ClientTrack Increases Productivity with Lucidchart and G Suite

ClientTrack is a successful software company that needed an integrated way to collaborate throughout the organization. They use Lucidchart and G Suite to create, share, and talk about important documentation.

CHALLENGE: This small software company needed a modern, inexpensive solution for collaborating both internally and externally.

SOLUTION: ClientTrack used Lucidchart, along with G Suite, to completely replace Microsoft Visio across their domain.

BENEFITS: The team soon noticed increased productivity and simpler collaboration—not only between colleagues but among client-company communications, as well. Lucidchart provided an integrated diagramming solution, while G Suite allowed users to easily create, share, and talk about visual documentation.


In 1998, Carl Champagne decided to invest in the existing ClientTrack product and develop it into a full-fledged database solution for health and human services. ClientTrack began as a small services provider for county government agencies in California; now it employs nearly 50 individuals and provides custom solutions for more than 1300 clients across North America. These clients include homeless coalitions, faith-based organizations, and community action agencies, each with varying needs.

But as the company grew, it became difficult to communicate with co-workers and clients. Sam Taylor, director of product management, said,

One of our big problems had to do with information sharing. As we conduct business analysis and implement software solutions, we need to share a lot of information. We might have stacks and stacks of documents that represent our clients’ information needs; we could also have diagrams, charts, project documentation, and other artifacts that we need to quickly share among the team.

Mr. Taylor and his team members needed a tool that could provide open communication. “As a company, we’re extremely collaborative. We’ve got a lot of smart people and so we like to draw different opinions and perspectives on things—especially because we work with such a broad array of human services organizations.” That’s where Lucidchart and G Suite came into play.

Solution & Results

G Suite

“Just like we expect our clients to demand a lot of our software, we demand a lot out of software companies that we use here internally,” noted Mr. Taylor. “For many years, we’ve used Microsoft Outlook and other Office products as our communication and collaboration tools. Recently, we started looking at Google products; a lot of us were using those personally and were excited about their features and advantages.”

After evaluating the options, the ClientTrack team decided to integrate their domain with G Suite. This move provided employees with several useful tools—both the development and business sides now utilize Google Docs to organize client documentation and work in sync with colleagues. Hangouts is another service that’s popular among ClientTrack colleagues for its simple video and chat capabilities.

Burke Rich, a quality assurance analyst for ClientTrack, has had the chance to see G Suite transitions at more than one organization. He said,

The number one thing that makes G Suite different—which I’ve seen both here and at other companies I’ve worked for—is the ability to collaborate. It’s very easy to see people’s calendars, share documents, bring co-workers into a conversation through Hangouts, or collaborate inside a given document.

Just today, I was doing QA work with another employee on a large project. And we were looking at the same document, marking what we were working on, and leaving little notes for each other as we passed through. We could be in separate places in the document and move back and forth to check each others’ progress. That made things so much simpler; we were able to bust through it in half the time I thought it would take. That’s the gift that G Suite gives; you just have this flow of information that’s unprecedented.

Lucidchart + G Suite

Affordable software solutions didn’t stop at G Suite. After realizing that their company didn’t have enough Microsoft Visio licenses to go around, Mr. Taylor began searching for alternatives. He said, “When I used Visio, it was hard to overcome the learning curve and actually work. I noticed with Lucidchart that I was able to build a flowchart in just a few minutes.” Even after testing several more charting solutions, Mr. Taylor was sold on Lucidchart; he recommended it for use by the whole company in May 2013.

In just a year, dozens of employees have onboarded with Lucidchart. They now use the online application to build process flows, workflows, entity-relationship diagrams, and other business-critical charts. And since Lucidchart is integrated with G Suite and Google Drive, team productivity and efficiency has risen on all levels. It’s easy for workers to open the application from their Google environment, back up diagrams to Drive, and even insert Lucidchart documents into a Google Doc. As a result of a recent integration between Lucidchart and Google Hangouts, employees can even collaborate in Lucidchart as they participate in a live video Hangout. These features make it simple for dozens of users to work together from any location, any time.


Lucidchart and G Suite provided ClientTrack with the ability to communicate quickly and clearly between their sales team, project analysts, and solutions engineers. These online solutions also facilitated better communication between the company and end users, all for an affordable price. The combination of Lucidchart and G Suite provided ClientTrack's customers with streamlined processes and enriched outcomes that were never before possible.

Our software is simple to learn and easy to manage. Collaborators will love the ease of team projects with Lucidchart, and you’ll appreciate the workweek hours returned to you—no need to troubleshoot or chase down files when you’d rather be leading, working, and growing.

See for yourself why ClientTrack and other top companies are making the switch to Lucidchart on G Suite.