ajila Forms Check
With our well-founded and field-tested concept, we provide the solution path for how electronic signatures, form management, document generation and output management can be digitalized holistically with one solution approach.
The electronic signature is just the tip of the iceberg
ajila Forms Check
In practice, we are seeing more and more companies initiating projects to evaluate digital signature solutions. However, the needs often extend far beyond the pure signature issue. Processes are to be optimized, form inventories standardized, and contract documents automatically generated on the basis of recorded customer data. In addition, the digitization projects should be optimally integrated into the existing system landscape and data governance and security issues should be competently clarified.
1. Detailed analysis and best practice
NEEDS ANALYSIS
You explain to us where the shoe pinches and what challenges you have with your application sections, your forms, contract generation and the use of electronic signatures.
BEST-PRACTICES
We show you in detail how other companies from the same industry work with their forms processes. Learnings from other forms projects are incorporated into the development of the project idea.
ANALYSIS OF THE FORMS
We classify your existing forms inventory into simple, medium-complex and complex forms. We identify repetitive elements with you and show you how great scaling can be achieved by harmonizing your form content.
2. Prototype, signatures and integration
PROTOTYP FORMULARPROZESS
Wir identifizieren mit Ihnen einen Pilotformularprozess, welches im Design Prototypen detailliert abgebildet wird. Sie erhalten einen klaren Eindruck, wie Ihre zukünftigen Formulare aussehen könnten und können den Prototypen für interne Abnahmeprozesse und Projektmarketing verwenden.
SETUP DIGITALE SIGNATUREN
Gemeinsame Aufklärung der Signaturstufen für bestimmte Anwendungsfälle, die Möglichkeiten der QES-Identifizierung, die Ausbildung zum Master RA Agent (inkl. e Learning) und den Rollout Plan auf die ganze Organisation. Abklärung der Vertragsabwicklung mit Swisscom Trust Services, der individuellen Designanpassungen & der Prüfung der Integration/Schnittstelle. Eine eine Power-User Schulung ist zudem inklusive.
KLÄRUNG DER SCHNITTSTELLEN
Wir klären mit Ihren Spezialisten wie die Daten und Dokumente Ihrer Fachsysteme in die Formularprozesse integriert werden können. Diese Schnittstellen können als Inputsquellen für die Vorbefüllung der Formulare sowie als Outputquellen für die gesammelten Daten und generierten Dokumente eingesetzt werden.
INTEGRATION INFRASTRUKTUR
Gemeinsam mit Ihren Enterprise- und Systemarchitekten definieren wir die richtige Integration unserer Lösungen in Ihre bestehende Lösungslandschaft. Unsere Lösungen können einerseits auf der zertifizierten und auditierten Schweizer Microsoft Azure Umgebung betrieben werden. Ebenfalls ist der lokale Betrieb in einer lokalen Umgebung natürlich möglich. Zudem können Authentifizierungsmöglichkeiten für die Benutzerverwaltung in die Formularprozesse integriert werden.
3. Data governance and architecture
LEGAL CHECK
We clarify with your specialists how the data and documents from your specialist systems can be integrated into the forms processes. These interfaces can be used as input sources for pre-filling the forms and as output sources for the collected data and generated documents.
CONCEPT SECURITY
Based on regular audits of our solutions, we deliver the highest quality in terms of data security and clearly demonstrate these solution approaches. We answer your questions regarding data retention, data storage, interface safeguards and platform security.
BRANDING PROOF
ARCHITECTURE AND SCALING
Based on our solution approach, a large scaling effect can be created for the entire forms inventory, since numerous form elements are maintained centrally and subsequently used in a wide variety of forms. Together with your enterprise architects, we ensure that all departments that use forms within the organization are aware of our solution approach and can benefit from this scaling effect.
4. Concrete solution idea
BUDGET & SCHEDULE
Based on the insights gained from the various ajila Forms Check components, we work with you to develop a detailed project idea with designated budgets for the identified forms processes and the associated implementation schedules. This project idea provides you with a transparent outlook on the concrete next steps and allows you to show your internal stakeholders a very concrete way to digitize your entire forms inventory, the various application sections, contract generation and electronic signatures.
