Case Studies > Full Sail Partners Utilizes Informer 5.4’s Templated Output for Clients’ Unique Formatting Needs

Full Sail Partners Utilizes Informer 5.4’s Templated Output for Clients’ Unique Formatting Needs

Customer Company Size

Large Corporate

Region

America

Country

United States

Product

Informer 5.4
Informer Templates
Adobe Sign

Tech Stack

HTML
Conditional Logic
Database Integration

Implementation Scale

Enterprise-wide Deployment

Impact Metrics

Productivity Improvements
Customer Satisfaction
Digital Expertise

Technology Category

Functional Applications - Enterprise Resource Planning Systems (ERP)
Application Infrastructure & Middleware - Data Exchange & Integration
Application Infrastructure & Middleware - Data Visualization

Applicable Industries

Professional Service
Software

Applicable Functions

Business Operation
Quality Assurance

Services

Software Design & Engineering Services
System Integration
Training

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 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.

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

With Informer Templates, Full Sail Partners can rerun data as many times as they need on an ad hoc basis to include all necessary information within the template.
For every single agreement, Full Sail is saving about 20 minutes, adding up to a significant amount of time saved.
Full Sail has future-proofed their forms with Informer by using its ability to populate dynamic fields directly from the database.
They are working on merging their templates with Adobe Sign to cut down time spent on Templates even further.
Full Sail was able to get rid of around 50 'throwaway' fields that they had to have previously, cleaning up their Dataset.

Quantitative Benefit