About the client
Client is a Nonprofit trade association for Bridge, Structural, Ornamental, and Reinforcing construction projects. The union has over 120,000 ironworkers across North America.
Client challenges
Our client relied on FormStack, a third-party tool, to manage KPI reporting. While it served the basic purpose, the tool incurred additional licensing costs and offered limited flexibility. Updating reports or customizing forms was cumbersome and slowed down the process.
Without a more adaptable and integrated solution, the reporting workflow became inefficient, impacting both operational effectiveness and user experience. To address this, our client required a cost-effective and user-friendly solution that could streamline the reporting process, eliminate tool dependency, and enhance overall efficiency.
Solution
LevelShift assisted in replacing the FormStack-based KPI reporting process with Salesforce Lightning Forms. This shift removed the need for third-party tools and aligned the reporting system more closely with the client’s existing Salesforce environment.
The team also added new features to simplify reporting, boost efficiency, and improve the user experience. These enhancements made the overall process more reliable, scalable, and easier to maintain.
Benefits
LevelShift’s expertise in Salesforce Lightning Forms for KPI reporting delivered several key benefits for the client, including the following:
- Faster reporting cycles: Streamlined workflows and simplified interfaces resulted in a 20% improvement in the timely completion of KPI reporting.
- Enhanced user experience: Intuitive design and smoother functionality resulted in a 25% increase in user satisfaction.
- Greater operational efficiency: Reduced manual effort and improved process flow boosted overall operational efficiency by 25%.