bigtincan Forms TM Solution Brief

Transcription

1 bigtincan Forms TM

2 Complete, Media-Rich Forms to Automate Processes on Mobile Devices and Streamline Transaction Workflows in Back-Office Systems The computing capabilities of mobile devices are enabling companies to rethink, redesign, and redefine field-based processes that can drive new revenue and improve service. But accessing, interacting with, and synchronizing enterprise content and data from those devices has been a difficult hurdle for many organizations. That s where bigtincan Forms TM enters the picture. In conjunction with bigtincan hub, the market s leading mobile content-enablement platform, bigtincan Forms helps companies improve mobile processes, streamline transactions, and accelerate workflows. In only minutes, using your existing infrastructure, you can create and deliver forms with embedded content and interactive functionality (like product and pricing configurators or quiz forms) to thousands of mobile-devices for online and offline use. And the data that s captured in a bigtincan form can feed back-office systems to automate processes and streamline enterprise workflows. Enable your teams to process repair/service orders, use checklists, calculate and process sales orders, conduct surveys, create audits, generate patient-monitoring reports, process insurance claims, perform site reviews, create trip logs, complete reports, produce site visit summaries, and more. The Advantages of bigtincan Forms No need for a standalone forms application forms are delivered natively within bigtincan hub No requirement to use Adobe Acrobat PDF or Flash Support for all major mobile devices Work online or offline Central aggregation and synching to populate back-office systems Publish new forms in logical, categorized, easy to find manner Perform calculations within forms to improve accuracy and speed Capture authorization signature on mobile device and attach pictures, videos, and notes Scan QR and barcodes from the device to embed in forms In-depth data analytics on forms usage Deliver forms and notifications of required actions directly to specific users Offline access to forms and synchronization back to bigtincan Hub Support for rich media to create more pleasing user experience Support for all major mobile-device platforms as well as browsers and Windows desktops Role-based access control ensures that only the right users only get access to the right content and the forms they need Complete security AES 256 encryption

3 A Better Mobile-Forms Experience Forms Builder Easily design and create forms with simple drag and drop operations. Use a wide variety of forms fields to collect data. You can also mix forms fields, take digital signatures, read barcodes, embed interactive images and more. Forms Rendering bigtincan Forms render correctly on every smartphone and tablet. Extended Forms Capabilities Create product configurators, pricing calculators, or other sophisticated apps using custom widgets (embedded HTML5 and Javascript) from third-party developers. SmartForms Use more than 150 APIs to automatically complete form sections/fields based on user, device, location, and other variables online or offline. Online and Offline Data Entry Through the power of the bigtincan Hub platform, bigtincan Forms let access forms and enter data regardless of net-connection status. Data gather in a form is synched to the bigtincan Hub server when the mobile device has network connectivity. MOBILE DEVICES FORM STORE FORM BUILDER HUB SERVER PUBLISH DATA TO CSV, PDF, JSON THIRD PARTY & BACK-OFFICE SYSTEMS FormsStore This integrated repository manages and shares forms across the enterprise. Based on a comprehensive security and role-based access model, users pull forms and publish them to users. Multiplatform bigtincan Forms run inside bigtincan hub and on ios, Android, Blackberry 10, and Windows Phone 8.1 platforms as well as our HTML5 Web app. Security Forms available to users based on a intelligent access rights management system. On the device, forms are encrypted and are linked to bigtincan s content governance system to prevent unauthorized use and sharing. After completed data is sent to bigtincan hub, it s automatically removed from a user s mobile device.

4 Available Fields in bigtincan Forms Headers title, subtitle headings Paragraph multi-line text entry Text single line test Text Area freeform multi-line text Images brand your forms with the right visuals specific form fields, validating properly formed entries Numbers number-specific fields Website add website or URL link Price currency validation field Interactive Quiz query and validate Radio Buttons standard radio button fields Select multiple drop-down election fields Check Box multi-check-box fields Date and Time date and time validation fields File Upload upload images, photos, or files from the form Signature multiple signatures supported on a single form Barcode one- and two-dimensional barcodes, EAN-13 and EAN-8, UPC-A and UPC-E, Code128, ITF-14, Code39 JScript a JavaScript field allows publishers to create powerful services to pull data from external Web services and databases A Rich Content Experience Tapping the power of the devices and the expectations of users, bigtincan Forms can provide a rich and interactive user experience. The forms support a broad mix of content types, including Microsoft Office files, Microsoft Project, Microsoft Visio, Adobe PDF, photos, audio, video, e-books, and RSS feeds.

5 Integrate with Back-Office Systems to Automate Processes bigtincan provides REST-based and Content Services API integration to connect with enterprise applications and move content and data. That enables bigtincan Forms to deliver an integrated user experience that can tap other file types such as photos, word-documents, spreadsheets/tables and configuration/pricing calculators. You can lookup tables to retrieve the latest customer information, schedules, parts inventory, SKU numbers and pricing information. Uncompromising Security Control security permissions and access controls for users of bigtincan Forms. Grant access to existing forms, or allow users to create new forms and view and report on collected form data. Forms are then available to appropriate business users via smart folders or content feeds based on their department, line of business, location, and much more. bigtincan Hub ensures only the appropriate users get access to the forms and content they need, at the right time and location. Forms content is fully encrypted at rest, in-motion, and in use leveraging AES 256 standards. Why bigtincan? bigtincan transforms the way that sales and service organizations access, interact, present, and collaborate on content as well how they engage with customers using their mobile devices. bigtincan revolutionizes the kinds of transactions that can be conducted on a mobile device. With bigtincan, organizations can deliver an unprecedented customer-first experience for workforces that rely on their mobile devices to be productive. bigtincan helps make every customer interaction count. bigtincan hub, the mobile content-enablement platform, allows mobile workforces to securely access and interact with all types of content (files, documents, PDFs, PowerPoint presentations, HTML5, video, RSS feeds, interactive forms, rich media, Web content, and more). Just as important, mobile users can initiate structured, automated processes using any mobile device or network. bigtincan also provides intelligent insight into the utilization of content while enabling knowledge and expertise to be shared across teams. bigtincan hub is a secure content platform that meets the requirements of IT organizations for maximum security and governance over corporate content bigtincan. All rights reserved. All trademarks and registered trademarks are the property of their respective owners.