Enterprise Web Forms for the CIO, Part 1: A Cheatsheet


by 123FormBuilder

CIOs stand on the foreground of any IT development within a company. Setting up internal online forms and website forms for various business tasks has typically been a diffuse middle-ground between the CIO and Sales or Marketing gatekeepers. It’s a task you’ve been feeling guilty to ping your colleagues about, but one that you’ve been always somehow felt can be done in a more organized manner, because it involves integrated enterprise systems, security considerations and rationalized IT resources. In our 7-part “Enterprise Web Forms” series we will look into ways large companies and agencies can use 123FormBuilder to set up an integrated web form business environment to protect brand assets and reach strategic goals.

The story of CIOs and enterprise forms most times starts at the point of customizing the default basic web forms that come with the framework the business website is hosted on. Some website building platforms i.e. Magento come with a plethora of built-in forms and polls, thus your first task here would be to decide which ones you are going to need, and customize them with your own structure. You will need web forms to speak the language of your business and embrace its workflow, this is why you will quickly get to the point of planning and creating custom data gathering solutions, integrated with the CRM systems and other apps your crew has been using.

In short words, the forms you are going to need on an enterprise-level would be either one of these two categories or both:

– internal business management forms (e.g. a Management Evaluation Survey)

– website and email forms for public use (e.g. Sales Lead Capture forms)

1. The planning phase

First of all, choose your methods. There is the option of delegating a web developer with the task of creating your enterprise forms, but this can prove time-consuming and pose communication barriers. As a second option, you can pick a standalone web form builder, such as 123FormBuilder. When you do that, the first impression tends to be that you aren’t swimming in your own waters – unknown environment and UX, evangelization of staff is needed. But hold on. To cut time in getting everybody accustomed with the new system, you can just create your own form building framework upon the third party! To centralize all the controls in your hand, simply use 123FormBuilder’s white label solutions to create a custom form building backend for your business, branded with your own signs and shaped at the menu level just as you need. This would be the topic of our first upcoming post in the series, where we will exemplify how you can put up your own control panel with 123FormBuilder.

Secondly, at this point you may look forward to your upcoming public forms and wish for them to appear as hosted on your own domains, just as your other website elements. Domain aliasing, the next topic in this series, will show you how to set up a CNAME record and publish forms using your own domain name.

The planning phase involves deciding what types of forms you need according to your goals:

a. Streamlining the business and reducing costs (internal business administration forms, HR forms, customer service modules come in handy);

b. Increasing revenue through innovative methods and tools (sales lead forms or marketing surveys prove useful).

2. The execution phase

At the point where you start to create your own forms, branding their appearance and behavior is crucial. Our Branding episode in the series will show you how to wipe off the 123FormBuilder identification elements on the form and replace them with your own business signs – easy and intuitively.

Once you have the form structure, you may want to customize notifications to come through your own SMTP server instead of 123formbuilder.com, as well as replace the sender name with your own business name – and other customizations. We will gather all together in a single post in the series, revolving around Notifications.

As no form can function on its own, but rather as part of a complex business environment comprising of many third-party apps and systems your company is using, you will learn how 123FormBuilder plays together with popular services and applications in many industries.

IT directors aren’t and should not be the only users of IT in the company. By implementing sub-user accounts, every decision-maker in the staff of your business can gain the gradual degrees of independence that the firm decides to give them. We will detail the Sub-user feature of 123FormBuilder and how you can enable it for your own company in a dedicated article of this series.

White label web forms are available with the on-demand Enterprise package of 123FormBuilder, that provides all the features of our top plans together with custom IT implementations for your own business. Request a quote now!

From general to particular, from needs to instruments for achieving them, a main skill for a CIO is to be able to explain technology to others, that is in a way that sounds (and is) both logical and familiar. When you need to find the right ways to detangle all functions and interdeterminism of web forms in your business, be sure to reach out to our Support team. They are always ready to assist you in breakin it down and pass it to team mates.

Don’t forget to give us your feedback on what types of forms you might need for your company and stay tuned for the series!

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