Case Study: DocuSign achieves company-wide self-service analytics and 80% employee adoption with Qlik

From Sales to Finance to CS Building Company-Wide Analytics at DocuSign

DocuSign, the e-signature and contract lifecycle company, faced fragmented analytics as it scaled—decentralized reporting, a failed initial BI platform, and people-resistant workflows created data silos that limited insight across Sales, Customer Success and Finance. The company needed a centralized BI strategy and reliable data infrastructure to make analytics accessible and actionable for different teams.

DocuSign moved to QlikView and then Qlik Sense—embedding dashboards into Salesforce for early adoption and shifting to a self-service model so users could build their own reports—while migrating its warehouse to Snowflake for dramatically faster refreshes. The result: up-to-date data available company-wide, 80% of 4,000 employees use Qlik monthly, most data (≈95%) served from Snowflake, reload times cut from many hours to 2–3 hours, and a reversal from 90% centrally built dashboards to only 10–20% built by the BI team.

DocuSign

Marcus Laanen

Senior Manager Business Intelligence