5 Ways Online Forms Organize Processes Throughout an Organization

Monday, September 26th, 2016 by admin

Managers report that they spend a full 40% of their workweek completing administrative tasks. That’s two full days out of a five-day workweek!

Obviously, there is a need for administrative tasks, or else even the smallest business would fall into chaos. But these tasks need not be cumbersome and slow because online forms and workflow automation software can improve them markedly.

Online forms

Administrative tasks are necessary, but they don’t have to be slow and cumbersome.

Outstanding improvements can follow when processes are organized throughout a business, including across departments. And the right workflow automation software makes it not only possible but also straightforward. Here are five of the countless ways online forms organize processes throughout an organization.

1. By Making Communications with IT Easier and Faster

An IT department that attempts to function efficiently without some sort of digital transaction management is tilting at windmills. Perhaps the IT departments of a generation ago could get things done with a phone, notepad, and pencil to record the problems end-users experienced, but that is hardly ever the case today.

With today’s impressive workflow automation software, your IT team can design custom online forms and workflows faster than any other IT project they’ll ever tackle. And productivity will benefit short and long term.

2. By Streamlining and Adding Transparency to Finance Functions

The Finance department copes with check requests, reimbursement requests, purchase orders, new vendor forms, and countless other forms that ensure proper record keeping of expenses. People in just about every other department have to interact with Finance at one point or another, and if Finance is managed with Byzantine manual processes and forms that must be completed by hand, it can be a dreaded interaction all around.

Online forms and workflows that spell out steps and automatically route completed forms, however, speed things up considerably while making processes less mysterious and more transparent.

3. By Helping HR Serve People Better

Human Resources is another department that interacts with every other department. Your HR people are involved with hiring, compliance with regulations and laws, out-processing employees who are departing, and even handling interpersonal problems between employees.

Asking HR to do everything they have to do without a powerful online forms system means you’re squandering their time and talent on processes that are slower and more prone to mistakes than they should be. Create online forms and workflows for a single HR process (like new employee onboarding) and see what a tremendous positive difference it makes.

Online forms

The benefits of automated forms and workflows to HR cannot be overestimated.

4. By Standardizing Business Travel Across Departments

Business travel has always been complicated, even before the days of online booking and cost-saving apps. Your travel coordinators are expected to perform their work perfectly, often on short notice, so your engineers make it to the technical conference, and the VP of Finance has no trouble getting to the shareholder meeting. And if your instrument technicians or nurses have to attend training off-site, you want to get them there and back with minimum hassle.

Online forms and workflows are the only way to go when it comes to coordinating travel across a business.

5. By Creating and Disseminating a Smart Disaster Recovery Plan

Nobody likes thinking about what to do in the event of a natural or manmade disaster, but it is something that every organization must tackle. Indeed, having a solid disaster recovery plan can be what keeps your business operating after a disaster when others might have to shut down altogether.

With a disaster recovery point of contact in each department, and regular training of all front-line employees on what to do in the event of a disaster, your team will face these unique and frightening challenges with less panic and more composure. Online forms and workflows can spell out exact steps employees should take when catastrophe strikes.

Online forms and workflows are no longer “nice to have” for today’s businesses, but are essential for enjoying a competitive advantage. PerfectForms is workflow automation software designed for non-technical users so that the exact people who use the forms and workflows can create them to fulfill their needs exactly.

With an intuitive drag-and-drop interface, easy integration with web forms, databases, spreadsheets, and other software programs, PerfectForms offers the flexibility, scalability, and capability your business needs to have organized logical processes throughout. We invite you to read some of our case studies and learn about the many creative ways companies of all sizes and types have improved operations with PerfectForms.

