How Lucid’s professional services team helps companies maximize ROI

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Key takeaways

Lucid’s professional services help organizations accelerate user adoption and proficiency through tailored support and expert coaching.
Companies can enlist the support of professional services for a variety of reasons, including migrating documents to reduce disruption, consolidating tech stacks, and realizing faster time to value with hands-on training.
With Lucid’s professional services, companies have saved hours of time and effort, increased win rates, and experienced more than $100,000 in direct cost savings.

While Lucid inherently includes world-class products and customer support, the most successful users are the ones who partner with Lucid’s professional services team to maximize their investment.

Whether you need assistance with change management or hands-on training and coaching, Lucid’s professional services can help. By enlisting support from our experts, companies around the world have optimized unique cases, accelerated user adoption, and increased their proficiency, ultimately saving time and money.

Here’s a look at the range of ways our professional services team has helped companies get more out of Lucid, and what that actually looked like in practice.

Reducing disruption to work with document migration assistance

A large customer communication company used Lucid to streamline processes and support their hybrid teams. With over 5,000 global employees, the company needed to manage a large, distributed workforce and was looking for better ways to build and share a single source of truth. Their teams needed to collaborate visually and asynchronously.

Lucid provided a singular place for the company’s teams to facilitate their onboarding, processes, and architecture mapping. While employees at the company had already been using Lucidchart for diagramming for years, the value of Lucidspark’s virtual whiteboard capabilities hadn’t yet been realized. Due to the cost benefit of the Lucid Visual Collaboration Suite, the company added Lucidspark to its tech stack.

This transition was supported by a huge effort from Lucid’s professional services team. With an aggressive one-month timeline to move 10,000 documents from Miro to Lucid, the professional services team sprang into action to make the migration process quick and seamless. Within two days, the team had created detailed migration, training, and user enablement plans, as well as an email template for the company to announce the upcoming change internally.

Lucid’s team hosted a total of 16 training sessions to help ease the burden of administrative work as the organization completed its transition. This support, combined with the fact that the Lucid Suite eliminates the friction between diagramming and whiteboarding applications, resulted in the company switching over to Lucid completely.

The impact:

Lucid’s professional services team helped the company successfully migrate 10,000 documents in one month from Miro to Lucid.
The company was able to get up and running in Lucid more quickly thanks to training and enablement from Lucid’s professional services.

In another instance, a top technology company that had been widely using a legacy application had complex migration needs. The professional services team met with the company to identify and prioritize critical documents, then recreated core templates in Lucid. These templates included:

Information architecture diagrams
Customer journey maps
UX workshops
Navigation documents

The company was concerned about the time and effort that would be required, but with the support of professional services, the company saved hours of time and was able to hit the ground running.

The impact:

Lucid professional services empowered the organization to save hours of time and effort while migrating complex documents.
By recreating core templates in Lucid, the company was able to pick up where it had left off without missing a beat.

Saving time with change management support

A government consulting firm implemented Lucid’s FedRAMP solution and improved the efficiency of its PI planning process. In doing so, it transformed project management and shortened delivery time for a federal agency.

While transitioning away from Mural, the consulting firm leveraged Lucid’s customized templates and bidirectional Jira integration to dramatically reduce planning time and enhance cross-functional collaboration. Lucid’s dynamic tables further streamlined data management, enabling efficient task organization and prioritization.

Lucid’s professional services team specifically reconstructed the firm’s PI planning boards in Lucid and enhanced them with intelligent features, such as timelines to visualize project milestones and tasks in real time. Conducting PI planning in Lucid allowed the firm to more quickly identify bottlenecks, adjust priorities, and ensure timely delivery.

The impact:

Transitioning to Lucid with the help of professional services enabled the consulting firm to save 600 hours annually on building and maintaining PI planning boards.

If you’re exploring or executing AI initiatives, Lucid’s professional services team is equipped to support that, too. Lucid’s experts can develop a custom AI readiness assessment, host workshops to identify AI opportunities, and help establish Lucid as a system of record for initiatives.

