Overview
After multiple acquisitions, Nutrient the document AI and workflow company for modern enterprises, needed a unified, accurate way to understand revenue performance and forecast future growth. With several legacy CRMs, inconsistent data models, and a rapidly expanding sales organization, the team was spending hours each week manually consolidating reports.
By implementing Discern, Nutrient unified sales data across business units and automated forecasting workflows, creating a single source of truth for its go-to-market organization. Today, Nutrient’s 50-person revenue team uses Discern to forecast with confidence, analyze performance in real time, and deliver board-ready insights in minutes.
Discern has enabled Nutrient to:
- Eliminate manual forecasting spreadsheets and reduce time spent by over 80%.
- Increase forecast accuracy to within 10% of actuals on a multimillion-dollar quarter.
- Align sales, finance, and leadership teams around a shared, live view of performance.
- Rapidly integrate new acquisitions and lines of business without rebuilding reports.
- Empower leaders to make faster, data-driven decisions with confidence.
We looked at the industry leaders, but Discern was the only platform that could keep up with our business. It’s the first time I’ve had reps actually thank me for a forecasting tool — it’s that good.
Rich Malloy
VP of Sales
As a PE-backed company making ongoing acquisitions, we needed a platform that could flex with us — not force us into rigid template. Discern’s team was incredibly responsive and willing to configure around our needs. That made the choice easy.
Rich Malloy
VP of Sales
Forecast Accuracy and Efficiency
The time savings and accuracy gains have been dramatic.
- Time Savings: What once took four hours each Sunday can now takes as little as 30 minutes.
- Accuracy: Nutrient’s Q3 forecast was within 10% of actual results.
- Usability: Reps and managers embraced the new process immediately.
It’s probably the first time I’ve ever had reps thank me for changing a sales process. Forecasting used to be one of the most painful parts of the week. Now it’s simple, fast, and accurate — and everyone’s bought in.
Rich Malloy
VP of Sales
Today, Nutrient’s forecasting meetings take place directly in Discern, where leaders can slice results by line of business, product type, or rep with a simple dropdown. The CFO, CMO, and CS leaders all access Discern directly for planning and reporting, ensuring every team is operating from the same real-time data set.
Business Impact
Discern has become the operational backbone of Nutrient’s revenue organization.
- Forecasts are more accurate and data-driven, informing board and budget discussions.
- Reps spend more time selling and less time on manual data entry.
- Leadership can make confident, real-time decisions about hiring, investment, and growth.
Discern’s flexibility was the reason we chose them — and they’ve only proven that more as we’ve scaled. Every time we’ve added a new line of business or acquired another company, they’ve evolved right along with us.
Rich Malloy
VP of Sales
About Nutrient
Nutrient delivers the tools to build intelligent document-centric applications and workflows. Nutrient’s document SDKs, cloud services, integrations for M365 and Salesforce, and workflow automation platform transform how modern businesses automate, secure, and scale document-centric processes. The company powers thousands of organizations worldwide, including commercial businesses across 80 nations, and more than 130 public sector organizations in 24 countries. Backed by Insight Partners and based in Raleigh, NC, Nutrient is on a mission to transform how humans work with documents, with a technology stack that integrates the industry-leading document and workflow automation technology from PSPDFKit, ORPALIS, Aquaforest, Muhimbi, and Integrify.
Learn more at nutrient.io.