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Connections in PerfectForms allow easy integrations

Friday, September 23rd, 2016 by titanseo

Hello PerfectForms Community,
PerfectForms is a very flexible tool that can be used to build out anything as simple as a basic web form to complex applications with third party integrations. By using our Connections tab configuring connections to other software is made easy. Our integrations include Database connections, Directory Service Connections, Connections to PerfectForms Form data, and SOAP API/Web service calls.
connections
PerfectForms ability to connect to almost anything allows you to fill the gap in a current software solution without costly development. You can utilize PerfectForms to replace or extend your current solution with its ability to:
•     Quickly build HTML Forms
•     Build Workflow Driven Processes
•     Convert or Format Data
•     Store Data
•     Integrate with other software
•     Run Real-Time Calculations
And much more.
A great example of how PerfectForms connections can be utilized to interact with 3rd party software was recently published by WebMerge. The blog post outlines a quick and easy instructional on how they were able to use PerfectForms to create a web form that would be used to populate fields in their E-Form. WebMerge offers a product with a unique feature set including the ability to upload a PDF copy or Word Document version of a form in which you would like the fields to be populated by API from a web form. This offering can come in handy for forms with a set format such as a W2 (Which we all know don’t convert well to digital format.) A link to this article can be found HERE.
I hope this article sparked some creative thoughts on doing more with PerfectForms.
Thanks for reading and happy form building.

5 Steps to More Efficient Workflow Management

Friday, September 23rd, 2016 by admin

Excellent workflow management correlates with the consistency of services and improved productivity and efficiency. With the right workflow management tools, organizational behaviors can be driven in the right direction, improving resource optimization, reducing expenditures, and increasing revenues.

Workflow management tool

Good workflow management prevents and solves countless business problems.

Workflow management is essentially creating standards that lead to consistent work processes that make work safer, of higher quality, and more efficient. Standardization (often done through online forms) offers consistency and simplification, and when you add automation to that, you have the elements of a high-quality, high-efficiency workflow. Here are five steps to better workflow management

1. Determine the Best Way to Initiate a Workflow

Some workflows are best initiated automatically, perhaps in accordance with a particular weekday or a particular day of the month. These workflows will begin without someone initiating them, but of course, people are required to interact with these workflows at some point.

Other workflows may be initiated only on an as-needed basis. For example, if someone wants to request reimbursement for business travel expenses, he can initiate the workflow designed for that. Knowing what action triggers a workflow is one of your first tasks.

2. Plan for Repeatability

Efficient workflows are repeatable. That means that someone from Finance can use the workflow for requesting IT services and have a similar experience to the person from Graphics who needs IT services. Clearly, not every workflow user wants the same thing.

One person may need a printer repaired, while another may need a new graphics card installed. But it should be clear to every potential workflow user how to initiate a workflow, and how to step through it successfully. Pull-down menus can be tremendously helpful in creating workflows that require customization without creating confusion.

3. Integrate Workflows with Scheduling Tools

Some workflows may need to be initiated by the calendar (such as time card processing done on the same weekday). Other workflows, though initiated on an as-needed basis, can also benefit from scheduling tools.

For example, if someone requests a building keycard for a new hire, an alert may be sent to the person who distributes them as soon as the request is submitted. Then, if no action is taken in, say, 48 hours, another reminder is sent to the person who distributes keycards as a reminder and to keep the workflow on track.

4. Test Before Deployment

Workflow management tool

Test automated workflows thoroughly before they go live.

Unforeseen consequences aren’t that uncommon when you simplify and automate workflows. You could eliminate a step you thought was superfluous, and then find out it was necessary after all. Plus, you want to make sure that the workflow accomplishes all the actions you need it to.

Therefore, it’s essential that you thoroughly test workflows before releasing them to users. Have testers try to derail workflows and see if the workflow puts them back on track. Measure whether automatic alerts reach recipients in a timely manner. Test thoroughly before deploying.

5. Monitor After Execution

Once a workflow goes live, the possibility still exists that it will have to be modified at some point. Technology may evolve that would allow for further automation, or steps may need to be added due to new regulations that come into effect. Monitoring workflows and ensuring they remain efficient is important due to the dynamic nature of the business world.

The workflow that was state-of-the-art a year ago may be ready for significant improvement this year. Ideally, you should measure the time a workflow takes before and after you standardize and automate it.

Workflow management tools are similar to the tools a master carpenter brings to work, in that they allow you to accomplish what must be done with consistent quality and high efficiency.

PerfectForms offers you a comprehensive workflow management tool that is flexible enough to use across your entire organization, and powerful enough to offer mobile-friendliness, automated alerts, and a drag-and-drop interface that non-technical users find extremely helpful.

