Customer:

A Large Maritime firm is Transforming Document Generation to significantly improve workflow efficiency and user experience.

Challenge:

1. Third-Party Dependency: The current process relies on a third-party software, causing delays and potential system instability.
2. Extended Processing Times: Document generation takes excessive time, impacting user productivity and workflow efficiency.
3. Resource Intensive: The third-party software consumes significant system resources, leading to performance issues and system slowdowns.
4. Negative User Experience: The combined effects of delays and system performance issues result in a poor user experience.

Solution:

To address the issues, we implemented a custom document generation solution tailored to the client's specific needs. This new process allows users to multitask within Salesforce while documents are being generated, improving efficiency and user experience.

1. Asynchronous Processing: The new solution enables users to multitask within Salesforce while documents are being generated, improving efficiency and user experience.
2. Reduced Processing Time: Document generation time is significantly reduced from 15-30 minutes to 5-10 minutes, boosting productivity by 65%.
3. Real-Time Notifications: Users receive instant notifications within Salesforce upon document completion, enhancing user experience and eliminating the need for manual monitoring.

Outcome:

1. Increased User Satisfaction: By streamlining the document generation process and eliminating system lockouts, user satisfaction has significantly improved.
2. Boosted Productivity: The reduction in document generation time has led to a significant 80% increase in productivity.
3. Enhanced Workflow Efficiency: The new process allows for uninterrupted workflow, as users can continue their tasks within Salesforce while documents are being generated.