How Digital Forms Can Support Your Consulting Business
Introduce digital form and data capture to best support your consulting business
Professional consultants are our specialized industry heroes. Ranging across various industries and diverse specialties, there are countless reasons why professional consultants are utilized. Whether your consulting business offers marketing resources or human resource outsourcing, digital forms offer the most valuable asset to simplify business processes and streamline client communication.
GoFormz is a digital form and operational data management solution that helps consulting businesses bring collected data into a single, actionable place. Ranging from timesheet templates to digital invoices, GoFormz can bring your exact paper forms (or PDF forms) to the digital realm – which no other digital form solution can offer! Offering an array of features and functionalities, consulting businesses can customize their GoFormz experience to match their exact business needs, making this an invaluable asset to add to existing processes.
There are a multitude of ways GoFormz can be leveraged, but the simplest use case to date is when users convert a pdf to a fillable form. These online fillable forms add immense value to consulting businesses right away simply because they’re digital - here’s how:
Access Collected Data in Real-Time
The largest differentiating factor between GoFormz and traditional paper-based processes is the ability to access collected data in real-time using powerful automations and integrations. Once a digital form has been completed, form data is instantly routed to integrated tech stacks, corresponding team members, or uploaded directly into the cloud. Through Automated Workflows, consultants can send and access critical information in real-time, accelerating project management, client communication, and much more. This capability eliminates manual data entry, removes administrative bottlenecks, and reduces the need to hunt down personnel for timely responses.
HL Training Services, a current GoFormz user, leverages real-time data in conjunction with automations to decrease training certification processing time from roughly two weeks to one day. To learn more about how they utilize GoFormz today, check out their customer story here.
“Because our forms upload in real-time, we can now complete our side of the administrative process within the same day.”
Transform Your Data Collection with Powerful Digital Fields
Digital form fields and functionalities are your means of streamlined, simplified data collection. GoFormz offers an array of features and functionalities that all benefit various form creators in many ways – the most popular ones to date for consulting businesses are the following:
Signature fields: Used primarily for authorizing consulting deals
Automatic Calculations: Used to automatically calculate the total of hours worked, wages owed, and much more.
Reporting Tool: Used to run comprehensive reports across your entire data collection, and identify trends, opportunities, and obstacles in real-time.
Automated Workflows: Used to increase productivity, streamline client communication, accelerate the processing of timely documents, and route forms and data to thirdy party applications.
Conditional Logic: Used to create a customized user experience, enforce data capture rules, and intuitively guide users in filling out forms.
SGI Heating and Cooling, a current GoFormz user, leverage conditional formatting features to streamline everyday documentation processes and create a customized user experience to match the requirements of changing demands from clients. To learn more about their use case, check out their customer story here.
“It saves us time in the office... it brings a higher level of quality to our work.”
All in all, there are many ways digital and online forms can be used to further boost your consulting business operations. Sign up for a risk-free 14-day trial and discover the many benefits of digitizing your paper-based forms today!