PerfectForms can initiate workflows based on date and time, or on an as-needed basis, and their very repeatability helps ensure outstanding consistency. And PerfectForms has built-in reporting tools that allow you to monitor and measure workflows with ease.

Did you know you can try PerfectForms for free? Take PerfectForms for a test drive and see for yourself how much more consistency and efficiency you can build into your workflows.

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Why Mobility Will Be Key to BPM Software Success by 2020

Monday, September 19th, 2016 by admin

Telecommuting and work teams that are mostly mobile are nothing unusual in 2016. From an already impressive 1.32 billion people in the mobile workforce globally in 2014, the number is expected to rise to 1.75 billion by the year 2020 – which will account for 42% of the global workforce!

BPM tool

BPM software can bring your dispersed team together to accomplish amazing things.

Mobile professionals include executives, consultants, sales team members, technicians, and freelancers of all stripes, and more professions are gaining more mobility all the time. Business process management (BPM), goes hand-in-hand with workforce mobility, and mobility is already practically a requirement for today’s BPM solutions. Here’s why mobility will be the key to successful BPM implementation by the year 2020.

Business Process Management Growing Impressively

A recent report by RNR Market Research has forecast that the global market for BPM software will have a compound annual growth rate of 20.9% between now and 2020, and one of the main reasons for that growth is that the mobile workforce is growing and businesses need tools to manage business processes even if their workforce is widely dispersed.

A mobile workforce must not only be available and connected, team members must often work in collaboration across large distances. The right BPM tool can mean the difference between a team that is efficient and communicates well, and a team that proceeds in fits and starts, and doesn’t make the most of technology. Why should you be concerned about finding the right BPM software? Here are three reasons.

Complying with Standard Operating Procedures a BPM Driver

When you have a mobile workforce, you have a certain flexibility, but practices still need to be based on standard operating procedures. Procedures should be documented and audited for compliance on a regular basis. BPM software is outstanding for ensuring that a dispersed workforce complies with standard operating procedures, whether they’re making a sales call or fixing a customer’s broadband connection. And BPM software can not only lay out the steps in any business process, but document they have been completed, so if an audit happens, compliance is easier to prove.

BPM tool

BPM software helps ensure all team members comply with standard operating procedures.

Better Business Transparency and BPM Software

BPM software not only allows you to automate, streamline, and make business processes consistent, it also grants transparency you simply don’t get with manual processes. Mobile BPM tools make it easy for authorized people involved in a process to check its status from any place. Sales teams and field technicians can work better together, sales reps in the field can access reference material they need easily, and data can be captured on the go through location sharing and easy uploading of photos or scanning of barcodes and QR codes. Mobility plus BPM software equals greater business value.

Coping with Slimmer Profit Margins by Using BPM Tools

In such a fast-paced world of business, companies must be prepared to cope with slimmer profit margins as they look for ways to differentiate themselves from competitors. Outdated processes that require manual steps can seriously eat into profit margins, so it’s in everyone’s best interest to streamline business processes and automate wherever possible. Mobility takes efficiency to another level by removing the requirement that employees be at their desks to accomplish tasks. There’s less “down time,” less time spent on cumbersome processes, and fewer worries about shrinking profit margins as efficiency steadily increases.

PerfectForms is the ideal BPM tool for your mobile workforce. Not only does PerfectForms provide an intuitive interface that allows non-technical people to design and implement business processes, it’s mobile-friendly so your team can access electronic forms and workflows wherever they are. PerfectForms is easy to integrate with other popular office and sales software packages, and with databases, web forms, and spreadsheets, so time spent manually moving data from one place to another is kept to a minimum. Watch our demo and see for yourself how PerfectForms is ready to prepare your mobile workforce for today’s heightened BPM demands.

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Workflow Tools: Why “Fixing” What Isn’t Broken Can Be Smart

Friday, September 16th, 2016 by admin

The corollary to the positive saying, “If it isn’t broke, don’t fix it,” is “That’s the way we’ve always done it.” It seems to defy innovation, even though “the way we’ve always done it” is perfectly fine if you’re talking about something like intricate, lifesaving heart surgery.

