How Jotform Enterprise benefits Michael Cassel Group
Automated 80–90% of data collection for new cast and crew personnel
160 hours saved every year with automation
213 powerful forms used across the organization
Michael Cassel Group produces world-renowned theater shows, including Hamilton and The Lion King, in Australia, London’s West End, Asia, the Middle East, and on Broadway in New York City.
Producing each show is like starting a new business. It involves hiring actors, musicians, behind-the-scenes staff, and creatives — genuinely a production.
Previously, employee information was collected via a static PDF. Staff then manually entered the data into Excel and the Salesforce CRM system. It took a lot of time to manually import the Excel contact data into the Salesforce database, which made it difficult to ensure that the most up-to-date information was in the system and that other data (show names, job and role titles, categories, etc.) were standardized.
Jotform Enterprise for Salesforce has helped us to automate the collection of 80–90 percent of cast and crew personnel data, saving a significant amount of time, energy, and effort.
Catriona McNaughton, Manager, Marketing CRM and Data
When the team at Michael Cassel Group realized they could integrate Jotform submission data directly with their Salesforce CRM system, everything changed.
“Now that we’ve transitioned to Jotform Enterprise, we’re automating manual processes,” says Michelle Sverdloff, production administrator. “Instead of personnel filling out a PDF form and us then scanning it in, our employees can fill it out online and the data flows to Salesforce automatically.”
The Jotform Enterprise to Salesforce integration has allowed Michael Cassel Group to automate these processes, meaning that eventually staff will be able to see every stage manager they’ve ever employed, simply by searching in Salesforce and viewing the data that was collected via Jotform.
Initially, each Michael Cassel Group production used Jotform single-user accounts. The shift to Jotform Enterprise empowered the organization to bring its global production teams together on one platform to share forms and data.
“Our transition from having a bunch of single-user accounts to Jotform Enterprise was smooth,” says Sverdloff.
We save easily a month’s worth of time every year. Using Jotform Enterprise with Salesforce to connect what’s potentially new to what’s already in the database and making it all work has been a huge game changer.
Catriona McNaughton, Manager, Marketing CRM and Data
The Salesforce integration with Jotform Enterprise automatically links performers to their agents and child performers to their parents or guardians, ensuring communication goes through the proper channels.
“Our Jotform Enterprise Salesforce integration has allowed us to be much more sophisticated about how we onboard people and manage data,” says Sverdloff. “Because our work can be siloed across different projects, having a system where we can all be working on different things across the same platform and be able to share resources is really useful.”
“Jotform Enterprise for Salesforce has helped us to automate the collection of 80–90 percent of cast and crew personnel data, saving a significant amount of time, energy, and effort,” added Catriona McNaughton, Michael Cassel Group’s manager, marketing CRM and data.
From a data and CRM perspective, Jotform’s integration with Salesforce has streamlined the previously arduous process of cross-checking information across multiple platforms, saving significant amounts of time each month.
“We save easily a month’s worth of time every year using Jotform Enterprise,” says McNaughton. “We were able to systematically establish and assign the appropriate job title, cast role, category, and department for each and every show — many of which have thousands of backstage staff — and then import all the information directly to Salesforce.”
“Using Jotform Enterprise with Salesforce to connect what’s potentially new to what’s already in the database and making it all work has been a huge game changer. It also means the production teams are equipped to manage the data flow of their shows, which is fantastic.”
The company managers create these amazing, beautiful apps through Jotform Enterprise that get heavily used as an information hub. Being able to change a document or schedule and having it update immediately on the app is incredibly useful.
Michelle Sverdloff, Production Administrator
To easily organize and share information with the cast and crew, the company management teams often use Jotform Apps. Each production has an app that contains company policies, forms to request tickets, incident reporting forms, key contact information, headshots of the cast and crew — everything needed to run the show.
“The company managers create these amazing, beautiful apps through Jotform Enterprise that get heavily used as an information hub,” says Sverdloff. “Being able to change a document or schedule and having it update immediately on the app is incredibly useful.”
Thanks to Jotform Enterprise’s white labeling features, Michael Cassel Group’s forms and apps are completely customized.
“It was important to our CEO that our branding was consistent throughout,” says Sverdloff.
Jotform Sign is really useful for embedding sign documents into our forms. When we hire someone from overseas, we can capture their e-signature and all the information required by the Australian government to allow us to apply for their visa for them.
Michelle Sverdloff, Production Administrator
To automate the previously manual process for managing travel expenses, the team uses Workflows. “People make requests through Jotform, and the submission is routed to the appropriate supervisor. If approved, it’s sent to the payroll team to process,” says Sverdloff. “It’s really easy.”
As a global production house, Michael Cassel Group attracts talent from around the world. Jotform Sign dramatically simplifies the process of securing visas and completing Australian government paperwork.
“Jotform Sign is really useful for embedding sign documents into our forms,” says Sverdloff. “When we hire someone from overseas, we can capture their e-signature and all the information required by the Australian government to allow us to apply for their visa for them.”
Removing manual inputs and empowering staff to create and share forms has tremendously improved productivity at Michael Cassel Group.
For organizations hesitant to digitize their processes or upgrade to Jotform Enterprise, the team at Michael Cassel Group has a few words of wisdom:
“You can get stuck in your ways, but digitizing processes with Jotform Enterprise made our lives a lot easier,” says Sverdloff. “When you’re on the scale that we are, it’s necessary. No one has the time to be doing things manually anymore.”
Photo by Product School on Unsplash
Send Comment: