CN

Cody N.

Director, Business Operations

Mid-Market (51-1000 emp.)

3/31/2022

"Excellent at client relationships and skilled developers"

5/5

Describe the project or task Spaulding Ridge helped with:

Spaulding Ridge implemented Salesforce CPQ + Billing in an existing Salesforce instance. Review collected by and hosted on G2.com.

What do you like best about Spaulding Ridge?

Client relationships are important when working with a consulting firm. Spaulding Ridge ensured I felt supported throughout the implementation. They utilize a great internal built tool to manage spend and scope. Review collected by and hosted on G2.com.

What do you dislike about Spaulding Ridge?

As with any consulting firm, scope creep can be a problem however they worked with us to quickly resolve the issues. There could be some improvement on project reporting but with a small amount of feedback the reporting was dramatically improved. Review collected by and hosted on G2.com.

Recommendations to others considering Spaulding Ridge:

Spaulding Ridge is a well-established company but you feel like it's a boutique firm. Review collected by and hosted on G2.com.

What problems is Spaulding Ridge solving and how is that benefiting you?

Lack of standardized approval processes for sales. Billing issues due to the adoption of systems that can't handle our billing processes. By using Spaulding Ridge to bring multiple systems into Salesforce, we can streamline processes. Review collected by and hosted on G2.com.

PM

Verified User in Machinery

Enterprise (> 1000 emp.)

10/14/2022

"Professional and Knowledgeable Help"

5/5

What do you like best about Spaulding Ridge?

Their people are knowledgeable, prompt, reliable, professional, and overall helpful. Review collected by and hosted on G2.com.

What do you dislike about Spaulding Ridge?

The only downside I see so far is the cost, but it isn't really a downside. Review collected by and hosted on G2.com.

Recommendations to others considering Spaulding Ridge:

They are very knowledgeable about the DocuSign products and were recommended by DocuSign. If you have DocuSign products, I would recommend them. Review collected by and hosted on G2.com.

What problems is Spaulding Ridge solving and how is that benefiting you?

CLM implementation issues and moving implementation forward. Review collected by and hosted on G2.com.

TD

Tom D.

Chief Growth Officer

Mid-Market (51-1000 emp.)

3/7/2022

"Great experience. Implementation went very smooth."

4.5/5

Describe the project or task Spaulding Ridge helped with:

We hired Spaulding Ridge to help us implement and roll out Salesforce. It was entirely new to our organization, and the rollout and training went incredibly well. Review collected by and hosted on G2.com.

What do you like best about Spaulding Ridge?

The team was very helpful and patient in the rollout and training. We had a lot of stakeholders from different departments but all have embraced the tool based on Spaulding Risdge's help. Review collected by and hosted on G2.com.

What do you dislike about Spaulding Ridge?

Nothing really. They have been there with us from initial kickoff through final implementation and I really can not complain about anything. I would not have changed a thing. Review collected by and hosted on G2.com.

What problems is Spaulding Ridge solving and how is that benefiting you?

We needed to track all of our growth opportunities in salesforce. We had to do this within 10 different divisions within our company and they helped us achieve this successfully. Review collected by and hosted on G2.com.

GC

Verified User in Consumer Goods

Enterprise (> 1000 emp.)

3/18/2022

"Successful implementation of DocuSign CLM with SR Team"

5/5

Describe the project or task Spaulding Ridge helped with:

Spaulding Ridge supported us with the implementation of DocuSign CLM with the main goal to create a central and transparent repository. In addition, we captured key attributes for searching, analytics and reporting. We also created templates and associated forms with automated workflows for review, redline, approval and signature. Review collected by and hosted on G2.com.

What do you like best about Spaulding Ridge?

I liked best working together in a friendly team and that we could count on quick and professional feedback to our requests.

The SR Team was always highly engaged to find solutions to what we wanted to achieve with CLM and supported our back if we wanted to go further.

Project steps could be easily be adjusted if needed. The European SR team did a great job in organizing the project and being responsive to our various emails and guiding us back on track when we got lost. Review collected by and hosted on G2.com.

What do you dislike about Spaulding Ridge?

No big dislikes at all. Maybe the workshops with the different departments during the discovery phase could have been combined into only one or two sessions to move through this phase more quickly. Review collected by and hosted on G2.com.

Recommendations to others considering Spaulding Ridge:

Great project experience. I highly recommend Spaulding Ridge for the implementation of DocuSign CLM. Review collected by and hosted on G2.com.

What problems is Spaulding Ridge solving and how is that benefiting you?

To improve our document management, we created a central and transparent repository. In addition, we captured key attributes for searching, analytics and reporting. We also created templates and associated forms with automated workflows for an advanced review, approval and signature process. Review collected by and hosted on G2.com.

JA

JP (João) A.

Financial Planning and Analysis

Small-Business (50 or fewer emp.)

3/7/2022

"OneStream Implementation"

5/5

Describe the project or task Spaulding Ridge helped with:

Spaulding Ridge helped us set up OneStream for our FP&A activities and gave all necessary support to succeed once the implementation was over. Review collected by and hosted on G2.com.

What do you like best about Spaulding Ridge?

The team had a great communication style, demonstrated great expertise, and always provided easy explanation/training on the tool. Review collected by and hosted on G2.com.

What do you dislike about Spaulding Ridge?

We found a few missing steps on the admin guide, which made the transition from our budget a little complicated. However, Spaulding Ridge was always willing to jump on a call and help us troubleshoot the problems we were having. Review collected by and hosted on G2.com.

Recommendations to others considering Spaulding Ridge:

It should be a no-brainer to use Spaulding Ridge. Review collected by and hosted on G2.com.

