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Full Sail Partners Utilizes Informer 5.4’s Templated Output for Clients’ Unique Formatting Needs
Technology Category
- Application Infrastructure & Middleware - Data Exchange & Integration
- Application Infrastructure & Middleware - Data Visualization
- Functional Applications - Enterprise Resource Planning Systems (ERP)
Applicable Industries
- Professional Service
- Software
Applicable Functions
- Business Operation
- Quality Assurance
Services
- Software Design & Engineering Services
- System Integration
- Training
The Challenge
Full Sail Partners in Steamboat Springs, Colorado specializes in client-focused consulting, business strategy, data architecture and software solutions for over 1,000 project-based companies in industries such as architecture, engineering, and environment, amongst others. Wendy Gustafson, General Manager of Full Sail Partners, oversees accounting and human resources, and helps clients develop financial solutions for their organizations. Gustafson is responsible for the creation of a wide variety of templates for Full Sail and for clients including financial reporting, governmental forms, RFPs, and invoicing. Producing these templates was an extremely manual and overly complicated process. If fields were entered incorrectly in the template, such as an incorrect date on an agreement, Gustafson had to remerge data, a highly time-consuming task. Curating data in a usable format was difficult and every client had unique requirements. Full Sail was missing a solution that could procure data in varying formats that met the specific, individualized needs of the end user.
About The Customer
Full Sail Partners, based in Steamboat Springs, Colorado, is a consulting firm that specializes in client-focused consulting, business strategy, data architecture, and software solutions. They serve over 1,000 project-based companies across various industries, including architecture, engineering, and environmental sectors. Wendy Gustafson, the General Manager, oversees accounting and human resources and assists clients in developing financial solutions. The company is known for its expertise in creating a wide variety of templates for financial reporting, governmental forms, RFPs, and invoicing. Full Sail Partners aims to provide tailored solutions to meet the unique needs of each client, ensuring that data is curated in a usable format that meets specific requirements.
The Solution
In the testing phase of Informer 5.4, some Entrinsik clients were granted access to the Templates Preview feature. Full Sail Partners started using this new functionality to automate their previously manual form and template creation. In just one day, Gustafson was able to create a polished, professional custom invoice template with no previous HTML experience. She accomplished this by using the standard 'Hello World' template in Informer along with learning from internet searches on style sheets. This invoice had boilerplate language including fields for agreement details and signatures. Informer Templates use conditional logic and essentially act as a smart form. Logic is built-in, for example, 'an' is used in front of fields that start with vowels, and apostrophes are added to fields that end in an 's' when necessary. Gustafson mentioned that she does not have to worry about getting a field, such as address, incorrect as it is foolproof in Informer – all she must do is pull it in directly from the database. She no longer must remerge data if a field is incorrect or change hundreds of forms just because a single detail changed. Informer Templates can be programmed with HTML format and links to add features such as click-to-email or click-to-call. Users can create dashboards and visuals and showcase them within templates. Gustafson also commented that she can do more advanced math within Informer and merge it out than what she was able to do in their previous system.
Operational Impact
Quantitative Benefit
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