Implementing iFormBuilder typically follows a structured process to ensure successful deployment and integration within your organization:
Initial Consultation & Needs Assessment: Engage with iFormBuilder representatives to discuss your specific requirements, objectives, and workflows.
Planning & Project Setup: Define project scope, timelines, resources, and assign roles. Develop a project plan tailored to your organization’s needs.
Form Design & Configuration: Create and customize forms using iFormBuilder’s drag-and-drop interface. Incorporate necessary fields, logic, and validations.
Integration with Existing Systems: Connect iFormBuilder with other software systems (e.g., CRM, ERP, databases) to ensure seamless data flow and interoperability.
Data Migration (if applicable): Transfer existing data into iFormBuilder, ensuring data integrity and proper formatting.
User Training & Documentation: Provide training sessions for end-users and administrators. Supply documentation and resources for ongoing reference.
Testing & Quality Assurance: Conduct thorough testing of forms, integrations, and workflows to identify and resolve any issues or bugs.
Deployment & Go-Live: Launch the iFormBuilder solution across your organization. Monitor initial usage to ensure smooth operation.
iFormBuilder customization process:
Form Customization:
Advanced Form Builder: iFormBuilder offers over 35 different field types and a JavaScript-enabled builder, allowing for extensive customization of forms to meet specific data collection needs.
Customizable Form Templates: Users can modify existing templates or create new ones, adding, removing, or altering fields, sections, and pages to suit their requirements.
Client Customizations:
Title and Welcome Message: Administrators can customize the title of the main forms page and the welcome message shown to users upon login.
Custom Splash Screens: Pro users can create custom splash screens for different device views, enhancing the branding and user experience.
Custom Help Section: Pro users can also create custom help pages with their own HTML and CSS, which can be accessed offline by users.
Branding and White Labeling:
Custom Branding: iFormBuilder allows for custom branding of forms, ensuring they reflect the organization's brand internally.
White Label App: Organizations can create a custom-branded version of the iFormBuilder app, complete with their own name, logos, and version control, which can be distributed internally or through app stores.
Integration and API:
Robust API: The platform supports building custom apps and integrations with other systems such as CRMs or databases, facilitating seamless data flow and automation.
Dataflow Automation: Zerion Dataflow Automation enables advanced data management, processing, and integration with other platforms like Power BI and Tableau.
Field Customization:
Custom Fields: Users can add custom fields such as phone numbers, employee IDs, and more, and create auto-selecting lookup elements to associate custom attributes with logged-in users.
Workflow Automation:
Advanced Workflow Automation: Users can create custom rules and triggers to automate the routing of forms for review, approval, or follow-up, streamlining business processes.
Mobile and Offline Capabilities:
Training Options:
Online Courses: iFormBuilder provides online training courses through platforms like Zerion Academy and GoToTraining. These courses cover various aspects of form building and data management.
In-Person Training: For organizations that prefer face-to-face training, iFormBuilder offers in-person training sessions. These can be scheduled on-site to provide hands-on experience.
Webinars and Live Online Training: Regular webinars and live online training sessions are available to help users learn about new features and best practices.
Documentation and Tutorials: Extensive documentation and video tutorials are available to guide users through the process of building forms and using the platform effectively.
Support Services:
Help Desk and Ticketing System: Users can submit tickets through the help desk for any issues or questions they encounter. The support team responds to these tickets to provide assistance.
Community Support Forum: iFormBuilder has a community support forum where users can ask questions, share experiences, and find solutions to common problems.
iFormBuilder security measures:
Database-Level Encryption: All data stored in iFormBuilder is encrypted at the database level, ensuring that sensitive information is protected from unauthorized access.
In-App Challenge Password: Users must enter a password to decrypt local data when launching the application. This password is not stored long-term, enhancing security even if the device is lost or stolen.
Customizable Security Timeout: The application can be configured to lock down after a specified period of inactivity, requiring the user to re-enter their password to regain access.
Field-Level Encryption: iFormBuilder provides field-level encryption, adding an extra layer of security for individual data fields within forms.
Compliance with Major Standards: The platform is designed to comply with major regulatory standards such as HIPAA, FISMA, and ISO 9001, ensuring that it meets stringent security and privacy requirements.
Secure Data Transmission: Data transmitted between the mobile app and the server is encrypted, protecting it from interception during transfer.
Multi-Permission Access: iFormBuilder supports multi-permission access, allowing administrators to control who can view, edit, or manage data, thereby limiting access to sensitive information.
iFormBuilder Updates:
Regular Updates: iFormBuilder releases updates periodically to introduce new features, fix bugs, and enhance security. The exact frequency of updates can vary, but they are typically rolled out several times a year.
Managed Updates: Updates are managed by the Zerion Software team, ensuring that they are thoroughly tested before being deployed to users. This helps minimize disruptions and ensures that new features and fixes are stable and reliable.
User Notifications: Users are notified of upcoming updates and any potential impact on their workflows. This allows them to prepare and make any necessary adjustments in advance.
Sandbox Environment: iFormBuilder provides a sandbox environment where users can test updates and modifications without affecting their live production data. This helps ensure that updates do not disrupt ongoing operations.
Data Ownership:
User Ownership: Users retain ownership of the data they collect and store using iFormBuilder. This means that the data collected through the platform belongs to the user or the organization that collected it, not to Zerion Software, the provider of iFormBuilder.
Access Rights: According to the terms and conditions of the service, Zerion Software provides users with access rights to the iFormBuilder online service. This access is granted solely for the use of the service as per the agreement, ensuring that users can manage and control their data as needed.
Data Control: Users have full control over their data, including the ability to view, manage, and export it in various formats such as XML, JSON, XLS, RSS, and ATOM. This flexibility ensures that users can handle their data according to their specific needs and requirements.
Data Portability:
Export Options: The platform provides multiple export options, enabling users to export their data in different formats, including XML, JSON, XLS, RSS, and ATOM. This ensures that data can be easily transferred to other systems or used for reporting and analysis.
Integration Capabilities: iFormBuilder offers robust API and webhook support, allowing for seamless integration with other systems and applications. This facilitates the transfer of data between iFormBuilder and other platforms, enhancing data portability and interoperability.
Contract Renewal
iFormBuilder contracts automatically renew for subsequent periods, which shall be the longer of (A) one year and (B) the same length of time as the original term specified in the order form (each a Renewal Term).
Unless otherwise agreed to in writing by both parties, rates for Renewal Terms will be iFormBuilder's then-current rate.
Unless the customer provides written termination notice to iFormBuilder 90 days prior to the renewal date, iFormBuilder shall have the right, but not the obligation, to renew the agreement and product subscriptions for subsequent Renewal Terms.
Contract Cancellation:
The customer may terminate the agreement without cause at any time upon notice to iFormBuilder and payment of all unpaid fees for the remainder of the term, including 100% of the estimated annual revenue for any usage-based fees, without refund or setoff.
iFormBuilder shall have the right to terminate the agreement without refund if the customer violates any of the terms and conditions.
The customer shall have the right to terminate the agreement if iFormBuilder violates any of the terms and conditions and the violation is not cured within 30 days after receiving written notice from the customer.
iFormBuilder adheres to the following compliance standards:
iFormBuilder is fully compliant with a variety of industry standards and regulations, including HIPAA (as an additional feature) and GDPR.
The software meets GDPR, HIPAA, FISMA, and ISO 9001 project needs, demonstrating its commitment to data protection and regulatory compliance.
iFormBuilder supports GDPR, HIPAA, FISMA, and ISO 9001 project needs, ensuring that the software adheres to essential data protection and security standards.
iFormBuilder
By Zerion Software, Inc