What problems is Spaulding Ridge solving and how is that benefiting you?

We implemented OneStream for our FP&A activities. Spaulding Ridge not only helped set up the tool but also provided guidance and support once implementation was over. Review collected by and hosted on G2.com.

PT

Verified User in Transportation/Trucking/Railroad

Mid-Market (51-1000 emp.)

3/9/2022

"Spaulding Ridge delivers on their promises"

5/5

Describe the project or task Spaulding Ridge helped with:

Spaulding Ridge helped us transfer our contract lifecycle management system from a Sharepoint model into DocuSign CLM and helped us develop the necessary workflows, reporting and other functionality needed to successfully launch this new workflow system. Review collected by and hosted on G2.com.

What do you like best about Spaulding Ridge?

Team members were very helpful and seemed genuinely interested in assisting us to achieve our goals. The team was clear on what they could assist with and what items we needed to follow-up on ourselves. They followed up on our questions by coordinating with DocuSign or providing us support articles for further reading. Review collected by and hosted on G2.com.

What do you dislike about Spaulding Ridge?

Relatively small team, which required us to rely on specific team members rather than share responsibilities across a large group. This was minor deficit though as comradery with small team overcame any negatives. A lot of work SR helped us with was technical, so now that we are on our own, some items we may not feel comfortable modifying or updating as SR had more technical DocuSign expertise than our in-house IT members. Review collected by and hosted on G2.com.

What problems is Spaulding Ridge solving and how is that benefiting you?

SR helped us solve working within silos by consolidating work efforts from multiple systems into DocuSign CLM, which can serve multiple functions. We have not monitored business performance as that has not necessarily changed, but we have certainly improved our file management and our team members have saved a lot of time by not having to troubleshoot or search for files in our older system. Review collected by and hosted on G2.com.

GP

Verified User in Packaging and Containers

Mid-Market (51-1000 emp.)

4/29/2022

"CLM Concept Approval Process - SR and Amcor"

4/5

Describe the project or task Spaulding Ridge helped with:

Spaulding Ridge supported us with a solution for our CLM Concept Approval Process. They were able to work with us to integrate DocuSign's e-signature and CLM features to our existing SFDC platform. Review collected by and hosted on G2.com.

What do you like best about Spaulding Ridge?

I like the way that they were very organized and structured in their approach. The team was also very responsive to our needs and was readily available. Review collected by and hosted on G2.com.

What do you dislike about Spaulding Ridge?

There wasn't anything that we didn't like that wasn't justified. We would have disagreements on what was in-scope and out-of-scope for the project between both parties. Review collected by and hosted on G2.com.

What problems is Spaulding Ridge solving and how is that benefiting you?

We had to delay initial meetings because we lost a person and during the discovery phase we lost another key contributor, but we were still able to finish. Review collected by and hosted on G2.com.

CA

Verified User in Airlines/Aviation

Enterprise (> 1000 emp.)

7/27/2022

"Great team, very professional and dependable, customer oriented"

4.5/5

What do you like best about Spaulding Ridge?

Dependable, quick to react, customer service Review collected by and hosted on G2.com.

What do you dislike about Spaulding Ridge?

transition to a new team is always painful, lots of knowledge loss. The SR team should remain stable, if possible. I know it is difficult for staffing. Review collected by and hosted on G2.com.

PL

Verified User in Logistics and Supply Chain

Enterprise (> 1000 emp.)

7/6/2022

"The right team for your project implementation"

5/5

What do you like best about Spaulding Ridge?

Friendly team. Subject matter experts in their field. Review collected by and hosted on G2.com.

What do you dislike about Spaulding Ridge?

Customer success to check in on things are going, even if they are sub contracted. Review collected by and hosted on G2.com.

Recommendations to others considering Spaulding Ridge:

Experts in their field. They will listen and run to come up with a solution or proposal. Dedicated problem solvers. Review collected by and hosted on G2.com.

What problems is Spaulding Ridge solving and how is that benefiting you?

Working on designing a new sales planning solution and incentive compensation management solution. Review collected by and hosted on G2.com.

MA

Madelin A.

Sr. Manager, Strategic Planning

Enterprise (> 1000 emp.)

10/1/2021

"Great Partner to build out a Sales Planning Process in Anaplan"

5/5

Describe the project or task Spaulding Ridge helped with:

Build out a new global sales planning process using Anaplan. Review collected by and hosted on G2.com.

What do you like best about Spaulding Ridge?

They were great to work with and responded quickly to changes. Were able to grasp very quickly our internal processes and the vision of where we wanted and needed to go. We truly felt they were a trusted partner and were essentially part of our internal team. They were agile enough to make adjustments to accommodate changes to our timeline and expectation of deliverables. Deep knowledge of Anaplan's functionality and how to align with our business objectives. Review collected by and hosted on G2.com.

What do you dislike about Spaulding Ridge?

They changed our SA mid-stream which had some impact to the continuity of the project related to knowledge transfer. Would have liked for them to have offered up more examples of best practices however they were good at pointing out when our methodology didn't make sense. Review collected by and hosted on G2.com.

What problems is Spaulding Ridge solving and how is that benefiting you?

We didn't have a globally consistent Territory & Planning methodology. Sales teams felt there wasn't enough transparency in how quotas were derived and quotas were not delivered in a timely fashion. The new process & tool allows us to provide globally consistent data to sales managers to develop equitable territories and quotas. Sales teams will have more confidence in how quotas are derived and provides an efficient process which will reduce the time sales managers spend on quota planning. Review collected by and hosted on G2.com.