Find out what added value the ajila Forms Check has in store for you.
We look forward to hearing from you!
These are the concrete results you get from the ajila Forms Check
Comprehensive solution document
During the implementation of the ajila Forms Check, the ajila experts conduct practical and solution-oriented workshops with the responsible know-how bearers in your company. The results of these workshops, as well as valuable input from our 20 years of practical experience, are then incorporated into your solution concept. As well as the concrete project proposal including a possible time schedule and project budget, so that you can concretely represent the further digitization projects internally.
User Flow and Prototype
Together with you, we develop a concrete prototype in the ajila Forms Check, in which a concrete digitized form process is presented in combination with automated contract creation and the appropriate digital signature. This gives you a concrete understanding of what the implemented solution process will look like and you can use it to create internal awareness among your stakeholders.
Find out what added value you benefit from with our packages
Thought through down to the smallest detail - we have thought of everything, take you by the hand and guide you step by step into the digital transformation of your processes from A-Z.
Needs analysis
- You explain to us where the shoe pinches and what challenges you have with your application sections, your forms, contract generation and the use of electronic signatories.
Best-Practices
- We show in detail how other companies from the same industry work with their forms processes.
- We show lessons learned from other forms projects and incorporate them into the development of the project idea.
Analysis of the forms
- We classify your existing form inventory into simple, medium-complex and complex forms.
- We identify repetitive elements with you and show you how great scaling can be achieved by harmonizing your form content
Prototype form process
- We work with you and your team to identify a pilot form process, which we map in detail in a design prototype.
- This gives you a clear impression of what your future forms could look like and you can use the prototype for internal acceptance processes and project marketing.
- The prototype also forms the specification for an initial form implementation in the project idea.
Setup Digital Signatures
- Together, we clarify which signature levels are available for which use cases.
- We show the possibilities of QES identification.
- We jointly plan the training for the Master RA Agent (incl. e Learning) and the rollout plan to the entire organization.
- We handle the contract with Swisscom Trust Services.
- We record the individual design adjustments.
- We check the integration/interfaces.
We set the power user training together.
and offer a question/answer session.
Clarification of interfaces
- We clarify with your specialists how the data and documents of your specialist systems can be integrated into the form processes.
- These interfaces can be used as input sources for pre-filling the forms and as output sources for the collected data and generated documents.
Integration in die Infrastruktur
- Gemeinsam mit Ihren Enterprise- und Systemarchitekten definieren wir die richtige Integration unserer Lösungen in Ihre bestehende Lösungslandschaft.
- Unsere Lösungen können einerseits auf der zertifizierten und auditierten Schweizer Microsoft Azure Umgebung betrieben werden. Ebenfalls ist der lokale Betrieb in einer lokalen Umgebung natürlich möglich.
- Zudem können Authentifizierungsmöglichkeiten für die Benutzerverwaltung in die Formularprozesse integriert werden.
Legal-Check
- Wir klären mit Ihren Spezialisten wie die Daten und Dokumente Ihrer Fachsysteme in die Formularprozesse integriert werden können.
- Diese Schnittstellen können als Inputsquellen für die Vorbefüllung der Formulare sowie als Outputquellen für die gesammelten Daten und generierten Dokumente eingesetzt werden.
Data security concept
- Based on regular audits of our solutions, we deliver the highest quality in terms of data security and clearly demonstrate these solution approaches.
- We answer your questions regarding data retention, data storage, interface safeguards and platform security.
Branding Proof
- Together with your marketing and branding team, we clarify that the form solutions we develop together can be optimally integrated into your existing presences.
Architecture + Scaling Forms
- Due to our solution approach, a large scaling effect can be created for the entire forms inventory, since numerous form elements are maintained centrally and subsequently used in a wide variety of forms.
- Together with your enterprise architects, we ensure that all departments that use forms within the organization are aware of our solution approach and can benefit from this scaling effect.