Efficient, accurate and fast information flow in data collection and processing

Challenge:
For companies that conduct a large number of customer site visits, pen and paper often remain the work-tools of choice. Staff going out on site visits fills in detailed reports, which are then entered into the company’s systems. However, doing this manually was cumbersome, as all notes had to be entered into the system on returning from a site visit. Not only was this process costly in terms of man hours, but it also meant it took some time to deliver reports to clients.

Solution:
The equipment consists of digital pen and paper in combination with mobile phone and routing software that is used to send the digital pen data into iForms2U.

Benefits:

	Enable sales teams at the company to speed up the transfer of meeting notes and client survey data to underwriting teams, who need to give the overall approval on all deals.
	Costs are reduced thanks to the time that is saved on administration. The sales executives are able to stay mobile without the need for cumbersome laptops or tablet PCs.
	Practically eliminates need for data entry. Easy to use – practically no training required. Provides almost instant reports to clients.