Turn Free-Format Text into Structured, Reportable Data
The Smart Form functionality in our PPM software facilitates the creation of new forms for digitizing project information that aligns with the customer’s business processes.
Our project management software provides a configuration capability that can be used by Cora’s customers, allowing them to create customized reports specific to each user’s needs. Any data captured on a smart form becomes automatically available for inclusion in the Cora reporting suite, allowing customers to leverage new data sets for reporting quickly, independent of our PPM software.
Key Differentiators
Our Forms are much more than digitized documents; they are fully integrated into Cora PPM and significantly reduce the reliance on paper or digital documents and allow customers to digitize their business processes.
For example, by combining the ability to control access to forms with full integration to workflow, you can build complex stage-gating processes. You can control who can view and update information and use data in Cora Forms to drive your business processes.
Integrations
Advanced Smart Forms can be created to perform calculations, display infographics, and generate BI dashboards. Smart Forms remove the need to duplicate data. Information from one smart form can automatically populate other smart forms that may also be required such as New Project Request, Outline Business Case, and Full Business Case. It supports the use of stage gates, workflow, and approvals.
Benefits
- Digitize your existing business process documents
- Add workflow to ensure business processes and approvals are automated
- Control who can view and update information
- Use data in Cora Forms to drive your business processes
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