MSA Automation

Case Study: MSA Documentation Automation

Company Profile:

NEXGEN Solutions, LLC is a leading technology consulting firm at the forefront of innovation, dedicated to delivering exceptional software-based solutions, hosting services, and comprehensive support to clients worldwide. With a passion for excellence and a commitment to meeting unique business needs, we empower organizations to achieve their goals through cutting-edge technology

Problem Statement:

NEXGEN Solutions, LLC faced challenges in generating, editing, and electronically signing their Master Service Agreement, which created a bottleneck for their compliance and contracts departments. Due to the time-consuming nature of the process and lack of progress tracking, NEXGEN Solutions, LLC’s management sought an advanced automated solution to streamline the process, save time, and organize document management and eSignature within the system. The complicated process of populating, sharing files, correcting, sending for signature, and attaching the signed document to the related CRM record required the compliance and contracts teams to spend considerable time creating documents and sending them to clients and internal team members. Additionally, the teams had to manually send notifications or emails for signatures or actions at each stage, and manually upload documents to Zoho when they came back. To solve these issues, NEXGEN Solutions, LLC required an automated solution to streamline this manual process.

Our Solution:

Our team has developed a blueprint to automate the entire MSA signing process with multiple stages. With our automation, users are now able to track the stage they are currently in, and receive automatic notifications via email. MSA documents are automatically generated in the cloud with the client’s data in the CRM, which team members can review before sending. The automation also facilitates sending the contracts to clients for signature, and once they are signed, NEXGEN Solutions, LLC admins/authorities receive notifications, allowing them to sign the documents as well. Additionally, our automation creates and closes tasks for CRM users automatically, streamlining the overall process.


After several months of working with NEXGEN Solutions, LLC, their previously manual process has become highly automated. The new automated solution has resulted in a smooth and streamlined process, allowing the NEXGEN Solutions, LLCmanagement team to complete the full process with minimal effort. This is a significant improvement from the previous manual process, which would have taken a significant amount of time and effort to complete.

Customer Comments:

“I absolutely recommend Mark and his team. I have responded directly to your questions below (in red). I should tell you I have been working with technology consultants for several decades and I have never found one that I would rate 100% – which is PERFECTION. To me that is unrealistic. That probably says more about what Mark has to contend with in us as a client than it does what we have to contend with in Mark as our ZohoCRM Expert. We interviewed MANY Zoho product consulting firms before settling on BoostedCRM for our development and integration work. I don’t think you will find one with better knowledge of the Zoho product suite than BoostedCRM.”

Would you tell me a little bit about your working relationship? (Did you feel they really listened to your needs and provided solutions?
“Mark and his team do a good job of listening, I would rate them about 90% on listening to our needs and proposing appropriate solutions.
Mark and his lead analyst are always very responsive to our emails and calls and their responses contain good well thought out answers.”

What (if any) challenges did you have working with BoostedCRM?
“Nothing of consequence that I can think of. Initially, we had some issues with small development changes being made directly in production instead of the Sandbox. However, once we communicated how important it was to us that all development be done in the sandbox where possible. His team came on board and that was no longer an issue.”

What do you feel was BoostedCRM’s greatest strength throughout your project?
“Depth of knowledge and experience with ZohoCRM and its related products. The entire team has a strong understanding of the capabilities of the various Zoho products. They know what it can do, what it can’t do, and how to get around what it can’t do.”

Was your project completed on time and within budget?
“For the most part we have finished our projects on time and within the estimate that he shared at the start of the project.
Mark’s team has done many projects for us and we have many more in the pipeline.”

After the project was completed, did you feel they were still committed to solving any issues you encountered?
“Absolutely. Their support of delivered projects has been to notch. They have even come back and made recommendations based on new Zoho product offerings they think might help us.”

Any other comments?
“I really have no complaints about Mark and his team at BoostedCRM. They have been a pleasure to work with and we look forward to working with them on many more projects in the future.”

Technologies Used: Zoho CRM, blueprints, Zoho writer, Zoho sign, Custom Widgets

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