Workflow Forms and Their Role in Your Business Success

Forms in business are used for the same reason forms are used when building structures out of concrete: they ensure consistency and quality. Forms may have a bad rap in that people may roll their eyes at the prospect of filling out forms, but most people understand why they exist.

Workflow forms

You probably wouldn’t use one of these instead of your smartphone, so why are you still filling out forms manually?

Furthermore, the bad things about filling out forms, like having to complete them manually, having insufficient room to enter information, and wondering who to hand them off to once completed can largely be eliminated by using electronic workflow forms.

Forms can help your organization to consistently provide high-quality products or services, but they don’t have to be slow, confusing, or cumbersome, because you can make virtually all of them into electronic workflow forms, and it’s much easier to do than you might expect. Here’s what you should know about workflow forms and their role in your business success.

They Raise Productivity While Saving Money

Electronic workflow forms won’t be lost or damaged in transit because they’re completed and delivered electronically. This alone can accelerate workflows significantly. And think what you’ll save on resources like paper, ink, and filing cabinets, not to mention space. Everything about turning manual, paper-based processes into electronic workflow forms makes them work better and results in fewer mistakes. What’s not to like?

They Increase Accountability for All Process Participants

When a paper form goes missing, shifting the responsibility is usually quite easy. While signatures can be added to forms as they wend their way through the system to provide some accountability, electronic workflow forms build in accountability at every step of a process. Each stage of a process has an “owner,” and the state of a process can be viewed by authorized users at any time. The result is increased visibility into processes, and better accountability for all involved.

They Streamline the Communication Process

Manual processes that use paper forms often had to be bolstered with phone calls, sticky notes, and emails to ensure they remained on track. Electronic workflow forms do this intrinsically. Anyone involved in a process can check on process status at any time, and you can even build in automated alerts that can be delivered when someone’s input into a process is required. The workflow itself becomes a line of communication when it’s automated.

They Give Better Insight into How Your Business Can Be Improved

Workflow forms

Electronic workflow forms collect data as they go, giving you a powerful source of new insights.

Electronic workflow forms do something else that can benefit your business tremendously: they collect data constantly. Suppose you set up electronic workflow forms for your customer service processes. Every time one of your agents works with a customer, the data in a customer service form is collected. So at the end of the quarter, you have an impressive collection of data you can use to create reports that give insight into how well the customer service process operates.

They Ensure No Steps Are Missed

Perhaps your business is in an industry with strict regulations, like healthcare, finance, or education. Missing steps in work processes can not only compromise consistency, but can cause you to run afoul of regulations. Electronic workflow forms ensure that every step in every process is executed in turn and completed. Results include thoroughness, consistency, and confidence that your processes comply with rules and regulations.

Your Business Is Not Too Small for Workflow Automation

Maybe you’re thinking, “I just run a small clothing alterations shop. Workflow automation sounds like a big step that would be expensive.” In reality, however, smaller businesses can benefit disproportionately well from workflow automation. Not only can you improve consistency, you can create sleek processes that make sense and that are easy to train new people on as your business grows, whether it’s taking an order, purchasing supplies, or getting expenses reimbursed.

PerfectForms is workflow automation software that makes creation of workflow forms as easy as dragging and dropping form elements into place. You don’t have to know how to program to create beautiful custom forms and workflows that make perfect sense for the way you do things. You’ll eliminate inefficiency of manual paper processes, reduce paper clutter, improve accuracy, and automatically collect data that makes recordkeeping much more efficient. Why not look at some of our case studies and see how PerfectForms makes all types of businesses of all sizes more efficient and competitive? The possibilities for workflow forms are as limitless as your imagination.


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