By now, most professionals are no strangers to discussions surrounding automation, efficiency, and productivity. As companies continue to transition to a more modern workplace, workflow management and optimization is more critical than ever for customer satisfaction, employee morale, and overall business success.
Business optimization often begins with simplifying internal and external workflows. This restructuring has vast potential, and it can even help keep organizations from losing 20-30% of revenue due to inefficient business processes.
Our brand-new solution, FormAssembly Workflow, was developed to streamline and automate these processes and provide greater visibility into the flow of data. In this blog post, we’ll cover how organizations in any industry can use FormAssembly Workflow to streamline business processes for approvals, audit trails, pre-qualification, and quality control.
Understanding FormAssembly Workflow
FormAssembly Workflow is the new-and-improved way to collect and connect quality data while enabling faster, better decision-making for your team. With a visual, no-code workflow builder interface, it’s easy to track data as it travels from respondents, to forms, to integrated systems like Salesforce.
How to Streamline Processes With FormAssembly Workflow
Workflow, available now for all Enterprise Cloud and above plans, can be used to streamline and automate processes across any department in every industry, from government to nonprofit and higher education to healthcare. The following universal use cases can be used across a broad range of organizations to improve business processes.
Use Case #1: Application Approvals
Application approval processes are needed for a variety of reasons, including university admissions, scholarships, grants, home loans, unemployment benefits, memberships, and more. In all of these cases, the application process can be long and tedious for the applicant and requires review by one or more decision-makers before it can be approved. FormAssembly Workflow simplifies approval processes by automating how application data travels from the form to key stakeholders involved.
In FormAssembly Workflow, the completion of an application can trigger an automated email to participants in the next phase of the approval process. Throughout the entire approval journey between applicants and decision-makers, Workflow provides a visual roadmap to keep all of an organization’s participants on the same page. Workflow also offers conditional routing to send respondents down different paths in a workflow depending on, for example, whether an application is approved or rejected.
FormAssembly Workflow currently offers the building blocks to create simple approval processes through forms, notification emails, and conditional routing. In the future, we plan on releasing improvements that will make approval processes even simpler to coordinate, including the ability to assign particular steps to Workflow participants.
Use Case #2: Audit Trails
Audit trails are often critical for an organization’s processes; however, maintaining these “paper trails” can be a disorganized process without help from an automation and process-building tool like FormAssembly Workflow.
FormAssembly Workflow helps users to track the chronological series of events (such as e-signatures* given, documents uploaded, and data submitted) that take place in forms. The Workflow Map itself also gives you a visual of your processes at a high level, allowing you to answer questions about what data is being collected and where it’s going.
In the future, Workflow Responses will enable an even greater level of logging and visibility by letting you see a bird’s eye view of all information collected throughout a workflow.
*Note: Workflow currently only allows the ability to add one e-signature per form in a workflow.
Use Case #3: Pre-qualification and Quality Control
Many industries require a pre-qualification process and quality control when working with other companies, such as manufacturing or construction, to deliver a product or service. With many participants across departments involved, it can be difficult to keep these processes running smoothly and error-free.
Using FormAssembly Workflow, any organization can improve the accuracy and efficiency of both pre-qualification and quality control processes. Based on criteria from forms, all participants can remain informed and notified as the workflow moves through client onboarding, sales review and evaluation, and final sign-off.
Discover Workflow today
FormAssembly Workflow is now available for users on select plans. Learn more about the new era of data collection at the link below.
