導入事例

How Sterling Administration uses Jotform Enterprise and AI to ensure the safety of seniors

Sterling Administrationが、Jotformワークフローを活用してコンプライアンス業務をどのように改革したのかをご紹介します。承認プロセスの自動化、データ精度の向上、業務時間の大幅削減を実現し、より高品質な従業員福利厚生サービスの提供に集中できるようになりました。

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Sterling Administrationの概要

3.5

分

数分で分析完了

15

Weekly Saved Hours

3

step

自動化プロセス

業界： ヘルスケア

組織の規模： ミディアム

Sterling Administration

Sterlingは、女性およびマイノリティが所有する企業として、HSA、HRA、FSA、POP、COBRA の管理サービスを提供する業界大手です。また、ERISA Wrap、Form 5500（年次報告書）の提出支援、非差別テスト、医療保護適正法（PPACA）に基づく各種要件へのコンプライアンス支援など、専門性の高いサービスも提供しています。　

活用事例

従業員福利厚生のコンプライアンス業務を自動化し、チームのコラボレーションと承認フローを簡素化　

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 The reliance on paper-based or outdated digital tools created bottlenecks, leading to delays and inconsistencies that hindered their ability to deliver the seamless experience their clients expected.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.