Magazine article CRM Magazine

Conga Aids Utah's Economy: The Utah Governor's Office of Economic Development Is Using Conga Contracts to Award Business Grants and Incentives

Magazine article CRM Magazine

Conga Aids Utah's Economy: The Utah Governor's Office of Economic Development Is Using Conga Contracts to Award Business Grants and Incentives

Article excerpt

As its name would suggest, the Utah Governor's Office of Economic Development is responsible for awarding tax rebates, grants, and incentives to help drive business within the state. It's a complicated process that involves a lot of steps, and until recently, it was made that much harder by old technology and outdated processes.

Each time someone applies for a grant or incentive through the economic development office, the application gets filed through an online portal and entered into Salesforce.com. The application is reviewed by a board, and if it is approved, a contract is sent back to the applicant. The applicant can ask for revisions, which are subject to board review. Once the applicant signs the contract, it goes back to the development office's compliance team to ensure the applicant paid all the necessary taxes or performed promised economic development.

With up to 200 awards annually that have to go through all of those steps, the office's old technology was just too cumbersome, says Jaron Janson, the office's Salesforce administrator and program manager.

"We used Microsoft Excel and Word with track changes. It was very draining on the legal team. Track changes aren't always a reliable mechanism," Janson says.

The track-changes feature can be confusing if more than one person is handling a document. Keeping track of different versions and the status of the contract was also a challenge, according to Janson.

"It was easy to lose momentum on contract negotiations; we needed to have more efficiency," he says. "We looked into a number of different systems, but most were for much larger organizations. We have 40 Salesforce users, but only five or six who work on the contracts. We needed something that offered easy layout and a good user experience."

Janson also wanted a program that would enable new people to step right in to take over work on specific contracts without having to determine where everything was in the process.

Because Salesforce is the underlying program for most of the office's work, it was essential that any contract solution be integrated with Salesforce. The economic development office had a long-standing relationship with Conga and was already using Conga Composer, a document generation application. …

Search by... Author
Show... All Results Primary Sources Peer-reviewed

Oops!

An unknown error has occurred. Please click the button below to reload the page. If the problem persists, please try again in a little while.