Case1 – idea.innovastart.se

This is a pure test site for SureForm work/process

Hi,
I need assistance with configuring existing features and guidance on setting up a workflow scenario within.
Is it possible in the existing SureForm to configure to import data from a form A into matching fields in a form B?

If yes, I would like to set up the following workflow. Can you assist?
Conditions: Import content to be read-only, and other fields to be editable.
Rule to apply when importing: Import once per specific form A!
For more details, see the attached matching list in email in Excel-format.
Please assist and guide me!

And this is the work process step-by-step:
Steps 1 and 2 below are based on the existing forms and the update options that have already been completed, (see menu).

Update & Save Idea Evaluation

Evaluate the startup idea

Describe the market challenge that your idea solves; this is essential to secure funding.

Idea title

This field is required.

Name

This field is required.

Email

This field is required.

What are your Challenges?
An approach is to identify the growth challenges in your customer market, such as high prices, poor quality, unreliable delivery, and weak support.

What is your solution?
Consider solutions like competitive prices, superior quality, prompt delivery, exceptional flexibility, and outstanding customer support.

Customer Segment.
Geographical regions, social characteristics, and demographic indicators can represent customer segments. Furthermore, consider the potential for growth in emerging markets.

Distribution Channels.
Present the different distribution channels for customer engagement, including physical stores, B2B networks, online platforms, and partnerships, and explain their competitive advantages for your company.

Describe your Team.
What are the key skills and competencies that define your team? Additionally, provide an overview of initiatives to strengthen teams and meet growth targets.

Provide details of your Activity Plan.
Map out the required tasks with their timelines. Additionally, show the progress you have made so far.

YOUR FIRST BUDGET

Begin your investment journey with confidence! Add your numbers to a budget that fits your business idea. Explore your initial investment, expenses, and estimate your early earnings. Remember to update the “Specify Currency” column with your chosen currency.

Specify Currency
Enter any currency in text format, such as USD, EUR, YEN, or another of your choice.

This field is required.

Estimated start investment:
Investment is the capital required to develop your products and services and to purchase necessary licenses and equipment.

Development

This field is required.

Initial Investments

This field is required.

Estimated operating costs: The ongoing expenses that keep your business running smoothly. These typically include marketing, salaries, and rent.

Office and Rental

This field is required.

Payroll

This field is required.

Marketing and Travel

This field is required.

Estimated revenue: Revenue represents the expected income from essential business activities.

Revenue

This field is required.

Additional budget information?
For example, about future revenue streams.

Click “Submit” to finish and move forward. Only registered members can use the “Submit” button. If you do not get a confirmation email, please check your junk folder.

You can use the "Save & Continue" button to return and finish your form at any time in the next 30 days. Just save the link, or enter your email address.

Save Progress Saves your current progress and provides a link to resume later.

Save Progress Saves your current progress and provides a link to resume later.

.

Go to the Create Business Plan

Answer each question step by step to build a strong business and investment plan

Start by creating the business plan, then attach a forecast model that aligns your business story with investment numbers. Check the attachment menu below for details.

Plan title

This field is required.

Name

This field is required.

Email

This field is required.

Decision Point: Write an executive summary now or update later.

The goal is to capture your business plan in just a few sentences that spark investor interest and show why your idea stands out. You can dive into the "Executive Summary" section now, or return later once your main points are crystal clear. Decide on the action to take, then click the “Next” button.

Executive Summary

Your business journey starts here: Creating content for a business plan.

The questions below guide you, step by step, to create great content. You may reuse content from an idea evaluation document. You can also use your own AI tools to write the best answers. First is about challenges.

Challenges
A. What market challenges does the startup anticipate? Identify the growth challenges in your customer market, such as high prices, poor quality, unreliable delivery, and weak support. B. How will the startup overcome potential regulatory or legal challenges?

Solutions
A. What innovative solutions does the startup offer to address market demands? B. How does the startup differentiate itself from existing solutions in the market? Consider answers such as competitive pricing, superior quality, prompt delivery, exceptional flexibility, and outstanding customer support.

Customer Segments
A. Who are the primary target customers, and what are their key characteristics? B. How does the startup plan attract and retain its target customer segment? Also, consider the potential for growth in emerging markets.

Distribution Channels
Present the different distribution channels for customer engagement, such as physical stores, B2B networks, online platforms, and partnerships. Explain their competitive advantages for your company.

Customer Relations
A. How will the startup build and maintain strong relationships with its customers? B. What customer feedback mechanisms will be implemented to improve products and services?

