Podcasts about Formstack

How can strategic partnerships and long-term relationship-building drive sustainable business growth?In this episode of The Hard Corps Marketing Show, I sat down with Zak Pines, VP of Partnerships at Formstack, to dive into the essential strategies for building and maintaining successful partner programs. Zak brings a wealth of experience and shares a fresh perspective on how to make partnerships work beyond just revenue share—focusing instead on creating joint value propositions that genuinely benefit customers.We also explore how AI is reshaping the way partner operations are scaled and how proactive engagement and continuous communication can turn a partnership into a long-term success.In this episode, we cover:The Three for Three Play: How shifting focus from revenue to value creation leads to stronger, more sustainable partnerships.Building long-term partnerships: Zak's approach to proactive engagement, constant communication, and offering dedicated support to ensure mutual success.How AI is transforming partner operations, improving customer support, and making client transitions easier through automation.The importance of Zak's "Go for it" philosophy—taking risks and prioritizing mutual value in partnerships.If you're looking to elevate your partner programs and build meaningful, long-lasting relationships that truly drive business growth, this episode is packed with insights you won't want to miss!

This week Deborah sits down with business entreprenuer, Aled Miles. A Welshman living in the US, working in the Tech industry as CEO and President at Formstack. He also holds the position of envoy to the United States, as appointed by the Welsh Government. In this episode, he shares the three elements that have profoundly impacted his life and career. First, he honours John W. Thompson, not simply a mentor, but his advocate. John's leadership and wisdom have served him unfathomably since the start of his career. Next, Aled discusses the significance of Southern Down Beach, South Wales a place he remembers fondly from his childhood which lays in stark contrast to his Californian coastal residence. Lastly, he reveals the treasured pocket square which he unexpectedly found moments before he got married. Don't forget to subscribe or follow "These Three Things" on your preferred podcast platform to catch each weekly episode. A rating or thoughtful review is greatly appreciated and helps others find our show. Thank you for tuning in and being part of our treasured community.

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Our guest for Episode 41 is Emma Galler, VP of Sales at Formstack. Prior to joining Formstack, Emma held leadership roles at GRC, Built In, and Aerotek. She brings more than a decade of experience to the conversation.  In this episode, Ross and Emma discuss why driving execution excellence hinges on creating a winning culture, building a cadence around operational excellence, and understanding why having a strong pipeline solves all problems. 

This week on the Revenue Insights Podcast we are joined by Jarred Young, VP of Sales at Maropost. In this episode, Lee and Jarred discuss what defines top performing sales reps, including how Jarred helps to move his reps from good to great, why it's important to focus on execution, and how partnerships can be an effective channel. Jarred is VP of Sales at Maropost, a global unified commerce platform that connects companies with their customers at every step of their journey. Prior to this, he held positions as VP of Sales at Terminus and Director of Sales at Formstack.

Our guest for Episode 19 is Beau Brooks, VP of Sales & CS at Teamwork. Beau brings more than a decade of experience to the table. Before Teamwork, he held leadership positions at Factorial HR, Formstack, and Signpost. In this episode, Ross and Beau discuss why it's necessary to review pain on all internal deals, make deal stage progression transparent, and run team-level calls. 

Situation: A high-profile customer was having a difficult digital transformation off a legacy tech stack. Carabiner and Formstack worked closely to get them through it. Result: A successful digital transformation off of a failing tech stack onto a new reliable stack which  Carabiner group supported them in. The client was able to expand and grow after the transformation was done.  Agency: carabinergroup.com CEO: Seamus Ruiz-Earle Partner(s) referenced: Formstack.com Listener takeaways:  The value of this deal in terms of revenue and other after effects. Successful digital transformation for a large org.  How to work with partners when there is a lot at stake. The importance of process alignment in these larger deals. What Carabiner Group does to stay top of mind with their partners. How they are expanding on this deal to get more like it. How this formed their new “Cocktail of solutions” at Carabiner to bring. Relationships formed along the way… Links:  Reveal.co/ Partnerhub.app/ https://www.formstack.com/customer-story/njcaa

Marketers are constantly looking out for ways to scale their efforts and achieve more with less.  However, this is challenging in today's saturated market, where consumers are bombarded with messages from all directions. In today's episode, Hosts Klaudia Tirico and Kelly Lindenau replay a session hosted by Elle Woulfe, SVP of Global Marketing at Formstack. Throughout her presentation, Woulfe uncovered how practitioners can skillfully navigate the hurdles of rapid marketing transformation, even with limited resources. With an ingenious squad structure and a sharp focus on marketing objectives, she unveiled the secrets behind Formstack's impressive growth across all the company's KPIs.Tune in to learn about how: Breaking teams into focused squads focused on specific metrics helps organize work and create accountability; Standardizing processes and collapsing duplicate efforts extracts more value from existing work; Synchronizing communication and keeping work visible help smaller teams work efficiently together; and Verticalizing marketing efforts where the business sees success can help double down on wins. RELATED LINKS Connect with Elle here! Learn more about Formstack. Follow us on LinkedIn and Twitter. Register now for the B2B Marketing Exchange!

