دراسة حالة

كيف تستخدم Sterling Administration Jotform Enterprise والذكاء الاصطناعي لضمان سلامة كبار السن

اكتشف كيف قامت Sterling Administration بتحويل عمليات الامتثال الخاصة بها باستخدام سير العمل من Jotform. تعرّف على كيفية أتمتة الموافقات، تحسين دقة البيانات، وتوفير وقت ثمين للتركيز على تقديم خدمات مزايا الموظفين الاستثنائية.

تواصل مع فريق المبيعات اقرأ القصة كاملة

نبذة عن Sterling Administration

3.5

دقيقة

التحليل في دقائق

15

الساعات التي تم توفيرها أسبوعيًا

3

step

عملية الأتمتة

الصناعة: الرعاية الصحية

حجم المنظمة: متوسط

Sterling Administration

Sterling هي شركة رائدة مملوكة للنساء والأقليات، متخصصة في إدارة HSAs, HRAs, FSAs, POPs و COBRA. كما تقدّم Sterling خدمات امتثال خبراء لـ ERISA Wrap, تقديم نموذج 5500، اختبارات عدم التمييز، والمتطلبات بموجب قانون حماية المرضى والرعاية الميسرة (PPACA).

حالات الاستخدام

أتمتة عمليات الامتثال لمزايا الموظفين، تبسيط التعاون والموافقات بين الفرق

Challenge

Sterling Administration faced significant hurdles in managing its growing administrative processes efficiently. The manual handling of client onboarding, data collection, and document management posed challenges that impacted productivity and accuracy. As the company scaled, ensuring compliance and maintaining streamlined workflows became increasingly difficult. The reliance on paper-based or outdated digital tools created bottlenecks, leading to delays and inconsistencies that hindered their ability to deliver the seamless experience their clients expected.
Solution

Sterling Administration turned to Jotform Enterprise to address its operational challenges and streamline its workflows. By adopting Jotform, the company automated key processes, including client onboarding, form submissions, and data management. Integration with Jotform’s HIPAA-compliant features ensured that sensitive information was handled securely, meeting industry compliance standards. The flexibility of Jotform’s platform allowed Sterling Administration to create customized forms tailored to its unique needs and integrate them seamlessly with existing tools, such as Salesforce and Google Workspace, enhancing collaboration and data accuracy across departments. This transformation enabled the team to reduce administrative burdens and focus more on providing exceptional client service.
Results

Using Jotform Enterprise, Sterling Administration has significantly streamlined its operations and improved efficiency across its processes. The integration with Jotform has allowed the company to replace manual tasks with automated workflows, reducing the time required for key operations like client onboarding and document processing. Additionally, the flexibility and scalability of Jotform have empowered Sterling Administration to adapt its tools to meet specific business needs, enhancing overall productivity and accuracy in its daily tasks. The organization now benefits from faster turnaround times, improved data accuracy, and a seamless user experience for both staff and clients.