Construction Case Studies and Customer Success Stories with Plumsail HelpDesk
LDD Construction Ltd
- Construction
- Medium
London, UK
LDD Construction Ltd used Plumsail Forms and Documents to automate daily on-site reporting. Before, they struggled with paper forms, lost... worksheets, and illegible handwriting. Now, operatives fill out digital forms on mobile devices, triggering automated PDF report generation and distribution. Integration with Dynamics 365 auto-fills project data, saving time and reducing errors. The new system improved reporting accuracy, accountability, and communication across teams and clients.
Northern GeoSeptic used Plumsail, Airtable, and Make to automate proposals and site reports. Before automation, they spent hours retyping the... same data for each document. With Plumsail Forms, data now flows directly into Airtable, cutting manual entry. Plumsail Documents generates proposals and reports with a few clicks. The team now manages 50 document processes without extra effort. Fast support from Plumsail gives them confidence to keep improving their workflow.
LDD Construction Ltd used Plumsail Forms to digitize on-site reporting. Before, workers filled out paper forms and sent them in... many ways, causing delays and confusion. With Plumsail, operatives now use mobile forms that auto-fill project details from Dynamics 365. The forms generate PDFs and send them to all stakeholders. Plumsail's support helped LDD build custom features, like summary pages and mobile-friendly data tables. This improved daily reporting and streamlined communication.
Plumsail HelpDesk helped KEO process over 100,000 employee support requests. KEO used custom ticketing systems for IT, HR, and facilities,... all integrated with Microsoft 365. The solution included type-ahead search, custom forms, and automated workflows. HR and IT teams saw faster resolutions and improved employee satisfaction. Over 200 automated workflows now handle most service requests, boosting operational efficiency.
Real Estate Case Studies and Customer Success Stories with Plumsail HelpDesk
SleevesUp! Spaces
- Real Estate
- Small
Germany
Plumsail Documents helped SleevesUp! Spaces automate sales quotes and materials. Manual document creation was slow and error-prone. The team used... Power Automate and Plumsail to generate brand-compliant PDFs with custom fonts. Quote creation time dropped from 20 minutes to 5-6 minutes. Productivity increased by 70-80%. Staff now update sales materials with just a few clicks.
Plumsail Documents helped SleevesUp! automate sales materials and quotes. Manual document creation was slow and caused errors. Plumsail Documents let... them use custom fonts and templates. This made their documents match their brand. Quote creation time dropped by 70-80%. The team now works faster and with fewer mistakes.
Plumsail Forms for SharePoint helped SHW, a property and real estate company, move away from paper forms and email instructions. The company needed... a better way to track work and share data across teams. Plumsail Forms let them log and track tasks, improving transparency and accountability. The audit log feature made it easy to see task progress and responsibility. SHW found the forms versatile and adaptable for their property management needs.
Lucidica
- Information Technology And Services
- Small
London, UK
Lucidica used Plumsail Forms and Power Automate to connect their internal SharePoint ERP (CORE4) with the Pax8 reseller platform. They built a... custom form with dynamic fields and a wizard to guide engineers through subscription management. The solution included role-based access, product selection validation, and automated pricing controls. Engineers can now link, create, and manage subscriptions more easily. The integration improved accuracy and streamlined onboarding for new clients.
KKiT
- Information Technology And Services
- Small
Melbourne, Australia
KKiT uses Plumsail Forms to automate business processes for their clients. They build forms for travel requests, document signing, and... office pre-visit questionnaires. The forms help replace paper-based workflows and speed up approvals. Plumsail Forms also support site check-ins and club registrations. Data from forms is stored in SharePoint for easy reporting.
advantegy GmbH
- Information Technology And Services
Plumsail Forms helped advantegy GmbH build a web shop for SharePoint Online. The company needed a better way to manage... assets like IT equipment and office supplies. They used Plumsail Forms to let employees request and track resources in their Microsoft 365 intranet. The solution made asset management easier and improved process visibility. Employees now use a simple interface to request and manage company assets.
