Explore the key takeaways from our Field Service USA 2021 executive roundtable

This week we had the pleasure of leading a field service executive roundtable discussion on overcoming challenges in the field with digital tools and resources, featuring GoFormz CEO, Rob Brewster, alongside our customer guest, Goldwind USA.

Joined by over a dozen field service executives, our roundtable began with a discussion of how Goldwind USA leverages GoFormz to save their team time and significant budget throughout their wind energy workflow, from the shipment of components to the commissioning of constructed wind turbines. Opening the floor to our roundtable guests, we asked what obstacles their teams struggled to overcome in the field, and discussed how digital tools like GoFormz can be used to address them. Here are two of the data capture issues our attendees cited and how GoFormz can act as their solution:

Rigid PDF fillers silo input field data

The problem: One of our roundtable attendees mentioned their healthcare operation’s ongoing struggle with inflexible PDF fillers. Although PDF fillers can be used to collect information in the field, many teams find that this “solution” merely creates another problem: isolated data. Because these PDF fillers cannot move data past the form itself, collected information either remains siloed within form fields or must be rekeyed to different systems or printed for physical record-keeping (another form of isolation).

The solution: Many teams turn to GoFormz to transform their rigid PDFs into fillable digital forms that can be used to collect data and move information in real-time to connected systems, corresponding records, analytics programs (like Power BI), spreadsheets, and more. Rather than trap data within a PDF, your PDF can be easily transformed in the GoFormz drag-and-drop form builder, allowing your team to easily configure its forms collection (no code or IT support required!) and seamlessly route data wherever it needs to go. This not only liberates data but saves your team incredible amounts of administrative time and budget.

Benefits:

• GoFormz offers a HIPAA-secure edition for healthcare operations looking to digitize their data capture processes and improve their workflow management

• Enrich your operation end-to-end with highly accurate real-time data

• Reduce administrative hours spent rekeying data or filing printed forms

• Maintain the original look and feel of your PDFs

Other digital form solutions struggle with offline data capture capabilities

The problem: Another attendee mentioned that his current digital form solution often crashed and failed when used offline. This is a major issue for field service teams, who often must operate in remote locations without a consistent signal or access to WiFi. The attendee mentioned that they still rely on this problematic platform due to their need for its Salesforce integration.

The solution: Offline data capture? No problem. With GoFormz, your team can easily access and fill out forms while offline in remote areas. As long as you can periodically connect to the internet to automatically receive updates and upload submitted forms, you’re free to move in and out of coverage as needed! This capability makes it significantly easier for remote field teams to fill out and submit their digital forms once a signal has been attained, rather than waiting for them to deliver completed forms at the end of the workweek (or month!) when employees visit the back-office. And a special bonus for this particular attendee: GoFormz offers a seamless integration with Salesforce, allowing users to easily update their Salesforce records with submitted forms and captured data.

Benefits:

• Work anywhere, even while offline

• Fully functional offline data capture allows your team to leverage powerful GoFormz features while offline

• Eliminate the need for field teams to travel to office locations to deliver completed forms

• Remove opportunities for data loss with a more secure, consistent offline solution

Thank you to all of our fantastic executive roundtable attendees! To learn more about how GoFormz can digitally transform your field service operation, check out our recent blog, ‘5 Ways Digital Forms Can Improve Your Field Service Workflow’ here.