Case Study: PSPDFKit streamlines reporting and forecasting with Discern

PSPDFKit Streamlines Reporting After Multiple Acquisitions

PSPDFKit, a SaaS company providing a document lifecycle platform, faced a significant challenge after multiple acquisitions left them with data scattered across three separate Salesforce instances and NetSuite. This fragmentation made it extremely difficult to get a holistic, accurate view of their pipeline health, customer churn, and revenue forecasts, requiring hours of manual work to consolidate reports for meetings.

By implementing the Discern platform, PSPDFKit successfully integrated all their disparate data sources into a single, cohesive view. The solution provided by Discern enabled the company to streamline reporting, enhance forecasting accuracy, and drive data-driven decision making across the organization, ultimately allowing them to run more efficient meetings and expedite regular board reporting.

PSPDFKit

Sam Fleder

Chief Operating Officer