Case Study: Select Security achieves company-wide workflow automation and reduced sales admin time with Intellistack

Simplifying Workflows Across Departments

Select Security, a national security systems dealer ranked 37th largest in the U.S. and an Inc. 5000 company, needed to streamline a cumbersome sales process in which customer contract data lived in disparate files and on salespeople’s devices. In 2012 Director of Marketing Joseph Mitton sought an enterprise workflow automation solution that offered data security and conditional logic to reliably collect contract information and pass it to corporate.

They implemented Formstack Forms and Documents to build encrypted, logic-driven online forms that generate polished contracts and replace Excel, Word, and paper workflows. The solution now supports sales, HR, marketing, finance, and customer service—automating workflows for five departments, reducing sales time spent on non-revenue tasks, and consolidating multiple paperwork formats into a single online process.

Select Security

Joseph Mitton

Director of Marketing and Communications and Member of the Senior Leadership Team