Expert Experience in Document Creation

CWS Consulting has successfully implemented Conga Composer to streamline effort estimation and project status reporting within Certinia (FinancialForce) PSA. By automating document generation, we enabled professional services teams to efficiently extract key project data, standardize reporting, and improve forecasting accuracy. Our expertise in Conga Composer integration ensures that project managers can generate professional, structured reports directly from Salesforce and PSA, reducing manual effort and improving data consistency.

A key use case was automating effort estimation workflows, where Conga Composer was used to extract PSA project templates, dynamically populate effort breakdowns, and generate standardized Word documents for review and approval. Additionally, we implemented a project status reporting solution, enabling real-time extraction of project progress, resource utilization, and financial performance metrics from PSA into preformatted Word reports, ensuring consistency in stakeholder communication.

• Effort Estimation Automation: Configured Conga Composer to generate standardized estimation documents based on PSA project templates, reducing manual effort in scoping and proposal development.
• PSA Project Status Report Generation: Automated extraction of project updates, milestone tracking, financial metrics, and resource utilization into structured Word reports for executive review.
• Dynamic Data Population: Enabled real-time data retrieval from PSA into Word documents, ensuring reports reflect the most recent project information.
• Seamless Integration with PSA & Salesforce: Ensured full compatibility with PSA project records, opportunities, and service workflows, allowing reports to be generated at different project lifecycle stages.
• Enhanced Stakeholder Communication: Standardized weekly and monthly project status reports, providing clear visibility into project performance for customers, executives, and internal teams.

By implementing Conga Composer for effort estimation and project status reporting, CWS Consulting eliminated manual reporting inefficiencies, improved data accuracy, and enhanced project transparency. Our expertise in PSA automation and document generation ensures that professional services teams can focus on delivering high-value work while maintaining consistent, data-driven reporting.