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

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

Value & Results

• 1000+ guided interactions each week
• 200+ unique form templates live
• 4300 end users across the globe