With the advancements in technology innovations, more & more businesses now make the shift towards streamlining their workflows. By converting paper-based forms to digital forms, many enterprises can simplify complexities & deliver a superior CX. It helps them improve connectivity for real-time access in the office, thereby ensuring data accuracy, and fast track digital transformation.
Forms are critical to every business enterprise. Every application requires Forms, right from customer onboarding, to order management and employee enrolment. Forms are also helpful in capturing the required information from customers. It also empowers the organizations to meet and exceed all business necessities.
What Do You Need to Know About Forms Management?
Forms management is a simple and straightforward procedure of managing, distributing, completing, and processing forms. Web-based forms are becoming the standard for capturing information right from customers and vendors to employees, business partners and other stakeholders.
The main objective of forms management nowadays is to get faster turnaround, better data, and reduced costs. Lengthy forms processing times have been abolished with Digital Forms or e-forms.
Another key element of forms management is control. Organizations need to control how information can be captured. This can be easily accomplished through providing a limited set of options that people can choose from to fill out a form.
How E-forms Can Fast-track your business, Automate Processes & Improve Productivity?
Making the switch between paper forms & digital forms can make a huge difference. Digital forms help eliminate paper waste and can reduce the printing & storage costs. These forms can be filled out faster by programming and allows for the rapid capture of a wide variety of information.
Now, let’s check out some key reasons to Use E-forms:
- Eliminate the Paper based Processes
The advantages to e-forms are many. It can rapidly capture, verify, approve, and integrate data with the critical business systems that is being used to run organizations. When information is captured automatically and distributed without a paper form, then business processes can easily be streamlined, efficiency can be improved, and costs are cut. This way, your enterprise can make the move towards go-green initiative.
- Capture the Information Required to Run Your Business
E-forms enable organizations to improve customer service and can reduce operating costs by capturing and moving some most important information into core business systems faster & in a more affordable way.
- Automatically Integrating Data with Core Business Systems
You can save the data which is being entered on an e-form to one or more business system databases, which can be done automatically & without any hassle. With the help of two-way integration, an existing database can pre-fill a form. It can thus allow confirmation of information & elimination of user error.
Integration is secure and it works within an organization’s IT architectural structure & standards. The data captured in an e-form can be sent to customer support, HR, finance, and custom applications. The e-forms can easily reside within an electronic content management system for distribution, retrieval, management and secure storage.
- Improving Data Accuracy
Data can be captured completely and accurately and this can be ensured by auto drop-down lists and completion guides with field-specific instructions. E-forms can validate field-level data and form-level completeness before submission. Data entry errors can be eliminated and no data is lost in transcription. Also, there is no need for someone to manually enter the data from a paper form into another system.
- Helps in Automated Workflow
Based on an organization’s business rule, e-forms can implement an automated workflow. Automated workflow is seamless, quick, and it ensures accountability. With e-forms, you can send an employee application to the appropriate individual in HR for review, sends a sales order to a manager for approval, easily send credit applications to the appropriate manager in the finance department for immediate review as well as approval.
- Leveraging Technology with Digitally Signed E-Forms
Digital signature technology allows users to sign an e-form without having the need for distributed digital certificates or third-party certificate authorities. Existing login ID and Passwords can be used to sign e-forms. Also, built-in encryption tools allow for secure transmission of data.
- Easy to Design & Set Up
E-forms can be easily designed, created, and published and it doesn’t require any programming skills. Also, features like pre-built field validation controls, group controls, as well as drag and drop can ensure sophisticated layouts with trouble-free design & implementation.
- Delivering a Quick ROI
Depending upon the number of forms processed monthly, e-forms can deliver an ROI more quickly. Also, correction costs, form completion costs, as well as processing costs can be reduced radically. Paper related expenses, right from supplies to storage and transportation can be eliminated altogether.
Final Thoughts
Digital Forms are an important aspect of service automation. Also, it is a key element of process automation as every application requires Forms. With Intelligent Digital Forms, business organizations can simplify complexities, cut down the costs of managing forms and can deliver superior CX.