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Mobile forms

Fast and effective: How to implement a mobile forms solution in a company

Steps to implement a mobile forms solution in a company: needs analysis, choosing a solution, building forms, training staff and starting operations.

Published on 1 min read

Training room with white tables, a tablet with a form set up on each of them.

A mobile forms solution is implemented in five steps: needs analysis, selection of the solution, training, testing and start of operation. With good preparation, the implementation is usually completed quickly.

Preparation: needs and selection

  1. Needs analysis. Record which forms are used in your organisation and which processes depend on them. This defines the requirements for the solution.
  2. Selecting the solution. The market offers custom-built solutions and ready-made products. Match your requirements against the available options.

Implementation: training, testing, start of operation

  1. Training staff. Users must understand the solution and operate it confidently. Training is usually completed quickly and is essential for a smooth start.
  2. Testing and adjustment. Before the start of operation, the solution is tested thoroughly. Feedback from staff is incorporated into adjustments.
  3. Start of operation. All staff receive the necessary access rights and devices.

Recommendation

  • The needs analysis defines the requirements and therefore the choice of solution.
  • Training and testing before the start of operation prevent later problems.
  • Access rights and devices must be in place for all users at the start.

Features and areas of use for the mobile forms solution are described on the product page eMODAT.

Topics Mobile forms

This article comes from the DEVACON blog and was editorially revised for the new website.

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