E-Form Advantage

Presented by: Ryan White- PresidentRich Tamaro- ECM ToolBox Solution Specialist

Dramatically Enhance Your Speed and Efficiency with Electronic Forms

Agenda

Defining the Problem

Value in Data Capture

E-Form OverviewApplicationsFeatures &

Demonstration

Defining your Competitive Advantage

Remove Inefficient processes

Create Memorable experiences

Exceed Expectations

Value In Data Capture

Data Drives Business

Input and output of any

transaction

Impacts downstream

processes

Proper exception handling

Cycle timeImpact felt

inside org as well as out

Where are expectations?

Spend time on value add functions

Accuracy & Exceptions

Exception handling is high cost

More Accuracy, Less

Exceptions

Identify bottlenecks and resolve

E Form OverviewForms provide structure and logical formations for information

Program Compliance and validation

Anywhere Access

Share and Transact

Release Data into your business flow

Common Applications

Purchase RequestsCh

eck

Requ

ests

Clie

nt s

et u

p

HR• Onboard• Benefit• Emp Change

Service ticketsContracts

Vendor Set up

Vacation Request

IT Service tickets

Medical Form

sExpense Forms

Client Survey

CustomerService

Information Requests/Sales

Enrollment forms

Claims ProcessingSafety Reports

Site Reports

Finding the Value

Eforms ECMWorkflow

Time

Value of Your Content over TimeValue

Receipt of Content Archive Content

ECM Toolbox solutions / Services

Workflow Eforms SalesForce Integration

Work Orders

Next Steps

Identify your formsSend us a sample

• Contact us to collaborate with our consulting team

• (336) 346-1580 x 125 | mjackson@dtiibs.com

• Let's explore new possibilities!