Global Remit Improves Internal Workflow Efficiency with SnapOn Software’s No-Code Form Automation Tools

Global Remit, a financial services firm based in London, specializes in cross-border remittance and payment solutions. Like many fast-growing companies in the finance sector, they rely heavily on internal approval forms to manage their business operations and compliance processes. 

Before working with SnapOn Software, the company was using default SharePoint forms, which posed several critical challenges: 

• Forms were visually cluttered and difficult to fill out, especially for non-technical staff. 
• Users experienced frequent issues selecting the correct information due to limited field controls and layout flexibility. 
• Approval requests were often delayed or misrouted, creating operational bottlenecks. 
• Teams lacked the time or expertise to build complex forms using SharePoint’s native tools. 
• Global Remit needed a smarter, user-friendly form solution that could be easily managed without relying on development resources. 

SnapOn Software implemented its No-Code Form Automation Toolkit, giving Global Remit full control over form design, logic, and workflow without any custom development. 

The solution included: 

• A drag-and-drop form layout tool to organize fields cleanly and logically. 
• Repeating rows and field validation rules to ensure accurate, structured data entry. 
• Automated workflow routing, allowing requests to be forwarded to the correct approver based on user input. 
• The ability to embed Forms directly into their SharePoint environment, maintaining a consistent system. 
• This approach empowered the client to build smarter forms in a fraction of the time, while reducing confusion and error rates. 

Implementation 

SnapOn Software supported Global Remit’s internal team by: 

• Creating a sandbox environment where they could test Forms safely. 
• Providing templates and walkthroughs for replicating Form logic. 
• Conducting remote training sessions with operations managers and IT leads. 
• Ensuring that all configurations were no-code, so future updates could be handled in-house. 

The impact was immediate and measurable: 

• 50% reduction in time spent building and editing forms. 
• Faster internal approvals, improving operational speed and accountability. 
• Higher user adoption, thanks to clearer layouts and intuitive logic. 
• Improved accuracy in submissions, reducing the need for follow-up or correction. 
• With SnapOn’s tools in place, Global Remit now has a sustainable, scalable solution for form-based processes across departments. 

Why Global Remit Chose SnapOn Software 

• A no-code approach that removed reliance on external developers. 
• Seamless integration with SharePoint Online, their primary internal platform. 
• Quick deployment, minimizing disruption to daily operations. 
• A flexible solution that could be adapted across multiple workflows. 

Key Benefits 

• Build professional forms using drag-and-drop simplicity. 
• Route approvals automatically based on rules and roles. 
• Empower teams to manage Forms without IT intervention. 
• Save time, improve accuracy, and streamline internal communication.