The Problem:

My client was seeking to streamline their business operations and focused on improving the way reports, management plans, and client service history were generated. The current method was slow and labour-intensive, taking several days to produce a single document using existing digital data. To save time and ensure accuracy, my client needed to implement a more efficient process.

The Solution:

I implemented a solution for my client that leveraged their digitized data to produce an input/output response. The Fulcrum App was selected to meet this requirement. It enables data entry at one end (site visits) to dynamically generate a formatted PDF document on the other end with conditional logic. I had to ensure that the implementation met the client’s specific requirements, such as styling guides, complex conditional logic, and ease-of-use standards. This pushed the capabilities of the Fulcrum app to its limits and required a deep understanding of templating languages, CSS, and JavaScript to create advanced reports. The implementation process also involved learning the inner workings of the Fulcrum app.

By conducting weekly progress calls and using an iterative approach, I successfully delivered a solution that satisfied my client’s needs and was eventually integrated as a valuable component of the business. The generated dynamic reports were capable of covering all report generation requirements for my client’s business without any compromises.