ALGECO
Digital transformation: cross-functional document platform and CRM integration
Implementation of the ELO DMS and integration with Salesforce to optimize ALGECO’s contract and customer order management
Algeco, the European leader in modular space solutions, manages contracts and customer orders across 9 regions in France with dispersed sales and operations teams. The multiplication of document exchanges without a centralised system was creating operational friction and compliance risks.
Coexya deployed the ELO Digital DMS solution connected to Salesforce CRM via MuleSoft, enabling centralised contract management and automating document flows between sales and operational teams. Coexya was selected for its recognised expertise in DMS integration and its in-depth knowledge of the ELO solution already in place at Algeco.
Coexya Deliverables
- Functional workshops
- Definition of functional and technical specifications
- Configuration, testing, and deployment of the ELO Digital solution
- Formalization, modeling, and implementation of business processes
- Training of 180 users (assistants, sales representatives, site supervisors, operations teams…) across the 9 regions in France
Technical environment
- Windows Server 2019
- ELO 20
- Salesforce
- MuleSoft
- ERP
