How It Works

Smart Forms is a platform that lets you quickly launch and centrally manage data collection processes across your organization. The system combines the flexibility of forms with the manageability of enterprise processes.

Platform Workflow

1
Create a Form
2
Configure Process
3
Distribute Forms
4
Submit Reports
5
Consolidate & Use Data

Step by Step

1

Flexible Form Design

Reporting forms are created in a specialized spreadsheet environment that allows you to quickly design complex data structures.

  • Tables of any complexity
  • Formulas and calculations
  • Data type validation
  • Control ratios
  • Protected cells
  • Reference dictionaries

Forms can be easily modified and adapted to new requirements without writing code.

2

Define Respondent Structure

After creating a form, the reporting process is configured.

  • Organizations
  • Departments
  • Branches
  • Subsidiaries
  • Responsible employees

Roles

RespondentsReviewersApprovers

This enables a transparent reporting workflow.

3

Manage Report Distribution

The platform automatically distributes forms to process participants.

  • Reporting frequency
  • Deadlines
  • Notifications
  • Reminders

Managers and process administrators can see submission status across the entire structure.

4

Convenient Form Filling

Respondents fill out forms in a familiar spreadsheet environment.

  • Data type validation
  • Control ratios
  • Completeness checks
  • Value constraints

This catches errors before the form is submitted.

5

Data Quality Control

After submission, forms can go through additional review stages.

  • Data review
  • Return for revision
  • Report approval

Statuses

SubmittedReviewedNeeds revisionOverdue
6

Automatic Data Consolidation

After collection is complete, the system automatically consolidates data. This creates a unified data structure across the entire organization, eliminating manual consolidation and reducing error risk.

7

From Forms to Analytics

Collected data can be used in various ways.

  • Tabular reports
  • Analytical panels
  • Management dashboards
  • Built-in analysis tools
  • Data export to enterprise systems via API

Reporting forms become a source of structured data for analysis and management.

What This Gives Your Organization

Quickly launch new reporting processes

Centrally manage data collection

Control information quality

Reduce consolidation time

Increase process transparency

Your organization gets reliable reporting process infrastructure that scales with your needs.

Try Smart Forms

Smart Forms lets you quickly launch managed data collection processes. Without lengthy automation projects.

Contact Sales