Posted in Financial Process Automation

Purchase Orders vs Invoices – What You Need to Know

Automated procurement processes.

Purchase orders (also known as POs) and invoices often get confused or used interchangeably when they are, in fact, two different documents that each serve their own purpose. Both are key elements of the procurement process for any business.

But what’s the difference between the two – and when would you use a PO vs an invoice?

Continue reading “Purchase Orders vs Invoices – What You Need to Know”
Posted in Database

How to easily create Dynamic Database Forms

Useful processes connect to the database.

Practically every organization has at least one SQL database and often many of them. Many day-to-day business activities are simply more useful if they can access information from SQL databases on-demand.

For example, when a customer calls about a mistake on their order, your Customer Service personnel will be able to better help the customer and solve the problem quickly if they have visibility into order history from the database. Faster problem resolution leads to happier customers.

Continue reading “How to easily create Dynamic Database Forms”
Posted in HR Process Automation, Workflows

A Comprehensive Guide To An Efficient Time Off Request Form

Automating Time off Request Forms

What does a typical vacation process look like?

If you’re like many other businesses, your HR department is overloaded with paperwork. Honestly, that’s a shame – wouldn’t you rather have them focus on attracting and recruiting talent instead of sifting through endless paperwork?

Continue reading “A Comprehensive Guide To An Efficient Time Off Request Form”
Posted in Financial Process Automation, Workflows

The Definitive Guide to Purchase Order Process Automation

A purchase order is one of the necessary types of paperwork that many business owners dread. The purchase order process is often long and complex and requires large amounts of back and forth communication. Too often, information gets lost in this type of unorganized communication – and even when it doesn’t get lost, it’s difficult to keep track of everything in an organized fashion.

Continue reading “The Definitive Guide to Purchase Order Process Automation”
Posted in Higher Ed, k-12

What does Digital Transformation mean for educational institutions?

Digital transformation in Education

CIOs at Universities and K-12 schools understand the importance and urgency of digital transformation. There’s tremendous opportunity to radically improve the student experience within the institution.

There’s a lot of confusion on what exactly digital transformation means when it comes to education.

Continue reading “What does Digital Transformation mean for educational institutions?”
Posted in Green Schools, Higher Ed, k-12, Paperless Schools

How Online Consent Forms better serve students and parents in your K-12 school

Online consent forms for K-12 schools, parents and students.

Schools must be very careful when they plan activities for students. Whether it’s a study tour, sports activity or even simply using the student’s personal information for a media event, it is of utmost importance that the school first gets the necessary consent forms signed from the parents to avoid any confusion later.

Continue reading “How Online Consent Forms better serve students and parents in your K-12 school”
Posted in HR Process Automation

How Effective Managers handle time off requests

time off requests process automation

Vacation time is the #2 ranked benefit contributing to employee satisfaction. Yet, surveys consistently show that employees simply don’t take the paid time off that they’re entitled to. A 2016 survey by Skift found that 41% of Americans didn’t take a single day of vacation during 2015 – a shocking result.

Continue reading “How Effective Managers handle time off requests”