Page 3 - Streamlining Forms

Methodology

• Understand the Current Process: Thoroughly understanding the

existing manual process and the purpose of the forms. Identify the

pain points, bottlenecks, and areas for improvement.

• Define Goals and Objectives: Identify what specific improvements are

needed.

• Involve Stakeholders: Engage relevant stakeholders throughout the

process, including form users, process owners, subject matter

experts, and IT personnel. Gather their feedback, insights, and

requirements to ensure that the redesigned forms meet their needs.

• Analyze Data Flow: Map out the flow of data within the existing

process, from the point of data capture on the forms to its utilization.

Identify redundancies, unnecessary steps, or missing information.