Doculabs Blog

Forms Digitization and Modernization: Guidance for Incorporating WCAG Compliance Into Your Redesign

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... […]

How to Overcome the Seven Roadblocks to Digital Transformation and Eforms

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? ... […]

Streamline Your Customer Data Collection for a Better Customer Experience [Webinar Replay]

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... […]

Want Great Customer Experiences in Insurance and Finance? Focus on Digitization Efforts

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'... […]

Why Forms Modernization Is Critical

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... […]

Forms Modernization – Lessons Learned from Practitioner Experience

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... […]

Overcoming Obstacles to Forms Simplification and Digitization

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... […]

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... […]

The End of the Document?

In May of this year I delivered the keynote at the Document Strategy Forum in Anaheim, CA. My topic? The Death of the Document. […]

Dynamic Forms Design: Addressing Conflicts Between UX and Backend Processing

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... […]