Case Study: Leading European Provider of Inspection, Testing, Certification and Technical Consultancy Services achieves faster customer support and automated document generation with Documill

Faster Customer Support with Document Automation

The Leading European Provider of Inspection, Testing, Certification and Technical Consultancy Services produces large volumes of audit reports and certificates and needed to improve customer connectivity, transparency and speed across a siloed, product-line-based IT landscape. To streamline field service and document delivery they deployed the Salesforce platform complemented by Documill’s Documill Dynamo document generation solution.

Documill linked Salesforce customer and inspection data to automated document production so inspectors can record findings on mobile devices, generate reports and certificates with a few clicks, and archive them directly in the customer record. The Documill implementation accelerated document turnaround, improved coordination of site visits (reducing duplicate trips and saving time) and positioned the company for future IoT- and remote-inspection workflows.