CIO Review >> Magazine >> December  2013  Education Technology Special issue

PerfectForms: Automate Critical Forms And Workflow Processes To Ensure Compliance And Visibility


Wednesday, December 4, 2013

Benita M From admission applications to faculty on-boarding, forms are central to every workflow process across departments. Automating forms and workflow processes ensures accuracy, improves communication and keeps critical information from getting lost in the shuffle. PerfectForms, based in Carlsbad, CA, is a web-based development platform that enables users to build online forms and workflow applications without writing any code. “Administrative staff and faculty are constantly challenged to aggressively innovate, while operating under tight budget constraints. PerfectForms enables them to reduce dependence on coveted technology resources and supports rapid development of online form and workflow applications, since no coding is required,” says Paula Selvidge, President and CEO of PerfectForms.

PerfectForms’ drag and drop, visual designer enables anyone to build online forms and workflow applications and begin using them in days, versus the weeks or months it would take to develop similar applications using traditional methods. Designed for both K-12 and higher education environments, PerfectForms enables administrative staff to create custom forms and workflows that meet unique specifications or choose from pre-built templates to address common tasks quickly.

Many companies offer basic tools to build simple online forms and others provide tools to build complex workflow applications. PerfectForms stands apart by bringing both the form and the workflow tools together in one simple software solution. PerfectForms empowers organizations to rapidly automate and optimize workflow processes. From a single license in the Cloud to large enterprise installations, the company serves a diverse base of customers with a simple, yet powerful web-based development platform. Some of their Education customers include the University of Tennessee, University of California, Houston Community College and Scottsdale Unified School District.

Houston Community College (HCC), as part of its effort to go paperless, wanted to convert 200 paper-based processes online to streamline workflows and remove redundant business processes. HCC needed a solution that was intuitive and easy to use, along with providing a breadth of functionality to address the multitude of business processes that required automation. “Digitizing our paper forms forced us to examine the business processes associated with each form. PerfectForms enabled us to automate our workflows, resulting in tremendous time and cost savings,” says Belinda Hunter, Web Services Manager, Houston Community College. HCC also completely integrated PerfectForms with their PeopleSoft applications to streamline hiring and budgeting processes.

Looking forward, PerfectForms will continue to focus on expanding integration capabilities with external systems, which are commonly used by existing and prospective customers. The product currently supports open APIs and web services which enables integration with external systems and databases. Also, PerfectForms offers specific integration components for, SAP and Google Spreadsheets.