Digitized consulting process for company pension plans

The following services are provided: Creation of Word templates from the provided sample documents with marking of the corresponding text passages; dynamic creation of Word documents with direct conversion into PDF format; creation of email templates from provided templates; dynamic creation of emails with attachments from the generated PDF documents; creation of Dynamics CRM workflows for sending the generated emails after the occurrence of predefined status values; Generation of lists with predefined format for personnel department, managing directors, payroll accounting and insurance brokers; generation of statistics with predefined formulas and source data fields for further use; setup of a development environment and import of the BAV solution; provision of an extended BAV application with the functionality enhancements described above.