Workflow tools

sometimes sticking with proven workflows is best, but many processes can be improved through automation.

There are, however, countless workflows that have functioned for ages, so they wouldn’t be considered “broken.” They could well be outdated, however, and your competitors might use workflow tools to streamline processes, run leaner, and make fewer mistakes.

Sometimes “fixing” something that isn’t broken is the smart thing to do, particularly for clunky manual business processes. And there’s no better time than the present, when data creation is accelerating at a remarkable pace. There are very few places where paper documents without at least digital backups are sufficient for successfully doing business. Is it time to take a second look at your workflows?

Your Processes Get Things Done, But Is That Enough?

An IDC and McKinsey Global Institute analysis found that in an average workweek, the typical worker only spends around 39% of his or her time taking care of role-specific tasks – the ones you hired them for. They spend considerable time searching for and gathering information and communicating within the organization.

Sure, your workflows do things, but do they do them efficiently? What may have been state of the art a few years ago can be woefully outdated today. Workflow tools and workflow designer software can be the key to improving workflows appreciably, and it doesn’t require investment in new IT infrastructure.

“Fixing” May Simply Mean “Automating”

Suppose your organization’s accounts payable process involves scanning, emailing, printing, manually filling out forms, re-scanning, saving digital copies for record keeping, cutting a check, and finally entering the transaction into the finance system. It works, but chances are good that many could be eliminated altogether.

Using electronic forms is a huge step toward automating workflows, and when documents are transmitted and acted upon digitally, the problems of lost or damaged documents hamstringing workflows go away. What you need is workflow designer software that gives you the power and flexibility to create custom workflows that work for you, rather than requiring you to adapt to them.

Why It’s Time to Automate Workflows

Workflow tools

However meticulous your team, mistakes are inevitable with manual, paper-based workflows.

Paper documents are slow to process, and expenses are associated with them (like ink, paper, and storage space) that don’t apply to electronic documents. Electronic forms linked into logical electronic workflows makes it so manual intervention is drastically reduced or eliminated throughout a process. They also grant better visibility into processes and allow perks like automated alerts that are great for keeping processes flowing at a good clip.

Another important argument for using workflow tools to automate processes is that doing so makes it easier to meet security requirements and government and industry regulation requirements. Automated workflows can create an audit trail along the way, so if a process ever must be reviewed, doing so is fast and simple.

How Will You Meet Today’s Fast Business Pace?

Today’s pace of business waits for no one, and your customers won’t wait around while you use outdated work processes that slow down the products and services they depend on. But your customers aren’t the only ones who benefit from your business having streamlined, automated forms and workflows. Your employees will have more time to devote to the tasks they were hired for, and everyone will spend less time chasing down and correcting errors. If you are in an industry where your processes are subject to audit, a workflow designer can be your best friend, making audits much less daunting.

PerfectForms is a workflow designer made for non-technical users, so the people who use processes day in and day out can be the ones who design improved, automated workflows that make sense. Once you automate a single process, you will soon envision countless other processes that could benefit from automation with powerful, flexible tools like PerfectForms. Have a look at some of our case studies and see how workflow automation can quickly make a difference in just about any organization. The return on investment can be swift and impressive.

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How Form Software Can Help Your Repair Business Run Better

Wednesday, September 14th, 2016 by admin

Repair businesses are among the most hands-on of all small businesses. Unlike many businesses that can be run completely online, repair businesses handle actual physical items, some of them intrinsically valuable, and others with sentimental value. Therefore, it’s one of the most customer-focused types of businesses around.

Form software

The more time technicians can spend making actual repairs rather than filling out forms, the better.

Despite the fact that repair businesses require a lot of personal interaction and hands-on processes, choosing powerful form software allows repair business owners to create forms that can significantly streamline the day-to-day operation of their business. Here are just some of the many ways forms software can be useful to different types of repair businesses.

Vehicle Repair

Vehicle repair, whether it’s bicycles, automobiles, or motorcycles, can rapidly become complex. People invest a lot of money into their vehicles, and some vehicles also have great sentimental value to their owners. There’s a lot of pressure on vehicle repair businesses to do outstanding work in a timely manner, and at a reasonable cost. Form software allows vehicle repairs to be tracked closely from the time a repair request arrives until the account is paid in full. Online forms are better than paper forms for this because they can be put into workflows that are traceable at any point in the repair process, so it’s far easier to keep customers informed.

