Case Study: DocuSign achieves faster, collaborative quarterly planning with Lucidchart

DocuSign - Customer Case Study

DocuSign, a large tech company serving more than 250,000 customers and 100 million users, faced a coordination challenge: its Scaled Agile quarterly planning relied on a giant in‑room Post‑it board that excluded remote teams, and its sales engineers struggled to explain complex technical workflows to non‑technical customers. The company needed a cloud, visual, and collaborative tool to scale planning across geographically dispersed teams and to clarify solutions during sales conversations.

By adopting Lucidchart, DocuSign moved planning into a real‑time, cloud‑based diagram where multiple teams can edit, review, and adjust sprint plans together, and sales engineers create clear flowcharts to convey integrations to customers. The change improved planning efficiency and delivery rates, enabled better onboarding and cross‑team visibility, spread usage across the org through integrations (Okta, Microsoft, Atlassian, Google), and helped sales shorten deal cycles and increase close rates by about 20%.

DocuSign

Jen Zagofsky

Senior Director on the Program Management team