Integrating DocuSign with Dynamics 365 for an AEC Technology Firm
Introduction
The client, a leading firm in the Architecture, Engineering, and Construction (AEC) industry, sought to streamline their document management and approval processes. Client was looking for a solution that could work seamlessly with Dynamics 365 to enhance efficiency, reduce paperwork, and ensure secure, compliant handling of contracts and other critical documents.
The Challenge
Manual Processes
The signing process for contracts, project plans, and other critical documents was largely manual, leading to delays and increased administrative workload.
Compliance
Ensuring compliance with industry standards and regulations required a more secure and auditable document management process.
Inefficiencies
Tracking document statuses and managing multiple versions of signed documents was cumbersome and error prone.
Customer Experience
Clients and partners experienced delays and frustrations due to the manual signing process, impacting overall satisfaction.
Lack of Integration
Existing systems were not integrated, causing data silos and inefficiencies in workflow.
An outline of challenges we faced
Automation
Streamline and automate the document signing process to reduce manual effort.
Integration
Seamlessly integrate DocuSign with clients' existing D365 instance.
Compliance
Enhance compliance and security for document handling.
Efficiency
Improve operational efficiency and reduce the turnaround time for document approvals.
Experience
Enhance customer and partner experience through quicker and more efficient document handling.
Delivery Time
Implement the integration within an aggressive timeline of 7 weeks.
Our Solution
Nalashaa embarked on a journey to integrate client’s D365 platform with DocuSign, leveraging the robust capabilities of both systems by developing a comprehensive solution:
Key Features and Benefits
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