GOFORMZ CASE STUDY

Eurotech

Established a more structured approach to collecting data by shifting from Word and Excel spreadsheets to digital forms

“Our team can now fill out their form in 5 minutes rather than spending half an hour on this detailed report.”
– Mauricio Silva, Machine Process Coordinator and Project Manager, Eurotech

Challenge

Eurotech needed to optimize their existing digital forms and workflows to improve internal efficiencies. Specifically, they needed digital forms that would generate actionable insights and construct reports that offer visibility into daily operations.

Solution

Eurotech implemented robust features like Data Sources, Drop Down Menus, and Table fields to better organize and streamline the form-filling process of their digital forms. Utilizing the GoFormz Reporting Tool, the Eurotech team is now able to extract actionable insights from the captured form data, achieving greater visibility into their day-to-day operations.

Results

  • Improves internal efficiencies leveraging the GoFormz Reporting Tool
  • Simplifies the form-filling process via Data Sources and Drop Down menus
  • Saves significant time on internal processes

Digital Form Type

Applications Engineering Report

Applications Internal Report

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About Eurotech

Eurotech, the North American partner of Europe's top manufacturers of advanced CNC turning and milling machinery, prides itself on offering innovative design, world-class manufacturing, and old-world craftsmanship that are unmatched in the industry. Eurotech's CNC machines are renowned for delivering the highest proven ROI in the industry. This is due to their exceptional precision, speed, and capability to run for extended periods without user intervention, setting them apart from the competition.

Enhancing Digital Transformation

Upon joining Eurotech as a Machine Process Coordinator and Project Manager, Mauricio Silva made it his priority to enhance their ongoing digital transformation efforts. “GoFormz was already being used before I started,” explained Silva. “But then we came up with a need for it in our applications department and realized there was more that could be done.” Originally, Eurotech's digital forms were merely used to gather data without any established automations or specific actions to utilize the collected information. “It was just something to fill out and that's it. There wasn't any data source or workflow report. And then that's when the need showed up.”

The Digital Application Internal Report

Eurotech's applications department utilizes an internal report to monitor billable hours and the corresponding tasks completed on a given day. Initially, one digital form was being shared between their two departments. “The form for service was actually being shared with applications, but they are different departments. They have different needs, different types of service to provide, and we need different data for each department,” explained Silva. That’s when Silva came up with the idea to create the digital application internal report.

The digital application internal report is equipped with various features and functionalities that streamline the form-filling process, saving the team significant time. Leveraging Data Sources in conjunction with Drop Down menus within a Table field, the Eurotech team can efficiently choose from a predetermined list of items to indicate the work performed on a given day. “Our team can now fill out their form in 5 minutes rather than spending half an hour on this detailed report,” explained Silva.

“Our team can now fill out their form in 5 minutes rather than spending half an hour on this detailed report.”

– Mauricio Silva, Machine Process Coordinator and Project Manager, Eurotech

In the same Table, form users can input the number of hours they devoted to individual tasks. The Automated Calculations feature then uses it to instantly compute the total hours worked at the bottom of the digital form. “We want to make sure we are tracking every single hour that they work during the week,” noted Silva. Automatic Calculations eliminate opportunities for human error while guaranteeing precise data capture for billing purposes.

Finally, the Eurotech team leverages the GoFormz Reporting Tool to garner actionable insights directly from their collected form data. “By creating these reports, we can redirect guys to what really brings value to the company, which helps us be more efficient.”

“By creating these reports, we can redirect guys to what really brings value to the company, which helps be more efficient.”

– Mauricio Silva, Machine Process Coordinator and Project Manager, Eurotech

Top Benefit: The GoFormz Professional Services Team

Silva has been collaborating closely with the GoFormz Professional Services team to actualize their efficiency objectives. “I only have positive things to say about the Professional Services team because they are very supportive,” noted Silva. “They are deeply involved in our projects and try to understand what our needs are.”

Working closely with Silva and his team, the GoFormz Professional Services team assisted in developing the digital application internal report and is currently collaborating on further enhancing their digital application engineering report.

“I only have positive things to say about the Professional Services team because they are very supportive.”

– Mauricio Silva, Machine Process Coordinator and Project Manager, Eurotech

What’s Next?: The Digital Applications Engineering Report

“Now we are working on that first variation of the form for the service in the field where we're going to show it to customers and get signatures,” explained Silva. The Professional Services team is actively engaged in developing the digital application engineering form, which will include additional Data Sources, customer authorizations, reporting functionalities, automated form routing, and numerous other features."