Forms

Ensure you get all the data you need before you begin work

Ensure you get all the data you need upfront

With unstructured tools like email, requesters and step owners often submit requests or complete tasks with minimal, sparse or incomplete requirements. This causes unnecessary confusion and extra work downstream because requirements must be revalidated.

Eliminate the confusion and extra work by creating structured forms for request submission and step completion so that you get clear, comprehensive requirements before you begin work.

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Eliminate mistakes from data-entry

Forms with only free-form text fields are prone to data-entry errors that you ultimately must catch.

Minimize data-entry errors by creating fields with defined options, date pickers, and validations to ensure that users provide you with accurate data. In addition, add explanatory help text under form fields that require additional guidance. Finally, with Pipeline forms, you can make form fields conditional so that those fields only appear when specific options are selected.

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Streamline data output and automate paper-based processes

For many organizations, passing data downstream to internal teams and third-party vendors/suppliers is manual, paper-based and error-prone. Studies show that it can cost up to $50 to catch and fix each data error, so total costs for errors can quickly escalate.

Avoid these errors by using Pipeline to move data electronically downstream, ex: dynamically generating requirements, invoices, POs, etc.

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