FormsThese business cases were described to us by WILAmed GmbH. They use Plumsail Forms for their staff and visitors in medical device manufacturing and distribution.
Plumsail Forms helped us to simplify our internal and external digital workflows.
Embarking on a digital transformation journey, WILAmed, a manufacturer of medical devices and solutions, has harnessed the power of Microsoft Power Apps and Power Automate to optimize and digitize numerous processes, increasing operational efficiency.
However, as with any significant change, there were challenges to overcome: Frontline workers, such as production staff, struggled to be effectively included in these digitized processes due to the lack of individual logins.
Additionally, there was no straightforward way to involve external stakeholders, such as customers and suppliers, in the processes. With the help of Plumsail, WILAmed was able to address these issues seamlessly.
Plumsail Forms provides a simple way to create and deploy forms. Its native Power Automate connector makes it easy to customize workflows after submission. Furthermore, integrating and sharing with customers and suppliers has become a breeze.
Plumsail Form on the stand kiosk
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With Plumsail Forms, WILAmed was able to streamline the process of collecting applicant information using mobile devices. This digital approach eliminated the need for paper forms, allowing applicants to conveniently input their data on iPads. The data is then automatically saved into WILAmed’s HR system.
Applicants conveniently fill in and sign forms on iPads and standalone kiosks
Setting up the mobile data collection involved the following steps:
This simple yet innovative use case demonstrates how mobile data collection optimizes data management. It also highlights how Plumsail Forms and Power Automate work together to create an efficient, seamless process for both applicants and the organization.
Plumsail Forms on a standalone kiosk
In the past, new B2B customer registration involved a tedious process of filling out, signing, scanning, and sending multi-page paper forms. With the help of Plumsail, WILAmed has transformed this procedure, making it faster and more efficient for both the company and the customers.
By incorporating Plumsail Forms into the company's website, new customers can now complete their registration digitally, including signing the forms electronically. Once submitted, the data is routed through Power Automate to the sales department for approval. Upon approval, the customer information is seamlessly integrated into the ABAS ERP system, eliminating the need for manual data entry.
An example of the form with handwritten signature input
See a similar setup in the B2B Medical Customer Registration Form template, with company details, billing and delivery information, conditional address fields, and electronic signature.
This modernized process not only saves valuable time for WILAmed and its customers but also reduces the potential for errors in data entry. By leveraging Plumsail Forms and Power Automate, WILAmed has successfully streamlined the new customer registration process, demonstrating the company's commitment to embracing digital transformation and enhancing the customer experience.
In addition, WILAmed's new customers can register directly via trade-fair terminals or have product brochures emailed directly to them.
Filling out the form on the mobile device
Using Plumsail Forms, companies can create forms to streamline all kinds of processes — from new user registration to the most complex systems of personnel and equipment management. Forms can be used online and in real-life scenarios with mobile devices, such as tablets.
If you'd like to create similar forms for yourself or do something else, get started with a free version of Plumsail Forms by checking how to design your first form guide, which includes a full video walkthrough and contact us at support@plumsail.com if you have any questions!
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