Does your company rely on or use forms that need to be printed, completed, and submitted by mail, email, or faxed for processing? If you are like most organizations, the answer is “yes.” Once received, do those forms need to be shuttled from one person to another as they are reviewed, processed, and stored? If so, moving to an automated process for web forms can save your company time and money, while improving internal processes and customer service.
How Does Web Form Automation Work?
Web form automation essentially allows end users to populate and submit forms electronically. Because your company has more control over the process, you can customize the fields and response options users see.
Ensure forms are fully and accurately completed
You can also require certain fields be completed before the form is submitted. These options can save unnecessary time spent pending or rejecting incomplete form submissions.
Once information is input into web forms, your organization can also use that information to auto-populate other forms, reducing the need for customers or employees to double- or triple-enter the same data. This also lowers the risk of human error, improving information accuracy and compliance.
Control workflows to streamline internal processing
Completing web forms is just one aspect of web form automation. You can also create customized workflows, dictating where forms are routed once completed. When a form requires multiple levels of approval, those steps can all be built into the process so when the first reviewer is done with the form, it is automatically routed to the next person on the list. This can eliminate potentially lengthy delays or bottlenecks. Smart logic can also route forms differently based on the answers provided, making processing faster.
Save time and money by lowering or eliminating the need for paper record-keeping.
Creating and implementing automated web forms could also mean significant cost savings for your company by lowering your paper and printing expenses, not to mention the labor and real estate expense associated with filing and maintaining paper records.
Because every step in the process is faster with web form automation, you can improve the customer experience by lowering processing times. Whether you use web forms for human resources, accounts payable, contracts and agreements, or other business processes, your business, its employees, and its customers can all benefit. The applications and potential uses are almost endless. If you use paper forms, web form automation can help. For example, one Treeno Software client was recently able to delight its customers by transitioning paper-based credit card applications to online forms, streamlining the process from start to finish.
Is Web Form Automation Right for Your Organization?
As you can see, creating and using web forms offers many potential benefits to all types of companies. Many businesses are pleasantly surprised that transitioning from using paper forms and manual processes to web form automation is easier than they thought it would be. To learn more and to explore making the move to web form automation in your organization, contact Treeno Software today.