/Resources//[Study:] Documill Dynamo Delivers What Enterprises Need

[Study:] Documill Dynamo Delivers What Enterprises Need

In a previous article, we reported the findings from a study we just ran on document automation in the context of Salesforce platform. Our target audience was Salesforce system integrators.

After all, we are an engineering company that lives and breathes electronic documents, their production, management and processes built around them.

Thus, the primary question we wanted an answer for was, what do the top pros interviewed expect from such solutions and what approaches do they have? And then: how does our own Documill Dynamo document automation application meet their requirements?

The answer is…

 

Deliver the documents and keep them in Salesforce

The study found that the key business challenges that companies looked to meet when deploying document automation were:

  • getting documents created in the first place (69% of the respondents said this)
  • getting all information stored in Salesforce (56%)
  • quality assurance and document approvals (46%).

These are all actually expectations that any document automation solution (including Documill Dynamo) can meet and, we believe, among the primary reasons that initiated the development of such solutions in the first place.

 

Bubbling under: need for document sharing, GDPR compliance and customized reports

When we look at other business challenges, they are still on a quite high level:

  • Improper sharing of important documents (41%)
  • the requirement for GDPR compliance (31%)
  • need to create report documents (25%).

In the case of Documill Dynamo, options for sharing documents are flexible, from easy forwarding with a ready-made message to workflow rules triggered by, say, saving of the document. Meanwhile, many of our customers already use its filtering and calculation functions for producing reports that distill bespoke, actionable insights from Salesforce data. GDPR compliance is ensured in any case.

 

It’s about ease of use, not depth of functionality

And what are our respondents looking for when it came to the functionality of a document automation solution? Here are their choices in order of preference:

  • ease of deployment; in other words, template creation (88%)
  • ease of changing template layout (81%)
  • support for automated content selection based on condition (81%)
  • workflow automation (65%)
  • batch production of documents (31%)
  • redlining and collaboration (15%).

This is actually well in line with the business challenges the study found that we already discussed. Our interpretation is that document automation apps and their market have now, in general, evolved so far that any almost any solution can offer the functionality that enterprises need.

At this point, the key criteria in the selection now are, how quickly and easily can the solution be deployed and maintained? This is because the primary challenge in implementations has so far been high cost caused by slow and elaborate solution rollout.

In fact, we began to receive this kind of feedback on the field already a few years back. It eventually prompted us to release a new version of Documill Dynamo in the autumn of 2017. We radically redesigned the user interface of the product so deployment and maintenance would be quick and easy. According to our survey, it looks like we made the right decision.

 

Cover all operating systems at once

When it came to overall approaches to automation:

  • More than half (55%) of the respondents were using specialized apps from Salesforce AppExchange
  • 39% used solutions based on the basic Salesforce templates
  • 24% were creating templates themselves by means of Apex code
  • 6% were using MS Word or Excel templates.

Now, this is really interesting. First of all, it means that demand is the highest for specialized off-the-shelf apps from vendors authorized by Salesforce. Second, approaches that support a variety of operating systems (first and foremost Windows, Mac OS and iOS) have surpassed the ones that require Windows support (with templates designed using MS Word or Excel), which used to dominate the document automation market.

 

The switch in preferences is quite natural when one considers the growing popularity of Apple products among business users. Indeed, of our respondents, 44% used Windows alone, while as many as 47% were Mac devotees. Only 9% used both operating systems.

In practice, the applications with versatile support for different operating systems are ones based on online template designer tools. Documill Dynamo is a leading solution in this category.

Try it out now!

It is always great to hear what our system integrator buddies have on their mind and need when working on their projects. With this study, it was twice as delighting, as we learned that Documill Dynamo delivers quite what they are looking for.

Would you, perhaps, like to try out for free one of our many document automation solutions? Say, automated quotation generation or account reporting, to get you kickstarted?

 

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About the study and its audience

The survey was carried out by means of an online questionnaire in December 2017 and January 2018. It turned out that the vast majority of our 33 respondents so far held the certification of a Certified Salesforce Administrator (ADM 201), at 81%.

Other certifications mentioned were Certified Salesforce Sales Cloud consultant (CON 201) at 39%, Certified Salesforce Service Cloud consultant (26%), Certified Platform Developer (23%) and Certified Salesforce Advanced Administrator (ADM 301) at 16%.

It was quite common for our respondents to hold more than one certification, which explains why the sum total of the answers exceeds 100%. Only 6% of the respondents didn’t report having any certificate, while 35% fell to the ‘Other’ category.

Nearly all respondents (91%) were working on Sales Cloud implementations, while 56% were also working on Service Cloud and 38% on Community Cloud deployments.

As for the sizes of the companies they cater for, the respondents made a diverse group: while 52% served the big enterprises, 24% were working strictly for Small and Medium Enterprises. The remaining 24% was working with companies of all sizes.

 

By | March 6th, 2018|