Hospitality Case Studies and Customer Success Stories with Plumsail HelpDesk
WSH Services Holding Limited
- Hospitality
- Large
London, UK
WSH Services Holding Limited used Plumsail Forms to automate data collection across its hospitality businesses. Before, each business ran its... own form process, causing errors and wasted effort. With Plumsail Forms, WSH created a single form process that adapts branding for each business using URL parameters. Data from all forms is collected in a SharePoint list for easy management. This solution reduced duplication and improved accuracy in form submissions.
Plumsail Documents helped Proud Partners automate visa application paperwork for foreign workers in Japan. The company used Plumsail's integration with... Airtable and Zapier to generate and send documents from recruitment records. This reduced manual work and improved document handling efficiency. Proud Partners supports laborers in the restaurant and construction industries. The automation made it easier to manage a growing number of visa applications.
Financial Services Case Studies and Customer Success Stories with Plumsail HelpDesk
Fundattio
- Financial Services
- Small
Plumsail Documents helped Fundattio automate technical document creation. The company used forms to collect data, which then filled document templates... automatically. This automation reduced errors and sped up the process. Fundattio saved 60% of the time spent writing technical documents. Employee productivity and financial savings increased as a result.
Plumsail Documents helped Fundattio automate technical document creation. The company used forms to collect data, which then filled document templates... automatically. This automation reduced errors and sped up the process. Fundattio saved 60% of the time spent writing technical documents. Productivity and financial savings increased for employees.
Human Resources Case Studies and Customer Success Stories with Plumsail HelpDesk
Erevena
- Human Resources
- Medium
London, UK
Erevena used Plumsail Documents and Zapier to automate survey data processing. Before, the team spent too much time formatting survey... responses into Word or PDF files. Manual entry slowed them down and caused errors. With automation, Erevena now fills documents automatically when surveys are submitted. This change cut time spent on paperwork and boosted productivity. Erevena plans to expand automation to more business processes.
Erevena used Plumsail Documents and Zapier to automate survey data processing. Before, they spent too much time on manual paperwork... and formatting survey responses. With automation, they now send emails and save documents to a shared library quickly. This change cut down time spent on formatting and boosted productivity. Erevena plans to expand automation to more business processes.
Plumsail Forms helped Thrive Tribe improve health service referrals. The company switched from Microsoft Forms to Plumsail for better integration... and automation. Plumsail Forms allowed custom web forms, API integration, and dynamic data collection. Thrive Tribe used these tools to automate workflows and validate data with Dataverse. This made their health and wellness programs more efficient and accessible.
Laneway OT used Plumsail Forms and Documents to automate therapy assessment forms and reports. Before, staff spent hours on manual... paperwork and report turnaround took weeks. With Plumsail, admin time dropped by 75%, face-to-face assessment time by 25%, and report writing time by 40%. Reports are now more detailed, error-free, and often delivered the same day. The team is on track to be 90% paper-free by 2024, improving client and staff relationships.
Burrun Dalai Aboriginal Corporation
- Non Profit Organization Management
- Small
Australia
Plumsail HelpDesk helped Burrun Dalai Aboriginal Corporation manage IT support requests across multiple offices in New South Wales. The triggers feature... automated ticket assignment, resolution, and communication, saving time for the IT coordinator. Staff can submit tickets via email or widget, and custom triggers route requests to external partners or resolve them automatically. The solution improved responsiveness and ensured no requests were forgotten. Plumsail HelpDesk became a seamless part of daily operations for the non-profit.
Oil & Energy Case Studies and Customer Success Stories with Plumsail HelpDesk
CWP Global
- Oil & Energy
- Medium
CWP Global used Plumsail Forms for SharePoint to automate its performance review process. The company needed a simple, flexible, and... user-friendly appraisal system for both grid-connected and green hydrogen businesses. Plumsail Forms enabled dynamic form design, Likert scale integration, and advanced customization with JavaScript. The new system improved efficiency, increased user adoption, and delivered better data quality. HR and management gained actionable insights and seamless workflow integration.
