Case Study: Shield Services Group achieves 70% less manual intervention with Docs Made Easy

70% Reduction in Manual Intervention Shield Services Group Streamlines Purchase Order Approvals

Shield Services Group, a growing manufacturing organization, faced significant inefficiencies in its purchase order process. Their challenges included inconsistent document templates, a lack of automation in generating approved purchase orders, and missing approval logic for documents requiring higher-level authorization. To address this, they turned to the vendor Docs Made Easy for an automated documentation and approval workflow solution.

Docs Made Easy implemented an end-to-end solution featuring professionally redesigned, brand-compliant templates and automated document generation via Salesforce Flow. This automatically created purchase orders upon approval and smartly populated final documents with details like the approver's name and date. As a result, Shield Services Group achieved a 70% reduction in manual intervention, 90% compliance with business rules, and 100% standardized templates, leading to faster processing, fewer errors, and stronger governance.

Shield Services Group

Derek Lewry

Managing Director