Customer Story: ChartWorld
“Many of the fields in GoFormz are mapped to a Salesforce case. So when GoFormz syncs back into Salesforce all of this is automatically imported and used to update that case. It has really helped us significantly, especially since we are growing so fast and needed something scalable.”
About ChartWorld
ChartWorld delivers expert services and leading digital-navigation products to commercial shipping operations across the globe, with locations in Limassol, Hamburg, Singapore, Tokyo and Vancouver. Since 1999, ChartWorld has delivered state-of-the-art technology to their customers, ensuring their vessels operate efficiently and safely.
ChartWorld’s challenge: ChartWorld needed a digital solution to support their rapid growth and alleviate the burdensome administrative tasks required to process paper forms (scanning, rekeying, etc.).
The solution: ChartWorld uses GoFormz to digitize their service reports and commission checklists. Leveraging the GoFormz and Salesforce integration, ChartWorld can now dispatch digital forms to engineers in the field, who can then enter the appropriate data, capture a signature, and submit their report. Data from these reports are then used to instantly update corresponding Salesforce cases with data mapping to each field and a PDF copy of the form – eliminating the need for manual form delivery, rekeying, and scanning.
Results:
Significant time savings resulting from the elimination of manual form delivery and processing
The elimination of rekeying and data redundancies
Reduced reliance on paper and printing resources
Increased incoming data, leading to more comprehensive reporting
