Managing paper forms and the data in them is one of the slowest, most costly and error-prone legacy processes in business. From data entry into systems to warehousing copies of forms (and keeping them together): forms in paper and emails reduce revenue, add significant cost, and slow business velocity. Digital Transaction Management (DTM) is digitizing and improving document-based transactions, and this carries through to improving their workflows and entire business process performance (like making sales, onboarding new customers/employees/vendors, processing orders and requests, providing service, ensuring compliance). See Forrester Study snapshot below, and contact us for a copy of that study.
You can accomplish DTM using the Form Engine to digitize, centralize and automate the volumes of forms across your organization. You can’t make all your required forms and documents go away, but you can digitize and automate them easily and with no-code, with the Form Engine.
Most document transactions also carry workflows, which can also be improved using Quickbase, increasing your process velocity, improving revenue and cost, quality, and reducing risks and errors all together. Contact us with your use cases and see where these tools and solutions can improve and modernize your business.