Revenues
A. What are the primary revenue streams for the startup? B. How scalable and sustainable are these revenue streams over time?

Key Resources
A. What physical, intellectual, human, or financial resources are critical for operations? B. How will these key resources be acquired and maintained?

Key Activities
A. What are the core operational activities that drive the startup success? B. How will the business continually innovate and adapt its key activities?

Key Partnerships
A. Are there key strategic partnerships that the startup plans to establish? B. How will these partnerships contribute to the overall success?

Costs
A. What are the major cost drivers within the business model? B. How will cost efficiencies be achieved without compromising quality?

Team
A. What key skills and expertise does the founding team bring to the business? B. How does the team contribute to the success of the business? Additionally, provide an overview of initiatives to strengthen teams and meet growth targets.

More to present? Go to the Attachment Menu and click the TEAM button to provide additional information about your team.

Risk Analysis
A. What key skills and expertise does the founding team bring to the business? B. How does the team contribute to the success of the business? Additionally, provide an overview of initiatives to strengthen teams and meet growth targets.

More to present? Go to the Attachment Menu and click the RISK TABLE button to open a risk table to highlight any additional risk information. Outline risks and planned mitigation actions.

Market Activity Plan
A. What are the key milestones and goals outlined in the business's activity plan? B. How will the business measure progress and success against these milestones? Additionally, show the progress you have made so far.

More to present? Below, you can specify the three most important activities and their start and end dates.

Activity 1

This field is required.

Start 1
mm/dd/yyyy

End 1
mm/dd/yyyy

Activity 2

This field is required.

Start 2
mm/dd/yyyy

End 2
mm/dd/yyyy

Activity 3

This field is required.

Start 3
mm/dd/yyyy

End 3
mm/dd/yyyy

The investment journey: Setting up your financial forecast dashboard.

Share your insights about your business's financial growth. Focus on describing future revenues in a positive and engaging way. Highlight the key figures in your forecasts that demonstrate a strong, attractive outlook for stakeholders.

Forecast Summary
We recommend you write a forecast summary in the space below. Start now, or return later to make updates

More to present? Go to the Attachment Menu and click the DOWNLOAD FORECAST template button. This will give you an Excel file to add information on growth, simulation, balance, cash flow, and investment planning, along with example dashboards.

Provide more details about your forecast projections.

Take the opportunity to answer the questions shown in the four sections below. To accomplish this, you can update each text field by reusing content from your downloaded Excel spreadsheet tabs.

Business Growth Forecast
Use the Excel model to identify and highlight various Lines of Business opportunities. The Business Growth Forecast Model automatically generates a detailed summary.

Balance Forecast
The Balanced Forecast outlines key financial metrics projected over five years. It supports strategic planning and provides stakeholders with a transparent view of the company's economic outlook. If you wish, use the Excel tables for relevant information.

Cashflow Forecast
What are the forecasts for cash flow and profit or loss during the early years? How does the startup plan address cash flow fluctuations and reduce financial risks?

Investment Forecast
How much funding does the startup need, and from whom does it attract capital? What is the startup plan for gaining financial sustainability and independence?

Sustainability and Equality
A. How does the startup integrate sustainable practices into its operations? B. What initiatives does the startup have in place to promote diversity and equality?

Select Business Category

GeoMarketing Area

Select Business Sectors
Press key CTRL to select multiple options

Shortage of Resources
Press key CTRL to select multiple options

NACE
Optionally, add a NACE* code to further identify your business idea. NACE, acronym for European Classification of Economic Activities. Codes to use, see; https://ec.europa.eu/eurostat

This field is required.

Upload (5MB)

Click to upload or drag and drop

This field is required.

Click “Submit” to finish and move forward. Only registered members can use the “Submit” button. If you do not get a confirmation email, please check your junk folder.

You can use the "Save & Continue" button to return and finish your form at any time in the next 30 days. Just save the link, or enter your email address.

Text Field

This field is required.

Save & Continue Saves your current progress and provides a link to resume later.

Save & Continue Saves your current progress and provides a link to resume later.

And are steps 3-7 below configurable?

I want an import button drop-down list to appear in the business plan, displaying saved SureForms labelled “idea evaluation.”

Decision by user: Determine whether to import an Idea Evaluation form, or not import.

If yes to import, you have to select an idea evaluation form from a drop-down list of forms you created previously.

Click to import. Your business plan will now be updated with imported selected content.

Continue save & continue and/or submit the business plan and so on.

Comments:
All those steps are to be executed within a user role configured in SureMembers. The theme used is Brizy. See the attached screenshot and the matching list in Excel format.