A trusted partner in your business transformation

Questions you should answer at this stage

• What ProntoForms tier and features will be important for your workflows?
• What systems and processes does your data need to move across?
• Does the form meet your requirements and meet your objectives?
• What field testing will be done?
• Are users happy with the form?

1. Concepts & Requirements Gathering

At the gathering stage, it's about discovering ProntoForms' capabilities and scoping how they will help you turn your plan into apps.

A ProntoForms Sales Engineer will schedule a kick-off call to explore, identify and document all workflow requirements, and fully understand parallel business processes, and intended outputs.

Using the information gathered at the "plan" stage (goals, budget, etc.) a Sales Engineer will work with the customer to develop a clear scope of work and a project plan, if appropriate.

2. Solution Architecture

At the solution architecture stage, you will create an outline for the solution and decide how data will flow between the field, office, tech stack, and customer.

You will work with a Solutions Architect to plan how your solution will function from a technical perspective. They will provide tailored best practice recommendations to take full advantage of mobile forms capabilities and data integration.

3. Solution Development

At the solution development stage, an actual ProntoForms solution will be built out in the Formspace.

A regular checkpoint cadence will be created with a ProntoForms Implementation Specialist together you will institute a highly transparent development process. Using an iterative and interactive approach, the Implementation Specialist will ensure you are kept apprised of all milestones and given sufficient time for field testing / user acceptance testing. At this stage, any forms included in the implementation package will be built out by the implementation specialist.

4. Field Testing

Field testing is a critical stage of implementation as it puts apps into the hands of workers and generates real, actionable feedback.

Field testing will be conducted by your team. ProntoForms can help in constructing a test plan and can provide guidance, but it is critical to own your skills, resources, and expertise at this stage. Afterall, you know your processes best.

Opportunities to enhance or optimize a workflow may surface, based on field testing; in these situations, the Implementation Specialist may adopt a consultative role and engage additional internal resources.

5. Field Acceptance

Field testing is a critical stage of implementation as it puts apps into the hands of workers and generates real, actionable feedback.

You and your Implementation Specialist will agree if the final acceptance of the solution has been met. Training requirements and any future considerations should be clarified (analytics, custom outputs, or complex data management solutions). The form is ready to go live at this point. The Customer Success Manager and ProntoForms' support portal will serve as a conduit for further assistance.

Questions you should answer at this stage

• Would you like to extract data gained from the field and move it across your tech stack?
• Could you obtain more ROI from your existing implementations?
• Are you interested in an out-of-the-box or custom API integration?
• How often would you like to fetch updates to files?
• What kind of analytics solution would help you make the most out of your data?
• Is compliance with security standards important to your organization?

Establish your goals

We make the connection

• Out-of-the-box integrations
  ProntoForms offers dozens of simple integrations to commonly used back-office systems and cloud services.
   
• Prontoforms' API and Webhooks
  Our custom API and webhooks help you program automatic data communication between your back-office system and the ProntoForms server.

• In-product Analytics
  Track the frequency of question responses using basic analytics, form activity, and form submission dashboards.
   
• Submission Analytics
  Make the most of a sleek dashboard of data record submissions based on a single workflow—analyzed by time, status and/or outcome.
   
• Workflow Analytics
  Measure your effectiveness with multi-dimensional and multi-workflow analysis using dashboards and reports, with user-defined filters and powerful ad-hoc capabilities.

Questions you should answer at this stage

• Are there other areas of the organization or workflows that could be improved with apps?
• Is compliance with security standards important to your organization?

Invest in Professional Services

• Have tight deployment timelines to deploy
• Have limited resource availability—perhaps a citizen developer is not available to work on a project
• Want to ensure best practice design and implementation are followed on larger, more complex solutions
• Where critical customized outputs are required, like tailored custom documents submitted to government agencies

Questions you should answer at this stage

• Did I achieve my previously set goals?
• Has my ProntoForms implementation met or exceeded my expectations?
• When will I next review my processes for optimization opportunities?

Achieving digital transformation

Digital transformation isn't a destination, it's a journey.

For some organizations, digitizing processes might be the most important step in their digital transformation journey.

For organizations further along in their journey, it's important to look at developing long-term digital transformation pillars. This can include shifting team norms around data-empowered decisions, building a data-driven culture, or creating centers of excellence in your organization.