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10/18/23

Ramping Up Digital Document Transformation for Conga

by the Numbers
17+
Years of History
11,000
Customers
1,700+
Employees
$150
Million in Annual Revenue
About the company

Conga is the leader in end-to-end Digital Document Transformation (DDX). The Conga Digital Document Transformation Suite, drives segment-leading ROI by simplifying and automating intelligent data, documents, contracts, signing and reporting. From document collaboration and creation, through contract management and negotiation, to agreement and eSignature, the Conga Suite has set the standard for automating business productivity.

Table of contents

Conga has been using Salesforce for over 15 years. The company employed a team of 8 full-time employees — composed of admins, solution architects, business analysts and developers — all managing one main production org.

To get innovation out the door, Conga utilized changesets to move metadata through their different sandboxes and into production. Their ability to scale and deploy quickly was limited, as running their entire release process through changesets was rather complex, manual and slow.

Results with Copado

Single

Source of Truth

Fast

Error-Free Deployments

Real-time

Monitoring

Countless

Hours & Resources Saved

The Challenge

Every time a developer made additional adjustments, they had to rebuild a whole changeset — wasting time on duplicate and monotonous work. Changesets didn’t allow tracking, resulting in changes going undocumented.

This was further exacerbated when navigating between different sandboxes as there was no consistency or historical record. The team often found themselves puzzled by how to troubleshoot an error as they could not immediately identify what, who or why there might have been an issue. To uphold their release cadence, the team had to backtrack their work and scramble to fix it manually.

Manual Processes Slowed Down Conga’s Speed of Execution

To add to their growing frustrations, developers would oftentimes accidentally overwrite each other’s changes or codes due to a lack of visibility and version control, making collaboration difficult. This erroneous process would result in countless hours wasted.

Teams would spend a long time meticulously looking over each line of code, sometimes spanning over hundreds of lines, to locate the errors and resolve them. As a result, their velocity and quality of releases suffered. This taxing and heavily manual release process resulted in the loss of productivity for the team and Conga as a whole.

Key Challenges

The Solution

Conga now uses Copado automation weekly to push through all their changes. They went from having to manually build and check each individual field, object, component or line of code to doing a quick search across all items.

Copado has helped Conga eliminate the manual work and provided added governance through version control and transparency in their development process. Conga is now able to see the whole picture, thereby anticipating and accounting for any potential changes that may affect something down the line, saving them countless hours spent troubleshooting and correcting.

The Future

Copado saved Conga’s developer team countless hours, while simultaneously increasing the quality of their releases.

Conga went from releasing through a painful, manual process, riddled with errors requiring human intervention, to a quick and efficient automated release process. The result is a consistent, reliable and scalable process, adding countless hours and dollars back into Conga’s pocket. Conga is now seeking to take it up a notch by employing Copado to reach the ultimate level and attain continuous deployment.

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