Document management software and workflow automation

When buying a car at a dealership, customers often complain about how long it takes for their paperwork to be processed. While they wait, their enthusiasm fades and annoyance can set in. 

Web forms offer a user-friendly way to collect accurate data. You can be sure it’s right because you’ve shifted data entry to the information source. This may be a requesting department member, employee, customer or vendor who has the knowledge to enter the correct information completes the digital form. Your staff gets an email when a form has been submitted and has visibility into automated workflows that put the data to work and kick off the next action in the process.

When designed thoughtfully, eforms refine and speed up the way data is collected, processed and managed across a business. This post delves into best practices for creating web forms that optimize data collection and integrate smoothly into broader workflow processes. 

Table of Contents

• Introduction to form workflows
• Integration with other business applications
• Why do you need web forms in your organization?
• Best practices for building your own forms
• The impact of enhanced form workflows
• Conclusion

The business of doing business is changing. Organizations that succeed today have adopted new and more efficient ways to manage information. This is important because analysts tell us that global data volumes will reach 175 zettabytes by 2025, a significant jump from 97 zettabytes in 2022. This explosion of data is largely driven by unstructured formats, such as emails and documents, which make up a substantial portion – approximately 80% - of enterprise data.

There’s a tendency to stick with familiar ways to accomplish daily tasks. What you’re doing works just fine, right? So, you might be skeptical about whether process automation is a good investment. Or be worried that employees and managers will be resistant to learning new ways of doing their daily work. These are some of the reasons why many organizations continue to use outdated manual processes.