Our Top 4 Reasons for Forms Modernization

At Doculabs we’ve seen an uptick in the number of clients who are actively executing on their forms modernization strategies. Insurance, financial services and banking clients are looking for major improvements in client experience. What each of them quickly realizes is unless they modernize their technology, processes and approach to form creation and maintenance, their client experience upgrade is going to be very expensive and very difficult.

But you can develop your rationalization plan to enable forms modernization much faster and cheaper than before. Today’s AI-based text analytics and comparison tools are enabling firms to develop rationalization plans to drive form simplification with significantly less time and effort, which of course results in lower costs as well. Let’s look at the top 4 reasons to modernize your forms experience now.

Top 4 reasons to modernize your forms:

  1. Reduce inbound capture operations expense
  2. Improve user/customer experience
  3. Reduce forms creation and maintenance costs
  4. Upgrade forms for accessibility compliance

Reduce inbound capture operations expense

Everyone is looking to reduce operations costs. Moving away from traditional forms with scan/capture processing and moving toward digital forms and straight through processing (STP) is a proven cost saver. Modern forms tools enable you to create both digital and analog experiences as needed. Even for those hard to modernize transactions driven by regulatory or low volume conditions, adding digital capabilities that improve upfront data validation and data quality can significantly reduce backend operational costs.

Improve user/customer experience

When it’s hard to differentiate on price or when margins are cut to the bone, you’d better be winning with extraordinary service and customer experiences. Get engaged with your business partners — maybe they’re initiating a customer journey mapping exercise and have identified the key processes or transactions to concentrate on. Engaging from the start will help the business determine the right kind of forms experience to match the customer and transaction value continuum.

Reduce forms creation and maintenance costs

What costs more to maintain: 10,000 or 3,000 forms? Pretty easy answer. How long would it take and what would it cost to change the logo/branding on all of the forms you support? If you’re using legacy technology and making little use of reusable content fragments, the answer is probably months and well into the mid to upper six figures. Modernizing your technology, updating your content architecture and moving to dynamic forms where possible can turn that scenario into mere weeks or even days instead of months. A huge win for the forms team!

Upgrade forms for accessibility compliance

Your firm has probably gone through an effort to ensure your website and other digital services are WCAG, ADA or Section 508 compliant. Don’t forget about those digital forms available through your sites and apps. Ensuring accessibility using legacy technology will definitely be difficult, not to mention slow and costly. The cost to manually update thousands of forms and associated accessibility testing is often beyond prohibitive. But maybe this is the trigger event that helps make the case for modernizing your form technology stack. Designing in accessibility from the start with native support from your form generation platform is a big win over manual retrofitting and adds more value to your case.


There are many great reasons to modernize your legacy forms platform. Now may be the best time to get serious about pushing this project into your near-term horizon since you can make the transition better, faster and cheaper than in the past 10 years. But it takes a solid plan and the right approach to ensure success. Contact Doculabs for assistance in building a strategic plan and business case to move your forms modernization program forward.

The Seven Roadblocks to Digital Transformation and eForms

Rich Medina
Tom Roberts
I’m a Principal Consultant for Doculabs with more than 25 years experience, focused on delivering strategies that improve clients’ enterprise content management capabilities, with an emphasis on customer communications management strategies.