AEM Forms Fast Start Solution

Status Quo / Challenges
Consumer behaviour is becoming increasingly digital. For many financial service providers, this is causing them to rethink their business strategy and change their digital service offerings. This is because processes at the FSI are often not yet mobile, have high abandon rates, long processing times, many manual steps and contain a large potential for errors. A must at the FSI: Meeting complex requirements through regulations, BaFin, and compliance.

Goals & results with AEM Forms based boarding processes
Grow your customer base, lower entry barriers, improve Time 2 Market times for new applications, win a single point of truth, accelerate application times, improve customer experience and data quality, reduce processing costs.

As part of the Starter Package, customers receive an initial forms and component toolkit, with which they can create and publish new forms in a drag and drop interface.

Status Quo / Challenges
Service technicians on site often still work with a lot of paper, for example for documentation, service and installation reports, activity reports and much more. Signatures to confirm the services provided by the customer are often on paper. Digital data is often captured by the office staff days or weeks later- with all the known disadvantages (time, costs, potential errors due to double entry, etc.).


Goals & results with AEM Forms Field Service Management
The solution supports mobile workers (service technicians, technical field service, etc.) in carrying out their work at the customer's site, for example, to maintain systems and solve service requests or problems.

Service technicians have all forms with them within an app - even in office conditions.  The AEM Forms app can integrate with third-party systems such as CRM systems, workflows can be triggered, tasks can be assigned, print versioins of the forms can be generated and digital signatures can be integrated.

The advantages are obvious: With this solution paper can be replaced, processing times and error-proneness reduced. This saves costs and increases customer satisfaction.

Status Quo / Challenges
Workflows in HR are complex and often still manual. Be it complex onboarding processes for new employees or requests of all kinds, for example for home office, the execution of a secondary job, business trips, issuing of an interim certificate, etc.

In HR there are often up to 1,000 document templates - mostly multilingual and divided into forms, contracts and letters.

HR departments usually provide the employees of their company with several options for contacting them: Paper, chat, telephone or e-mail. And these channels have one thing in common: they are all expensive channels.



Goals & Results with AEM Forms Employee Self-Service
Today, employees expect to carry out simple HR processes as employee self-service (ESS). The advantage of this is that companies also prefer ESS to reduce processing times, cut costs, avoid media breaks, increase quality and increase employee satisfaction.
As part of the starter package, HR subject matter experts receive a CI-compliant forms toolkit that enables them to create all kinds of HR forms themselves.  
From the user perspective: The self-service applications are self-explanatory, work on all end devices and can be filled out and approved anywhere.

Status Quo / Challenges
"People buy experiences, not products". And an experience is more than just a product or service. It is the collection of all experiences that a customer makes with a product and a brand.


Goals & results of conversion optimization with AEM Forms
The motto for form processes is always to design processes " geniously simple" instead of " complicated and complex". In order to optimize the customer experience, every requirement should be designed from a customer perspective and as simple as possible. Intuitive user guidance, pre-filling of forms, display of only relevant content and one-click actions are key to success. Whether it's a test drive application with an automobile manufacturer or an application to close gaps in coverage with an insurer: mobile traffic is constantly increasing, which is why all application processes should be viewed primarily from the perspective of a mobile user.

What works mobile - will also work on a desktop PC.

Status Quo / Challenges
Most companies use different solutions for online (app, web, portal, e-mail) and offline communication (PDF, print).

The result: inconsistent messages.  


Goals & results with Interactive Communications
Adobe offers a cross-channel solution for online, offline, PDF, and print : Interactive Communications. With this solution, business users work in a single user interface to create, preview, and publish mobile and responsive communications as well as PDF/print versions of them. This allows companies to communicate with customers quickly and easily through the channel preferred by the customer.

As part of the starter package, existing correspondence is analyzed, broken down into text modules, summarized in AEM Forms as so-called fragments and the first letters are implemented as interactive communications. Simple integrations, for example in CRM systems, are implemented to enrich letters with data from third-party systems.

Status Quo / Challenges
Many companies use different solutions for generating their document output. One tool for creating document templates, one solution for merging data and document template and possibly a third solution for converting document output into different formats such as PDF/A.


Goals & Results with AEM Forms Output
Who better to produce output than the inventor of PostScript and PDF?

Adobe offers everything from a single source - and much more. Document templates are created with the AEM Forms Designer, data is merged with the template via the Output Service and the integrated PDF Generator can convert documents into any format. Whether mass output, label printing or cloud printing, AEM Forms Output is high-performance and the ideal output solution.

Status Quo / Challenges
Many companies are only concerned with the protection of sensitive data and documents once the damage has already occurred.

Goals & results with AEM Forms Document Security
With Document Security, PDF and Microsoft Office documents can be encrypted and provided with dynamic rights. These rights protect the confidentiality of the document and control their distribution and use. All actions on the recipient's side can be seamlessly traced so that the use of confidential information can be closely monitored. Important information is protected and interactions with data are only carried out on the basis of precisely defined authorizations.

As part of the starter package, the AEM Forms Digital Rights Management Server is set up, connected to directory services and rights management policies are created. These determine who (person X may, role Y may), how long (unlimited use, 60 days, until 31.12.), what (read, edit, print, etc.) can be done with a document within the scope of their rights.