Case Study
Modernize business processes
Labor-intensive and paperwork-heavy data processes were automated and streamlined, resulting in improved insights, productivity, and reduced paperwork.
engagement type
Estimated Project
product
Experience & Sales Clouds
industry
Professional Services
WC&B is a law firm providing legal services to nonprofit and tax-exempt organizations.
Overview
- Key Challenges: Labor-intensive and paperwork-heavy data processes
- Key Solutions: Automated manual processes; streamlined workflows
- Key Impact: Improved insights & productivity; cut down paperwork
challenges
- Collection
- Collation
- Entry
- Verification
Massively labor intensive and paperwork heavy data processes, including:
Solutions
- Designed a new Salesforce instance with automations to replace manual processes
- Implemented a Community Portal enabling client-side data upload & improved self-service
- Researched, integrated and customized a third party app (Nintex) to streamline workflow
- Created a resource library containing relevant articles and FAQs
Impact
- Boosted productivity and maximized process efficiency: Pruned turnaround times, improved user experience, 60% manual labor reduction
- Unified Data Management: One-click access to all documents, simplified search and cross-referencing
- 360° overview: Improved insights and planning via reports and dashboards