This week on AZAAZ we answered: ❓The Questions❓

In this episode, Molly McGrath and Wouter IJgosse, the founder of DecisionVault.com, talk about how to simplify and automate the intake process, which is a consistent headache for law firms. The conversation delves into the benefits of DecisionVault for estate planning law firms, including time savings, reduced errors, and the ability to push variables into document automation tools. Molly and Wouter discuss how clients have responded positively to the platform's ease of use and the automation possibilities it enables.    Key Takeaways   DecisionVault was created by Julia, the wife of Wouter, who had an estate planning practice and needed a better way to manage client information. It is a platform designed to help law firms automate the intake process, making it more efficient for team members. It works alongside practice management and document automation tools, allowing clients to complete questionnaires over time through the portal. It is beneficial for legal practices beyond estate planning, and the platform is expanding into other areas of law. It can push variables into document automation tools like Gavel, Woodpecker, Formstack, Nakli, and HotDocs. Decision Vault won second place at the American Bar Association Techshow. . Quote for the Show: "Sending an intake form to clients is not self evident and that doesn't work." - Wouter IJgosse     Links Website: https://decisionvault.com/ Facebook: https://www.facebook.com/DecisionVault LinkedIn: https://www.linkedin.com/in/wouterijgosse/ Law Firm Admin Bootcamp: https://www.lawfirmadminbootcamp.com/   Ways to Tune In: Amazon Music - https://www.amazon.com/Hiring-and-Empowering-Solutions/dp/B08JJSLJ7N Apple Podcast - https://podcasts.apple.com/us/podcast/hiring-and-empowering-solutions/id1460184599 Spotify - https://open.spotify.com/show/3oIfsDDnEDDkcumTCygHDH Google Podcast - https://podcasts.google.com/feed/aHR0cDovL2ZlZWRzLmxpYnN5bi5jb20vMTc4MTM2L3Jzcw Stitcher - https://www.stitcher.com/show/hiring-and-empowering-solutions YouTube - https://youtu.be/aiegTm-1Be4   

In episode 88, Coffey talks with Tammy Polk about the practice of inflating job titles. They discuss the roots of overtitling; undertraining promoted employees; EEOC and FLSA concerns about titles and compensation; understanding salary surveys; how to realign job descriptions, titles and compensation; emotional attachments to job titles; how managers should address title adjustments; input from employees in clarifying position responsibilities; and the importance of career pathing.Good Morning, HR is brought to you by Imperative—premium background checks with fast and friendly service. For more information about our commitment to quality and excellent customer service, visit us at https://imperativeinfo.com. If you are an HRCI or SHRM-certified professional, this episode of Good Morning, HR has been pre-approved for half a recertification credit. To obtain the recertification information for this episode, visit https://goodmorninghr.com. About our Guest:Tammy Polk is chief human resources officer at Formstack, the SaaS-based workflow platform helping organizations streamline data collection and management without coding. Founded in 2006, Formstack is a remote-first company with more than 300 employees worldwide.Tammy Polk can be reached at:https://www.formstack.com/ https://www.linkedin.com/in/tammypolk About Mike Coffey:Mike Coffey is an entrepreneur, human resources professional, licensed private investigator, and HR consultant.In 1999, he founded Imperative, a background investigations firm helping risk-averse companies make well-informed decisions about the people they involve in their business.Today, Imperative serves hundreds of businesses across the US and, through its PFC Caregiver & Household Screening brand, many more private estates, family offices, and personal service agencies.Mike has been recognized as an Entrepreneur of Excellence and has twice been named HR Professional of the Year. Additionally, Imperative has been named the Texas Association of Business' small business of the year and is accredited by the Professional Background Screening Association. Mike is a member of the Fort Worth chapter of the Entrepreneurs' Organization and volunteers with the SHRM Texas State Council.Mike maintains his certification as a Senior Professional in Human Resources (SPHR) through the HR Certification Institute. He is also a SHRM Senior Certified Professional (SHRM-SCP).Mike lives in Fort Worth with his very patient wife. He practices yoga and maintains a keto diet, about both of which he will gladly tell you way more than you want to know.Learning Objectives: 1. Analyze the origins of overtitling.2. Create a plan to examine job descriptions, titles, and compensation to ensure compliance and accuracy.3. Understand the importance of creating career paths for employees.

In this week's episode, I host Zak Pines. Zak has been in the SaaS industry for many years and has diverse experience in sales, marketing, and partnerships. Marketo, HubSpot, and Salesforce are among the software ecosystems he has worked with throughout his career. Currently, Zak is at Formstack where he has been building and managing a partner program and a community of product experts who provide excellent solutions for customers and technology partners with whom Formstack has integrations. In this week's episode, Zak Pines explains how nonprofits can solve problems and create better processes around data collection, workflow, automating document generation, and collecting digital signatures through Formstack.Topics Covered;Why Zak joined FormstackWhat Formstack doesHow forms work on FormstackImbedding Formstack in emailsHow documents, signatures, platforms, and workflows work on FormstackHow to build your own features on FormstackDifference between the electronic and digital signaturesThe platforms that Formstack integrates with besides SalesforcePersonal branding of Formstack formsData security on FormstackPricing of Formstack appsGuidance offered to Formstack partnersHow to become a Formstack partnerWhat to expect from Formstack in the future To learn more and connect with Zak Pines:Zak Pines LinkedIn https://www.linkedin.com/in/zakpines/Formstack Website https://www.formstack.com/

