Conga
161 Case Studies
A Conga Case Study
Dealer Profit Services, which provides outsourced financial services to the marine and RV industry, struggled with a paper‑heavy, manual workflow that left a small staff spending hours on lengthy lender packets—sometimes up to 60 pages—creating delays and frequent data-entry errors. COO Myril Shaw set out to replace this slow, labor‑intensive process to scale the business and improve turnaround for customers.
Nearly a decade ago the company implemented Conga Composer to automate document generation and delivery; now a single click produces fully populated, accurate paperwork and bundled attachments. The change cut processing time from hours to minutes, eliminated error opportunities, reduced staffing needs, and became a clear competitive differentiator for Dealer Profit.
Myril Shaw
Chief Operating Officer