For example, a top global insurance company enabled AI transformation by leveraging Lucid to capture, standardize, and improve its proceses. By combining Luid’s AI transformation product offerings with hands-on professional services to document and optimize complex workflows, the company was able to accelerate its transformation and achieve faster results.

The impact:

With hands-on support from professional services, the company achieved standardization that resulted in 75% faster process mapping for its AI initiatives.

Driving direct cost savings with tech consolidation

A manufacturing company chose Lucid to consolidate its tech stack, save money, and “recession-proof” its business. Previously, the company had heavily used Mural and Visio, and using two different products to collaborate and diagram wasn’t helping to cut costs. Lucid’s combination of intelligent diagramming and virtual whiteboarding was appealing to the company, as it enabled better alignment across teams.

While cost savings pushed this company to evaluate Lucid, it was the power of Lucid’s universal canvas that sealed the deal. With Lucid, the company was able to connect every stage of its workflow with purpose-built tools. The company also appreciated Lucid’s integrations with Azure DevOps, SharePoint, and Smartsheet, which helped clarify their existing systems and processes.

An example of going between Lucidspark and Lucidchart to provide feedback on a diagram.

When the company switched to Lucid, it had about 22,000 Mural documents to migrate. Lucid’s professional services team came in early to help, and all 22,000 documents were migrated within three months. The team showed the company that Lucid would be there every step of the way as they eased any worries about the process of transitioning over to Lucid.

The impact:

Since switching to Lucid, this company has benefited from ease of use while saving money by consolidating its tech stack.

Similarly, at a leading cloud communication platform, Lucid helped the company cut costs and improve collaboration. This company used multiple whiteboarding and diagramming solutions, including Miro. Its leadership team set a goal to consolidate its tech stack and become more cost-efficient across the enterprise.

With their Miro account up for renewal, the company had a tight timeline to make decisions. In comparing Miro and Lucid, the company quickly found that Lucid offered additional functionality, improved ease of use, and significant cost savings.

The company was extremely impressed with Lucid’s partnership from day one. Lucid’s professional services team provided training sessions to ensure that implementing Lucid would be an easy switch across the organization. This strong support was a key piece in the company’s decision to make Lucid their go-to visual collaboration solution.

The impact:

Lucid’s professional services team ensured that employees maximized the value of Lucid with effective onboarding and training sessions.
The company standardized on a platform that employees love and that reduces costs.

Realizing faster time to value with customized templates

A construction company accelerated its digital transformation with Lucid. The COVID-19 pandemic made the company’s old resource management process, which used physical whiteboards and magnets, obsolete. Most of the company’s distributed staff lacked visibility into personnel and resource management.

The company needed a technological solution, and so it invested in Lucid to transform its processes into a living digital blueprint. In particular, the company engaged Lucid’s professional services to commission custom template development to meet its needs. In particular, the company needed a template that included features such as smart containers, filters, and data import automation so it was always up to date and reflected current resources.

Lucid’s team worked with the company for over two months to identify and address their requirements in thoughtful discussions. The result was a viable template that addressed needs across five markets while providing full transparency and visibility for all staff members anytime, anywhere.

The impact:

The company’s operations are more agile, efficient, transparent, and accessible, meeting the modern needs of the business.
The company discovered more creative ways to use Lucid and drove results with the help of professional services.

In another example, the maker of a business intelligence platform used Lucid for account mapping to increase win rates and shorten the sales cycle. The company’s CRO began noticing that sales representatives were not fully understanding who the champions, detractors, or economic buyers of their product were. The CRO knew this confusion could ultimately lengthen the sales cycle or cause reps to lose deals.

To ensure reps had all the information they needed to succeed, the CRO rolled out account mapping to the sales organization. Lucid’s professional services team worked with the company to build a customized account-mapping template so every rep had a consistent starting point for each deal.

The account maps were accessible to everyone and there was no need for manual data entry thanks to Lucid’s integration with Salesforce. From there, the sales team could identify new champion opportunities and explore the next line of business for expansion.

account map template — An example of the type of account maps that can be created with Lucid.