Intro: On this episode of Future of Tech, we speak to Chris Byers, CEO of Formstack. In 2010, Chris stepped in to lead Formstack as CEO for six months. Twelve years later, Chris has not only remained CEO, but the company has grown to 220 employees around the world and recently started fundraising at a billion dollar valuation. In this conversation, Chris discusses Formstack's focus on intuitive, easy-to-use, no-code solutions. Plus we dive into Chris's experiences and lessons learned as a CEO, as well as his advice for new CEOs. Enjoy this conversation. Main Takeaways: Evolution of Formstack: Chris dives into the evolution of Formstack and its journey as a startup, getting detailed about the work that the company does and its vision for the future. The Value of Fast Simplicity: Chris discusses Formstack's intent to provide a no-code solution that is easy to learn. The company's goal is for any individual contributor in any department to be able to figure out whether they can solve their problem on Formstack within 30 seconds. Chris's Thoughts on Company Culture: Chris discusses company culture: how it has seasons, how it changes with remote work and what he thinks about when building culture at Formstack. Chris's Advice for New CEOs: Chris shares his tips for new CEOs, as well as his experience stepping into the CEO role at a startup and a mistake he feels that he's made throughout his leadership.   Key Quotes: (19:41) “...culture still works in phases and seasons. I think the culture, even that I built from say seven people to let's call it 50, actually had to change.There was a moment in time and I've seen this happen a couple different times, moments in time where we're no longer getting the results that we once were getting. And that ultimately goes back to culture. Are we hiring the right people and promoting the right people?”   (23:09) “I think our ability to succeed over time will always be because we make decisions that don't look like the next big software business. We make our own unique decisions that are innovative, that are different and maybe even cause people in those early days to be like, ‘wait, what are you doing? This doesn't make any sense to me.'”   (44:16) “...as we are in a remote environment, it's a different skillset to kind of build comradery across video, which is where so much of life now takes place. And so you're starting to have to find people who can engage that way.”   (45:38) “...one of the mistakes that I probably continue to make over and over and over again is I move too slow when something is not going well. I think as leaders, we often can quickly identify that a project isn't going well, a team member isn't working out and we are compassionate and we're empathetic. And so it makes us too patient, I think at times, and we put too much stock into the person that we're dealing with when we forget if a person is kind of failing their team or failing the organization, it's not just this one to one relationship that's kind of challenged, they're causing this challenge to like grow and grow and grow across the organization.”   (47:43) “If you're in peace time, I think the team is always the most important. Sometimes you're in something more like war time, where things are chaotic and nothing is as usual, the economy is in a weird place. And sometimes if somebody's being successful, I think you let 'em run. But in the long term, I'd say it always comes back to that ability to work with the team. The ability to kind of work together is the most important thing.”

Business processes get faster and more convenient everyday as we automate tedious busywork. That said, how much further can automation efforts take us? Chris Byers, CEO of Formstack, discusses the wide ranging industries that would benefit from additional digital automation and how Formstack empowers non-technical employees to solve process-problems.Tune in to learn:How has Formstack simplified the user experience over time? (02:52)The rise of automating office work (15:40)Who is driving innovation in organizations? (17:40)How far are we from a paperless future? (24:00) IT Visionaries is brought to you by Salesforce Platform. If you love the thought leadership on this podcast, Salesforce has even more meaty IT thoughts to chew on. Take your company to the next level with in-depth research and trends right in your inbox. Subscribe to a newsletter tailored to your role at Salesforce.com/newsletter.Mission.org is a media studio producing content for world-class clients. Learn more at mission.org.

Today's interview is with Jim Tincher, Founder and Mapper in Chief of journey mapping and customer experience consulting firm, Heart of the Customer (HoC) as well as an author. Jim joins me today to talk about his new book, Do B2B Better: Drive Growth Through Game-Changing Customer Experience, what gets in the way of organisations building a differentiated customer experience and what it takes to be a B2B change maker. This interview follows on from my recent interview – Treat your customers well and your employees better – Interview with Liza Smyth of Formstack – and is number 446 in the series of interviews with authors and business leaders that are doing great things, providing valuable insights, helping businesses innovate and delivering great service and experience to both their customers and their employees. NOTE: A big thank you goes out to the folks at Zoho for sponsoring my podcast this month and particularly the team at Zoho Desk. Zoho Desk is trusted by over 50,000 businesses around the world to elevate their customer service and the team over there recently asked me to write a whitepaper for them that explores How focusing on employee happiness and customer success can drive business results. The whitepaper is called: The Killer Combination: Customer success, happiness and the right technology. Do check it out by following this link.

Why Businesses Should Invest in EX (Employee Experience) as Much as CX Shep Hyken interviews Liza Smyth, senior vice president of customer experience at Formstack, a company that helps organizations create workflows that enhance productivity. She shares how to make your internal and external customers feel seen and heard throughout their entire journey with your brand. Top Takeaways:   ·      A defining moment for the employee or the customer is an event that truly matters to them. Even if they started with a bad experience, at the point you turn it around (the defining moment) is what shapes their perception of you.   ·      Every employee in your organization impacts a customer's overall experience. Employees need to understand how they fit into the customer experience, even if they don't directly interact with them.   ·      When you hire brilliant people but ask them to do menial tasks, they will feel like they are not bringing their best selves to work. They become process-driven instead of utilizing their talents effectively.   ·      When an employee interacts with a customer, the employee doesn't represent themselves or their department. They represent your entire organization. You have to decide what your company's voice is and what you want your customers to experience when they engage with you. This experience needs to be consistent across the board.   ·      Employees are your biggest assets at the company. Create an environment where there is a sense of belonging, their perspective is valued, and they can be their authentic selves.   ·      Determine your company's "true north metric" (your mission, vision, mantra, etc.) and be sure that every employee understands how they influence it. Allow employees to feel like the job they do matters and that they impact the customers, their colleagues, and the organization.   ·      Formstack's State of Digital Maturity report identified that 51% of surveyed workers report spending at least two hours per day on repetitive tasks, and 72% of employees felt that inefficient processes impacted their job.   ·      Plus, Shep and Liza share how to create an environment of belongingness with employees and colleagues who are outliers of the group. Quote:  "A great employee experience delivers a great customer experience."   About:   Liza Smyth is the senior vice president of customer experience at Formstack. She leads customer care for the company's more than 25,000 customers. Before joining Formstack, Smyth worked for top tech companies, including Apple and LinkedIn. Shep Hyken is a customer service and experience expert, New York Times bestselling author, award-winning keynote speaker, and host of Amazing Business Radio.   Learn more about your ad choices. Visit megaphone.fm/adchoices

