What are GoFormz Professional Services?
Professional Services provides expert assistance to accelerate enterprise implementations. Services include custom Template builds, no-code workflow automation, systems integrations, and tailored training and change management.
How does Professional Services support Enterprise organizations?
Our Enterprise edition is the secure, scalable foundation for mobile forms and automation. Leverage Professional Services to design, implement, and optimize your Templates, workflows, and integrations, and maximize the value of your training.
Can you digitize existing paper forms to our exact specifications?
Yes. Our team can build Templates that mirror your paper forms while adding advanced inputs such as GPS, image capture, barcodes, audio, electronic Signature fields, and drop-down menus./div>
Do you configure automations and dashboards?
Yes. We configure no-code workflows to pre-fill, dispatch, route for approvals, and sync data to SQL, Snowflake, and BI tools. We can also help visualize platform usage with dashboards and build reports from your form data.
Which integrations can your team set up?
Common integrations include Salesforce, Procore, Google Workspace, Acumatica, Autodesk, SQL, and Snowflake. We leverage turnkey connectors and an open REST API for additional systems.
What does enterprise onboarding and training include?
Tailored training sessions, enablement resources (videos and guides), and best practices to build internal GoFormz experts and reduce change management.
How long does a typical engagement take?
Timelines vary by scope. Many teams start with a focused Template set and critical workflows, then expand. We provide a scoping questionnaire to estimate effort and milestones.
How do we get started?
Complete the project questionnaire to schedule a scoping call. We will review your forms, systems, and objectives to propose a plan aligned to your timeline and budget.
