One third of the 150,000 Dutch epilepsy patients suffer from epileptic seizures for which medication is either ineffective or or only somewhat effective. For these patients, caregivers need to be on-site as quickly as possible in the event of a seizure. The Nightwatch is a reliable nocturnal epilepsy detection tool that monitors patient motion and heart rate throughout the night.
This medical technology company partners with dozens of companies and educational institutes to service people across the world. They need to run a tight ship to ensure patients and caregivers have the tools they need when they need them. We caught up with NightWatch Product Manager, Michiel Jansen, to learn how they use Formstack Documents to automate how they send out their machines.
The Problem
To run as efficiently as possible, Nightwatch new they needed a few choice software tools in place to automate workflows. They use information request forms embedded on their site to triage customer questions and house customer data in Salesforce. When they started looking for a tool to streamline and automate how they send out their diagnostic devices, they knew they needed something that integrated with their already established Salesforce org.
The Solution
In Formstack Documents, Nightwatch found an easy way to automate their packing slip generation. They simply mapped fields from Salesforce to merge fields on the packing slip template in their Formstack Documents account.
Additionally, they chose to include a unique barcode on each of their packing slips to identify each order. With Formstack Documents, Nightwatch generates their packing materials automatically based on a trigger in their Salesforce account.
Learn More: Check out this tutorial to see how you can add unique barcodes to your documents and integrate with Salesforce.
Here is a look at their completed packing slip.
The Outcome
Now, the Nightwatch shipment process is automated, streamlined, and faster. Rather than repeatedly generating packing slips and invoices by hand, these workflows are triggered by events in their Salesforce org.
Ultimately, Nightwatch wanted to save time for their staff so they could focus on delivering life-saving medical technology to patients around the world. Generating packing slips may seem like a small task, but automating your repeating business processes can make a serious impact on the efficiency of your organization and save you time and money.
From streamlining internal office processes to saving hours of staff time on document generation, there are a lot of ways Formstack Documents can support your business. With a flexible tool you can customize to meet your needs, you can streamline and digitize virtually all your document-based processes.
Check out the video below to learn more about leveling up your document generation process with Formstack Documents.
