[teaser]Your time is sacred. You recently learned that workflow automation can bring tons of benefits to your projects. Well, the benefits will go far beyond projects. Perhaps as far as reducing stress and increasing the quality of your life. Here’s why…[/teaser]
Before iFormBuilder, you were spending hours using a less-than-ideal collect data. Although all of the information may have been compiled (on a computer, paper and pen, napkins etc.), most likely someone had to merge the data with corresponding images or other pieces of data and then cross check to make sure that information is accurate and major errors are resolved. It may have been simple to manually perform all of those tasks if you were working with only a dozen entries. But what about large enterprise organizations with teams collecting hundreds of entries? Manually compiling, merging, and cleansing the collected data could take too much time, lead to human error, or data may have been lost altogether!
After experiencing the headaches and sleepless nights, you found the light at the end of the tunnel with the iFormBuilder platform. Now that you have streamlined the data collection process by moving to a mobile data collection platform, it is time to start focusing on automating and simplifying your workflow. All of this fantastic data is collected but do you find that you are spending too much time formatting data for your backend system? Are you wishing you could automatically push data into your database? It can be done.
I wish data was already formatted for my backend system.
One of the newest automation methods iFormBuilder is offering to customers is the SQL Server Data Pipe. Many customers are using SQL databases and we knew there could be a smoother process. With the SQL Server Data Pipe, your information goes from form submission to database, eliminating the need for you to download data, format it in a spreadsheet, and re-upload it to your database.
I wish data would automatically go into my database.
That can happen with the use of our API. The power of the API enables teams to automate many mundane tasks. For example, records can be re-assigned once the user meets a certain submission criterium. Or, perhaps you have tons of records being submitted daily. Use the API to populate your backend database with the iForm record submission and populate a look up table.
Tools like Zapier allow developers and non-developers alike to set actions that are triggered once a certain criteria has been met. However, teams see the greatest results when they envision a more elaborate, custom-built workflow that engages the expertise of your developers and the Zerion Software Implementation Team.
Wait, so how is this benefitting my life?
Well, getting angry at your computer screen will happen less often. By reducing errors, increasing certainty, and maintaining accountability, your company can remain a competitive player in your market. Keep these new processes sustainable for some time and you will support requests for new projects because your time won’t be spent on dull tasks. Removing human interaction also decreases the stress that may come with resolving problems. When workflows are automated, an owner is created for each step of the process. Although someone is still responsible at the end of the day, human interaction is drastically decreased.
In full disclosure, automating your workflows will not happen over time. Nor will it be easy breezy. But, once you understand how it will benefit your company, give you more time to work on other projects, and increase data accuracy, it will be so worth it. Now, get out there and high five your team because workflow automation is going to change your lives.
About the Author
Elaheh Eghbal is a Customer Success Specialist at iFormBuilder. She is an adventurer, photographer, furniture builder, and wannabe foosball pro. If you have any questions about this blog post, she would love to hear from you! Email Elaheh at firstname.lastname@example.org. [divider_top]