"Live Forms has eliminated communication errors. Now, our process is streamlined and we can review audits for missing data and signatures in minutes rather than days!" - Senior IT Manager.

Business Situation

With client locations worldwide, this top Accounting Firm needed to simplify access to its Audit Control Sheet data by transforming its existing paper-based process to collaborative browser-based forms to cut costs, eliminate delays and ensure compliance with regulatory requirements.

Challenges

• Users expect to interact with the Audit Control Sheet via web browser-based forms.
• The Audit Control Sheet form is large and complex requiring sophisticated layouts, business rules, and validation.
• The forms need to work with their existing applications: Elite Time & Billing, IManage document management, SQL Server databases, and Active Directory Authentication.
• The confidentiality of client data had to be assured.

Why frevvo Live Forms?

• The Drag & Drop Forms/Workflows Designer makes it easy to create forms even with complex layouts.
• Built-in validation has eliminated transcription errors caused by re-keying of paper form data into backend systems.
• Easy integration with their existing systems and automated workflow has reduced required support staff.

The Results

The firm rapidly deployed a web-based Audit Control Sheet in time for the busy season. The forms have a familiar look and feel and their staff finds them easy to use. The firm has reaped a positive return on their investment in less than 3 months.