Take your first step towards data agility.
Learn how you can replace outdated processes with agile finance workflows today using a no-code workflow solution from Formstack.
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Processes across your agency may not have changed in quite some time. You’re operating under a “business as usual” mindset and haven’t taken time to plan for the future. Requests often go unnoticed and information is captured, but is never used to improve the customer experience or reach goals. In this stage of digital transformation, it's easy for staff to be overwhelmed by changes. It’s time to start high-level planning for change by auditing the usability and agility of your tools and resources.
You’ve recognized that digitized processes are key to a strong admissions strategy and clear communications between teams. You’ve identified gaps in efficiency and have planned a few initial workflows to fully digitize. A plan for staff on new processes has been developed.
Automated workflows have been created for repetitive processes, such as invoicing and new customer contracts. Customer data is securely stored and easily accessible, action is taken based on insights from collected data, and information housed in your agency management system is accurate and updated.
Learn how you can replace outdated processes with agile finance workflows today using a no-code workflow solution from Formstack.
