Our Solution

The client decided to implement a new, tailored document generation solution to address their challenges. Our team collaborated to redesign the document generation process, ensuring it meets the client's specific needs. The enhancements allow users to navigate Salesforce freely and close the document generation page while documents are being generated, significantly improving workflow efficiency and user experience.

Key Achievement

• The new document generation solution incorporates asynchronous processing, allowing users to move between different Salesforce pages and even close the window while the document is being generated. This enhancement ensures uninterrupted workflow and a more seamless user experience.


• The new solution significantly reduced document generation time, cutting it down from 15-30 minutes to just 5-10 minutes. This improvement boosts operational efficiency and enhances user productivity by 65%.


• The enhanced solution also includes user notifications, alerting users instantly within Salesforce once document generation is complete. This feature ensures users stay informed without having to monitor the process, further improving the overall user experience.

Result

The implementation of the new document generation process led to transformative improvements for the client. By enhancing efficiency, the solution not only increased user satisfaction but also significantly boosted productivity by 80%. The reduction in document generation time and the elimination of system lockouts allowed users to work without interruption, creating a more seamless and effective workflow.