Helping Groupe Océan Launch Bilingual Digital Credit Applications

The opportunity

Groupe Océan's finance team was introducing a new credit application process for customers across its Canadian marine services operations.

The existing application was based on a spreadsheet and PDF workflow. The team wanted to make the process easier for customers, reduce incomplete submissions, and provide a consistent experience in both English and French.

Groupe Océan already used DocuSign, but needed an experienced partner to turn its business requirements into a complete, working solution.

How DigitalStaff helped

Groupe Océan brought in DigitalStaff to design and configure the new credit application process using DocuSign WebForms.

We worked with the finance, legal, and business applications teams to understand how the application needed to work, then handled the technical configuration from beginning to end. The completed solution included:

• Separate English and French credit applications
• A simple online experience that works across computers, tablets, and mobile devices
• Required fields that help prevent incomplete submissions
• Conditional questions that show only the information relevant to each customer
• Electronic signatures through DocuSign
• Automatic delivery of completed applications to the finance team
• Secure storage of signed applications within Groupe Océan's DocuSign environment

We also configured the templates, permissions, and ownership structure so the solution would remain fully controlled by Groupe Océan.

Making the solution easy to operate

A successful implementation is not just about getting the forms online. The internal team also needs to be comfortable managing them.

DigitalStaff trained the finance team on the day-to-day DocuSign workflows they would use, including reviewing submissions, correcting information, and managing signer changes. We also delivered clear end-user documentation covering the complete process.

By the end of the project, Groupe Océan had a finished solution that its team could operate independently, without relying on continued access from DigitalStaff.

A focused, practical recommendation

During the project, we also reviewed a potential follow-on integration. After examining the workflow and expected business value, we recommended that Groupe Océan not proceed with that portion of the project. The potential benefit did not justify the additional investment.

That allowed the team to keep the project focused on the part of the solution that delivered clear, immediate value.

The result

Within a few working weeks, Groupe Océan had a complete bilingual credit application process configured and ready to use.

The finance team can now send customers a straightforward online application, collect the required information and signatures, and manage completed documents through its existing DocuSign environment. DigitalStaff handled the technical complexity, helped the team make practical implementation decisions, and handed over a finished solution built around the way Groupe Océan works.

“It's great to work with partners who are as collaborative and responsive as you are.”

DigitalStaff helps organizations implement automation, integrations, and digital workflows that fit the way their teams actually work. Have a platform but need help getting it properly configured? Visit digitalstaff.ca to discuss your project.