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How Horatio streamlines business operations with Jotform

Discover how Horatio, a customer experience outsourcing firm, transformed its operations with Jotform, automating workflows, data collection, and boosting productivity.

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Horatio

Optimizing workflows with Jotform

Workflow indicators

50+

Data trackers

20+

Business intelligence dashboards

30+

Horatio

Horatio

Industry:

IT & Technology

Company Size:

Large

Use Cases:

Data collection, conditional logic, email automation, approval workflows

About

Horatio is a leading customer experience outsourcing firm that specializes in providing businesses with skilled agents to manage diverse tasks. Leveraging Jotform, Horatio streamlines operations through automated workflows, data collection, and integrations, enabling enhanced productivity and superior client service.

Challenge

Horatio struggled with time-consuming, manual data entry using Excel for tracking and managing tasks. This process consumed valuable resources, hindered productivity, and slowed operations.

Solution

By implementing Jotform, Horatio automated key processes like job applications, HR requests, and client operations. Features such as conditional logic, integrations with Google Sheets, and Jotform Workflows streamlined data collection and approval processes. 

Results

Horatio significantly increased productivity, saving hours of manual work through automation and integrations. Teams now efficiently manage over 20 trackers and 30 business intelligence dashboards, enabling faster task completion and more time for core business functions.

Forms for efficiency

Doing one form for both options is much easier for the user instead of making 10 forms for different situations.

Jaime Lockward

Chief of Staff, Horatio