Long static forms
PDF and paper forms that ask every question of everyone and are returned incomplete.
Salesforce OmniStudio & Digital Forms
Turn complex forms and processes into guided digital services
Many government and enterprise processes still run on long PDF forms and manual assessment. BD-S uses Salesforce and OmniStudio to rebuild them as guided digital services: dynamic, validated, integrated and accessible, for anonymous and authenticated users.
The business problem
What this solves
Forms are where citizens and customers meet the organisation, and where the friction shows.
Re-keying and validation by hand
Data arrives unstructured, is checked manually and entered again into the system of record.
Every form built from scratch
No reusable components, so each new form is a new project.
Accessibility retrofitted
Forms that fail accessibility requirements and exclude the people who most need the service.
What we deliver
What we build with OmniStudio
Guided and dynamic forms
OmniScripts with conditional steps, branching and inline validation so people only answer what applies to them.
Reusable components
FlexCards and shared OmniScript elements that make the next form faster than the last.
Data and integration
DataRaptors and Integration Procedures reading and writing Salesforce data and calling MuleSoft APIs mid-process.
Document generation
Letters, notices, permits and certificates generated from the process data.
Anonymous and authenticated journeys
Public lodgement without an account, or authenticated journeys with saved progress and tracking in Experience Cloud.
Accessible, tested experiences
WCAG 2.2 AA patterns, plain language and assistive-technology testing built into delivery.
Salesforce technology
OmniStudio components
OmniScripts- FlexCards
- Integration Procedures
- DataRaptors
Experience Cloud
Public Sector Solutions
MuleSoft
Implementation
How we approach forms modernisation
Start with the process, not the form
Map the decision logic and data behind the form so the digital version can shorten it.
Design for reuse
Component libraries, naming standards and patterns so a program of forms stays consistent.
Validate at the point of entry
Rules, lookups and integration checks during the journey so submissions arrive complete.
Measure completion
Analytics on drop-off and completion to keep improving the journey after launch.
Integration
Forms are only useful when the data lands somewhere. Integration Procedures write to Salesforce and, through MuleSoft, to records, payment and legacy systems so a submission becomes a case, licence or application without manual handling.
Governance and security
Governance and security
- Guest user and authenticated access models reviewed for data exposure
- Version control and release management for OmniStudio components
- Validation rules and integration calls tested in every release
- Accessibility statements and testing evidence maintained per form
Ongoing support
Ongoing support
Form programs grow. Under the managed service BD-S maintains component libraries, adds forms, adjusts rules as policy changes and monitors integrations.
Salesforce Managed ServicesUse cases
Where it fits
- Licensing, permit and registration applications
- Grant applications and acquittals
- Complaints, notifications and reporting obligations
- Onboarding and eligibility assessments
- Government forms modernisation programs
Discuss digital forms with our team
Bring us your most painful form and we will show how it becomes a guided digital service.