From Paper Registration to Online Enrollment

Paper forms are still used because online systems often get designed in the wrong order.

You need a workflow, not a pretty form.

Step 1: Stabilize the process model

• Define every role that touches a registration
• Define mandatory fields and validation points
• Define “approved,” “pending,” and “rejected” states

Step 2: Build the operational path

A registration should move from lead → intake → internal review → activation without spreadsheet exports.

Step 3: Add visibility

Teams should see bottlenecks on day one:

• Where registrations queue up
• Who reviewed each item
• Which step needs follow-up

Step 4: Tighten and scale

Only after these foundations are visible do you expand features.

That’s how you move from data capture to real workflow automation.