Provided a smooth transfer from the old system to DocuSign CLM
Sports Media Company that live streams sports and original content.
Smooth transfer from the old system to DocuSign CLM
Salesforce business process and data structure compatible with DocuSign CLM
Executive Sponsor
Industry
Products
Services
Challenges
Customer was unhappy with Conga and sought a better contract agreement solution
Wanted a DocuSign solution, and needed to transfer and improve from Conga CLM processes
Needed to implement to DocuSign while using a legacy Custom Object
Modifying Salesforce Architecture to accommodate DocuSign CLM Proper Integration
Results
Uptima implemented DocuSign eSignature and CLM to meet customer's requirements
Analyzed the current state of conga solution, and then mediated any issues with DocuSign best practices
Mapped a new object and validated that the object is no longer connected to the legacy solution
Worked together with the Salesforce team, identifying the ideal way to modify the information structure in Salesforce to accommodate customer's business process, and followed best practices