Is your organization still relying on OmniForm fillable forms for data capture and forms management? It might be time to reconsider.
OmniForm reigned in popularity and used to be top-of-the-line. But that was over 20 years ago, when manual processes for scanning forms, rekeying data, and printing filled-out forms were the forms management norm. A lot has changed since then. And OmniForm has passed its support expiration date—and so has Windows XP, the last operating system to support OmniForm.
Today, OmniForm users like you have started looking for a modern solution to replace their old tool. Above all else, organizations are looking for a solution that will speed up their manual form-filling processes so they can become more efficient.
There are three key areas to consider when looking for a solution to replace OmniForm fillable forms.
1. Make Data Entry Faster and Easier
OmniForm made an initial effort to streamline data entry by enabling an ODBC connection for pre-filling fields. However, there is still too much manual effort involved in the process.
For instance, you would need to set up an ODBC connection in order to take advantage of the pre-filling option. However, that connection doesn’t integrate data across all of your business systems. So data might be updated on a form, but it still won’t translate to the actual database where it is stored. The next time a form is pre-filled, the information might remain out of date.
On top of all that, ODBC data retrieval time is painfully slow. You might even be stuck waiting for ODBC to transfer the data just as long as you would have been re-keying the data.
Streamlining data entry is essential to making sure your fillable forms solution is efficient. One-way and two-way matching capabilities are an easy way to boost efficiency in your fillable forms.
OmniForm’s pre-filling option technically falls under the one-way matching category, but it’s a highly manual process. One-way matching be automated with the right solution. Integrated forms can automatically pre-fill—without waiting for a slow ODBC retrieval. And when the forms are integrated with your systems, the data can be verified to ensure complete accuracy. With two-way matching, the forms can update data back in your system if it changes. That way, you can ensure the data will be accurate the next time you need it.
Mobile-enabling your fillable forms is another way to boost efficiency. This is especially true for organizations who employ delivery drivers, field service workers, and salespeople who need to take orders on the go. And it’s absolutely essential for the manufacturing and distribution industry.
Mobile fillable forms are not an option with OmniForm. Employees on the go are left with no choice but to have the customer or vendor fill out a paper-based form. The form then needs to be scanned and the information needs to be rekeyed later. It’s an inefficient process.
Upgrading to a modern solution is the perfect time to make mobile forms a priority for your organization. With mobile fillable forms, your employees can take digital forms on the go with them. And when employees gain mobility, they can capture key customer and vendor data back into their systems automatically.
When data entry is fast and easy—and can take place anywhere—your organization will become more efficient.
2. Achieve Complete Forms Management
There’s more to successful forms management than just the fillable forms. Truly successful forms management has two components: capturing data on fillable forms and using that data to drive other documents.
OmniForm creates barriers to successful forms management. There isn’t an easy way to take the data captured on OmniForm’s fillable forms and turn it into key business documents. You’d need another software application for that, and even then, the transfer of information would be tricky and manual.
Improving forms management from input to output is essential to boosting efficiency. With the right solution, there is no need for manual data transfers or data entry. Data can be automatically captured into the back-end where it can be immediately used for document creation.
For instance, you might want to pull customer information from fillable form into an invoice. With the right solution, you can easily pull data in and create that invoice quickly. Plus, you’ll be able to electronically and automatically output the invoice via email or FTP. You’ll keep the entire forms management process digital from start to finish. And you’ll save paper and, consequently, save money.
Manual work doesn’t need to be a part of your forms management process any longer. When you choose a complete forms management solution, you can automate it.
3. Eliminate the Stress of Compliance and Retention
Maintaining compliance and retaining forms and documents is a must at any organization. But the work that goes into retaining forms and documents doesn’t need to be manual or difficult.
OmniForm doesn’t offer an easy way to retain forms for compliance purposes. It doesn’t have the built-in forms management technology that is crucial to record retention. Instead, it’s up to the organization utilizing OmniForm to implement a manual process in order to retain forms. That easily taxes the time of employees, and manual retention processes can be difficult to enforce. As a result, organizations who depend on OmniForm are often stressed out when it comes to compliance and retention.
Stress-free compliance and retention can be achieved with the right fillable forms and forms management solution.
There are two key components to stress-free compliance and retention: automatic archiving and versioning.
Automatic archiving is necessary to ensure that your forms are retained for future use. Versioning ensures that you have every version of a form at your disposal should you need it in your quest to prove compliance. When both automatic archiving and versioning are in place, there’s no need for you to worry about forms retention. Cue stress relief.
The Perks of Web-based Fillable Forms
The fact of the matter is: OmniForm fillable forms are no longer supported. There has never been a better time to move on from OmniForm to a modern solution.
Modern web-based fillable forms come with many perks:
- Fast and easy data entry
- Complete forms management, from input to output
- Stress-free compliance and retention
- Efficient processes
- And so much more
HelpSystems Document Management (RJS) offers document and forms management solutions that can fully meet your business needs. Whether you need to create a web-based form with a fillable PDF form option or you need to draw data into an invoice or other document, HelpSystems has the solution for you.