Efficiency, accuracy and speed are some of the benefits that come with the use of a forms app. As opposed to the laborious, time-consuming paper forms, you can share digital forms on phones, tablets, and other gadgets to leverage efficiency and standardize documentation. You can achieve this level of efficiency in a number of ways.
1. Standardizing Documentation
If your business operations span a number of locations, or if you have subcontractors working for you, you need a standardized system for documenting your processes. A forms app makes sure your documents are in standard format. This is achieved by using a standard preformatted template to ensure all your forms look similar.
Aspects of standardization include using preformatted drop-down menus and database fields to allow users to instantly populate various fields with the right information. The result is standardized data entry and formatting that minimizes data entry errors and mistakes. Besides, mobile forms are more professional looking.
2. Regulate Your Business Processes
A forms app makes certain fields and sections mandatory. This means a user cannot submit a digital form without filling out the mandatory fields. Examples of mandatory fields could include those that require vital data such as signatures, email addresses, and perhaps even mobile phone numbers. You can configure the forms in such a way as to enforce certain actions depending on some pre-set triggers.
For instance, you can route forms automatically to certain departments or personnel depending on the activated triggers. These configurations help in enforcing data collection and establishing sharing procedures without the need to create extra work. You can set and forget them; then leave the automated workflows to do the rest of the work.
3. Automate Repetitive Tasks
A forms app cuts down tedious, administrative tasks by automating repetitive tasks. For instance, you can use Automated Workflows to insert your organization’s tags, send user notifications, generate reports, etc. Besides, digital forms are delivered instantly as opposed to manual forms that used to take ages to arrive at their destination. No longer will your employees have to waste time and energy to hand-deliver forms to their workstations.
4. Captures a Variety of Rich Data
Forms apps provide an opportunity to capture rich digital data. With paper forms, you cannot capture video or audible data. Besides, with a forms app, you can collect and store data on one database, which minimizes the possibility of making errors. Besides, with a tap, you can also capture GPS data, sketches, signatures, and barcodes.
5. Connects Your Systems
Data that is isolated and inaccessible is not useful to anyone. A forms app allows you to store your data in the Cloud, making it easy to share it with other important apps. You can connect your forms app to other apps such as Salesforce, ServiceMax, Zapier, Egnyte, Box, among many others to provide users with real-time end-to-end data service. You can even use these apps to pre-fill fields in your Pronto Forms, further expediting data entry.
6. Centralizes Record Keeping
Manual tools were notorious in scattering isolated bits of data in different locations, making it difficult to manage records. These were a record keeper’s worst nightmare come true. With a forms app, your digital forms are instantly stored in the Cloud for centralized, easy retrieval. Since they are automatically tagged, searching and retrieving forms on a Cloud is a breeze. The savings in terms of time and streamlined filing results in increased business efficiencies.
7. Improving Your Operational Insights
A forms app provides timely, accurate data that leverage reporting to highlight trends, even the slightest ones, isolate and address obstacles that could potentially hinder productivity. You can also automate the reporting process for enhanced efficiency.
With an effective forms app, you and your team get to work faster, smarter and with unparalleled precision.