The impact:

By using Lucid, the sales team shortened the sales cycle, increased win rates, and reduced churn.
The team conducted effective deal reviews and brought executives up to speed more quickly by leveraging a custom account-mapping template created by professional services.

Maximizing the value of Lucid with hands-on training and learning support

A national foundation became more Agile and enhanced its digital transformation by engaging with Lucid’s professional services team. Quarterly planning is critical to federal government agency timelines, and the COVID-19 pandemic made the foundation’s old method of quarterly planning, which used physical whiteboards, obsolete. The foundation’s IT team needed a digital solution to empower it to plan in a hybrid setting, so it purchased Lucid.

Lucid’s professional services team provided product training to ensure that the agency’s digital transition was successful. In particular, the team provided creative facilitation coaching for the foundation’s Scrum masters, helping them understand how to use Lucid’s facilitation features most effectively. These features include facilitator tools, breakout boards, and Visual Activities to enhance engagement and decision-making during large planning sessions.

An example of completing a visual activity in Lucid.

On top of this, the professional services team created custom templates to assist the foundation with workflows and meetings, supporting pre-planning and retrospective environments.

The impact:

Lucid enabled the foundation to digitize quarterly planning to better serve remote teams.
Thanks to coaching from professional services, the foundation’s Agile teams lead more innovative, engaging planning sessions using Lucid.

Enhancing success with Lucid’s accelerators

The professional services team has helped customers maximize their investment in Lucid’s Cloud and Process Accelerators by providing expert guidance in setting up, deploying, and scaling each accelerator’s capabilities to see results faster.

For example, a government contractor consultancy relied on Lucid’s Cloud Accelerator and support from Lucid’s professional services team to diagnose complex cloud architecture issues for its government clients. Before Lucid, the consulting firm created cloud infrastructure documents manually, a process that was time-consuming and tedious.

Now, thanks to the Cloud Accelerator, the firm can quickly create powerful visuals and scale documentation. With the help of Lucid’s professional services, the consultancy expedited cloud transformation and enhanced problem-solving for clients.

An example of building a diagram with Lucid’s Cloud Accelerator.

The impact:

With help from professional services, automating manual work at the firm led to 60%-70% time savings and the ability to serve more clients.
The consulting firm improved threat response time thanks to the ability to get information faster.

Additionally, a leading manufacturing company partnered with Lucid professional services to scale process transformation using Lucid’s Process Accelerator.

The VP of Supply Chain and IT Operations was interested in the accelerator to replace an expensive process modeling tool. Experts from Lucid’s professional services team mapped out the company’s process document hierarchy and designed custom templates as a proof of concept. After benefitting from that specialized support, the company fully switched to Lucid and purchased more services to create process documentation and build its repository.

The impact:

With Lucid’s Process Accelerator and support from professional services, the company saved 200 hours annually, and documentation time was reduced by 75%.
Time spent learning to create process documentation decreased from 24 hours to one hour.

Curious about what Lucid’s professional services team can do for you? Whether you have thousands of documents to migrate from legacy applications, you need hands-on training in Lucid’s products, or you want to maximize time to value, our team is here to help.

Contact Lucid’s professional services team

Get in touch with our team and see how Lucid’s tailored solutions can help you meet your business goals.

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About Lucid

Lucid Software is the leader in visual collaboration and work acceleration, helping teams see and build the future by turning ideas into reality. Its products include the Lucid Visual Collaboration Suite (Lucidchart and Lucidspark) and airfocus. The Lucid Visual Collaboration Suite, combined with powerful accelerators for cloud and process transformation, empowers organizations to streamline work, foster alignment, and drive business transformation at scale. airfocus, an AI-powered product management and roadmapping platform, extends these capabilities by helping teams prioritize work, define product strategy, and align execution with business goals. The most used work acceleration platform by the Fortune 500, Lucid's solutions are trusted by more than 100 million users across enterprises worldwide, including Google, GE, and NBC Universal. Lucid partners with leaders such as Google, Atlassian, and Microsoft, and has received numerous awards for its products, growth, and workplace culture.

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