The tablet would need to be simple and intuitive and perhaps accommodate vision impairment. Phones, tablets and wearables help employees stay mobile enough to serve customers in a retail store, work in the field on a service call or complete a transaction in a client’s office.Īt a doctor’s office, you may want patients to fill out their intake forms on a tablet. Pairing digitized documents with mobile devices gives your employees freedom to do business from anywhere. Many businesses choose electronic forms because they want to work without barriers. What type of device and screen size work best for users? Will forms be completed by employees only, or by employees and customers? Will employees enter data outdoors? Understanding the hardware types available will help you make your selection.
T MO CO PAPERLESS SOFTWARE
Hardware for form digitization must complement your chosen software solution and suit user needs. Will the data collection from your newly digitized forms need to flow to an enterprise resource planning (ERP), customer relationship management (CRM), accounting or payroll system? If so, you’ll need to choose a software provider that will help you execute those integrations or has application programming interfaces (APIs) that simplify the integration process for your internal teams. If your business is more specialized, choose a vendor that can create forms to serve your specific needs.ĭo your electronic forms need to integrate with other business systems? Some businesses, however, have more specialized needs. These ready-to-go options deliver exactly what many businesses need to transition to electronic forms. Some providers offer libraries from which you can extract premade forms. Will off-the-shelf options meet your needs? Take this quick assessment to see which Samsung tablet would best support your business needs. Look for a vendor who can provide the level of service you need. But if you don’t have a deep IT bench or your team doesn’t have the bandwidth for new projects, you may need a vendor who can manage the transition for you. If your IT team includes programmers and system administrators, you may have enough talent to execute the transition internally. Choose a vendor that understands your digital transformation journey and can help you succeed.ĭo you have in-house tech teams that can help with the transition? Those capabilities help predict customer, employee and business needs in real time or near real time, delivering a competitive advantage. After quickly capturing accurate data, electronic forms can migrate that data to the cloud, where it can interact with artificial intelligence (AI), machine learning and analytics. Using electronic forms is less about reducing paper use and more about harnessing data collection and data management to further your business capabilities. What do you want paperless workflows to do for your business? Some vendors offer packaged forms to use as-is, while other vendors offer purpose-specific forms that can be customized (by them or by you).Īsk these questions to help you determine the best option for your business. Vendors provide both off-the-shelf and customized software and solutions for form digitization. Shifting your business documents from paper to electronic is simple to understand but less simple to execute.
As you vet data collection and management solutions for your business, consider the following key criteria and qualifying questions: Choosing a Software Provider for Going Paperless Once you’ve decided to adopt paperless workflows by using electronic forms, the next step is to choose the best tools - the software and the hardware - needed to do so.
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