Rapid Reno: Digital Leap
Company Details
Company Name:
*
Ex: ABC Company
Industry:
Ex: IT industry/ Accounting Firm
Number of employees:
*
Physical Location
*
Address
Process for revamp
Please describe the specific paper process or form you want to digitize.
What is the purpose of this process/form?
Who typically completes this process/form and who receives it?
Process Steps
Could you please list and describe the steps of this process/form in as much detail as possible?
Pain Points
What are the current challenges or frustrations with this process/form?
Goals for Digitization
What improvements do you hope to see with the digitization of this process/form?Choose any of the following for your form:
Automated Form Responses: Automatically send an email or message when the form is submitted.
Data Integration: Sync form data with a CRM system (like Salesforce, Zoho CRM, or HubSpot) for customer management.
Calendar Integration: Schedule appointments directly in a calendar tool (like Google Calendar, Outlook, or iCal) based on form responses.
File Management Integration: Automatically save uploaded files to cloud storage (like Google Drive, Dropbox, or OneDrive).
Payment Processing: Integrate with payment gateways (like PayPal, Stripe, or Square) for transactions.
Project Management Integration: Create tasks in a project management tool (like Asana, Trello, or Jira) based on form responses.
Email Marketing Integration: Add form respondents to an email marketing list (like Mailchimp, Constant Contact, or SendinBlue).
Workflow Automation: Use tools like Zapier or Integromat to connect your form with other apps and automate multi-step workflows.
Data Analytics Integration: Connect form data with analytics tools (like Google Analytics or Tableau) for deeper insights.
Customer Support Integration: Create tickets in a customer support tool (like Zendesk or Freshdesk) based on form responses.
Data Management
How is the information collected from this process/form currently stored and managed?
Do you have any specific requirements or preferences for how the data from the digitized form should be stored or managed?
Final Decision Maker
Who will be the final decision-maker on the newly digitized form and the automation process?
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