Penrod’s client runs a school certification program that promotes a heart-healthy environment. The certification process was completely paper-based, involved several forms, and required in-person visits at each school. Paper forms caused delays and required information to be manually entered into the hospital’s Salesforce system. The process was prone to producing inaccurate and outdated data and the certification process required two program coordinators to personally visit schools, creating an unsustainable workload. As paper forms piled up, the hospital needed to re-imagine their processes in order to provide certifications to as many schools as possible.
Penrod envisioned a user-friendly, streamlined, and fully integrated certification process within Salesforce. Formstack for Salesforce allowed the community hospital to replace paper forms with accessible, web-based forms, provided e-signing capabilities to capture consent quickly, and enabled a fully integrated forms solution within Salesforce so that data would be accessible instantly. To close out the process, they created automated alerts that notified schools when a certification is about to expire so they could re-certify.