Improve security and efficiency for your clients with online forms and automated workflows
Businesses need information from their internal users, external customers and suppliers all the time and it is highly likely this will include personal or sensitive data.
It is definitely not appropriate to ask users to share this information over email, but we know that is still common practice for many organisations. Email is not secure, so you risk a breach of the General Data Protection Regulation (GDPR), plus there is no guarantee of delivery. Email cannot support large files either.
Online forms provide a secure, customisable mechanism for your customers, suppliers and internal users to submit information to your business. It is a popular feature of Managed File Transfer systems and can capture any type of information or file size. Fields can also be configured to trigger onward business processes or integrate with internal systems.
To demonstrate the versatility and functionality of secure online forms with automation, let’s look at a use case from the motor insurance industry.
Use case: Motor insurance company
A customer is involved in a collision and needs to claim on their insurance. Using the secure online form, they enter the information required: Policy number, personal details, vehicle information, details of the collision and images of the damage.
Once the data has been received, a number of tasks need to happen to progress the claim.
This is where the technology really comes into its own. Automated actions sitting behind the secure online form, can execute many of these tasks and you can find out more in this video.
Examples of automated workflows
Once the user submits the form, it can trigger a range of automated workflows, such as:
- Check the policy number meets alphanumeric sequence
- Validate customer name against policy number
- Assign claim to a claims handler
- Automatically input the description directly into the customer database
- Rename images to a pre-determined format, eg: policynumber_date
- Move images to the image server
- Send an automated reply via email or SMS or other business communication platform. The template can be personalised to include the name, assigned claims handler, policy number etc.
All of these processes can take place without any human intervention, demonstrating just how more efficient these labour-intensive tasks can become. You can see how this would suit other industries, such as mortgage brokers, doctors and private healthcare providers, or any outsourced business service, such as HR or payroll.
These are fairly simple use-cases, but there’s no end to the automation capabilities that can be applied. We recently customised secure online forms for a company sequencing hundreds of thousands of anonymised records of biological data. Customised logic built around metadata in mandatory fields in the form triggered the next step in the process.
If you have clients who would benefit from secure online forms with automation, or you would like to add this technology to your product portfolio, get in touch for an informal chat. Just complete our Partnering with Pro2col form.