Prior to integrating location functionalities through HIC Global Solutions, a unit of representatives would send out custom project proposals as part of its due diligence to registered investors of high net-worth. Each document was intended to serve up relevant and dynamic maps, pie charts, and images tailored for investor preferences and faster evaluation.
As requirements went, maps with multiple location pins were a top priority. The firm needed proposals to display all relevant and available properties that fell within a region of interest. Notably, Conga documents don’t support maps with location pins, let alone multiple pins, making the proposals leave out a crucial feature altogether.
Other visualizations like pie charts were hardcoded and designed by hand. Site Images too had to be hand-picked for the document to be pertinent. This felt counter-intuitive to the purpose of document generation – reducing manual processes and associated errors.
Besides this, the company also needed a separate master portfolio to showcase all properties in a progression determined by the company’s consultants. For better prospect engagement, a quantity of 2 images per page was felt desirable, but like the property maps, lacked support.