The Challenge
- Field reps were challenged with complex forms and surveys creating inefficient site visits
- Manual process with dependency on field rep to identify opportunities to expand current market share
- Inefficient data collection as human error created inconsistent site visit outcomes
- Inconsistent forms deployed globally across the organization disrupted reporting and analysis
The Solution
- Configurable templates that could adapt to the specific environment being serviced were deployed simplifying the on-site process
- Templates incorporated DiscoveriesTM and insights which assist end users to capture relevant and consistent data through guided processes
- Form architecture created a scalable and reusable format, centrally managed for consistency
The Result
1000+
Guided interactions each week
200+
Unique form templates live
4300
End users across the globe
