AG Migrate New Client Application To New Form Software & Integrate Sub Forms
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Migrate new client application to better form software that allows for sub-applications while increasing completion rate
Currently AGuard needs to integrate a property flooding and workers compensation sub applications to the new client application which is not possible with current form software. In the below scope we outline migrating to a new form software that will:
- Integrate all application data directly into Airtable for better reporting and metrics
- Improve user experience and focus on quick wins
- Allow for sub-applications to be created inside of the main application
- Allow for easier pdf generation on any form data collected
- Reduce bugs and time to manage
Current problems the business is facing.
- Clients abandoning the new client application has increased significantly, from 25% to 50%
- Cannot integrate sub-applications like workers compensation and flood coverage into the new client application.
How we’ll solve these problems.
Clients abandoning the new client application has increased significantly, from 25% to 50%
Goal One.
Review current application to integrate quick wins and videos.
Why it matters:
- Allowing user’s to experience quick wins increases chances for form completion
- Video’s give the opportunity to quickly educate the user on the importance of the form that they might not previously know
Cannot integrate sub-applications like workers compensation and flood coverage into the new client application.
Goal Two.
Migrate new client application to Fillout Forms and add sub-applications.
Why it matters:
- Moving to Fillout will allow for sub applications to easily be created
- Setting up new PDFs to generate requires no development and can be done much faster
- Data will be stored directly on Airtable, allowing for better reporting
Work required to achieve the outlined goals.
Clients abandoning the new client application has increased significantly, from 25% to 50%
Goal One.
Review current application to integrate quick wins and videos.
Work required:
- 1 hour - Review current application outline to identify areas where quick wins can be established and videos are needed
- 1 hour - Create recommended list of video and what needs to be covered in the video
Estimated time to complete:
- 2 hours
Cannot integrate sub-applications like workers compensation and flood coverage into the new client application.
Goal Two.
Migrate new client application to Fillout Forms and add sub-applications.
Migrate current New Client Application and pdf generation to Fillout forms work required:
- 2.5 hours - Add questions to new form
- 2.5 hours - add all questions to airtable and link to client
- 2 hours - Setup PDF generation
- 6-8 hours - Create script to back-port all current application data from website to Airtable
- 2 hours - Add script to allow for backwards compatibility with current in-progress applications
- 5 hours - Setup ability for clients to see submission status
- 2.5 hours - Update steps and actions in process for new form
- 2 hours - Create script to link all sub forms to main form
- 2 hours - Final testing and go live with updated client application
Estimated time to complete:
- 26.5 - 28.5 hours
Add already created workers comp form to new client application work required:
- 1 hour - add workers comp for as a sub form
Estimated time to complete:
- 1 hour
Make property question updates and add flood insurance sub application work required:
- 2 hours - Make the listed question updates sent by Megan
- 3-4 hours - Create form for all flood application questions that stores to airtable
- 2-3 hours - Setup flood application pdf to automatically generate and store in airtable on form completion
- 1 hour - Integrate as a sub form in the new client application
Estimated time to complete:
- 8 - 10 hours
In summary…
- Review current application to integrate quick wins and videos.
- Estimated time to complete: 2 hours
- Delivery timing: 3 business days
- Migrate current New Client Application and pdf generation to Fillout forms.
- Estimated time to complete: 26.5 - 28.5 hours
- Delivery timing: 15 business days
- Add already created workers comp form to new client application (after item #2 is completed).
- Estimated time to complete: 1 hour
- Delivery timing: 3 business days
- Make property question updates and add flood insurance sub application.
- Estimated time to complete: 8 - 10 hours
- Delivery timing: 7 business days
Total deliver timing: 22 business days
Project content goes here
Task Detail Due Date Hours Status Assigned To Client Project Eli Weldon