Real-World Case Studies and Customer Success Stories with Plumsail HelpDesk

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 em...ployees 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.
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Plumsail Forms helped KKiT automate request, approval, and other business processes for their clients. KKiT used Plumsail Forms for SharePoint and web to build dynamic forms like international travel... requests, document signing approvals, and office pre-visit questionnaires. These forms replaced manual and paper-based workflows, improved data collection, and enabled automated approvals. KKiT also used Plumsail to create check-in and site induction forms for building sites, storing data in SharePoint for daily reporting. The solution streamlined operations for KKiT and their clients across different industries.
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Plumsail Forms helped Lucidica manage subscriptions across SharePoint and Pax8. Lucidica needed to link Managed Cloud Services, their internal ERP, and Pax8 for seamless subscription management. They... used Plumsail Forms with custom JavaScript and a wizard feature to guide engineers and automate data entry. This solution improved accuracy and made onboarding new clients easier. The process is now more flexible and user-friendly for Lucidica's IT services team.
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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 docume...nts 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.
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Plumsail Forms helped WSH Services Holding Limited unify form processes across their hospitality businesses. Before, each business ran its own forms, causing errors and wasted effort. With Plumsail F...orms, they built a single form with strong field validation and dynamic branding for each business. Data now goes into one SharePoint list for easy management. This solution reduced IT headaches and improved process control.
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Plumsail Forms for SharePoint helped CWP Global automate their performance review process. The company moved both grid-connected and green hydrogen business reviews fully online. This digital solutio...n improved operational effectiveness and streamlined evaluations. CWP Global now manages performance appraisals with more precision and flexibility. The new system supports their focus on innovation and continuous improvement in renewable energy.
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Plumsail Forms for SharePoint helped Globeleq improve their capital expenditure approval process. Before, approvals were verbal or on paper, making tracking hard. Now, requests use structured forms w...ith dynamic fields and conditional logic. The solution supports up to 5 approval levels and allows budget carryovers. The workflow is user-friendly and ensures compliance with company rules.
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Plumsail Forms and Documents helped Laneway OT automate their assessment forms and therapy reports. Before using Plumsail, staff spent hours on manual paperwork and report turnaround took weeks. The ...business faced client dissatisfaction and wasted admin time. With Plumsail, Laneway OT cut admin time by 75%. The solution improved report delivery and reduced paper use. This boosted client satisfaction and streamlined business processes.
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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 for...ms, 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.
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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 te...ams. 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.
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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 th...eir documents match their brand. Quote creation time dropped by 70-80%. The team now works faster and with fewer mistakes.
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Plumsail Forms helped LDD Construction Ltd digitize on-site forms for daily work records. Before, operatives used paper sheets, causing delays and tracking issues. With Plumsail, forms are filled on ...mobile, signed on-site, and auto-generate PDFs sent to all stakeholders. The solution integrates with Dynamics 365 to auto-populate project data. This improved workflow speed and accuracy for the construction team.
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Plumsail Documents helped Fundattio automate technical document creation. The financial advisory firm reduced time spent on writing documents by 60%. Employees now fill out forms, and data automatica...lly populates document templates. This automation eliminated errors and sped up processes. Fundattio increased productivity and saved money using Plumsail Documents.
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Plumsail HelpDesk for SharePoint helped Burrun Dalai Aboriginal Corporation streamline communication and support tasks. The non-profit needed a help desk system integrated with their SharePoint intra...net to manage compliance and support for remote staff. Automated features in Plumsail HelpDesk improved task recording, prioritization, and day-to-day operations. The solution enabled the team to focus on supporting Aboriginal children and families across New South Wales. Staff found the system easy to use and essential for their mission-driven work.
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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 fr...ontline 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.
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Plumsail Documents helped Erevena automate document creation and survey formatting. Before, Erevena spent too much time on manual paperwork and formatting survey responses. With Plumsail Documents an...d Zapier, they now fill documents automatically and save them to a shared library. This change cut down time spent on survey formatting and boosted productivity. Erevena plans to use Plumsail Documents for more business processes to improve efficiency.
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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 enab...led 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.
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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 cha...nge 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.
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Plumsail HelpDesk for SharePoint Online helped KEO manage rising employee support needs. KEO used custom ticketing for IT, HR, and facilities. They built unique forms and automated workflows for each... department. The solution integrated with Microsoft 365. KEO improved support efficiency across the company. The system supported over 2,600 employees.
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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 a...ccess 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.
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Plumsail Forms for SharePoint helped EFAFLEX automate leave requests. EFAFLEX needed to move their leave management from SharePoint On-Premise to SharePoint Online. Their old form tool was hard to up...date and change. Plumsail Forms made it easy to design and manage leave request forms. EFAFLEX now handles leave requests faster and with less effort. Over 1,400 employees benefit from the new system.
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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 i...nformation 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.
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