How a Healthcare Company Streamlined Document Generation and File Management with MergeUp + sFiles

In industries like healthcare, document processes are not optional. They're operational.

One healthcare company was spending countless hours manually creating and customizing customer documents, digging for files stored in disconnected locations, sharing documents through inconsistent channels, and managing implementation projects without a unified source. They needed a better way to generate customer-ready documents quickly and keep every file organized, accessible, and tied to the right record in Salesforce.

For Global Healthcare Exchange (GHX), the problem wasn’t effort, it was inefficiency.

The Turning Point: MergeUp + sFiles

Tiffany Futrell, Sr. Business Analyst at GHX, described the shift clearly:

“Our biggest challenge was the inability to efficiently merge Salesforce implementation data into customer-facing templated documents. We also struggled with consistent document organization and managing customer file exchange.”

MergeUp and sFiles addressed both problems together by combining document generation with structured storage without forcing teams to change platforms or workflows.

The partnership stood out:

“Our experience has always been excellent. The Mergeup and sFiles team took the time to understand our challenges, partnered with us on solutions, and helped drive greater efficiency in our processes.”

What Changed

Once MergeUp and sFiles were in place, the GHX implementation teams saw three core improvements:

  • Automated document generation
    MergeUp generates customer-ready files using Salesforce data and saves them directly into the correct folder using sFiles. This removed the need for manual uploads and disconnected storage.

  • Consistent, accessible file organization
    sFiles now stores all implementation documents in a standardized SharePoint folder structure directly linked to Salesforce records. This eliminated personal folders, unknown storage locations, duplicate files, and digging through email attachments.

  • Continuity across teams
    Files are tied to Salesforce records rather than individual users. As a result, access remains seamless when someone goes on leave, changes roles, or exits the company.

“This ensures that all implementation-related documents are easy to find, securely managed, and accessible to anyone who needs them.”

How GHX Uses MergeUp and sFiles Together

The two-solutions power document generation and file management for core implementation workflows, including:

  • Form creation
  • Risk and issue tracking
  • Meeting documentation
  • Internal and customer-facing file sharing
  • Collaboration across teams

One early example was meeting minutes. Project managers captured notes in Salesforce and instantly generated polished documents using MergeUp. They were able to send those files to customers immediately with no extra formatting, exporting, or copy and paste work.

Adoption, Impact, and Wins

Once teams saw the solution in practice, adoption accelerated quickly.

“It took a few rounds of training to educate teams on the 'why' and the benefits. Once they saw the results tied to their daily work, adoption accelerated. Demonstrating real impact made all the difference.”

Key outcomes:

  • Faster document creation
  • Reduced time spent searching for files
  • Less duplication
  • Better cross-team visibility
  • Easier collaboration during role transitions or staff absences

How Tiffany Describes the Value

She sums up both tools in practical terms:

“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.”

A Blueprint for Better Document Processes

GHX proved that the biggest gains do not always come from new platforms. They come from connecting the systems teams already use and eliminating the manual steps in between.

MergeUp and sFiles helped them generate customer-ready documents from Salesforce and automatically store everything in the right place, with the right structure, and the right level of access. The result was a smoother implementation process and better visibility across teams, even as people changed roles or moved on.

If your organization is facing similar challenges with customer documentation, storage, or file accessibility, GHX’s story is a reminder that solving it does not have to mean rework. It just takes the right tools working together.

Ready to See It in Action?

Want to see what this could look like for your team?

Schedule a demo to experience firsthand how these solutions could streamline your document generation and file management workflows.