Zak Pines from Formstack joins us to talk about how you can change your business to be more efficient. We look at how to get info in, how to provide it on the back end, and how to make the process flow more efficiently. If you are not changing I guarantee your competition is finding ways to wow their customers and make things better and giving them the advantage. By listening today may open your eyes of how you can help your business take the lead. Zak Pines is VP of Partnerships at Formstack, a workplace productivity platform, where he's built a team that manages hundreds of consulting and integration partners. For the past two decades he's led high growth teams thriving in the top MarTech & CRM ecosystems - including Salesforce, Marketo, HubSpot and many others. Zak takes a cross-functional approach to growth, and is a firm believer that partnerships should be a community, not a channel. Contact Information: Zak Pine- https://www.linkedin.com/in/zakpines/ https://www.formstack.com/ Benny Carreon- Velocity Technology Group- benny@velocitytechnology.group Dennis Jackson-WorX Solution- dennisj@worxsolution.com Music by: jorikbasov from Pixabay

Zak Pines from Formstack joins us to talk about how you can change your business to be more efficient. We look at how to get info in, how to provide it on the back end, and how to make the process flow more efficiently. If you are not changing I guarantee your competition is finding ways to wow their customers and make things better and giving them the advantage. By listening today may open your eyes of how you can help your business take the lead. Zak Pines is VP of Partnerships at Formstack, a workplace productivity platform, where he's built a team that manages hundreds of consulting and integration partners. For the past two decades he's led high growth teams thriving in the top MarTech & CRM ecosystems - including Salesforce, Marketo, HubSpot and many others. Zak takes a cross-functional approach to growth, and is a firm believer that partnerships should be a community, not a channel. Contact Information: Zak Pine- https://www.linkedin.com/in/zakpines/ https://www.formstack.com/ Benny Carreon- Velocity Technology Group- benny@velocitytechnology.group Dennis Jackson-WorX Solution- dennisj@worxsolution.com Music by: jorikbasov from Pixabay

Today's interview is with Liza Smyth, who is the SVP of Customer Experience at Formstack. Liza joins me today to talk about how EX and CX efforts in organizations are often handled separately, why you need to prioritize and foster a positive employee experience, the important role that Diversity, Equity, Inclusion and Belonging plays in this and what leaders should be thinking about and doing so they can merge their CX and EX efforts. This interview follows on from my recent interview – The killer combination: Customer success, happiness and the right technology – Interview with Prashanth Krishnaswami of Zoho – and is number 445 in the series of interviews with authors and business leaders that are doing great things, providing valuable insights, helping businesses innovate and delivering great service and experience to both their customers and their employees. NOTE: A big thank you goes out to the folks at Zoho for sponsoring my podcast this month and particularly the team at Zoho Desk. Zoho Desk is trusted by over 50,000 businesses around the world to elevate their customer service and the team over there recently asked me to write a whitepaper for them that explores How focusing on employee happiness and customer success can drive business results. The whitepaper is called: The Killer Combination: Customer success, happiness and the right technology. Do check it out by following this link.

Every month, Formstack releases a newsletter that helps operational, IT, and digital leaders create change and move their organizations toward optimal digital maturity. You'll get genius ideas, actionable tips, and smart solutions to help you drive efficient changes within your organization, all in your inbox. Become an insider today: https://www.formstack.com/practically-genius-insider

Tammy Polk is currently the Chief Human Resources Officer at Formstack, but she's been in the acquisition's game for over a decade. In all that time, she's learned a lot about leading organizations and people through significant change. In this episode, Tammy shares her human-centric approach to supporting teams during times of transition. Listen in to learn how to adapt to the way others work to get the most out of them and create an environment where everyone can lead with their strengths. Along the way, you'll also hear how to make bold changes in your own journey when you realize the place you're in isn't a good fit. Quick Links: Connect with Tammy: https://www.linkedin.com/in/tammypolk/ Learn more about Formstack: https://www.formstack.com Connect with Andrea: https://www.linkedin.com/in/leaderdevelopmentcoach Learn more about HRD: https://hrdleadership.com/

Building and scaling an effective sales team is no easy feat. Leaders need to take so many different elements into consideration today, and managing a team full of different personalities and working styles isn't always a straightforward task. However, some people somehow make it all look easy. In this episode, Hannah and Tony sit down with Asad Afzal, the Director of Sales at Formstack and an expert in building and scaling successful sales teams. During the interview, he shares key tips for building and scaling effective sales teams, strategies for approaching sales training and onboarding in today's fast-paced environment, advice for leaders and much more.

