Efficiency is key for high-performing businesses. Inconvenient as they are, forms, from purchase orders to travel requests, are unavoidable and abundant. Forms typically require approvals where one or more supervisors may comment and sign, and processing where the completed data fields are entered into an electronic database. This can be done manually or automatically.
Automated form processing is much more efficient and has significant advantages over manual processing. Form automation software streamlines tasks, saving staff time and reducing errors. Learn the benefits of automated form processing, how it works, and the best form automation software for your business.
Practically every organization has at least one SQL database and often many of them. Many day-to-day business activities are simply more useful if they can access information from SQL databases on-demand.
For example, when a customer calls about a mistake on their order, your Customer Service personnel will be able to better help the customer and solve the problem quickly if they have visibility into order history from the database. Faster problem resolution leads to happier customers.
As customers interact with your organization online, they often do so using forms. To be truly interactive and useful, these forms need to connect with and access data from internal systems – often SQL databases. Database forms, especially as part of business processes, allow you to bring your operations much closer to the customer and that’s a crucial part of world-class customer service.
Got a kid in school? You’re probably used to him or her bringing home pieces of paper to sign. More often than not, these are parental consent forms for everything from a field trip to media release to athletic participation.
Forms are a part of life but they don’t have to be tedious and ugly. Clean, well-designed online forms help customers provide needed information quickly and painlessly. What if your existing employees could do it all using simple visual tools without coding?
Forms represent about 83% of all business documents. A typical global enterprise uses an average of 400 complex business forms. If you are using printed forms, then you should know that about 15 to 33% of printed forms are either thrown away due to errors or discarded as they become obsolete after a certain time.
Moreover, a printed form will cost extra due to printing and paper cost, but the average processing cost of a smart form is comparatively cheap. Do you know, about 3% of paper forms are filled incorrectly, 7.5% of filed paper documents are lost in transit, and about 90% of the time spent to manage paper forms involves handling and shuffling them?
Smart dynamic forms; on the other hand, offer a chance to amend or update the form virtually on the go. In fact, integrated dynamic smart forms have the capability to streamline your organizations’ document management or workflow process management capability by reducing overhead costs.
With leading menswear retailers such as Men’s Wearhouse and Jos. A. Bank, Tailored Brands provides a one-of-a-kind shopping experience with compelling products and world-class service via their 1400+ locations in the U.S. and Canada.
They were using a different product which generated very large files, required local emails, was hard to use for dynamic forms and was expensive to maintain. Their Manager of Intranet, Jim Rinke, decided to investigate alternative products for their digital transformation journey.
After a lengthy search, Tailored Brands selected frevvo in 2011 for its drag-and-drop design, robust dynamic forms, 100% browser-based interface and the ability to route the form to different recipients based on user data.
“We were looking to replace the product we were using with a system that would work in our 1400+ stores.
Our forms are highly dynamic and can have complex business requirements. Using frevvo’s visual designers, we’ve now implemented 100+ forms & workflows. frevvo Cloud just works and meets our needs at reasonable cost.”
– Jim Rinke, Manager, Intranet & Documentation
Using frevvo’s low-code, visual solution, Tailored Brands’ team of just 2 people has now implemented 104 forms and workflows for a wide variety of use cases such as Inventory Request, Store Appearance Checks by multi-unit managers, Theft/Robbery/Damage forms, Employee or Customer Injuries and others.
The benefits are enormous:
Previous forms were seamlessly replaced with online versions.
Small file sizes mean they work fast and efficiently in the store locations.
Dynamic behavior is easy and the forms automatically show/hide sections based on user data, perform calculations etc.
Built-in mobile allows employees to use an iPad to complete forms.
Tailored Brands intends to continue rolling out additional forms and workflows, especially workflows that can route directly to an email address (anonymous user).
V7.4 has been released and it comes with a bunch of new things – the most exciting feature is the upgraded Visual Rule Builder.
Many customers use frevvo to create forms with extensive dynamic behavior. They love the flexibility and power of frevvo when it comes to creating dynamic forms. With frevvo’s Visual Rule Builder, it’s easier than ever to create these dynamic behaviors and anyone can do it.
Watch this short video that shows you how easy it is to use the Visual Rule Builder to create dynamic content.
Customers are using frevvo for things like:
Showing fields only when they’re relevant
Automatically filling in fields
and many others.
Why not give it a whirl? Sign up for a free trial and see for yourself. It takes 30 seconds, and you can install a template and try it out instantly.
Every business has its own set of approval processes. The general concept is straightforward: deliver information from Point A to Point B with all the required checks, authorizations and reviews. At the same time, the world is now online, mobile and 24×7. Paper- and email-based processes are ill-adapted to function in this environment. Workflow Automation helps you transition these key processes online so they work on mobile, are available 24×7 and operate efficiently.
The problem is that there are dozens of processes from Finance to HR to Sales & Marketing to Operations, and I.T. organizations simply cannot cope. Using traditional approaches to software development, automating these workflows would take years and cost an astronomical sum of money. These methods cannot keep up with the speed and agility demands of the modern enterprise.
That’s where a platform like frevvo can make a huge difference. The 100% visual, low-code solution delivers extraordinary capabilities:
Visual form & workflow design
Point-and-click integration using wizards
Visual business rules
A fast, beautiful user experience
Top-notch customer support, security
and more …
Download this white paper which discusses workflow automation, how your organization can benefit, and how you can evaluate and deploy a visual, low-code platform like frevvo for your automation needs.