Case Study: Microsoft scales global wellness benefits with Forma

Microsoft scales wellness benefits for 220,000+ employees worldwide with Forma

Microsoft, a global technology company, faced a challenge when its vendor for a wellness reimbursement platform announced it was sunsetting its service. Microsoft needed a new, innovative solution to support the mental, emotional, and financial health of its 220,000+ employees worldwide. The company partnered with Forma to implement a scalable and equitable wellness benefit that was tax compliant and could integrate with payroll systems across 100 countries.

Forma provided a flexible benefits platform that enabled Microsoft to efficiently reimburse approved wellness expenses for its global workforce. The solution, launched in January 2022, allowed Microsoft to not only centralize and streamline the benefit but also increase the annual reimbursement limit from $800 to $1,500 for U.S. employees, with appropriate equivalencies established in other markets. This successful rollout created operational efficiencies and significantly increased the program's value for employees.

Microsoft