analysis in your Excel workbooks

  • Ensure compliance of updated documents - avoid copy/paste clerical errors
  • Supports updating large tables and documents (100+ page documents)
  • Easily update your documents after you refresh your Excel data – with 100% accuracy

Typical Users: Financial analysts, Accountants, Auditors, Investment bankers, Leveraged finace, Project finance, Sturctured finance, Lenders, Wealth mangers, Asset managers, Fund managers, Private equity teams and Transaction service teams

 

How is Excel Used to Create Content?

 

         

What Documents are Commonly Created or Updated?

  • Import data from financial/ERP systems
  • Financial analysis
  • Loan/mortgage calculations
  • Budgeting & forecasting Analysis
  • Consolidation & roll-up
  • Graphics and financial tables
  • Currency localization
  • Infographics
  • Profit and loss
  • Financial management
  • Due diligence analysis
      
  • Financial reports and presentations
  • Performance reports
  • Monthly performance reviews
  • Complex loan documents
  • Asset management pitches, product sheets, reports, and RFPs
  • Private equity reports
  • Investment research reports and memos
  • SEC, annual, and quarterly reports
  • Investor relations presentations
  • Roadshow presentations
  • Due diligence reports
  • Trustee reports

  Contracts, Legal, Insurance, and Real Estate

Create data-intensive contracts and agreements based on data and logic in your Excel workbooks

Automate contract generation – close deals faster
Ensure compliance of updated documents - avoid copy/paste clerical errors

Typical Users: Lawyers, Paralegal professionals, Sales, Human resources, Contract specialists, Compliance professionals, Insurance and Real Estate

 

How is Excel Used to Create Content?

 

         

What Documents are Commonly Created or Updated?

  • Mix numbers in with text
  • Text customization
  • Formula-based conditional content
  • Calculations
  • Financial analysis
  • Simple to complex tables
  • Customized lists
  • Data lookups
  • Localization (currency and language)
      
  • Contracts
  • Legal documents
  • Data-intensive contracts
  • Statements of Work
  • Complex trusts
  • Insurance (property and casualty, life, or health care)
  • Health and safety data sheets
  • Real estate contracts
  • Land information reports
  • Leasing contracts
  • Government documents
  • Risk management and compliance
  • Property purchase agreements
  • Deed contracts
  • Mortgage transfers
  • Claims reports

  Scientific, Engineering, and Technical

Easily update assessment results reports (Word or PowerPoint) based on inputs, analysis, and logic in your Excel workbooks

Update sophisticated reports and presentations with data, text, tables, graphics, and charts from Excel

Typical Users: Researchers, Scientists, Engineers, Technologist, Product specialists, Statisticians and Subjext matter experts

 

How is Excel Used to Create Content?

 

         

What Documents are Commonly Created or Updated?

  • Graphics
  • Complex data lookup's
  • Statistical analysis
  • Engineering calculations
  • Product configurators
  • Infographics
  • Product sizing and capacity calculations
  • Diagnostic logic
  • Sizing analysis
  • Optimization
  • Feasibility analysis
  • Data analytics
  • Modeling
      
  • Datasheets
  • Fact sheets
  • Product Configurations
  • Spec sheets
  • Complex calculation reports
  • Lab reports
  • Technical reports
  • Engineering reports
  • Project reports
  • Test reports
  • Custom design specifications
  • Technical reviews

  Forms Automation and Mail Merge

Generate and populate forms automatically from data in your Excel workbooks

  • Automatically create a wide variety of forms from your Word or PowerPoint templates
  • Streamline your documentation processes
  • Reduce data entry errors - avoid copy/paste from Excel
  • Enable data-intensive mail-merge scenarios

Typical Users: Human resources, Administrative staff, Legal, Compliance, Supply chain, Purchasing and Receiving

How is Excel Used to Create Content?

 

         

What Documents are Commonly Created or Updated?

  • Import data
  • Calculations
  • Data lookups
  • Customized text
  • Formula-based conditional content
  • Tables
  • Localization (currency and language)
      
  • Invoices
  • Packing lists, slips, and sheets
  • Manifests
  • Content lists
  • Pick tickets
  • Arrival acknowledgment
  • Forms/reports
  • Import/export
  • Delivery
  • Bill of lading (BOL)
  • Government forms
  • Purchase orders
  • HR documents
  • Permit issuance

AnalysisPlace Solutions

Excel-to-Word Document Automation Add-In

Update your Word and PowerPoint documents based on Excel logic, analysis, data, tables, and charts

Learn More

Template-based Word or PowerPoint Document Generation from Excel

  • Innovative and secure add-in for Office 365 / Office 2019
  • Automate your customer proposals, recurring business/financial reports, custom datasheets, contracts, and more
  • Update text, paragraphs, lists, tables, charts, shapes, and images
  • Easy to use, yet supports simple to complex updates

Document Generation

Boost productivity of your team with template-based document generation from within Excel

Learn More

Template-based Word or PowerPoint Document Generation from Excel

  • Empower your team to easily create Word and PowerPoint documents from within their Excel assessment tools -- simply select one of your templates from a drop-down list and click "Create Document"
  • Ensure your team is using on-brand, approved, up-to-date templates
  • Any Word/PowerPoint document "linked" using the core add-in can be used as a template
  • The add-in makes it easy to upload and manage document templates and associated Excel-based tools

Excel Assessment Management Tools

Protect and manage your Excel-based assessment tools that are used by multiple users

Learn More

Excel Assessment Management Tools

  • Manage assessment tools that are used by multiple users
  • Key Features: version control, access control, protection, restore defaults, usage analytics, and more
  • Common "managed" assessment tools: product configurators, sales tools, and valuation calculators
  • Can be combined with Document Generation

APIs

Add Word or PowerPoint document generation to your app, website, or service via our REST service

for developers and system integrators

Learn More

  • Submit JSON-based data from your app and receive calculated results and/or updated documents
  • 2 APIs (can be combined):
    • Document generation API that returns updated Word/PowerPoint template-based documents based on submitted data
    • Calculator API that returns data and charts based on submitted inputs and your Excel-based logic, calculations, and data lookups
  • Templates, JSON data structure, and Excel logic are easily created and tested via our Office Add-In
  • Any Word/PowerPoint document "linked" using the core add-in can be used as a template