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A connected set of services

Get the most out of ProntoForms, no matter where you are in your business process transformation journey.

Let our experts help you expand your ProntoForms solution

We can help you modify your current solution when you're ready to take the next step. Our experienced post-setup team offers a wide range of Professional Services - update existing forms & workflows; build custom documents; integrate additional services and systems; create custom reports & dashboards; conduct training, and much more.

Launch on time and within budget with our proven methodology

The ProntoForms Professional Services team follows a standard project implementation methodology for all customers. We employ a pattern-based approach that emphasizes strong customer collaboration and high-quality system integrations. It combines sound IT project & change management processes with best practices we have adopted based on more than 15 years of experience implementing thousands of mobile solutions.

We break our projects into five (5) key Implementation phases before handing off to our Support and Customer Success teams:

Concept & Requirements gathering

This is the most important phase of the project where we identify key stakeholders, list deliverables, and define the success criteria of the project. Your participation and collaboration here is the key to success.

During the kick-off call we will explore, identify and document your existing business processes, your data output requirements, and any integrations or data sources that we can leverage to optimize your business process.

Together we will establish deployment timeframes and the associated milestones. By the end of the call we will have a clear definition of scope and have a draft project plan..

Solution Architecture

During the solution architecture phase, we will evaluate the complexity of the Project and provide best practice recommendations to take full advantage of our solution's capabilities.

Together we will explore opportunities for workflow optimization and evaluate risks that may impact timelines.

Solution Development

We offer a highly transparent development process with regular touch points and open lines of communication..

Field Testing

The testing phase covers the iterative & interactive review cycle; completion of optional user and administration training; mutual-based Acceptance; and deployment to production activities/planning..

Final Acceptance

All stakeholders are encouraged to participate in each stage of the Implementation to ensure that the success criteria are met and that we've met or exceeded your expectations for this project.

Other Professional Services
The Professional Services team uses the same delivery methodology for projects that are related to other capabilities such as:
  • Developing training services
  • Custom documents creation
  • Reporting dashboards configurations
  • and more

Estimation & Scoping

When starting a project, it is important to understand its size and scope.
We measure the complexity of a Mobile form project by two key elements:
Form Design
Form Design
The form's design is the first element to consider, and it focuses primarily on the type and number of elements that you will include. Comprehensive features like Conditional Logic, Repeatable sections and Score calculation make for shorter and more powerful forms, but could increase the amount of time required to build them. We have divided them into three categories:
  1. Standard complexity form designs have less than 100 questions and do not require advanced scoring or calculations.
  2. Medium complexity form designs will have more elements and advanced features. They will generally have repeatable and nested repeatable sections, advanced conditional logic and scoring with more complex calculations.
  3. Complex form designs leverage the power of all features available and have many pages and questions. Most of the time, these forms will serve multiple functions with the power of advanced conditional logic.
Workflow Design
Workflow Design
The workflow is where the full power of ProntoForms is realized. Custom Document Outputs, Data Routing, Mobile-to-Mobile dispatching, REST API, Data Destinations and Data Record Editing are just some of the features that you can leverage while planning and building your mobile workflow. .Here are some guidelines:
  1. Basic workflows allow you to store your data into No-code cloud connections like Google, Box and SharePoint. Manual dispatching can be setup via the web portal or Bulk Dispatching via CSV upload.
  2. Advanced complexity workflows will allow you to leverage the use of dispatching via REST API and Mobile-to-Mobile dispatching. These workflows can also dispatch into repeatable sections and even dispatch images to a field technician. They may also include a Custom Output Document in many popular. Data Routing allows sophisticated controls on form submission and organization.
  3. Complex workflows use all the above features and allow for data record editing. You can correct the mistakes in submitted forms (user initiated) or dispatch submitted forms back to the field technician for correction.

Statement of Work

Once the complexity of a project is understood, we will estimate the level of effort required via a Statement of Work artifact. For example, a Basic workflow with a simple form layout can generally be delivered within just a few days, whereas an Enterprise level workflow with Complex form elements can require up to 4-6 weeks, allowing time for adequate field testing. The Statement of Work will outline the findings from the collaborative Requirements Gathering and Solution Architecture phases.

Professional Services Packages

Leverage our experienced post-setup team to help with a wide range of services
  • Update existing forms and workflows
  • Build customer-facing, custom output documents
  • Design and deploy new forms
  • Build and configure reports & dashboards
  • Integrate additional services and systems
  • Add new business processes to your solution
  • Design and conduct user and admin training
of Professional Services
assigned Technical Account Manager
per year
of Professional Services
assigned Technical Account Manager
per year
of Professional Services
assigned Technical Account Manager
"Priority" support
per year
"I really challenged your team to get outside of the box and put together something unique and they were always committed to saying ‘let’s see what we can come up with!"

Ready to take it to the next level?
Contact us to get started.