80% Fewer Missed Submissions at INUMC

INUMC relied on legacy systems and paper-based processes that slowed execution and introduced errors. After moving to Salesforce, the organization still needed a way to extend complex workflows like its annual Charge Conference review to a large, distributed audience without adding development overhead.

The solution also needed to support non-technical staff while replacing PDFs, manual processes, and a hard-coded .NET site.

INUMC implemented Titan Enterprise Suite to connect internal and external users through a centralized portal and structured workflows inside Salesforce. The portal now supports more than 7,000 external users and serves as INUMC’s hub for year-round processes, including the Charge Conference. The portal sustains high-volume usage during peak seasons, supporting thousands of users per day. Forms, workflows, reporting, and case management run inside Salesforce. SmartV enforces secure access and ties uploads directly to the correct record.

INUMC’s largest transformation focused on its annual Charge Conference review. Previously, churches completed a nine-part form on a hard-coded .NET site, with staff manually verifying submissions, chasing corrections by email, and managing multiple PDF revisions and signatures.

With Titan, INUMC replaced this with a 10-part dynamic form featuring Save and Return functionality for long, multi-stage submissions. Once submitted, Salesforce-triggered Word automation generates the required document, and review, approvals, and delivery now run fully inside Salesforce with all activity tracked for full operational visibility.

76% of Assessments Completed: Connecting a Titan portal embedded with a library of forms to Salesforce has increased clergy assessment completion rates from 45% to 76%.

80% Fewer Missed Submissions: 11 churches did not submit a Charge Conference form via the portal, a significant reduction from 56 non-submissions in the previous year.

84% Stronger On-Time Compliance: In 2026, only 11 churches missed the Charge Conference deadline, down from 70 last year. Titan reduced end-of-year chasing and improved compliance with timelines.

Hundreds of Hours Saved: Automated workflows replaced manual reviews, email follow-ups, printing, and rework.

Improved Self-Service: INUMC launched 20 forms and a centralized portal, reducing support tickets and standardizing navigation.

No More Duplicates: Previously, the same person could exist under multiple Salesforce contacts, such as “Mike” and “Michael”. With Titan, Salesforce, and Duplicate rules, these errors are gone.

Cleaner Data: Structured validation, picklists, and duplicate controls improved Salesforce data quality.