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Featured customer case studies
Since 2001, organizations worldwide have relied on PerfectForms workflow software to meet their needs in the areas of process automation, business process management, forms automation and workflow management. We empower organizations, large and small, to rapidly automate business processes. From a single On-Demand license to large On-Premise enterprise roll-outs, from small business owners to CIOs of large IT departments, we serve a diverse customer base with our simple, yet powerful web-based development platform.
Is your IT department too busy to build or maintain your current solution? Do you need to replace a manual, paper intensive or outdated process? We've helped over 500 organizations, including many Fortune 100 companies in financial services, insurance, health care and manufacturing sectors automate HR, finance, sales and operations processes. In addition, we serve a significant number of customers in education and government. For example, the State of Oregon is improving care of elder adults with PerfectForms. They reduced case reporting errors by 500%! At the University of Tennessee - Martin, they took an entire department paperless, automating 20 processes in two weeks with one resource!
PerfectForms can address any type of workflow automation challenge. But don't take our word for it - hear it straight from our customers.
Industry: Sales/Marketing
Application: Surveys and marketing campaign management
Results: Survey response rates have been reported as 4 to 5 times better with PerfectForms than industry norms (37% response rate).
Industry: Health Care/Human Resources
Application: Employee on-boarding and recruitment
Results: All Medical has implemented an end-to-end employee on-boarding solution that integrates existing databases and supports digital signatures.
"PerfectForms is a very elegant tool, with incredible flexibility to work within different workflows. Our users love the applications built on PerfectForms. We expect it to continue to deliver significant ROI."
- Steve Walrath, System Analyst, All Medical Healthcare Staffing
Industry: Financial
Application: Compensation surveys for over 200 banks
Results: Through transitioning to a PerfectForms on-demand system, Amalfi Consulting is able to create complex surveys in days instead of months,
reducing costs and improving customer relations.
"If you're a small business without a large technical support staff, PerfectForms is a terrific solution. You get a whole lot of bang for your buck!"
- Christine Capra, Vice President of Marketing and Analytics of Amalfi
Industry: Education
Application: Automating 200 administrative forms and workflow processes
Results: Digitizing administrative forms and workflow processes has significantly reduced the time required to process requests from origination to final
approval.
"Digitizing our paper forms forced us to examine the business processes associated with each form. PerfectForms enables us to automate our workflows, resulting in tremendous time and cost savings."
- Belinda Allison, Web Services Manager, Houston Community College
Industry: Insurance
Application: Insurance policy applications
Results: More than 200 insurance agents are currently using the PerfectForms-based application successfully. They can now submit applications from
in the field, leading to faster approvals and fewer errors than the prior paper-based process.
"With PerfectForms, we can make sure that the business side builds workflows that conform to our specific infrastructure standards, while giving us the freedom to work on more technical issues."
- Elino Munsayac, VP of IT, Madison National Life Insurance
Industry: Health Care
Application: Automating various administrative processes (e.g. Paid time off reporting, performance reviews, mileage reimbursement and employment
status changes)
Results: Ogden Clinic has digitized over 30 business processes, which has eliminated the weeks wasted on processing paper forms.
"PerfectForms does more than digitize paper forms; it helps transform our workflow processes. The visual and easy to use interface has been a great addition."
- Jim Richins, Senior Software Developer, Ogden Clinic
Industry: Government
Application: Case reporting for elder abuse
Results: The average complaints per volunteer and average complaints per case have increased 15% since PerfectForms was introduced, ensuring
investigation of more issues and complaints confounding residents in long-term care.
"With the introduction of the PerfectForms solution, we have eliminated two-thirds of our expensive paper reporting forms, reduced the training on reporting requirements by 25%, and reduced errors in reporting by 500%. Our volunteers are happier, and the paid staff is able to respond to problems or issues in hours instead of weeks."
- William Bard, Technology Chair (Volunteer), Office of the Long-Term Care Ombudsman
Industry: Energy
Application: Used as a process mapping tool across the organization
Results: PerfectForms is used by Trilliant as a powerful process mapping tool, which allows administrators to understand and streamline workflow
processes.
"The best solution is one that meets or exceeds your needs... and PerfectForms does that for us!"
- Tom Hines, CIO of Trilliant
Industry: Education
Application: Automating various administrative processes and surveys across the entire campus community
Results: University of Portland's IT department decentralized their form creation process with PerfectForms to keep us with the form needs of the
campus community. Over 100 paper forms have been digitized across the campus.
"The use of PerfectForms campus wide has been amazing. Because PerfectForms is so easy to use and can address almost any online form challenge our users are faced with, the product is in continual use."
- Jenny Walsh, Director, Office of Web & Administrative Systems for University of Portland
Industry: Education
Application: ID request process and program enrollment
Results: Using PerfectForms, University of Tennessee Martin did away with its process-heavy orientation system by creating and automating the ensure
student ID request process.
"PerfectForms is the most user-friendly process implementation tool I've come across."
- Mike Abney, process improvement facilitator, University of Tennessee at Martin
Industry: Education
Application: Automating over 100 paper-based administrative processes
Results: One paper-based print request process, used more than 15,000 times each year has been automated in PerfectForms, saving over $10,000
alone annually.
"The money we save using electronic forms like those from PerfectForms can easily cover the cost to automate our whole processing procedure."
- Al Foytek, Director Business Information Systems, Visalia School District