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Case Study

WC&B: Estimated Project

Case Study

Modernize business processes

Labor-intensive and paperwork-heavy data processes were automated and streamlined, resulting in improved insights, productivity, and reduced paperwork.

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engagement type

Estimated Project
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product

Experience & Sales Clouds
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industry

Professional Services
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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
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challenges
    Massively labor intensive and paperwork heavy data processes, including:

    • Collection
    • Collation
    • Entry
    • Verification
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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
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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

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