capturing mobile eforms: how to implement an effective electronic capture strategy

Post on 25-May-2015

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We all know that capturing customer data using dynamic, web-based enterprise eForms — thus, avoiding the delays of paper altogether — can have a rapid and exceptionally beneficial impact on business. However, what is the best way to go about implementing a truly "soup-to-nuts" electronic capture strategy that can leverage today's mobile revolution? This session will discuss the best practices to implement an electronic capture strategy to leverage eForms and the growing mobile sector.

TRANSCRIPT

Daniel O’Leary, LincWaredan@lincware.com

@danieloleary

T604 Mobile eForms in the Enterprise

Agenda:Mobile changes everything

Problems with the old way

Let’s go mobile

Demonstration

Hi I’m Dan

About MeI use:

I develop software for iPads and web browsers

And I have something cool to tell you

From 3 weeks to onboard a patient…

To the SAME DAY

Do more with less

Remember this place?

Replaced by This

Amazon Hypothetical

Would you put up with that?

Is the old way better?

Can you make it easy?

How I define electronic forms

“The purpose of a form is not to treat the human as a computer, who will dutifully fill in each and every box just the way you want.

No, creating a form is like hosting a party for words.”

Is this it?

A bit closer?

Customer Confusion?

• Common• Building• HVAC• Plumbing• Gas• Electrical• Fees

Paper

What does this produce?Data

Current Landscape

Paper Ideal Data

Case Study: Home Healthcare

The old way

New, and improved

The Mobile Goals

Make it Easy

Do it all out of the box

Conform to Human Interface Guidelines

Automate Processes

Collect Signatures

Plan for the unexpected

Secure Content

Sync forms and data

Demonstration

Questions?dan@lincware.com

@danieloleary

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