Chris Byers is the CEO of the no-code workplace productivity platform Formstack which has recently released a report on the state of digital maturity in 2022.In this episode, we begin by discussing the most important insights from this report, leading into the breakdown of the four pillars of digital maturity and how Formstack are approaching it. In the second part of the episode, we focus on no-code tools: how they can help companies reach the four pillars, what the challenges to their implementation might be, and how we can expect them to continue evolving.Links & mentions:formstack.com/reports/state-of-digital-maturityformstack.comlinkedin.com/in/rchrisbyers

Jeremy Clarke created, grew, and sold his software company in a most unusual and successful way: He grew WebMerge to $4M revenue by just himself in 6 years before hiring his first and only employee, a strategic sales rep. It's an incredible "bootstrapped unicorn" success story that ultimately was worth $100M when he sold WebMerge in 2019. WebMerge was an online service that automates document creation to automatically fill in any documents with merged data from any source. WebMerge automatically generates PDF and Microsoft Word documents. Think of it as "mail merge for the web." Jeremy's first employer, Formstack, ultimately acquired WebMerge to bring Jeremy back to the Formstack team and renamed the product to Formstack Documents. In this episode, Jeremy explains: How he came up with the idea and pitched it to his employer before building it on his own How he grew revenues to $1M ARR before he quit his day job as a full-time software programmer What it was like to grow a $5M+ ARR SaaS business without  any other employees or Slack groups or constant meetings How many years in a row he raised prices before he found the right price How he grew awareness and conversion efficiently by integrating with other apps and appearing in their add-on marketplaces What it was like to sell his company to a private equity (PE) buyer in two phases Check out all our episodes and articles at https://practicalfounders.com.

Welcome to Practically Speaking, a show dedicated to highlighting practically genius ideas in less than 15 minutes. Hear Lindsay, Ryan, and special guest Zak Pines discuss takeaways from Amanda Wodzenski's Genius Spotlight episode on project management, like how to best align teams at the start of a project. Lindsay and Ryan then dig into data from Formstack's State of Digital Maturity report. This week, they cover how the most optimized organizations overcome technical roadblocks. Use this data to help your org learn how to empower employees, avoid long IT queues, and overcome common technical challenges that stall important projects. 

Welcome to Practically Speaking, a show dedicated to highlighting practically genius ideas in less than 15 minutes. Get takeaways from Denise Davis's Genius Spotlight episode on how Emory Healthcare eliminated paper processes across 250 locations. Lindsay and Ryan then dig into data from Formstack's State of Digital Maturity report. This week, they cover how the most optimized organizations have replaced paper with modern, digital systems. Use this data to help your organization learn how to finally break free from the grasp of Big Paper.

Welcome to Practically Speaking, a show dedicated to highlighting practically genius ideas in less than 15 minutes. Get takeaways from Annette Franz's Genius Spotlight episode on customer experience, like how the employee experience drives the customer experience. Lindsay and Ryan then dig into data from Formstack's State of Digital Maturity report. This week, they cover how the most optimized organizations focus on improving the customer experience. Discover why these organizations find it easy to deliver on customer expectations.

Welcome to Practically Speaking, a show dedicated to highlighting practically genius ideas in less than 15 minutes. Get takeaways from Prabhjot Singh's Genius Spotlight episode on automation, like why process is the key to automating well. Lindsay and Ryan then dig into data from Formstack's State of Digital Maturity report. This week, they cover how the most optimized organizations use automation to improve the employee experience. Learn how automation can help make employees feel happier, less stressed, and more fulfilled.

In this episode, we are joined by Liza Smyth, SVP Customer Experience, Formstack and Matthew Raynor, Publisher, Healthcare Innovation. They discuss the importance of providing exceptional digital experiences, offer tips for launching healthy software systems and processes, and share how organizations can measure the success of new initiatives.This podcast is sponsored by Formstack.

In this episode, we are joined by Liza Smyth, SVP Customer Experience, Formstack and Matthew Raynor, Publisher, Healthcare Innovation. They discuss the importance of providing exceptional digital experiences, offer tips for launching healthy software systems and processes, and share how organizations can measure the success of new initiatives.This podcast is sponsored by Formstack.

Is automation the answer to our most frustrating workplace issues? For those dealing with repetitive tasks and manual processes, it may seem like a great solution. But there's one big catch Prabhjot Singh wants people to understand before going all-in on automation. The President and CEO of Pyze knows a thing or two about the power, pitfalls, and impact automation can have. Learn from his experiences and don't make this common automation mistake. Put process before tools It's important to develop a holistic view of systems and workflows before adding new tools into the mix. Remove useless data If you're asking a customer for a data point that will never get used, consider eliminating it from the process. Analyze data in real-time. Make better and immediate business decisions by selecting tools that provide data quickly. Check out the State of Digital Maturity Report from Formstack here.

