Different Businesses. Familiar Bottlenecks.
From healthcare consent forms waiting to reach headquarters to financing documents scattered across systems, these stories show how we've helped clients connect paperwork, information, and next steps through practical process improvements and better use of existing technology.
The Work After the Signature
An educational nonprofit organization connected signed contracts in SharePoint to dedicated Salesforce fields for parties, terms, and dates. Staff used the setup in their ongoing work, while a separate AI proof of concept explored extracting key details from signed documents.
A Document Home Connected to the Deal
An equipment finance company tracked deals in Salesforce, but supporting documents were scattered. We connected SharePoint so document folders, naming, permissions, and access followed a consistent process.
The Details Were There. Why Copy Them Again?
Employees copied Salesforce information into documents and tracked signatures separately. We connected document generation, electronic signatures, and completed paperwork, reducing packet preparation from over three hours to immediate generation.
The Inquiry Arrived. The Document Work Still Needed to Begin.
A B2C law firm collected inquiries online, but staff still copied emails into Salesforce and worked out document requirements manually. We connected the process, generating leads, tailored checklists, and prepared document requests.
The History Behind the Reimbursement Paperwork
A home healthcare organization struggled to retrieve historical patient information for reimbursement documentation. We restructured Salesforce, reducing retrieval time from two hours to under two minutes.
Get the Pricing Right Before Sending the Proposal
An industrial services company struggled with pricing corrections and approval delays. We connected approved terms to automated proposal generation, electronic signatures, and Salesforce status tracking.
The Same Deal. Two Systems. One Document Home.
Sales and operations tracked financing deals in different systems while supporting documents were scattered. We connected Salesforce, the finance system, and SharePoint to reduce duplicate entry and simplify document access.
Why Checking Case Status Took So Much Work
Case details, documents, signatures, and payments were scattered across separate processes. We helped connect the work, reducing the time needed to establish case status from 45 minutes to two.
Rebuilding Pipeline Trust
The pipeline still lived in spreadsheets after a big Salesforce investment; because mystery automation was overwriting updates. We found and fixed it.
When "Not Yet" Still Needs a Next Step
A hospice provider struggled to track referrals, relationships, and follow-up across separate systems. We connected the workflow in Salesforce, making ownership clearer and increasing scheduled reassessment follow-up from 40% to 100%.
Signed Forms, Without the Paper Chase
Field representatives collected patient signatures, but headquarters still waited for paper packets. We connected Salesforce and DocuSign so completed consent forms were available immediately after signing.
The Form Was Submitted. The Work Wasn't Finished.
Members submitted forms, but staff still processed updates, memberships, renewals, and registrations. We connected Salesforce, FormTitan, and Stripe so members could complete routine transactions themselves.
When Salesforce Still Followed the Old Rules
An equipment finance company struggled with outdated Salesforce requirements that slowed everyday work. We simplified its configuration, reducing routine deal updates from 20 minutes to two.
Does Any of This Sound Familiar?
If your team is chasing documents, preparing the same paperwork repeatedly, or struggling to see what needs attention next, let's talk about how the work happens today and whether we can help improve it.
Let's Discuss Your Workflow