The Future of Forms is Now: Modernize and Streamline Forms Development

The road to digital transformation leads through the modernization of forms, documents and processes. Whether applying for visa, requesting a loan or submitting a claim – all these processes rely on business forms to collect key customer data. And while modern customers want to engage digitally, organizations are still struggling with thousands of paper and PDF forms that can’t keep up with digital demands.

Traditional forms are still widely used, yet they fall short in usability, accessibility, and flexibility. This leads to mediocre customer service, missed opportunities, and increased pressure on call centers. On the processing side, employees handling review, processing and approval often rely on manual processes or share information via email, which leads to replication of the customer’s personal data, violating data protection laws and increasing the risk of fraud. What’s more, you never know who is working on what, where they are in the process, how long it is going to take, and what you can actually do to speed up the process.

The benefits of using digital forms and digital processes are undeniable. You just need a smart approach that’ll help you migrate the existing forms and make forms and forms processing

• Easy to use – so customers and prospects can easily engage  
• Personalized – for a great customer experience
• Pre-filled – to avoid error-prone and time-consuming data entry
• Responsive – to be used on any mobile device and any screen
• Electronically Signable – with support for notarized signing services and blockchain
• Automated – with integrated e-signature and automated workflows for efficiency
• Transparent – knowing when something was received, who works on what and where they are in the process
• Collaborative – connecting everyone in the organization

This way, your clients can quickly access and sign for your services on any device, while you reap the rewards of automated processing and transparency.

What you need to know

Estimated migration costs versus costs of retaining the status quo

In the Papyrus software, the cost of converting an Interactive PDF form into a web and mobile form enabled with workflow is on average 1 hour and does not require developers with HTML5, Mobile and Workflow skills. The cost of converting a non-interactive PDF form or printed form is on average 4 hours.

The cost of using the web and mobile forms in production is fixed and a fraction of the cost of established signing services which have a “fair use” policy that forces enterprises to negotiate expensive contracts – specifically for large enterprises with many employees as users this is a huge benefit.

Process automation with case management significantly reduces the required manual effort and provides transparency to both the requester and to the receiver resulting in fewer questions and faster decision-making.  Service tasks for data validation, document creation, and data integration with 3^rd party systems replace labor time which can be used for other tasks.

What you need to do

Experience the Papyrus DocuFlow

Designed for rapid digitization of forms and processes, the award-winning DocuFlow solution automatically converts PDF interactive forms into digital forms and replaces emails and manual processing with automated workflows. The built-in wizard helps you quickly migrate your existing forms, while the intuitive Papyrus Business Designer lets non-technical users assemble new digital forms with a simple drag & drop in no time – without a need for IT. For your clients who still want to email interactive PDF forms or mail printed PDFs, the DocuFlow wizard automatically creates form classification and extraction definitions for an integrated capture capability.

Due to on-channel processing, forms can be emailed, printed or made available in a Web portal for your employees or customers to directly send service requests through Web forms. Data is automatically pre-filled, and users guided through personalized forms with no irrelevant content included.

Papyrus manages all aspects of the process, providing effortless experience across stakeholders, departments, systems and channelsend-to-end. The form handling process is automated and collaborative tasks assigned to individuals, roles, or departments according to the ‘need to know’ principle.  

Key Takeaways

• Automated migration of paper and PDF forms to HTML forms
• Visual business tools for effective creation of forms on Desktop, Browser and Mobile
• Automated data exchange through services
• Wizard-driven customer experience
• Connecting digital forms with automated processes into an end-to-end digital value streams – from customer request to delivery

Are you interested in learning more? Contact us or setup a meeting.