사례 연구

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

Jform 워크플로우로 Sterling Administration이 컴플라이언스 프로세스를 어떻게 혁신했는지 알아보세요. 승인 절차를 자동화하고, 데이터 정확도를 향상시키며, 뛰어난 직원 복지 서비스를 제공하는 데 집중할 수 있도록 소중한 시간을 절약한 방법을 확인해보세요.

영업팀에 문의하기 전체 스토리 읽기

Sterling Administration 한눈에 보기

3.5

분

분석 시간 단축

15

Weekly Saved Hours

3

step

자동화 프로세스

업종: 의료

조직 규모: Medium

Sterling Administration

Sterling은 여성 및 소수계 소유의 선도적인 HSA, HRA, FSA, POP, COBRA 관리 기관입니다. 또한 ERISA 랩, Form 5500 제출, 비차별 테스트, PPACA 요구 사항에 대한 전문 컴플라이언스 서비스를 제공합니다.

사용 사례

직원 복지 컴플라이언스 프로세스 자동화, 직원 복지 컴플라이언스 프로세스 자동화, 팀 협업 및 승인 절차 간소화

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 The reliance on paper-based or outdated digital tools created bottlenecks, leading to delays and inconsistencies that hindered their ability to deliver the seamless experience their clients expected.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 Jform Enterprise to address its operational challenges and streamline its workflows. By adopting Jform, 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 Jform Enterprise, Sterling Administration has significantly streamlined its operations and improved efficiency across its processes. The integration with Jform 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 Jform 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.