Case Study: AG Williams

Challenge
Needed to replace manual paper-based documentation processes with an automated and digital solution. Existing systems were inefficient and often delayed, due to lost forms or failure to submit documents in a timely matter.

Solution
Implemented GoFormz to transform their old paper forms into smarter, digital versions. This modernization made for a more effective and convenient workflow: allowing teammates in the field to instantly access, fill-out and submit forms faster, while helping office managers improve record-keeping and data storage.

Results

• Ensured all materials needed for a project were ordered and delivered on time

• Created an easier process for teammates to add additional services and costs to a project (when requested by customers at project sites)

• Facilitated more effective documentation of employee incidents, PTO requests and other HR related events

• Eliminated manual form submissions and unnecessary trips to the office (saving time and money)

Forms

• Change Orders

• Materials Order Sheet

• Estimates

• PTO Requests

• Employee Incident Forms

• Monthly Vehicle Checklist