Erevena global firm cut back time spent on formatting surveys
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. Erevena team works 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.
Emma Hindley, Head of Knowledge & Innovation at Erevena, told about the problem the team faced.
At Erevena, they have many processes where information is collected in one format (including online surveys) and then needs to be presented in Word or PDF documents.
"We found that collecting this information and then manually entering it into Word was taking far too much time."
Using Plumsail Documents the Erevena teams have managed to automate their processes and send emails and save documents to the shared library without having to do anything.
Online survey responses, connected to Plumsail Documents in Zapier, automatically fill in the placeholders in documents. Thus, the automation starts by simply clicking the submit button.
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.