Conga

CASE STUDY:

#1 Native DevOps for Salesforce

Conga is the leader in end-to-end Digital Document Transformation

C O PA D O C A S E S T U D I E S

N OV 2019

$100 MILLIONrecurring revenue runrate in 2019

11,000customers

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About CongaConga 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.

COMPANY

1 MILLION+licenses

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THE CHALLENGE

“We had sandboxes up to 6 months old, with changes in them that would cause huge implications to our latest release. These would go unnoticed and then we would spend hours trying to resolve what happened.”

Conga, founded in 2006, has been running on Salesforce, the world’s #1 CRM platform, 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. In order 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.

Every time a developer wanted to make additional adjustments, no matter how small, they had to rebuild a whole changeset, wasting precious time on duplicative and monotonous work. To add to the level of difficulty, changesets did not provide a good method of tracking or history, resulting in changes going untracked and unmanaged. This was even further exacerbated when navigating between different sandboxes and environments as there was no consistency or historical record. The team would often find themselves puzzled by how to best troubleshoot an error, as they could not immediately identify what, who, or why there might have been an issue. In order to uphold their release cadence, the team would then have to backtrack their work and scramble to resolve manually in the knick of time.

“We had sandboxes up to 6 months old, with changes in them that would cause huge implications to our latest release. These would go unnoticed and then we would spend hours trying to resolve what happened.” - Stas Daszkiewicz, Director of Enterprise Systems and Data Science, Conga

To add to the already growing frustrations, developers would oftentimes accidentally overwrite each other’s changes or codes due to a lack of visibility and version control, making collaboration extremely difficult and ineffective. This erroneous process would then result in countless precious hours wasted, and further frustration. Teams would have to spend time meticulously looking over each line of code, sometimes spanning over hundreds of lines, to locate and diagnose the error, and then resolve.

This taxing and heavily manual release process resulted in loss of productivity for the team and Conga as a whole. Developers were spending more time frustrated and backtracking rather than innovating, and the velocity and quality of releases suffered as a result. In order to address these issues, Conga began to develop a change management procedure through using upper sandboxes, moving into full for Q&A and then into production. Although this provided some initial relief, Conga was still unable to reach the full scope of release sophistication and speed that they sought. The team quickly realized there must be another way and begin evaluating DevOps Solutions.

COUNTLESS HOURSBACKTRACKING &

DIAGNOSING ERRORS

SLOW, MANUAL RELEASE

PROCESS

NO VISIBILITY ORVERSION CONTROL

S TA S DA S Z K I E W I C ZDirector of Enterprise Systems & Data Science, Conga

Single Source of Truth

Fast, Error-Free Deployments

Real-time Monitoring

Countless Hours and Resources Saved

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THE SOLUTION “We use Salesforce, we should be in Salesforce all day long, Copado allows us to do this.” “

Copado, the #1 Native DevOps Platform for Salesforce

As the team began to explore options, one company clearly stood out above the rest - Copado, the #1 Native DevOps Platform for Salesforce. Conga, having been on Salesforce for over 15 years, was deeply impressed by the fact that Copado sits directly on the Salesforce platform. This meant that the Conga team would not need to use an outside UI or implement other tools, ultimately streamlining the workflow and process.

“Copado being on the Salesforce platform makes the user experience easier by keeping the entire team in as few systems as possible. We use Salesforce, we should be in salesforce all day long, Copado allows us to do this.” - Stas Daszkiewicz, Director of Enterprise Systems and Data Science, Conga

Instead of building manual changesets for every modification, Conga now utilizes Copado automation weekly to push through all their changes. Conga’s team went from having to manually build and check each individual field, object, component or line of code to being able to do a quick search across all items. Not only has Copado eliminated the manual work, but it has also provided the governance through version control and transparency that was desperately needed. The Conga team 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.

“We did not have a process before, Copado is what enabled us to choose a process and stick to it” - Maggie Farley, Sr. Solutions Architect and Release Manager, Conga

Copado addressed Conga’s issues around version control and overwriting by providing a single source of truth. Now, not only does Conga experience notably fewer conflicts and higher quality innovation, but also an increase in productivity and collaboration across the entire team. The team can, at any moment, with just a single glance, see what changes are being made, and be able to adjust as needed to ensure that everything is deployed smoothly and quickly.

A N AT I V E D E VO P S S O L U T I O N

S TA S DA S Z K I E W I C ZDirector of Enterprise Systems & Data Science, Conga

HIGHER QUALITY INNOVATION WITH COPADO

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“Now that we have Copado, it's 100% a cost saver and a huge value add for our operations, allowing us to see the full-picture and address issues before they arise."“ M AG G I E FA R L E YSr. Solutions Architect and Release Manager, Conga

“Consistency between sandboxes and allowing everyone to go in and do their work, and then having one person be able to push it all, at one time, is a huge value add” -Maggie Farley, Sr. Solutions Architect and Release Manager, Conga.

Through Copado’s back promoting feature, Conga is able to spot potentially destructive changes, even across older sandboxes, allowing them to modify before they accidentally slip through the cracks and get deployed to production. This results in innumerable amounts of hours, dollars and value saved by stopping errors in their tracks before they arise. Furthermore, if any issues do occur, Copado provides Conga with the tools for real-time monitoring, so they can immediately catch them and get back up and running at lightning speed, thereby maintaining and increasing their consumers’ trust.

“Copado ensures that there are no surprise changes coming through, saving us countless hours and resources” - Elijah Redding, Senior Technical Architect, Conga

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

“Copado is the core of a lot of our operations today”

“Copado has saved us tons of time. Tons of time”

“Consistency and clarity around what we’re pushing and how we’re pushing it”

C O N G A E M P L OY E E S

#1 Native DevOps for Salesforce

Visit www.copado.com to get a demo