nuvenio ensures quality by building team spirit

Documill Dynamo benefits for nuvenio’s customers: 

• Super-easy document creation right in Salesforce 

• Top user adoption through ease of use 

• Improved Salesforce data quality and availability 

• High-quality information security 

• Versatile use cases: quotes, contracts, invoices and delivery notes. 

Documill Dynamo benefits for nuvenio in Salesforce implementation: 

• Seamless integration to the Salesforce platform  

• Ease of creating and editing document templates  

• Possibility to implement complex templates and document workflows  

• Superb customer support and partner program.

Nice to meet you Max and welcome! You say that delivering quality, ‘getting things done’, trust and team spirit are all vital values to you. Can you tell me, what these two latter mean to you? 

Projects with customers fall easily into a mode where there are two separate teams: the customer’s internal team and yours as a consultancy. It’s strictly a business relationship. And that’s what I try my best to avoid. I want to get to this genuine teamwork mode: we are all one team and we want to achieve a common goal. 

No matter if it’s a document automation implementation or whatever, the customer wants a great solution and you want to deliver it. There is a common goal at the bottom of it. 

In my past experience in consulting, people tended to expect that “there’s this external guy coming, he wears a suit and he tells us something. Then we somehow need to figure out how it actually works.” And I’ve always been, like, “no, we’ll do it together as one team!” 

And I think that’s something that sometimes gets lost in the consulting space, especially with the big consultancies. But for a small consulting company, that’s something you can really achieve.

Max Wingbermuehle of nuvenio.

That’s team spirit! How do you build it in practice? 

Take a document automation implementation project. You identify all the stakeholders and gather them together. You ask, what is our common goal? How can we achieve it so everyone benefits? 

And one of the parties involved in this case is Documill. You have a way of working just like an implementation partner like me. The result is a happy customer, happy ISV, happy consultant – that simply generates more business.

User adoption: the son of ease of use and father of data quality 

And another target you have mentioned is high user adoption. What do you do exactly to achieve it? 

So especially in the CRM area, some 80% of the users you typically deal with are sales reps, people who have no extra time, drastically speaking. 

Also, they don’t want to use, like, 100 systems. With this limited time they have, they need one simple system for all their data. And if it isn’t simple and easy to use, what will happen is they won’t enter any data, which messes up the overall business. 

So, high user adoption, I think always relates to ease of use. Even with the best training and training materials, if it’s like a complex solution, it won’t be adopted. 

Take an ERP system, where you must enter cryptic abbreviations to get what you want. That’s always a killer, no matter how good the training is.

And ease of use – what is it made of? 

For me, ease of use relates to having everything in one place. For the end user, it feels like they are using just one user interface and they can do everything with it. But below, there are multiple systems just somehow tightly integrated. 

If the integration is so smooth that the user doesn’t even recognize that “ok, I’m right now actually using a different system or multiple different systems”, I think that’s when you’ve won. The user may be grabbing data from a SAP system or maybe a pricing engine. 

You go and tell him or her, “well, you’re using actually 20 systems”. And the user says “no, no, it’s just this one…” That’s the target you should go for. 

No matter if it’s a visual integration like with Documill or if it’s something just in the backend providing data.  

And then, of course, that’s also something I value about Documill. The user just clicks a button and a document appears, he doesn’t need to switch to a different tool. He has everything he needs in his familiar interface. A big advantage. 

Some of our customers tell us that the biggest benefit of document automation is improved data quality. You need to feed all the right data in Salesforce to get a valid document. Have you noticed any difference in the Salesforce data quality after implementing Dynamo? 

Well, I think it’s hard to put it in numbers. That’s tricky. But for sure. 

People usually don’t like putting data in the system just for the sake of it. 

But when they do it to have everything in one place, it’s much more beneficial for them because they can work with the data. They can more easily use it for reporting, analysis, generating documents and all kinds of things. 

And if they are bound to put the data in the system before they can get a document out of it, that’s a great driver for user adoption.

Unorthodox use cases: delivery notes, invoices and proof of performance 

What do you use Documill products for?   

With customers, currently for quotes, contracts, invoices and delivery notes. Internally I use them to generate employment contracts and proof of performance documents.

Quotes and contracts are quite common use cases. But delivery notes, what do these include? 

This is a special Salesforce use case because usually, delivery notes are a part of the logistics chain and shipments. For example, we are both working with a health and life sciences manufacturer that is producing, like, billions of them every year. They are all automated. 

But some of their delivery notes are closely related to sales, and Salesforce and Dynamo make a much better environment for them.  

Here’s how it goes: The company is loaning out devices for testing as a part of the sales process. The whole loan device stock is managed by the sales reps and they personally deliver the equipment to the customer. They maybe even show how it works, to convince the customer to buy. 

Anyway, they need to document each delivery, so they click to print out a delivery note, maybe also some other documents. 

So it is not a part of the logistics process that takes place after the sales. It is a part of sales. That’s why we implemented it into the Salesforce domain, and Documill Dynamo enabled that. 

And the invoices? We have implemented the generation of those for a few customers but they are nothing like the most common thing. How about you, are they common? 

In itself, I don’t think this is a too special use case but that’s not the point. Right now it is actually also on my to-do list for another customer. They want to do invoices based on the Salesforce data and I proposed Dynamo for generating them. 

Remember that we talked about end-to-end integrations and that one place for all user activity before? This company wants to operate completely on Salesforce. That means doing the sales part there, but also bringing the time tracking in there, documenting the tasks done there and also generating the invoices in Salesforce with a click. 

It’s a small company, the invoice volumes are low, so it makes perfect sense. The users have it so much easier and all the data is in one place. 

For internal use, you say you generate proof of performance documents using Dynamo. What kind of documents are these, in just a few words? 

I’m not sure if this is a purely German thing that showcases our love for punctuality or if it’s common also elsewhere. 

If you are in the consulting space, or any service space, you send an invoice for a completed project, of course. Usually, it is on a very high level, like, 5 days in an architect role, three days as a senior consultant, 2 days as a consultant and there’s the price for each line and the sum total. 

But for the customer to really understand what was delivered, there is a detailed listing in the form of the proof of performance. It could list one hour spent on account layouts, two hours on the opportunity process, three hours on document template adjustments and so forth. So it has all the individual tasks that were put together in the less detailed invoice. 

And my last question: why did you choose Documill Dynamo?   

Well, Documill just ticked all the boxes. You have a great technical foundation and offer so many possibilities as we’ve seen here. 

I already talked about the seamless integration into the Salesforce platform. The creation of document templates is also easy, and yet it is possible to implement complex templates and document workflows.  

You have high-quality information security and documentation – and what you call ‘five-star’ customer support with effective communication. On top of it, you pamper us partners with a superb partner program.  

What’s there not to like?

Thank you so far, Max. We’ll soon continue and discuss your Documill Leap customer projects!