Furniture Repair

Furniture repair may take place on the site of the furniture repair business or at a customer’s home or place of business. Though the repairs may not be technologically challenging, still they must be done correctly for customer satisfaction and safety. When the furniture repair business creates forms that are mobile-friendly, repair technicians who work at customer homes or businesses can log repairs in detail right from their phone or mobile device, so invoices are created efficiently and are likelier to be correct.

Appliance Repair

Like furniture repair, appliance repair may take place at a customer’s home or on-site at the repair shop. Depending on the age and style of the appliance, ordering parts may be a necessary step. Form software can be used for making online forms and workflows that take into account the variety of different steps that must be taken during repair of an appliance. And when those forms are mobile-friendly, field technicians can log, for example, an in-home refrigerator repair quickly and accurately.

Form software

Mobile-friendly repair documentation forms speed workflows and make life easier for repair technicians in the field.

Electronics Repair

When someone needs repairs to a computer or other electronic device, they’re not interested in waiting around, because chances are they use that device every day. Nobody has time for paper repair request forms that are shuffled among technicians and administrative personnel. Form software for the creation of online forms and workflows is the answer. It can speed along the administrative side of things so that repair professionals can accomplish the repairs they’re asked to make without having to spend as much time filling in forms and routing them manually.

Jewelry Repair

Jewelry can have both great intrinsic value and great sentimental value, and building trust with customers is essential for the success of a jewelry repair business. With form software, customer interaction never has to take a backseat to administrative tasks, and customers ultimately receive their repaired items more quickly. Online forms also allow jewelry repair businesses to rein in costs, so they can price services more competitively. When a repair is completed, it’s easy enough to print out a receipt for the customer.

Repair businesses are hands-on and customer focused. They may operate on slender margins too, which means that the less time spent dealing with paper forms filled out by hand, the better. PerfectForms’ software allows the repair business owner to create forms exactly customized to their needs, using an intuitive, drag-and-drop interface. These forms can be assembled into online workflows that ensure consistency and that no steps are inadvertently left out. Better still, you can try out PerfectForms for free and see how easy it is to make custom electronic forms the work exactly as you need them to. We encourage you to give it a try!

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How to Get the Most from Your BPM Tool

Monday, September 12th, 2016 by admin

The business world is fast-paced and filled with customers who expect nothing less than a superb customer experience with every transaction. Therefore, the businesses that manage all their business processes well have a clear advantage over businesses that have a haphazard approach to process management.

BPM tool

Manage business processes; don’t let them manage you.

A business process is simply the combination of tasks employed to meet a specific goal, which could be anything from ordering supplies to updating the company website to shipping to answering customer queries. Business process management (BPM) is the set of practices you employ to manage all these processes in an orderly and efficient manner. The right BPM tool can help you streamline processes, save time, save money, and make customers happier. Here’s how to get the most from your BPM tool.

Start By Choosing the Right BPM Tool

You might be overwhelmed by the number of choices in BPM tools available to you, but you can narrow the field by considering several key factors. Acquisition cost is usually right at the top of the list of considerations, and it’s important to understand the total cost of ownership rather than simply how much you write a check for to get started. Acquisition cost will depend heavily on the vendor, and on whether you choose an on-site installation on your own servers, or want to use a cloud-hosted product.

Deployment time is another major consideration when choosing a BPM tool. How long will it take to become usable, and how long will it take your team to learn how to use the included features? Also, can processes by easily customized? If not, keep looking, because you need flexibility.

Evaluate candidate BPM tools in terms of reporting and analytics capabilities. At the very least, you should be able to measure the business value that the use of a BPM tool has generated. Finally, you should research your vendor. How long have they been in operation? What is their reputation among businesses like yours? How customer-oriented are they?

Make Sure Your IT Infrastructure Is Up to Scratch

If you want to install your BPM tools on your own servers, you must evaluate the readiness of your IT infrastructure and complete any necessary improvements. This is less of a problem if you choose a cloud-hosted solution, but you still have to ensure you have the broadband speed and capacity so that your team can use the tools without experiencing lag.

