For firms focusing on digital transformation, customer-facing forms are an area that got a lot of lip service but little true attention. But COVID-19 highlighted the problems with the document- and... […]
Introduction: Why Can’t Our Transactions Be More Like a TurboTax? Ever wonder why your firm is still juggling paper forms or online PDF documents to process its transactions with customers? ... […]
I enjoyed putting being one of the speakers for the first webinar Doculabs ever ran on its own. Working with FormHero's Art Harrison, FormHero's Co-Founder and Chief Growth Officer, to pull together... […]
Paper has moved from the way business is documented to an annoyance when paper documents continue to be at the center of business process. Paper processes suck away our time and a business'... […]
Forms have been neglected for years by many firms – creating poor customer experience, high error rates in data collection, costly re-work in operations, and content maintenance challenges. Why firms... […]
In a recent Doculabs Practitioners Roundtable, participants spoke about their experiences championing forms modernization and the lessons that they’ve learned along the way. In this post we share... […]
We’ve been helping a number of clients recently in modernizing their approach to forms and data capture – think paper or PDF forms in which a customer enters data to provide instructions or authorize... […]
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... […]
In May of this year I delivered the keynote at the Document Strategy Forum in Anaheim, CA. My topic? The Death of the Document. […]
Insurance and financial services firms are making great progress on their digital transformation journeys, particularly as it relates to online transactions and transactional forms. The combination... […]