High Tech
S-Docs – Upgrading Salesforce for Growth
Revolutionizing Fleet Management
S-Docs is an innovative Salesforce AppExchange partner, enabling Salesforce customers around the world to create, automate and e-sign documents quickly and securely using their native tool since 2010. S-Docs was facing a critical business challenge as they went through a period of growth: their Salesforce solution didn’t meet their maturing needs, there were too many system administrators and they didn’t have the skills in-house to manage the move to Lightning Enterprise edition without causing major disruption to their business.
Challenges
- 10 year old Salesforce solution - lack of access to the powerful tools and workflows that Salesforce now offers.
- Limited the scope and visibility of their valuable data - incompatible with growth.
- Risk to data security: No. of Admins; no visibility of changes; confusion over responsibilities.
- Undocumented processes making it difficult for them to know what features their solution needed to include.
Company Profile
S-Docs
Document Generation and eSignature Solution
- LOCATION: New York, USA
- EMPLOYEES: 24
- INDUSTRY: High Tech
- SOLUTIONS: Sales, Service, AppExchange
Solutions
- Guided S-Docs through a Lighting migration.
- Designing the data architecture.
- Transferring data from their old, outdated system to Lightning quickly and smoothly.
- Structured change management - using native collaboration tools to make change transparent and encourage feedback.
- Designed user training according to the user roles for the solution.
Results
- Improved system governance and security with fewer system Administrators.
- Increased system stability with documented change process.
- Project complete and all users trained in Salesforce Lightning solution within 1 month.
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