It’s time for your quarterly check-up. Digital forms and processing allow for more frequent and informed operational optimization, allowing for more regular, impactful adjustments of your daily workflows and automation.
Here are a few ways your business can make meaningful changes to critical workflows:
- Leverage insights to identify optimization opportunities
A significant benefit of digital data is real-time, in-depth reporting. With more timely, detailed insights, your team can pinpoint subtle trends to better identify areas of opportunity and obstacles to efficiency.
- Automate frequently completed tasks, you may have originally overlooked
From reporting to Form-routing, automating frequently completed tasks can expedite processing and eliminate opportunities for user negligence and error. For example, enabling completed forms to automatically send a copy to a supervisor eliminates delivery delays, further expediting processing.
- Update Form Templates to streamline data completion
Once Template creators and Form users are familiar with their mobile forms, they can be further optimized to make data entry easier. For example, to improve the Form user experience, the Signature box can be made larger for a more natural, easy-to-use, autograph experience on devices.
- Improve User Management and account organization
Organizing your account users into Groups can drastically simplify User Management. For example, if your account hosts a large number of users, having specific Groups, like ‘Technicians’ or ‘Inspectors’ can make it easier to identify specific profiles.