At some point in your career, you will realize there aren’t enough hours in the workday to check everything off your list. Your best option is process improvement—finding ways to work smarter, not harder, and identifying key areas of improvement at work.
This is where process improvement methods, online workflow software, and business process optimizations come into play. Nearly every task at work benefits from a well-defined process and many of these processes… involve web forms. The result? Time savings reduced manual work, and forward progress with new initiatives—all essential for getting more done with less time.
Here are four ways to accelerate business processes with web forms:
1. Simplify customer onboarding
Are you gaining customers faster than your onboarding process can handle? It’s time to explore areas of improvement at work. Evaluate your onboarding process for unnecessary steps that don’t contribute to customer satisfaction or understanding. Can some tasks be automated? Are you still relying on legacy systems or spreadsheets instead of online workflow software?
Streamlining the onboarding process through business process optimizations ensures you’re collecting the right information efficiently. Ask yourself:
- What essential data do I need from the customer?
- Who on my team needs this information?
- How can I gather and distribute it most effectively?
- Could a web form replace manual tasks like phone calls or in-person meetings?
Real-world use case: When Promontory Interfinancial Network (now IntraFi) implemented FormAssembly, they streamlined their onboarding process, drastically reducing manual steps and improving client satisfaction.
2. Streamline internal processes
It’s often the internal processes, not client work, that slow you down. At FormAssembly, we use form-based workflows and Salesforce integrations to deliver process improvement, freeing up time for strategic work. Whether onboarding new hires, planning activities, or managing expense reimbursements, optimized processes reduce task inefficiencies.
3. Customize web-to-anything Salesforce forms
Driving leads and improving customer lifecycle management requires seamless integration between systems. Our Web-to-Anything forms, integrated with Salesforce, are prime examples of process improvement methods in action. From routing contact forms to automating demo requests, these forms improve accuracy with real-time data population, allowing for more meaningful customer interactions that capture every detail.
4. Connect systems for automated workflows
Disconnected systems can create significant operational delays. Using FormAssembly with Salesforce, organizations like the American Enterprise Institute (AEI) closed communication gaps, streamlined event management, and reduced manual work by connecting previously siloed systems into a powerful bidirectional solution. This kind of business process optimization is crucial for staying competitive.
The answer to process improvement: FormAssembly
If outdated, inefficient data collection processes are dragging you down, consider using powerful form-based workflow automation. With FormAssembly’s online workflow software, your team can improve business processes, reduce unnecessary work, and drive leads—ultimately making every workday more productive.
Explore how FormAssembly can improve your business process optimization efforts and accelerate workflows across your organization. Download our eBook, 4 Problems that Limit Productivity in the Workplace and How to Solve Them with Better Data Collection.