Welcome to Practically Speaking, a show dedicated to highlighting practically genius ideas in less than 15 minutes. Get takeaways from John Kuforiji's Genius Spotlight episode on change management, like why post-launch processes are just as important as pre-launch planning. Lindsay and Ryan then dig into data from Formstack's State of Digital Maturity report. This week, they cover how the most optimized organizations build cultures that embrace change. Use this data to help your organization learn to thrive through innovation, iteration, and disruption. Read Formstack's State of Digital Maturity Report: https://resources.formstack.com/reports/state-of-digital-maturity

What does it take to prepare for the future of work? It's not about preparation. Because how can you prepare for what comes next, when you don't even know what comes next? And it's not about adapting–because if you're adapting to the change, you're already behind. It's about creating the Future of Work. In this 3 part podcast series from Formstack, host Lindsay McGuire is equipping you with everything you need to create your own Future of Work, with insights and interviews on important topics like digital maturity, unleashing your workforce, changing expectations of customers, and company innovation. Join us on the journey of changing your expectations, empowering your people, innovating your processes, and embracing your Future of Work, whatever that looks like.

Tune in and hear from today's guest, Sarah Galyon, Pathways Operations Manager at The University of Tennessee Medical Center. Sarah tells us about key considerations when thinking about the “must-haves” for creating safe, secure, and efficient digital workflows within healthcare. We also hear about her experience successfully launching new software, reimagining healthcare workflows, and more.This episode is sponsored by Formstack.

Now more than ever, healthcare providers need to be able to adapt to an ever-evolving digital world. Patients now expect care that is safe, accessible, and personalized. But what tools and strategies should your organization invest in to meet expectations? In this episode, we'll hear from Zak Pines, VP of Partnerships at Formstack—a SaaS company whose productivity software is used by eight of the 10 largest nonprofit hospital systems in the United States. Tune in as Zak breaks down ways healthcare orgs can create streamlined digital experiences, improve care, and better meet patient needs.This episode is sponsored by Formstack

Colleges tend to compete rather than collaborate. That's why a new five-college cooperative in New Mexico is so unusual. This week's episode explores the Collaborative for Higher Education Shared Services, or CHESS. It's made up, so far, of five independent community colleges in New Mexico that have teamed up because they think they're stronger together than apart. They've started by agreeing to create a common enterprise resource planning structure to share resources and information in areas such as accounting, student records, human resources and payroll, but the vision ultimately includes many of the features you might see in a formal college system, including smoother student mobility and more efficient and cost-effective campus operations. In the conversation, the presidents of two of the colleges, Becky Rowley of Santa Fe Community College and Tracy Hartzler of Central New Mexico Community College, discuss the combination of trust, subjugation of institutional ego, and internal culture change required to bring about a massive cross-institutional collaboration like this. They acknowledge the help they've gotten from the external partners guiding their work, CampusWorks and Workday. Hosted by Inside Higher Ed Co-founder and Editor Doug Lederman. This episode is made possible by the support of Formstack

SponsorsRewind: https://cloudaccountingpodcast.promo/rewindCenterCard:  https://cloudaccountingpodcast.promo/centerClient Hub: https://cloudaccountingpodcast.promo/clienthubNeed CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpeShow Notes3:57 – SPACs Headed for New Wave of Restatements for Accounting Errorshttps://news.bloombergtax.com/financial-accounting/spacs-headed-for-new-wave-of-restatements-for-accounting-errors 5:57 – Senators Question Commissioner About Company Offering Fee-Based Access to IRS Phone Lineshttps://procedurallytaxing.com/senators-question-company-offering-fee-based-access-to-irs-phone-lines/ 11:55 – Opinion | IRS reform will generate a lot more revenue than the CBO thinks - The Washington Posthttps://www.washingtonpost.com/opinions/2021/11/17/cbo-build-back-better-irs-revenue-too-low/ 14:17 – AICPA, NASBA publish revised CPA Evolution Model Curriculum - Journal of Accountancy https://www.journalofaccountancy.com/news/2021/nov/aicpa-nasba-revised-cpa-evolution-model-curriculum.html                                17:20 – A closer look at the Model 20:55 – Practical v. Theoretical – which is better for accounting education? 22:14 – In the weeds – what's missing from the revised CPA Evolution Model Curriculum? 26:21 – Can I get this in Excel? Faculty want the  CPA Evolution Model Curriculum in Excel.  32:54 – The Sage Group plc (SGGEF) CEO Steve Hare on Q4 2021 Results - Earnings Call Transcripthttps://seekingalpha.com/article/4470238-sage-group-plc-sggef-ceo-steve-hare-on-q4-2021-results-earnings-call-transcript Sage posts 10% drop in operating profit after investing in cloudhttps://finance.yahoo.com/news/sage-posts-10-drop-operating-072946722.html Accelerating growth driven by continued strategic progress (PDF)https://www.sage.com/investors/investor-downloads/press-releases/2021/11/full-year-2021-results-17-november-2021/ 35:14 – Intuit inc (INTU) Q1 2022 Earnings Call Transcripthttps://www.fool.com/earnings/call-transcripts/2021/11/18/intuit-inc-intu-q1-2022-earnings-call-transcript/ 38:16 – Chimp Change – how QuickBooks Advanced is heading deeper into the midmark with MailChimpIntuit: Monetizing Its Vast Data Treasure Trove by Creating Better Outcomes For Customershttps://seekingalpha.com/article/4470721-intuit-intu-stock-monetizing-vast-data-better-outcomes-for-customers                 40:24 – What's new in QuickBooks Online: November 2021 – QuickBookshttps://quickbooks.intuit.com/blog/whats-new/whats-new-in-quickbooks-online-november-2021/ 44:53 – Practice Ignition raises $50M | Accounting Todayhttps://www.accountingtoday.com/news/practice-ignition-raises-50m Practice Ignition lands $50M to scale globallyhttps://techcrunch.com/2021/11/17/practice-ignition-lands-50m-to-scale-globally/ 46:29 – Formstack raises $425M for a no-code platform that helps businesses automate their customer and internal workflowshttps://techcrunch.com/2021/11/18/formstack-raises-425m-for-a-no-code-platform-that-helps-businesses-automate-their-customer-and-internal-workflows/ 47:22 – Paychex Adds Support for Vaccination Status Tracking to its COVID-19 Technology Solutionshttps://www.wibw.com/prnewswire/2021/10/19/paychex-adds-support-vaccination-status-tracking-its-covid-19-technology-solutions/ 47:52 – Pixie, the operating system for small accounting firms, pockets £2.25M to grow furtherhttps://www.uktech.news/news/pixie-uk-startup-funding-20211118 48:36 – Accounting tech start-up to double headcount following funding boosthttps://www.siliconrepublic.com/jobs-news/accounting-tech-start-up-double-headcount-funding-boost 49:24 – Scammers Clone Exec's Voice, Steal $35M From Bankhttps://www.newser.com/story/312228/scammers-clone-execs-voice-steal-35m-from-bank.html 52:40 – Listener Voicemail. Thank you!  54:44 – We've Got a Review! Thank you! Get in TouchThanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts Podchaser: http://cloudacctpod.link/podchaser Spotify: http://cloudacctpod.link/Spotify Google Play: http://cloudacctpod.link/GooglePlay Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast ClassifiedsFuture Firm: https://futurefirmaccelerate.com/Accounting Podcast Network: https://accountingpodcastnetwork.com/Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd  Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? Hit the link above to get more info!Full Transcript Available Upon Request - info@cloudaccountingpodcast.com

