Transforming Utility Field Operations with Forms Connected: Key Takeaways from Our Latest Webinar
In utilities, field operations move fast, assets are spread out, and teams depend on accurate information to keep everything running safely and efficiently. Yet even with all the technology available today, many organizations still struggle with the same issue: collecting good data is hard, and using it is even harder.
During our recent webinar, Transforming Utility Field Operations with IMAGINiT Forms Connected, we unpacked how utilities can close this information gap and finally build a connected workflow between the office and the field. If you weren’t able to join us live, here’s a look at the highlights and why this technology is resonating across the industry.
Why Utilities Still Battle the Data Gap
As Tom Coons, our Enterprise Sales Director, shared at the start of the session, nearly 70 percent of the data organizations collect goes underused. It’s not because teams don’t see the value. It’s because the path from field collection to system integration is filled with obstacles: paper processes, disconnected tools, manual entry, outdated spreadsheets, and siloed systems.
FormsConnected was built to eliminate these bottlenecks. By digitizing data collection at the moment the work happens, utilities can:
- Increase accuracy and consistency
- Push information directly into downstream systems
- Improve regulatory compliance
- Give both field and office teams real-time clarity
- Build a stronger foundation for future AI adoption
- When the data is captured well, everything else gets easier.
A Closer Look at the Platform
Mobile Data Collection Without the Friction
Our GoCanvas partners, Madison Fuller and Troy Moss, walked through the platform’s mobile experience using a lockout/tagout workflow. It’s a perfect example of a process that demands accuracy, accountability, and speed.
The demo showed how field technicians can:
- Auto-populate equipment details from trusted data sources
- Capture photos, videos, GPS locations, timestamps, and signatures
- Follow conditional logic to ensure compliance
- Route forms to supervisors or downstream workflows
- Generate a customized PDF instantly
- Avoid repetitive entry through a clean, guided mobile interface
Everything about the experience is designed to reduce friction and prevent errors, without requiring technical experience to build or maintain the forms.
- Turning Field Inputs into Operational Intelligence
- Once data flows into the system, the real value comes to life.
- Through Forms Connected’s analytics dashboard, teams gain real-time visibility into:
- Active and overdue lockout/tagout procedures
- Average job completion times
- Work order volume by location
- Asset-specific trends and failure patterns
- Compliance indicators that normally take hours to compile
This is where utilities start shifting from reactive to proactive operations. Instead of waiting for issues to surface, you begin spotting patterns that guide training, planning, and resourcing decisions.
New Features Taking Field Operations Even Further
Troy also introduced three powerful enhancements that expand what utilities can accomplish with Forms Connected.
Forms Connected Tracker
A dedicated module for capturing crew movement, job status updates, and inspection activity in real time. Supervisors can see:
- GPS-logged routes
- Battery status and device activity
- Completed forms tied to location
- Job progress throughout the day
- It creates a clear operational picture especially valuable for geographically dispersed teams.
- Bluebeam Task Link Integration
For organizations already using Bluebeam Review, this is a major improvement. With Task Link, users can:
- Right-click any markup to dispatch a job to Forms Connected
- Prepopulate fields before it reaches the field crew
- Track job status without leaving Review
- View completed forms and audit trails in a single location
- It’s a cleaner, faster way to connect design, markup, and field execution.
- AI Form Builder
If you have legacy paper or PDF forms, the AI Form Builder dramatically shortens the path to digitization. Upload the PDF, and AI recreates the form inside the mobile builder within a minute. You can refine and publish from there.
If you want to see all the capabilities in action, the full webinar is available now.