Along with ensuring your IT infrastructure is ready for action, you have to prepare your team for their new BPM tools. Involve key team members in the roll-out process and make sure everyone understands how to access technical help during the learning process.

BPM tool

Is your broadband connection or on-site server system sufficient for your suite of BPM tools?

Keep an Eye on BPM Trends

Innovative people and organizations are always thinking up new ways to get more out of their BPM tools. One of the underlying trends that made BPM such a powerful concept, and that continues to dominate BPM advances is that of collaboration. That’s because the right BPM tools enable easy collaboration throughout a business process. Mobility, security, and visibility throughout typical work processes are all factors that make collaboration easier and better. In fact, the right BPM tools can bring together a team that’s dispersed geographically, allowing them to collaborate as if they were all in the same room.

Benefits of Choosing the Right BPM Tools

Perhaps the greatest benefit businesses experience after a successful BPM tool implementation is more consistent service delivery due to defined, logical processes that have had extraneous and needlessly cumbersome steps engineered out. Greater team efficiency is another major benefit of great BPM tools, as is better compliance with regulations and industry standards. Ultimately, well-executed BPM tools improve customer satisfaction, reduce critical failure risk, save money, and make companies more profitable. In fact, a positive return on investment can be surprisingly swift.

PerfectForms is the BPM tool solution designed for non-technical process users, so they can design processes and manage them without having to program. Run in the cloud or on-site, PerfectForms helps you realize all the great benefits of outstanding BPM tools. It has been used across a wide range of industries, including education, healthcare, insurance, and more. Check out some of our case studies and the benefits of the BPM tools PerfectForms delivers will quickly become clear!

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Parks and Recreation: How Online Forms Let Communities Focus on Fun

Tuesday, September 6th, 2016 by admin

Did you ever wonder how iconic sitcom character Leslie Knope deputy directed the Pawnee Indiana Parks and Recreation Department so competently? The show never gave specifics, but there’s a good chance she put workflow software to use in managing harvest festivals, animal adoption days, and community garden plots.

Online forms

Online forms and automated workflows allow more time for improving the community.

In many communities in the U.S. and elsewhere, budgets for parks and recreation departments are always tight, and the happiest communities are the ones where resources are used wisely so that the maximum number of people can enjoy recreational facilities. Software used to create online forms can make a tremendous difference in how efficiently municipal departments, including parks and recreation departments, are run.

Forms for Local Citizens

Before the internet and online forms, managing a volleyball league, a craft class, or a pool schedule involved paper forms filled in by hand, which was not only slow but also susceptible to mistakes. When a local citizen can sign up for dance classes, reserve a picnic pavilion, or enroll in a water fitness program using online forms, however, things are faster, easier, and more accurate.

No longer does a person have to find time during regular business hours to retrieve and turn in forms, because they’re available around the clock. Furthermore, once completed, forms won’t be lost in someone’s Inbox because they can be automatically routed to the exact person who has to act on them. Email notifications can even be set so relevant Parks and Rec employees will know the instant a completed form has been submitted. Savings in time, mistake correction, and printing resources can be tremendous.

Forms for Employees

If, say, an urban forester discovers Emerald Ash Borer during a tree survey, treating the problem promptly is essential. Wasting time digging through a filing cabinet for the application to treat the problem and request the necessary materials is cost-inefficient and frustrating. When a Parks and Rec director uses software to create online forms, critical time is saved, and problems prevented.

Likewise, employment applications for seasonal and year-round positions can be put online to streamline the hiring and onboarding processes. Suddenly, hiring lifeguards for the summer or a new Community Gardening Director is faster, easier, and less costly. Online workflows can be designed to create their own audit trails, so if there are ever questions about a previous step in the hiring process, they can be answered quickly and definitively.

Workflows That Look After Themselves

Online forms

You can create automated workflows even if you don’t know coding or programming.

