You’ll walk through the process flow together, map out what steps are required, and what action needs to be done at each step. Whoever is receiving the form, approving the form, or storing the form should be in the room. You’ll want to meet with the person or team who uses the form or is most affected by it. You kept it simple in step one by identifying an easier form to create, so we’ll keep it simple in step three too. Cognito Forms is an example of one that we use regularly and is widely used by municipalities. There are several good options to choose from, so sometimes it’s about what fits your city or town the best.
#MY VIRTUAL CITY SOFTWARE#
Does the form software integrate well with other applications?.Does the software easily support payment processing?.Does the form builder offer sufficient field flexibility?.
Is the form builder easy for a non-technical person to use?.Work with your IT department or partner to vet out some options and focus on these attributes: However, this is a really important step to ensure the long-term success of this digitizing forms initiative. It may be tempting to dive into using an online form builder you already have or quickly add one to your website. If you can find a highly used form that doesn’t require payment and has only a few steps and/or people involved in the process to finalize it, you’ve identified a prime candidate. Does the form contain sensitive information that requires special data security?.Once submitted, how many steps and people are involved in the process to finalize it?.Is it highly used – daily, monthly, annually?.If that’s too broad, pick one department or area and create a comprehensive list within that smaller team. Start by compiling a list of your current forms. To identify a strong opportunity, you need to balance ease of change with impact. Not every form is an ideal choice for your first exercise in digitizing the process. Step One – Identify Paper Form Opportunities Pick one area or department to start with and follow this 5-step process. With the pandemic forcing everyone to reflect, it’s a great time to explore the benefits your city or town could gain from moving more services online.īut how do you start? It may seem overwhelming at first, but there’s a simple way to try it without major investment. For years, cities and towns of all sizes have been investigating and investing in online forms to streamline operations and improve service. Digitizing forms, online permitting, and paperless licenses aren’t new.
#MY VIRTUAL CITY HOW TO#
In this time of social distancing, everyone is rethinking how to provide services. What if you could improve your residents’ experience while reducing your costs?
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