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Customer Story
Sep 30

Global firm Erevena cuts down time spent on survey formatting

Head of Knowledge & Innovation at Erevena

The transformation described here was provided by Emma Hindley, Head of Knowledge & Innovation at Erevena, who highlighted the challenges and solutions in their HR processes.

Further in the article:

Erevena: what we do

Erevena is a global executive search firm that helps high-growth innovative companies identify and recruit Board and C-suite executives, and assists them in building their teams. We work with some of the fastest-growing companies in the world, from early-stage through growth and exit; the VCs that back them; and with publicly traded companies undergoing transformation.

The challenge: manual paperwork takes too much time

One significant hurdle we encountered was the excessive time spent on manual paperwork. Our process involved collecting information through various formats, including online surveys, which then needed to be meticulously formatted into Word or PDF documents. The manual entry was not only slow but also prone to errors, hindering our efficiency significantly.

The solution: automated document creation with Plumsail Documents in Zapier

Using Plumsail Documents, we at Erevena have managed to automate our processes. Now, we can send emails and save documents to the shared library effortlessly.

Additionally, our online survey responses are connected to Plumsail Documents through Zapier.

Plumsail Documents action in Zapier  

This setup automatically fills in the placeholders in documents whenever someone clicks the submit button.

Emma Hindley
Having seen such an increase in productivity, we are now amending other processes to be able to use Plumsail to improve our business efficiency.
Emma Hindley, Head of Knowledge & Innovation at Erevena

This document automation allowed to cut back loads of time spent formatting survey responses and increase productivity.

Now it's decided to amend other processes (in addition to those ones that necessitated the change) to be able to use Plumsail Documents to improve business efficiency even more.

Get started with Plumsail Documents

Inspired by Erevena's business case? Test all the features of Plumsail Documents with a 30-day free trial.

If you have any questions, feel free to book a free call with our team.