When municipal departments like Parks and Recreation create online forms, they automatically increase efficiency. They raise that efficiency to a whole new level when they link online forms to automated workflows that eliminate paper-shuffling and manual data entry. When someone applies for a community garden plot, their application can be automatically approved and a plot automatically assigned, so there’s more time for the things Parks and Rec departments exist for – community beautification, sports leagues, classes, and monitoring of facilities, for example.

Spend Valuable Community Resources Optimally

City departments are used to having to do more with less, and online forms can be a terrific tool for accomplishing that. Savings on supplies like ink and paper can be significant, as can time savings. Fewer data points have to be entered into spreadsheets and databases by hand, and employees have more time to focus on making the community more livable and enjoyable.

And it isn’t just Parks and Rec departments that can benefit from online forms and workflows. Just about every municipal department can simplify and streamline operations so that tax dollars go further than before. Citizens can engage more easily with departments from the comfort of their homes, so they’re more likely to participate in community events.

PerfectForms lets you create online forms with a convenient, intuitive, drag-and-drop interface, with no coding required. That means the very people who process forms and oversee workflows can design those forms and workflows exactly to their specifications. Workflows can be set up with alerts, audit trails, and to create reports documenting resource usage and community benefit, so employees and community members save time and hassle and local funds are used optimally. We encourage you to watch our demo, for whatever type of forms and workflows you use. You’re sure to be inspired with new ideas for putting online forms and workflows to use to make your work processes better.

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Should Your Online Forms Be Multilingual?

Friday, September 2nd, 2016 by admin

In the United States, Spanish is the second-most spoken language in the home, with over 38 million people in the U.S. speaking Spanish at home as of 2012. The U.S. Census Bureau has identified around 350 other languages spoken in U.S. homes, including Pennsylvania Dutch, Turkish, Romanian, and Native North American languages like Dakota, Apache, and Cherokee.

Online forms

The U.S. is a big country. Hundreds of languages are spoken here.

Many government entities offer forms in multiple languages, which is an achievable undertaking if you have form creation software and fluent speakers (or translation services) available to interpret. Municipal organizations, businesses, healthcare providers, and others provide online forms in multilingual formats to facilitate communication with the people who use their services. Demand is strong: in the Los Angeles metro area alone, 54% of the population over age five speak a language other than English at home.

Though Spanish is widely spoken in the U.S., some of the other languages you’ll find in large urban areas may be more surprising, like the more than 100,000 Bengali speakers in the New York Metro area and the more than 17,000 Serbian speakers in the Chicago Metro area. If you operate a business that interacts with the general public, online forms in multiple languages may be a competitive differentiator.

Schools and Bilingual Forms

School systems can often benefit significantly from multilingual online forms. Not only can they be accessed at any time, they can greatly assist in processes like registering children whose parents’ English skills are limited. When parents with limited English skills have to tackle a mountain of paper forms to enroll a child in school, the potential for miscommunication is significant. Consequences could include administrators, teachers, or school nurses remaining unaware of things they should know about, like a food allergy or disability. School systems with large populations of children who speak a language other than English at home can streamline school administrative tasks by using form creation software to make online forms in multiple languages.

Insurance Companies and Bilingual Forms

Insurers must obtain the most accurate information in order to process claims accurately, and when selling insurance policies, they must ensure the customer information they collect is accurate so that premiums can be determined properly. Having bilingual sales professionals and adjusters can set an insurer apart from competitors, and help customers become more comfortable in situations that can be difficult under the best of circumstances, like storm damage or a car accident. It’s important for insurers to work with experienced translation services when creating multilingual online forms so that information collected is exactly what is needed.

Online forms

Precise information is essential in the insurance industry.

Consider the Importance of Mobility

When you use form creation software, whether to make multilingual forms or not, you should consider the importance of making those forms accessible on mobile devices. Not only can this be a huge time saver for people like service technicians in the field, it can improve customer-facing interactions significantly as well. People are used to doing just about everything with their phones. Knowing they can report an accident, order a spare part, or sign a child up for soccer on a mobile device makes a positive impression.

Mobility is also important because of the growing number of “mobile-only” internet users, many of whom are immigrants. In 2016, almost 10% of internet users in the U.S. go online exclusively with mobile devices, and that figure is expected to rise steadily. By making online forms mobile, you make life easier for your mobile-only customers, and can potentially reach a larger market share by not limiting online customers to desktop environments.