Medical Devices Case Studies and Customer Success Stories with Plumsail HelpDesk
WILAmed GmbH
- Medical Devices
Plumsail Forms helped WILAmed GmbH, a medical device manufacturer, digitize vendor application and customer registration forms. The company faced challenges... including lack of individual logins for frontline staff and difficulty involving external stakeholders. Plumsail Forms enabled easy creation and deployment of digital forms, integrating with Power Automate for workflow automation. Mobile data collection replaced paper forms, letting applicants use iPads and kiosks. This improved operational efficiency and streamlined HR processes.
Utilities Case Studies and Customer Success Stories with Plumsail HelpDesk
Globeleq
- Utilities
- Large
London, UK
Globeleq used Plumsail Forms for SharePoint to manage capital expenditure requests. Before, approvals were verbal or handwritten, making tracking hard.... With Plumsail Forms, requests are now structured, documented, and follow company rules. The solution supports up to 5 approval levels and uses dynamic forms with conditional logic. This change made the process faster, more consistent, and easier to manage.
St. Andrew’s Anglican Church
- Religious Institutions
Plumsail Documents helped St. Andrew’s Anglican Church automate weekly service planning. The church struggled with Airtable’s document flexibility and spreadsheet... limitations. Plumsail Documents enabled merging variable and static text for service programs. This made the process easier and reduced errors. Staff can now input data directly, improving collaboration and accuracy.
Education Case Studies and Customer Success Stories with Plumsail HelpDesk
Studio Source Yearbooks
- Education
Plumsail Forms helped Studio Source Yearbooks move from manual PDF order forms to an automated online system. The new solution... uses Airtable integration, custom logic, and real-time pricing. This change removed manual price calculations and errors. Customers now get a smoother, faster order process. Studio Source Yearbooks improved efficiency and data accuracy with Plumsail Forms and Airtable.
Proud Partners
- Professional Training & Coaching
- Small
Japan
Plumsail Documents helped Proud Partners automate visa application paperwork for foreign workers in Japan. The company used Plumsail with Airtable... and Zapier to generate and send documents directly from recruitment records. This automation reduced manual labor and increased document accuracy. Proud Partners now processes more visa applications with the same staff. The time savings are described as huge, boosting efficiency for their team.
South Australian Tourism Commission
- Government Administration
Plumsail Forms for SharePoint helped the South Australian Tourism Commission replace outdated InfoPath forms. The agency needed a secure, modern... solution that worked with Microsoft 365 and improved access for staff. Plumsail Forms enabled cloud-based workflows, better integration, and compliance with government standards. The agency now runs complex forms with data tables and auto calculations, streamlining business processes.
Manufacturing Case Studies and Customer Success Stories with Plumsail HelpDesk
EFAFLEX
- Manufacturing
- Large
Bruckberg, Germany
EFAFLEX automated their leave request process using Plumsail Forms for SharePoint Online. They migrated from SharePoint On-Premise to Online, solving... issues with form customization and workflow. Plumsail Forms enabled dynamic field population, multilingual support, and integration with PowerAutomate. The company reduced JavaScript code complexity by 33% and improved authorization response times from 5 minutes to 20 seconds. The new system streamlined HR management and enhanced data protection compliance.
Other Industry Case Studies and Success Stories with Plumsail HelpDesk
Norsk Landbruksrådgiving SA
- Agriculture
Plumsail Forms for SharePoint and HelpDesk helped Norsk Landbruksrådgiving SA improve data collection and internal support. The organization, with about... 400 employees, needed a better way to gather information from agricultural advisers. Plumsail Forms made data entry easier and improved data quality with input rules. The HelpDesk system streamlined internal ticket management. The solution also enabled self-service Entra ID account creation for new users.