The era of flexible work in higher education has begun. The pandemic drastically altered our collective relationship with work in the moment, but how will faculty, staff and administrative jobs look differently going forward? In this week's episode, administrators at two institutions that are addressing these questions head-on discuss their approaches. Natalie McKnight is dean of the College of General Studies at Boston University and co-chair of its Committee on the Future of Staff Work, whose recommendations underpinned the university's new policy allowing many employees to work up to two days a week from home. And Bryan Garey, vice president for human resources at Virginia Tech, discusses the university's evolving “flexible work” policy under which nearly 10 percent of the workforce has already qualified to work 100% off site. Hosted by Inside Higher Ed Co-founder and Editor Doug Lederman. This episode is sponsored by Formstack. 

Are politicians and the public losing faith in higher education? Last week delivered unwelcome news to colleges and universities. New data from the National Student Clearinghouse showed that college enrollments tumbled again this fall, with hundreds of thousands fewer students opting to start or continue their educations than even during the heart of the pandemic last fall. And a scaled-back version of President Biden's Build Back Better Act contained about $40 billion in new funds for colleges and their students -- barely a third of the previous iteration and missing key initiatives such as much-touted tuition-free community college. This week's episode features three thoughtful observers of the higher ed landscape on what these developments mean and why they matter. Tamara Hiler is director of education at Third Way, a center-left think tank in Washington. Robert Kelchen is professor and chair of education at the University of Tennessee at Knoxville. And Teresa Valerio Parrot is a principal at TVP Communications. Hosted by Inside Higher Ed Co-founder and Editor Doug Lederman. This episode is sponsored by Formstack.

Deena talks with Kat Hsia, Formstack Account Exec Hawaii + APAC Region, about what makes Formstack awesome and how the Sales and Marketing landscape has changed.

“Time is growing short.” That's how Bloomfield College's president, Marcheta P. Evans, described the struggling private college's situation this week in an atypical plea for help. Bloomfield, whose students are overwhelmingly black, Hispanic and from low-income backgrounds, acknowledged that it won't make it through the 2022-23 academic year in its current condition, and asked for help from potential philanthropists and partner institutions to keep its mission alive. In this week's episode, Marcheta Evans discusses the New Jersey college's unexpected approach to an increasingly common plight. She explains why it chose to go public about a situation many institutions hide, and it's options for surviving and even thriving. This week's other guest is Barbara Brittingham, president emerita of the New England Commission of Higher Education, who as leader of the accrediting body in the demographically challenged Northeast encountered more than her fair share of financially ailing institutions. This episode is hosted by Inside Higher Ed Co-founder and Editor Doug Lederman. Sponsor is Formstack

In this episode of SaaS Connect your host Sunir Shah, President of Cloud Software Association, leads a value-packed discussion between Gabe Caldwell, Director of Partnerships at Formstack and Joe Ondrejcka, ISV Partner Account Manager at Salesforce. The conversation centers on the journey that Formstack took to take their Salesforce integration from level one to level 10, ultimately resulting in more than 200% year-on-year growth. Included are the following topics: How did Gabe get executives to buy in to what needed to be done? How to stand apart so that Salesforce will notice you. Tactical marketing opportunities within Salesforce. What Formstack did to meet Salesforce requirements. What you can expect from Salesforce and tips to partner with them. Formstack's most effective content strategy. The value of taking a big partner's advice and getting the basics right. Are the results that Formstack experienced typical when partners get into the Salesforce groove, or did they just get lucky? The importance of communication, messaging, building relationships, and educating Salesforce teams. Advice for SaaS startups, even if you're not technical. How to open the door into Salesforce. Resources Mentioned: Webmerge Freshbooks Thank you to our amazing podcast team at Content Allies. Want to launch your own B2B revenue-generating podcasts? Contact them at https://ContentAllies.com

