The Problem
Being able to submit data about a client in an effective and straightforward manner is the difference between efficient data entry and hours lost due to mistakes, redundant processes, or the inclusion of unnecessary details that clutter the system and obscure critical information.
Technology Used
- Microsoft Forms
- Microsoft Outlook
The Solution
By implementing Microsoft Forms, we created a structured set of questions to capture only the essential information required. Utilizing branching logic within the form allowed us to tailor the questions based on previous responses. This ensured that irrelevant questions were skipped, resulting in a more streamlined and user-friendly data entry process.
Once the form is submitted, we integrated Microsoft Outlook to automatically send a confirmation email to both the submitter and the designated contact responsible for processing the data. Thanks to the branching logic, only the relevant data is included in the email—avoiding unnecessary or blank fields and maintaining clarity.
Alternatives and Additional Options
- Integrate with other systems such as SharePoint lists or bespoke platforms to automatically track and manage the data.
- Use dynamic links to pre-fill questions when a user opens the form, further reducing manual input and improving accuracy.
