Case Study: 4C achieves shared understanding and faster delivery with Lucidchart

4C - Customer Case Study

4C, EMEA’s largest independent Salesforce Platinum Partner, helps organizations design and implement Salesforce solutions but faced a recurring challenge: translating complex technical architecture and processes into clear, shared understanding for non-technical stakeholders while speeding up requirement gathering and avoiding costly rework. Consultants needed a way to capture current and target states, map user stories, and keep documentation accurate and accessible as projects changed hands.

By using Lucidchart for ERDs, mind maps and process maps—built and edited in real time, shared centrally, and integrated with tools like Google Drive—4C accelerated collaboration, validated requirements on the spot, and documented to‑be solutions that acted as blueprints for implementation. The change saved several days per engagement (clients saved about 5–6 days; internal documentation work was cut by about 2 days), reduced rework, enabled tighter-budget projects, and improved handoffs between sales, build and customer success teams.

4C

Jordan Fraser

Lead Consultant