Amanda's Internet Things:LinkTree@very_demanda on Twittervery_demanda on Instagramvery_demanda on TikTokAmanda on LinkedIn

In this episode of SaaS Connect, Siddharta Aggarwal of Cloud Software Association and Google Cloud, interviews Chris Byers, CEO of Formstack. Formstack was very successful at acquiring companies in order to extend their platform. Although mergers and acquisitions are risky, Chris Byers figured out how to win repeatedly and build a thriving business from many companies. Find out how Chris got started, and the lessons the business learned: How to move from one phase to another What Formstack discovered about their customers and its impact What it would take for Formstack to achieve their first $100 million, and how understanding they needed to be part of what customers were doing before and after they used forms was part of increasing their revenue How they delivered value by becoming part of the customer's workflow to effectively automate some part of the process for them How they decided which acquisitions would be right Their biggest challenges with acquisitions, and integration Resources Mentioned: Salesforce

This is the third episode of the Innovation Series -- where we will highlight marketing experts to learn how they are innovating in Salesforce Marketing Cloud. In this episode, hosts Bobby and Cole chat with Joel Houghton and Zak Pines from Formstack to learn how they are being innovative in Marketing Cloud and with their customers. Formstack is a workplace productivity platform that helps organizations streamline digital work through no-code online forms, documents, and signatures.

00:22 - Episode begins01:12 - Webflow updated limits on some site plans01:42 - Webflow's smooth-scroll will soon respect user preferences02:27 - Webflow is having a live community update on April 14th03:22 - Webflow added a new post to their blog: Zapier vs. Integromat04:14 - Adalo made a huge update to the app bar!05:52 - Formstack is hosting a panel - “The Rise of the No-Code Economy”07:13 - Bildr is now open to the public07:48 - Connor Finlayson posted “Can you build Fiverr.com in Webflow?”08:49 - Hulu is hiring an Airtable Platform Specialist10:45 - Figma has a new starter plan12:14 - Codebolt.dev launched and it's amazing — add code to your Webflow project12:30 - Ben's GitHub + Webflow + VS Code Tutorial12:59 - Our episode on using code in your no-code projects15:25 - Coda now has dark mode16:49 - Softr added quite a few new features, check it out on their what's new page19:10 - Parabola has an FTP integration?!?21:01 - Super Build is teaching how to build Product Hunt product's with no-code23:01 - Lou is a no-code product tour23:58 - Minimum is hiring a Visual Developer27:28 - Matt was at a Sam Parr podcast meetup27:45 - Interview with Mike from Minimum

In this episode, Formstack CEO Chris Byers joins me to talk about the future of work, whiteboards, automation, the need for in-person meetings, and resistance to new technologies.Support the show

This post is part of a Youtube/Click-able Blog Series called “After The Exit” — the show where I interview CEO's after they've sold their startup and have them share the lessons they learned in blood about business, relationships, and life. Look — you can learn a couple tips from how they built it, but the real wisdom — the moral of the story — comes at the end — after the exit. Today I'm really excited to introduce you to my new friend - Ade Olonoh. He started his first company as a senior in college. He studied computer science and mathematics at a small school in the Indianapolis area. Prior to starting that company, he'd spent the previous four years paying his way through college as a freelance web developer. He's since started four companies so far that have exited (to varying degrees of success and failure), and a handful of other companies that he quietly shut down before any real traction. The two most prominent companies are Formstack ( a B2B SaaS company which he bootstrapped for 3 years, then raised $700k from angels, and sold a major stake to Private equity 10 yrs later) and Formspring which had insane initial growth then raised $17M from VCs and later sold for pennies on the dollar after 4 yrs. This episode is brought to you by Visible.vc - Raise capital, update investors and engage your team from a single platform. It's also brought to you by Boilerplate.legal - Affordable, streamlined, venture capital-approved legal documents for your startup. --- Send in a voice message: https://podcasters.spotify.com/pod/show/aftertheexit/message

What is your role in the church? In this talk, we explore how God wants everybody to play their part in the community, especially in the church. In our culture, people overwhelmingly are on a quest for autonomy, to be free to do what they want, when they want to. While this may seem like a noble desire, it is an empty destination. Fulfillment is not found in isolation, but is found when you are an integral and important part of what God is doing in the church. God promises that you will find your purpose in life and fulfillment in life when you find your role in the body of Christ. Do you want to be a part of what God is doing in the church? We want to hear from you! http://menlo.church/serveinthechurch - the Formstack will go to Taylor K and she will pass along to each campus Connections person. The form is very generic so this is a blanket "I want to serve" and it is our job to help them figure out where.

I had the pleasure to sit down virtually (social distancing and all) with Amanda Nielsen for our most recent Marketing Strategy Talk. Amanda is the Partner Enrollment Manager at Formstack and an up and coming marketer to keep your eye on. Amanda has developed a solid following on LinkedIn, Twitter, and yes, even Tik Tok (more on that later). She's been a featured speaker at Hubspot's annual INBOUND conference and more recently at Snowforce. In this Marketing Strategy Talk, we cover everything from partnership marketing, social media, women in tech, and even strategies on how to get that first full-time job out of college. I had a blast talking to her and just know you'll get a massive amount of value out of the insights she offers. Watch the video or read the transcript below. And to all you marketers out there, keep learning and keep growing!