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Posts Tagged ‘digital forms’

10Sep

Digital Forms

Written by Ken Kramer. Posted in BPM and Workflow, Terminology

Digital forms are an important component to any BPM or workflow application.  Electronic forms present information and allow data entry, and facilitate the “people to system” interaction between end users and the BPM/workflow engine.   Most BPM systems have 4 pillars:

  • Data
  • Workflow
  • Forms
  • Reports

The digital forms pillar provides access to data, workflow and reports.

In any digital transformation project, the introduction of electronic forms can speed up the reduction in paper, and provide a path to a “paperless office” environment.   Both iWorkflow and K2 have forms pillars that provide a user interface, through the use of a web browser for forms.

Read more on Digital Forms

Paperless office strategy
19Jul

The Castle Analogy: Core Strategy for a Paperless Office

Written by Ken Kramer. Posted in Blog

Build Your Moat and Drawbridge: Document Capture, Digital Forms and Workflow

When you look at the medieval castle, it had all the protective measures to insure the occupants were protected from outside threats.  In our modern office, the threat is to efficiency and productivity, especially when examining the flow of paper both in and out.  A core strategy is to surround your organization with a virtual moat, that allows no paper to cross.  Below outlines the use of 3 technologies to help with the goal of the paperless office.

Document Capture and Scanning – Today, it is almost impossible to forbid inbound paper.  Whether it is a small business sending paper invoices, a law firm that sends a FedEx package of contracts or a paper bill of lading for a shipment, paper will still exist for most organizations at some level.  The goal here is to create that virtual moat, across which “none shall pass”.  This can be your mail room, with a core policy of digitizing any paper for distribution within the organization.

Digital Forms – Forms technology can insure minimal creation of paper, through the use of a “born digital” mindset.  Want to request vacation?  Fill out a digital form.  HR new hire paperwork?  Go to the new hire portal and fill out the required electronic forms.  This technology can help eliminate new paper creation internally, and can be expanded for external paperwork as well, reducing the need for scanning and document capture.

Workflow Software – workflow provides the ability to fully digitize any work process, and can integrate with both electronic forms and document capture.  This provides a powerful multiplier effect, letting you combine the advantages of all technologies, and enhancing your efficiency and productivity to a whole new level.  Documents and work can now be digitally routed both internally and externally.

These three technologies can be implemented in stages, one by one to start the improvement process, and begin the elimination of the paper threat.  Thoughts?

 

Digital, Mobile Forms
01Dec

5 Benefits of Digital Forms

Written by Ken Kramer. Posted in Blog

How can digital forms improve your business?

It is amazing how many businesses still conduct many customer facing operations using paper.  With all the talk of the benefits of the paperless office, eliminating paper is still a slow process for most organizations.  While scanning can help reduce paper workloads, the next logical step is usually the elimination of paper-based forms with digital forms, or eforms.  Below are some of the key benefits of any paperless form initiative:

  • Paper and Form Cost Savings – the most basic benefit is the savings on form production and printing.  Depending on how you create your forms, this can be a tremendous cost savings both in production, and in the back end processing.
  • Rapid Deployment – with electronic forms, you can create your form quickly, and deploy it just as fast.  No more waiting for print services or a form order.
  • Instant Access to Data – with digital forms, your data is instantly accessible, in real time.  You can quickly and easily make informed business decisions with all the information you require.
  • Reduced Operational Costs – without the need for back-end form data entry and/or scanning and processing, you can now reduce personnel requirements, and drive down costs.
  • Enable Your Mobile Workforce – with the advent of mobile technology, everyone can now be a “data collector”.  Gathring information from all your employees can now be accomplished in the blink of an eye.

Did I miss any?  Please comment.