For healthcare organizations, documentation is central to every customer engagement. Yet many teams still rely on manual processes to create documents, organize files, and share information across departments.

Global Healthcare Exchange (GHX) faced exactly this challenge. Teams spent significant time generating customer-facing documents, locating files stored in disconnected systems, and managing implementation projects without a unified document management process.

The Challenge

GHX needed a better way to transform Salesforce data into customer-ready documents while maintaining consistent file organization and secure access.

According to Tiffany Futrell, Senior Business Analyst at GHX:

"Our biggest challenge was the inability to efficiently merge Salesforce implementation data into customer-facing templated documents."

The organization also struggled with document organization and customer file exchange processes.

The Solution

GHX implemented MergeUp and sFiles together to create an end-to-end documentation workflow.

MergeUp automated document generation using Salesforce data, while sFiles automatically stored those documents in a structured SharePoint environment connected directly to Salesforce records.

Results

Automated Document Creation

Customer-facing documents can now be generated directly from Salesforce data, eliminating manual formatting and repetitive work.

Consistent File Organization

All implementation documents are stored within a standardized SharePoint structure linked directly to Salesforce records.

Improved Team Continuity

Files are associated with Salesforce records rather than individual employees, ensuring information remains accessible during role changes, vacations, or staff turnover.

Greater Efficiency

Teams reported:

• Faster document creation

• Reduced time spent searching for files

• Less duplication

• Better visibility across departments

• Improved collaboration throughout implementation projects

Customer Perspective

Tiffany Futrell describes the value of the combined solution this way:

"MergeUp helps us quickly turn Salesforce data into polished, customer-ready documents like proposals or reports without manual copy-pasting."

"sFiles organizes and stores our files in SharePoint while linking them to Salesforce records, so everything is easy to find, secure, and accessible to the team."

Conclusion

GHX demonstrates how organizations can improve operational efficiency without replacing existing systems. By combining MergeUp and sFiles, the company automated document creation, standardized file management, and improved collaboration across implementation teams.