Customer Success Stories

Automating Performance Guarantee Creation for a Major U.S. Health Insurer

Region
Global, USA
Market Segment
Enterprise
Industry
HLS
Products
Docusign CLM
Integrations
Salesforce (Bespoke)

Customer Challenge

Legacy systems were outdated, hard to maintain, and not scalable. Data was fragmented across complex Salesforce architectures, with no single view of performance metrics.

Heavy reliance on manual data entry and document creation led to inefficiencies and increased risk of errors.

Partner Solution

Delivered a tailored CLM solution integrated with Salesforce to automate document generation and streamline data capture.

Introduced custom eForms, standardised templates, and bi-directional data sync to ensure consistency and alignment between systems and documents.

Business Results

Increased efficiency and scalability by reducing manual effort through automation.

Improved user experience for underwriters and enabled faster, more consistent document creation. Established a flexible framework to support new products without rebuilding templates.

Automating Sales Contracting for a Global Esports Organisation

Region
EMEA
Market Segment
Enterprise
Industry
Media & Comms
Products
Docusign CLM, eSignature
Integrations
Salesforce

Customer Challenge

Manual contract creation required heavy Legal involvement, with reliance on Google Drive and HelloSign creating fragmented workflows.

Inefficient, manual processes slowed sales execution and increased operational and compliance risk.

Partner Solution

Implemented a Docusign CLM-based solution to automate contract generation, reduce Legal dependency, and centralise contract management.

Introduced a unified repository, replaced HelloSign with Docusign eSignature, and enabled internal teams to manage and evolve the solution.

Business Results

Reduced Sales and Legal effort, improved efficiency, and lowered operational costs.

Strengthened compliance through standardisation, reduced risk, and built internal capability to scale and maintain the solution.

Transforming Proposal & Contract Management for a UK Semiconductor Company

Region
EMEA
Market Segment
Enterprise
Industry
Technology
Products
Docusign CLM, eSignature
Integrations
Salesforce, ServiceNow

Customer Challenge

Rigid, complex sales and legal processes made contract creation slow, costly, and inefficient.

Limited scalability and fragmented workflows increased compliance risk and made it difficult to manage high-value intellectual property.

Partner Solution

Implemented a Docusign CLM solution to digitise end-to-end proposal and contract workflows.

Integrated with Salesforce and ServiceNow, enabled self-service contract creation, and connected systems across sales and operations.

Business Results

Accelerated contracting and time to revenue, with a unified view of contracts across the organisation.

Reduced Legal and Sales effort, improved compliance and risk management, and enabled automation of obligation tracking.