Getting started with mobile forms will be one of the best things you can do for your company, but I’m not going to lie to you – it can be tough at the beginning. There are a number of hurdles which can make companies stumble at the beginning. If you following these steps however, you’ll be up and running with mobile forms in no time.
No, not that kind of running (Citizen59, source)
Step One – Approach the Starting Line
I know, I know, it’s hard for you to contain your excitement about getting started with mobile forms. Still, it can be tough getting all of your forms converted to mobile at once. It’s much better to pick a couple high use forms and start with those. Make sure your staff is properly trained with the software.
More importantly, make sure they know why the company is getting started with mobile forms. Having the whole team on board makes adoption a breeze. A great way to do this is to make one person at your company the go-to if anyone has questions or suggestions about mobile forms. That way, users aren’t stuck with questions that they don’t know who to ask.
Step Two – The First Mile
The first few weeks will prove rewarding, but also challenging. As you get going, you’ll love not having to file your papers or perform data entry. At the same time, you might run into some challenges. Luckily, GoCanvas has a robust help section, and our staff are always here to answer your questions if you get really stuck. Think of us like your coach, moving you forward to your goal of going paperless!
Step Three – Hitting Your Stride
Soon you’ll find that your team has started to master mobile forms. They’re whizzing through advanced lists and reference data like masters. They’re dispatching forms left and right. This is when you really start to see the true value of mobile forms. Your company is collecting more information than ever, all without worries of losing it. And its even costing you less than your paper forms ever did. Pretty soon, you’ll start to wonder how you ever managed with paper forms.
Ready to Run?
You can be as lean and as fast as a cheetah, atleast in business (Malen Thyssen, source)
If you want to get your business up and running with mobile forms, try GoCanvas for free!