Posted in Forms, Workflows

Workflow Automation Any_____

I spend a lot of time with our customers. Most of them easily grasp the benefits of process automation. But many of them still have questions that generally fall into the “Will it work with my _____”?

Automating manual processes helps reduce paperwork and increase efficiency for a 50 or 5000-person company, for those who prefer Cloud or On-Premise, independent of where the organization operates, and the systems you have. Let’s look at how:

Workflow AnyTime

time-sheet.pngYour customers, partners and users want to interact with your organization on their own timelines. Often, they’re distributed all over the world.

If you can only process Sales Orders, Purchase Requisitions and routine approvals during business hours in your timezone, you’re probably losing business and wasting people’s time.

Automated workflows with frevvo are instantly available 24×7 – there’s no need to wait till you’re in the office at your desk, approvals can be processed from any time zone worldwide and your business can flow faster.

Continue reading “Workflow Automation Any_____”

Posted in HowTo, Product

Workflow Templates & Guided Tours

frevvo is very powerful form and workflow software for automating your day-to-day processes. But, we recognize that there’s a learning curve. We offer numerous forms of no-obligation help including Online Chat, Office Hours and Templates.

Templates

frevvo’s recent V7.3 Cloud release includes several pre-built workflow and form templates. When you sign in to your Cloud account, you’ll see a box at the top.

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frevvo Cloud comes with several pre-installed templates
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Click the green install button

These are pre-built form and workflow templates. You can click the More template apps green button to view all available templates. When you hover over any template, a green Install button appears. Simply click the button to install the template and you will be navigated to the Forms or Flows page for that template.

The pre-built templates are designed to let you quickly try out a workflow. They don’t apply any routing to specific users or roles so it’s easy to run the workflow for the first time.

Guided Tours

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Guided Tours help you quickly try out templates

All workflow templates come with short Guided Tours. They usually take just a few minutes and we strongly recommend you follow along the first time. When you install a template, the Guided Tour should automatically launch. It’s walk you through the application screens, how to run the workflow and finally, how to modify the workflow to add some real routing.

If the tour does not launch for some reason or if you want to re-launch it, simply click the orange Guided Tour button on any screen. The tour will begin from that point on.

We hope you’ll find these pre-built workflow Templates and Guided Tours to be helpful in evaluating frevvo. We’re here if you need help. Click the yellow Online Chat at the bottom of your screen on our website or application. You can also sign up for Office Hours or Online Group Training on our website.

Posted in Confluence, Customers

Case Study: frevvo + Confluence. Integrated, Cost-effective, & Feature-rich.

This large international provider of sports betting and casino games in Europe has over 6,000 employees with branches in several countries.

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The company uses frevvo with Confluence on daily basis for a multitude of tasks from employee on-boarding to budget management to online ordering. frevvo’s Database Connector allows them to surface frevvo forms and workflows in Confluence that read/write data from their SQL database and easily create dynamic content.

frevvo integrates with our Confluence system as well as other systems without complex APIs. And the best part of all is that frevvo is very cost-effective and feature-rich compared to products that are many times the price.

Gary J.
Service Owner

The reduction of development time to build these business-critical applications has allowed them to focus on other priorities. Business users also appreciate the fact that information is easily available and they have more time to spend with customers.

Read the Case Study and learn more by visiting our website. Explore some of the examples, read customer success stories and contact us for more details.

Posted in HR Process Automation

Top 5 HR processes our customers have automated

hr-process-automation.pngThe HR Department usually has broad reach within most organizations and often deals with a high volume of processes and policies. Yet many HR specialists still routinely manage requests through email, phone calls and paper forms. In fact, 40% of their time is spent on administrative work such as entering data from one systemto another.

“Just shoot HR an email”

Continue reading “Top 5 HR processes our customers have automated”

Posted in Product

V7.3 – SharePoint + other features …

We’re excited to announce that V7.3 is now available for Cloud customers. The on-premise version will be released approximately at the end of September. This release contains significant enhancements:

SharePoint Connector V1

sharepoint-workflow.pngYou can drag & drop using our intuitive browser-based form & workflow designers to create powerful business forms and approval workflows with all of frevvo’s advanced capabilities. Upgrade [not just replace] your InfoPath forms with frevvo’s advanced forms and workflows. Use point-and-click wizards to save your documents to a SharePoint library or to write data to a SharePoint list. It’s easy to try out online. Check out the short video demo of SharePoint workflows on our website.

Guided Tours and Page Help

guided-tour.pngIt’s easier than ever to try out a frevvo workflow. Simply sign up for a free 30-day trial account and you’ll be guided through installing a workflow template, trying it out and editing the workflow to make a simple change. Guided tours are also available for any workflow template. Context-sensitive help is available for many screens in the frevvo application. So, give it a whirl – it’s easy and takes just a few minutes.

Tons of Customer-requested fixes & enhancements

In addition, we’ve added many smaller new features. You can Test changes to a form or workflow without exiting the designer. It’s small but we’re thrilled about it – incredibly useful when you’re actually designing flows and want to test out a business rule change.

Step preconditions can be created visually using a wizard similar to the Visual Rule Builder, message controls limitations have been eliminated, the ComboBox control now connects directly to web services without the need for a JavaScript rule, and many other changes. You can read all about them in the Detailed Release Notes.

Interested in learning more. Sign up for a free trial on our website and try it out.