AG Migrate New Client Application To New Form Software & Integrate Sub Forms
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Table of contents
- @AG Migrate New Client Application To New Form Software & Integrate Sub Forms
- Migrate new client application to better form software that allows for sub-applications while increasing completion rate
- Current problems the business is facing.
- How we’ll solve these problems.
- Work required to achieve the outlined goals.
- In summary…
Project content goes here
All
Deliverables Due
Eli Weldon
MOHIT KANDARI
Solomon Wood
Week 1
Deliverables:
- Create airtable table, fillout forms, make property updates
To do:
- MOHIT create new table in Aguard airtable called Applications and add all gravity form questions from the following forms to it
- MOHIT recreate each gravity form in fillout connected to the Applications table
- MOHIT make the listed property form updates sent by Megan to the Property fillout form
- SOLOMON Outline all portal code updates that will need to be made in order to integrate Fillout
Week 2
Deliverables:
- Create pdf, update portal to use fillout, backport data
To do:
- MOHIT create pdf generation on last form fillout
- MOHIT Create form for all flood application questions that stores to airtable
- MOHIT Setup flood application pdf to automatically generate and store in airtable on form completion
- ELI outline how airtable interface needs to be adjusted to account for new application strucutre
- MOHIT make changes to interface outlined by ELI
- SOLOMON show mohit how to connect all new client application data into the final form so that PDF can be generated
- SOLOMON update portal code to use display fillout forms in the application:
- Ability for clients to see submission status and in single the steps and steps completed
- SOLOMON Create script to back-port all current application data from website to Airtable
- Download all location pods
- Download all graivty form entries for new client applications with gravity form id
- Create application records connecting all form data by looping through locations using the gravity form id to find the entry and then link to client record using UID
- ELI Create interface for clients to eidt
Week 3
Deliverables:
- Add sub forms, start testing
To do:
- SOLOMON confirm that current live applications being worked on work with the new fillout forms
- SOLOMON add the works comp fillout form as a new step between property and current insurance only to be filed out if they select they want it, see aguard email
- SOLOMON add property sub form
Week 4
Deliverables:
- Go live
To do:
- SOLOMON Test and go live
- Confirm auto login works
- Confirm new client fillout from start to finish works
- Confirm renewals can edit
- Confirm pdfs generate
- Confirm clients get emails
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…
We will migrate new client application to better form software that allows for sub-applications while increasing completion rate by completing the following:
- 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