USE CASE
Boost field service productivity through high-accuracy installations
Deliver context to medical device technicians for mission-critical tasks
A global manufacturer of medical devices used in interventional specialties turned to ProntoForms to overcome productivity challenges with its installation procedures.
CHALLENGES
Each device in the medical field is complex and requires extreme precision to install with a unique multi-step process. The company wanted a solution to standardize, support and scale complex installation checklists.
Medical equipment is subject to ever-changing regulation across various territories. In addition, each device is uniquely configured based on specific compliance rules, such as calibration thresholds. The company needed a solution that could be deployed across multiple jurisdictions while meeting the strict regulatory requirements of each country.
With hundreds of engineers working in 28 countries across four continents, the medical device manufacturer required a scalable solution to accelerate field productivity. The solution needed to manage complex checklists across iOS and Windows devices in multiple languages.
The medical device manufacturer required a digital solution to capture rich data in the field, incorporate training materials and support complex checklists with decision trees and conditional logic.
USE CASE END-TO-END WORKFLOW

OUTCOMES
The medical device manufacturer has deployed over 40 unique workflows in six months, with each built in both English and German. The company is in the process of deploying ProntoForms in 17 other languages around the world.
With ProntoForms’ out-of-the-box integration with ServiceMax and Salesforce, the manufacturer easily deployed complex forms quickly and within budget.
The company uses ProntoForms to scale its installation checklists to hundreds of field technicians globally. Hundreds of technicians successfully installed over 2,000 complex medical devices in six months. Devices are installed within the allotted timeframe while maintaining the company’s high standards for customer service.
The company now limits what forms are shared with techs by leveraging customized app management processes. Employees access only the most current version of a form, avoiding any version confusion or potential errors.
Complex checklists help the medical device company accurately capture data across various product lines and geographies. With automatic date and geo-location stamping, ProntoForms ensures the data recorded is traceable. Each form is enabled to capture technician and customer information to ensure accountability.
ProntoForms’ ability to securely capture information offline helps hundreds of field service engineers successfully install complex medical devices in remote locations with poor internet access.
The company stays compliant with ProntoForms, using guidelines to ensure all data captured in the field meets the unique regulatory requirements of each country it has a presence in.