How Houston Passport Center Put Automated Workflow Into Action
The Houston Passport Center processes passports and visas for national accounts, submitting clients’ applications to passport offices on their behalf. Owner Craig Long used Logiforms’ triggers to automate his company’s workflow. He also built a web portal that increased his clients’ visibility of their visa and passport application processing.
Workflows allow me to manage my business remotely. I can log in with my phone and change the status of a document, and then the client is automatically notified.
Houston Passport Center
With a high volume of time-sensitive documents moving through the Houston Passport Center’s office, their staff needed a way to organize, track, and manage each passport and visa application. They also needed to maintain a high level of transparency, giving their clients a dashboard view of the company’s internal workflow and notifying clients about application changes and expected completion times.
Without prior experience in programming, Houston Passport Center’s Craig Long implemented a Logiforms’ workflow solution to automate the company's process.
“I got rid of almost all manual tasks! With a click of a button, I can simultaneously update a document’s status and notify my clients about changes. Clients no longer need to call for updates. They can log in and get the complete picture. We now process two times the amount of applications than we did before Logiforms.
Craig used Logiforms’ Triggers with a a custom web portal, automating every step of the Houston Passport Center’s document workflow.
Triggers intelligently send email reminders and change the status of applications as they move through workflow. His clients use the portal to check the status of their applications and see their application history.
“I created a page that lets me see all pending, received, submitted, and released documents. I never have to guess what’s going to happen next because everything is automated and organized,” says Craig Long.
Integrated Workflow Management for Staff – automate follow-ups, notifications and workflow
Dynamic PDF Document Generation Screen. Letters & Applications generated on-the-fly with conditional logic and personalization
Smart Form with Dynamic Pricing. Pricing is pulled from a lookup table using Dynamic Data
Craig built a workflow portal to enable his clients to track their passport and visa applications in real time. Using triggers allowed him to automated every step of the fulfillment process and send updates to his clients.
“My clients are now long-term business partners because no one else in my market offers such advanced document management,” explains Craig.
The combination of powerful forms, workflows, and triggers allowed me as a non-programmer to build an incredibly powerful system that automates my business.