Non-Profit Group Advocacy, Inc. Optimizes Forms-Driven Business Processes with Formatta

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Texas-Based Advocacy, Inc. Reduces Cycle Times by Up to 85%

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Advocacy, Inc. is another valued client who is realizing impressive organizational efficiencies and gains by standardizing on the Formatta platform for forms-driven business process optimization

Formatta, a leading provider of eforms-driven business process optimization solutions delivering increased performance and measurable return on investment, today announced positive outcomes and expanded usage of the Formatta solution by Advocacy, Inc., an Austin, TX-based non-profit organization dedicated to protecting and advocating for the legal rights of Texans with disabilities.

Advocacy, Inc. evaluated solutions available in the market for nearly two years before selecting Formatta. "Nothing else on the market had all the features we needed at a price that made sense for a non-profit. Formatta's easy deployment, electronic signature capability and ability to easily integrate with our network and database systems drove our decision to select Formatta," said Carlton Whitmore, a systems analyst for Advocacy, Inc.

Advocacy, Inc. turned to Formatta when the processing of complex paper forms began to disrupt their internal expense approval and reimbursement process. Field office personnel were filling forms out manually, faxing and overnight mailing to a central office for approvals, and many times had to repeat the process because of errors completing the forms. "We had some super complicated forms that were a nightmare to complete correctly," Whitmore said.

Formatta's forms-driven business process optimization and data integration solution is used in a number of non-profit, government and business organizations allowing thousands of users to design, access, sign, submit and capture electronic forms data critical to a wide array of business processes and to connect with critical business systems used to run organizations.

"Formatta's solution is so easy to set up and use. We reduced our cycle times on some forms-driven processes by over 85% and reduced error rates by over 90%," Whitmore said.

After the initial deployment of Formatta for expense requests and a daily travel log, the organization has broadened the usage of the Formatta solution to optimize forms-driven business processes in human resources and accounting. "The Formatta Designer module makes it easy to drop in existing forms and to get them integrated into an optimized workflow quickly. We were also impressed that Formatta's solution was Section 508 compliant since our organization works with disabled employees and partners," Whitmore said.

"Advocacy, Inc. is another valued client who is realizing impressive organizational efficiencies and gains by standardizing on the Formatta platform for forms-driven business process optimization," said Grant Wagner, Formatta President and CEO.

A complete case history can be downloaded at

About Formatta
More than just an electronic version of a paper form, Formatta's solution quickly captures, verifies, approves and integrates data used in enterprise processes with the critical enterprise systems used to run organizations. While other solutions solve document/record management and business process management problems, they do not efficiently capture data from paper and paper equivalents and easily integrate it to business applications that require it. Formatta provides the most affordable, scalable, and easiest to implement, use, and maintain e-forms data capture and integration solution. Formatta is headquartered in the greater Washington, DC area. More information about Formatta is located online at

Emillie Kushner, Formatta

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Emillie Kushner
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