Digital forms
Bring digital forms into a shared workflow with accountable owners and reliable records.
CORE1ERP / SOLUTION FOCUS
Move paper-based work into accountable workflows.
Paper requests and informal messages make approvals and progress difficult to track.
THE BUSINESS CHALLENGE
The cost of disconnected processes.
Paper requests and informal messages make approvals and progress difficult to track.
Paper requests and informal messages make approvals and progress difficult to track. The difficult part is keeping requests, approvals and financial consequences together as work moves between departments.
THE OPERATING PRIORITY
Move paper-based work into accountable workflows.
Review digital forms, task assignment and document records in the same operational context, with defined responsibility at each handoff.
CONNECTED CAPABILITIES
Digitize Business Operations: the work that needs to connect
Four areas to examine when assessing how Core1ERP could support your business priorities.
Task assignment
Assign ownership for task assignment, track progress and surface exceptions before deadlines slip.
Approvals
Route spending decisions to the right budget holders with a clear audit trail.
Document records
Maintain traceable document records records and make review evidence easier to retrieve.
IN PRACTICE
From digital forms to a recorded outcome
A field request is submitted digitally, assigned and tracked to completion.
01Record the digital forms requirement with its owner, relevant location and supporting information.
02Connect task assignment and approvals to the appropriate review or approval.
03Use document records records to reconcile what happened and report outstanding actions.
BUILT FOR CHANGE
What your team can assess in a demonstration
Shared information
See how digital forms and related information can be accessed by authorized teams.
Practical controls
Examine the review points and approval responsibilities around task assignment.
Connected reporting
Connect document records with management reporting and finance where applicable.
COMMON QUESTIONS
Questions about digitize business operations
How would Core1ERP fit our digitize business operations processes?
We would map your current digital forms and task assignment processes, users, locations and approval rules before recommending a configuration. Final scope depends on the modules selected.
Can we begin with digital forms before expanding?
Yes, a phased approach can start with a defined digital forms workflow. Data migration, integrations and additional modules would be scoped separately.
What happens when approvals needs another team’s approval?
Connected workflows can pass relevant records and status updates between authorized users. We would confirm the exact approval path and required modules during discovery.
LET'S DISCUSS YOUR OPERATIONS
Discuss digitize business operations with our team.
Bring your current process, reporting requirements and the bottlenecks you want to resolve.