Case Study: SHW streamlines property management with Plumsail Forms

Using Plumsail SharePoint forms for Efficient Property Management

SHW, an independent property advisory business, faced challenges in managing internal data exchange and tracking work across its diverse specialties. Relying on outdated methods like email, paper forms, and internal mail caused confusion, delays, and a lack of overall visibility. To address this, they turned to Plumsail and implemented their Plumsail Forms solution for SharePoint.

Plumsail provided a streamlined forms solution that eliminated the need for multiple mailboxes. It enabled efficient logging and tracking of work, providing transparency and an audit trail for accountability. By creating a master list with related forms and utilizing features like dynamic filtering and tailored forms for different stages, Plumsail Forms improved accuracy, reduced back-and-forth communication, and created a central hub for data. The company reported a significant improvement in process efficiency and plans to migrate more processes to the platform.

SHW

Paul Norris

System Developer