Empowering users to build online forms and workflow solutions: PerfectForms, Inc.

“From a single Cloud license to enterprise installations, from small business owners to CIOs, PerfectForms serves a diverse customer base with its simple, yet powerful, web-based development platform.”

PerfectForms, Inc., founded in 2008, was developed to empower business users to build online form and workflow solutions, without coding. If the power to address a workflow challenge is in the hands of the person with the most knowledge of the requirements, then reliance on IT resources is reduced, delivery speed is improved and the need for detailed documentation is eliminated. Initially, PerfectForms
focused on simple online form solutions and surveys but expanded to cover more robust workflow and data integration requirements, as customer needs evolved.

“We serve a diverse customer base, from single licenses in the Cloud to enterprise installations at Fortune 100 companies,” said Paula Selvidge, PerfectForms CEO. “With PerfectForms, our customers can build a wide range of form and workflow solutions using our intuitive, drag-and-drop designer. Customers across industries reach out to us with a diverse set of workflow automation challenges,” she emphasized.

Human resources and financial processes are perhaps the most obvious uses for workflow automation with PerfectForms. Processes like employee onboarding, time tracking, expense reporting, and invoicing are often the first to be automated. A customer may need an online form with simple workflow requirements, or they may need a robust workflow application that integrates data across systems. PerfectForms can handle both. Generally speaking, if a business process includes data collection, data integration, workflow compliance or reporting, then it’s a great candidate for automation using PerfectForms.

Form and Workflow Apps Made Easy
One of the most important advantages of PerfectForms as an application development platform is that anyone can build online forms, workflow solutions, and reports without having to write any code. Simply drag and drop to design a pixel-perfect user interface, map the workflow, integrate with other systems and build reports – all without coding.

With PerfectForms solutions, you can:

• Reduce dependence on technical resources
• Minimize development and deployment time
• Easily modify and scale solutions to meet changing requirements
• Enforce workflow compliance
• Integrate with third party systems and databases
• Improve process efficiency
• Reduce operational costs

Customer Base
Finance, Education, Manufacturing, and Healthcare are the largest verticals for PerfectForms, with HR and financial operations as the largest horizontal focus areas. Some of the company’s marquee customers,
representing a range of industries, include HSBC Bank, GlaxoSmithKline (GSK), Bank of the West, Dr. Martens AirWair USA, University of Tennessee, Houston Community College, ESPN, Comcast, US Bank, BAE Systems, etc.

Why PerfectForms

• No programming required – Build online forms, workflow applications, reports and integrate with third party systems without writing a single line of code.
• Scalable – Solutions built with PerfectForms are very scalable. As requirements evolve, the user interface can be easily changed and the solution deployed quickly.
• Flexible design options – PerfectForms’ Form Designer offers a large array of design options so the user interface can be tailored to meet a wide range of functional or aesthetic requirements.
• Integration – PerfectForms offers open API and web services so sharing data with 3rd party systems and databases. This provides the benefit of a customized solution, at a much lower cost compared to customizing legacy systems which often support existing processes.
• Flexible deployment options – How you choose to deploy and access PerfectForms, is entirely up to you. Access the software on company servers (hosted in the Cloud) or from your server (On-premise), depending on your unique needs.
• Customer Experience – PerfectForms is a very customer-centric culture. The company aims to delight customers by providing quality service, in a responsive, professional manner. Additionally, feedback from customers drives the prioritization of product enhancements in the development life cycle.

Customer Feedback
“The PerfectForms solution is by far the most intuitive and flexible BPM application on the market today. The application has enabled the automation of over 25 processes and counting. It seems like every other day my team is approached to automate another process!” – Jeff Young, Director Payroll and Global HRIS, Ametek

“We took an entire department paperless – automating 20 processes in 2 weeks with just one resource! Numerous processes have been completely transformed using PerfectForms, from the contract review process to recreation administration.”
– Mike Abney from University of Tennessee (Martin) – Effectiveness and Efficiency Facilitator (Volunteer)

Industry Recognition
PerfectForms has received the following industry recognition:

• CIO Review – 20 Most Promising Education Solution Provider for 2014 and 2015
• CIO Review – 20 Most Promising Workflow Management Solution Providers, 2015
• CIO Applications – 25 Workflow Solutions Transforming Business, 2016

Geographies
Though most of PerfectForms’ customers are in the United States, the company also has a significant number of clients in the UK, Canada and Australia.

Looking at the Future
The company plans to launch an exciting, modernized product experience that also expands the capacity for data integration with legacy systems. These exciting new functionalities will enable PerfectForms customers to create custom applications tailored to their requirements, across technology platforms and devices.

Meet the CEO – Paula Selvidge
Paula Selvidge has been with PerfectForms for 8 years and has over 15 years of experience in information technology and user-centered design, with past experience at Microsoft, NetApp, and H&R Block – Digital Tax Division. She has a Ph.D. in Human Factors Psychology and a Black Belt in Six Sigma. Her background in user-centered design, experience in driving organizational process improvement, and relentless dedication ensures the culture stays focused on delivering an excellent customer experience, from product usability to interactions with the Technical Support team.

“ We truly listen to our customers and do our best to deliver solutions in a timely manner that meet their needs.”

” We serve a diverse population, including single licenses in the Cloud to enterprise installations. We support small and medium size businesses, as well as large Fortune 100 companies.”