K2's Saving Time With Electronic Forms

Overview

Web portals, "low-code/no-code" data collection, and survey tools have changed how we collect data. Modern solutions like Microsoft 365 Forms, Zoho Survey, SurveyMonkey, Microsoft PowerApps, and legacy tools like Adobe Acrobat Forms allow users to create web forms and integrate the resulting data into business process workflows. This session introduces the range of available tools, demonstrates standard features, and shows how tools permit users to expose or conceal questions based on answers given earlier in the survey. Attend this session to learn how to use tools you already own to efficiently collect data from your team, customers, and vendors.

Highlights

• Comparing the capabilities and costs associated with forms/data collection tools and the different approaches taken by each tool
• The benefits and risks associated with using each approach
• Examples of how tools can be used effectively, with examples

Prerequisites

Fundamental understanding of business-related technology

Designed For

Accounting professionals who want to collect, aggregate, and report on data from employees, vendors, and customers more effectively

Objectives

• Identify the licenses or subscriptions required to use forms/data collection tools, including Microsoft Power Apps, Zoho Forms, Microsoft Forms, and Adobe PDF forms
• Identify examples of benefits and risks of using each approach to creating forms
• Identify which tool or approach would be the best fit for a particular data collection task

Preparation

None

Notice

This course is provided by a third-party vendor. Please note that login instructions will not be available in the ‘My Upcoming CPE’ section of the NESCPA website. Instead, the login instructions will be sent directly to you via email by ACPEN. Upon completing the course, your hours will be recorded in the ‘My CPE Tracker’ section of the NESCPA website.