Digital transformation and IT modernization have been buzzwords in the U.S. federal government for some time now, but this buzz is rapidly giving way to tangible change. Paper processes are quickly being eclipsed by cloud-based alternatives that deliver higher security and efficiency - by orders of magnitude, in many cases.
One leading Salesforce consultancy recently helped a major department of the United States executive branch overhaul human resources systems with the help of Salesforce and S-Docs document generation, saving time for over 500,000 users.
This major defense agency has been on track for digital overhaul for several years now, as legacy systems are phased out and cloud solutions move in. Positive results in multiple divisions triggered an initiative to move the agency’s human resources department from paper to paperless.
The agency brought in a top professional services firm to lead the project. As experts in Salesforce for Government, the firm implemented Salesforce Service Cloud and Salesforce Experience Cloud to allow both HR staff and agency users to access and manage data from a single secure solution.
But there was still a challenge: a massive number of paper HR documents needed to be created, accessed, and signed on a regular basis. Moving record management to Salesforce but still needing to translate that data to paper documents didn’t make sense in contexts of efficiency or data security. This consulting firm needed to find a secure solution for automatically creating, e-signing, and storing the extensive documentation that the defense agency’s human resources department requires to function.
It was clear that the consulting firm needed to deliver a solution capable of handling document generation and e-signature for over 500k users on the Salesforce platform - but it also had to hold up against the government agency’s Authority To Operate (ATO) certificate and protect the agency’s sensitive data at all costs.
With these requirements in mind, the firm selected S-Docs native document generation and e-signature for the task.
Department personnel can now log into the agency’s portal, hosted on Salesforce Experience Cloud, to access and sign HR documents in minutes, such as physical evaluation forms - S-Docs generates the documents with data pulled from Salesforce in the background. Service Cloud users also use S-Docs to instantly generate communications and other HR documentation as needed. These documents are automatically stored in Salesforce or external repositories for easy retrieval and management.
S-Docs saves extensive amounts of time not just for the HR department, but also for the hundreds of thousands of users they serve - and secures their personal information as a native Salesforce app.
The consulting firms chose S-Docs to support their government client’s needs for several reasons, but it all came down to S-Docs delivering on the required functionality, maintaining best-in-class data security, and allowing for fast approval & seamless implementation.
All in all, S-Docs enabled the defense agency with the resource of time - document creation is faster and easier to maintain from one source of truth. But it also helped the consulting firm complete an impactful project that exceeded expectations and increased their trust by the public sector.