SharePoint Business Forms 

What are the Pain/Problem points?

  • Paper based forms (PDF, Word or Excel)
  • Need to centrally collect and manage information that may not already exist or may exist but is scattered among 1000's of Excel documents
  • Information collected is 'garbage' due to the fact that no/little input validation was used
  • Users are not efficient at data entry since there are no lookups, automation or input aides.

What is the risk of a bad solution?

  • Frustrated users with decreased efficiency as the data entry is very manual
  • Data quality is suspect since little/no validation has occurred.

What are our Solutions?

  • Our Technology Specialists will work with the Business users to determine the requirements for the Electronic Form to collect the data
  • We will design and implement the form utilizing external lookups, conditional formatting, data validation rules, integration with SharePoint and other features to make the end user's experience easy and effective

Some sample Business Form Templates include

  • Status and Meeting Agenda
  • Expense Reports
  • Travel Requests
  • Employee Onboarding (New Hire Form)
  • Absence Request Form
  • Captial Budget Expenditure Request Forms

What are the Results and Benefits?

  • High quality data that can be easily analyzed and reported on
  • All data resides in one place making reporting and disaster recovery easier
  • Efficient entry of information as many manual and mundane tasks have been automated in the electronic form

Our Clients Say:

Contact Services

Contact Services
Tony Dimarcantonio
Services Manager
Email  Tony.Dimarcantonio@SharePointHQ.com
Phone  416-585-9678 x271

  • New Business Form Templates

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