The modern workforce is picking up their mobile devices and not putting them down. The BYOD (Bring Your Own Device) trend has skyrocketed in the last decade with nearly 90% of employees connecting to company networks via their mobile devices
As this trend continues, your customers and employees expect to leverage portability and access forms and business services from anywhere and from any device. This gives customers the flexibility to interact with you anywhere and from any device. It also gives employees the freedom to keep projects moving without being chained to their desktop computers.
The end result? Your organization also saves time and resources as projects get done faster and more efficiently — and provides a better customer experience.
There is a caveat, though.
Increased efficiency is only possible if people use your mobile apps. Poorly-designed, non-responsive forms keep them from fully enjoying and embracing the mobile experience. And for growing organizations, a frustrating mobile experience creates an unproductive work environment and employee disdain for difficult mobile applications.
The good news is that virtually any form or workflow can be optimized for mobile. Employee onboarding, contracts and quotes, proposals, expense forms, and more—all from any device, and from any location.
Let’s go over the characteristics of mobile-optimized forms, what they are and how to implement them into your employee’s workflow.
Efficiency is key for high-performing businesses. Inconvenient as they are, forms, from purchase orders to travel requests, are unavoidable and abundant. Forms typically require approvals where one or more supervisors may comment and sign, and processing where the completed data fields are entered into an electronic database. This can be done manually or automatically.
Automated form processing is much more efficient and has significant advantages over manual processing. Forms automation software streamlines tasks, saving staff time and reducing errors. Learn the benefits of automated form processing, how it works, and the best form automation software for your business.
Organizations create a sales order form to list the products and services being ordered by a customer. The customer may provide one or more purchase orders (PO) for that purpose.
The sales order is a document that’s created internally by the company so that it may process the order in a controlled manner with the necessary checks, authorizations and signatures in place. Generally, the sales order form includes any associated purchase orders for convenience. In some cases, the sales order may also be sent externally to the client for signature, for example, to formally accept Terms & Conditions.
If you’re like many other businesses, your HR department is overloaded with paperwork. Honestly, that’s a shame – wouldn’t you rather have them focus on attracting and recruiting talent instead of sifting through endless paperwork?