Form creation software that offers sufficient flexibility in terms of the user experience, workflow creation, and design is what users expect today. PerfectForms offers unparalleled flexibility along with the power to create online forms and workflows without any programming required. PerfectForms can also interact with spreadsheets, databases, web forms, and other software programs with minimal disruption.

It’s ideal for the business, civic, church, government, or other organization that wants to offer online forms in one or multiple languages, and mobile-friendliness is built right in. Take a look at some of our case studies and see what a positive difference PerfectForms has made across a wide variety of businesses and other organizations.

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Make the First Day of School Better for Everyone with Online Forms

Monday, August 29th, 2016 by admin

The first day of school is a time of anticipation and excitement, even for teachers who have been in the classroom for decades. A new blend of students and teachers gives each year its own unique “vibe,” and in all of the first-day excitement, it’s easy to forget about tasks that have to be completed so that school records are current and complete.

Online forms

Online forms eliminate many first day of school hassles and headaches.

For decades, the beginning of the school year has been marked by the submission of countless paper forms, for school use, government records, and student health files. The parent of multiple children in one district could spend significant time filling in paper forms, a process which can become boring and error-prone after a while. And, of course, school staff must deal with all those forms, sometimes entering data from them into databases, filling up filing cabinets, and hoping there aren’t too many mistakes.

Online forms can solve many of these problems, for students, parents, and school staff. Converting from paper forms to online forms using form software is not as daunting a task as you might imagine.

Online Forms Benefit Administrative Staff Members

When data from student forms must be read from paper forms and entered into spreadsheets or databases, the potential for mistakes is huge. With online forms, several intermediate steps are eliminated altogether, drastically reducing the risk of errors. For example, there are no worries about children forgetting or losing forms since they’re submitted online. If your form software is able to automatically route data from the online form into a spreadsheet or database, many hours of manual data entry can be eliminated altogether. The result is a school staff that is less overwhelmed and better able to focus on the educational process.

Parents Can Save Significant Time and Effort

Suppose a parent has three kids in the same school, all of whom have a stack of paper forms that must be filled out and returned when school starts. It can take a lot of time to complete all that paperwork! Furthermore, there’s always the possibility of mixing one child’s paperwork in with another child’s, causing errors to propagate throughout the system unless and until someone catches the mistake.

Online forms, by contrast, can be submitted automatically upon completion, and they can be set up to “autocomplete” blanks, so once a parent has, for example, entered one child’s address, the address will be automatically filled in on forms for the other children.

Everyone Appreciates a Reduction in Paper Usage

Online forms

The reduction in clutter alone makes online forms a great choice for schools.

It isn’t just filing clerks and parents that appreciate a reduction in paper usage. Kids themselves will have less to keep up with during those sometimes-bewildering first days, and your custodial staff will have fewer worries as well. Was the form on the floor near the reception desk one that administrative staff had already dealt with, or does it need attention? With online forms, there are fewer such questions. And, if your school makes the effort to be environmentally friendlier, the use of electronic forms rather than paper helps you do that easily and enjoy significant benefits.

Some schools choose to have some paper forms made up so parents without internet access can still register their kids properly, and some set up computer kiosks and helpers in local libraries, community centers, and other public places so parents without broadband can still enjoy the advantages of online forms. The extensive time savings that come from using online forms more than offsets the time required to assist parents who need help with them.

The Right Form Software Makes It Easy

PerfectForms has been used by schools in the US and other countries to turn cumbersome paper forms into sleek, electronic forms that can be completed and submitted online. Better still, it is a form software that offers tremendous flexibility, power, and ease of use so that each school or school system can customize forms and workflows to meet their specific needs. PerfectForms has a user-friendly, drag-and-drop interface, so you can make online forms that look exactly like paper forms, and ensure they are electronically submitted to the correct parties as soon as the end-user clicks “Submit.”

The difference PerfectForms makes in how smoothly your school operates can be substantial. Take a look at some of our case studies, particularly those from K-12 schools and institutions of higher education. The savings in time, money, and headaches have been nothing short of amazing.

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