Case Study: Penrod achieves a streamlined, paperless school certification process with Intellistack

Launching a Digital Certification Process

Penrod, a Platinum Salesforce consulting firm specializing in healthcare and life sciences, helped a community hospital that runs a school heart-health certification program modernize a tedious, paper-based process. The existing workflow relied on multiple paper forms, manual data entry into Salesforce, and in-person site visits by two coordinators, causing delays, errors, outdated records, and an unsustainable workload.

Using Formstack for Salesforce, Penrod built web-based, eSignature-capable forms natively in Salesforce and added automated alerts for expiring certifications. The new solution sped up certifications, removed hours of manual data entry and many physical site visits, reduced errors, avoided months of custom development, and delivered a scalable, adaptable process for future needs.

Penrod

Laura Kaiser

Salesforce Consultant