Plumsail B2B Case Studies & Customer Successes

Since 2011 Plumsail has been offering solutions that accelerate work and improve productivity. Plumsail apps include tools for generating documents and web forms, processing requests, and enhancing Microsoft 365 and SharePoint platforms. Plumsail has its corporate headquarters in the USA and operates worldwide. More than eight thousand companies from 170 countries rely on their products. Among them are many Fortune 500 companies, as well as renowned educational, governmental, and non-profit institutions. Their team is all united by a passion for technology and dedication to customer success.

Case Studies

Showing 29 Plumsail Customer Success Stories

SharePoint asset management with a web shop for SharePoint Online and Plumsail Forms

advantegy GmbH

Aglika Tilev

Division Director

Advanced comment management for tickets in HelpDesk for SharePoint from advantegy GmbH

advantegy GmbH

Anette Schachtner-Löhn

Marketing Lead

How automated features in SharePoint HelpDesk boost efficiency for Burrun Dalai

Burrun Dalai Aboriginal Corporation

Mark Marriott

IT Coordinator

Migrate to the cloud with SharePoint Forms and Consult2.Cloud expertise

Consult2.Cloud

Jeff Martignon

Chief Executive Officer and Senior Consultant

CWP Global's experience with Plumsail Forms

CWP Global

Dessislav Shekerletov

Head of IT and Process Improvement

Integrated ticketing solution in Microsoft 365 for a tour operator by Cyberlogic

Cyberlogic

Nick Mariolis

Chief Product Owner

Leave requests management with SharePoint Forms at EFAFLEX

EFAFLEX

Malte Schöppe

IT System and Network Administrator

Global firm Erevena cuts down time spent on survey formatting

Erevena

Emma Hindley

Head of Knowledge & Innovation

Financial advisory firm saves 60% time writing technical documents

Fundattio

Vicente Marco

Chief Operating Officer

How live SharePoint org charts replaced manual PowerPoint diagrams at Giunti Psychometrics

Giunti Psychometrics

Tommaso Salsetta

Technical Support Manager

Capital expenditure approval process from Globeleq using Plumsail Forms

Globeleq

Dessislav Shekerletov

Business Process Automation & Improvement

Streamlining employee support with custom ticketing and workflows in Microsoft 365 from KEO

KEO International Consultants

Shaju Mohammed

Digital Solutions Manager

How KKiT uses Plumsail Forms for SharePoint and Web to automate request, approval, and other processes for their clients

KKiT

Chris Grist

Principal Consultant & Co-Founder

Evaluation forms and automated assessment reports for occupational therapy

Laneway Occupational Therapy

Erina Tan

Founder and Occupational Therapist

On-site construction forms with Dynamics 365 integration using Plumsail Forms

LDD Construction Ltd

Viorel Boeru

Operations Assistant

Automate on-site paperwork in the construction business with Forms & Documents integration

LDD Construction Ltd

Viorel Boeru

Operations Assistant

Manage and sync subscriptions across SharePoint and Pax8 using Plumsail Forms and Power Automate

Lucidica

Jamal Smith-Graham

Lead SharePoint Developer/Tech Manager

From on-premise manual ticketing to automated SharePoint HelpDesk at Lucidica

Lucidica

Olha Tymoshchuk

Service Desk Coordinator

Automating visa applications for foreign workers

Proud Partners

Rick Treccase

Head of Resourcing

Room Manager and Plumsail Forms for SharePoint

Room Manager 365

Münür Acar

Chief Executive Officer & Founder

Using Plumsail SharePoint forms for Efficient Property Management

SHW

Paul Norris

System Developer

Scaling office-as-a-service business by automating sales materials and quotes

SleevesUp! Spaces GmbH

Sebastian Fuss

Managing Director Technology

Finding the best InfoPath replacement, SharePoint journey of an Australian government agency

South Australian Tourism Commission

Luke Gackle

ICT Service Desk Officer

Automated service planning at St. Andrew’s with Airtable and Plumsail Documents

St. Andrew’s Anglican Church

Christine Anderson

Information & Communication Manager

How Studio Source Yearbooks replaced PDF order forms with Airtable and Plumsail

Studio Source Yearbooks

Michael Sheasby

Chief Technical Information Officer

Improve data collection and referral processes for health services with Dataverse and web forms

Thrive Tribe

Howdang Rashid

Power Platform Developer

Vendor application and customer registration forms for a medical manufacturer and distributor, WILAmed GmbH

WILAmed GmbH

Dennis Jung

Head of Digital Transformation & Sustainability

Automating medical center operations with Power Platform and Plumsail Documents by WinOn365

WinOn365

Natali Glodeanu

Power Platform Expert

Hospitality Business and dynamic form branding with Plumsail Forms

WSH

Bob Smith

SharePoint Developer

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