Posted in Customers, Workflows

[Case Study] Automated workflows have let Bushcare Services change the way they run their business

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Bushcare Services provides design and field program solutions for forested areas in South East Queensland, Australia. They work with local stakeholders to develop healthy and sustainable natural areas by managing projects including native tree planting, bushland regeneration, erosion control, fire management and manages parks infra-structure.

Bushcare work projects are a collaboration of many remote supervisors, production
managers and office staff. It’s easy to see how it quickly became very difficult to manage all the moving parts of the daily work order using the existing paper forms.

“One of the great things about frevvo is that very often we will have an idea for a change in the workflow and after discussing it with their Client Services team, we are able to quickly implement it. Thanks to frevvo, we have changed the way we are running our business.”
– Phil Hoskings, Director

They now uses a frevvo paperless portal which includes a 3 step workflow – Maintenance Daily Record – developed over multiple sessions with frevvo’s Customer Success team. The frevvo workflow integrates with Google Sheets, dynamically pulls down client and other information and speeds up the process dramatically. As a result, staff have more time to spend on what’s important – developing sustainable and healthy natural areas.

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Read the Case Study and learn more by visiting our website.

Posted in Misc

The Nightmare before “Workflow”

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That’s the start of one of the best Halloween movies ever made … or was it a Christmas movie? We changed it a bit.

We’re hoping you have a ‘spooktacular’ Halloween with costumes, treats and games galore. This time around, try our Halloween Quiz (click the image below) and discover how ready you are for workflow automation this Halloween and throughout the next year.

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No matter your expertise level, frevvo has a bunch of great resources for all your forms and workflow needs. So, click the button to take the quiz and find your Halloween treat.

And, if you have some time on your hands this Halloween, you could always watch The Nightmare before Christmas.

Happy Halloween!

 

Posted in Workflows

8 reasons to avoid email for managing your business process

emails.pngOctober 24, 2017 @ 1533 UTC. At this instant in time, my inbox has 9401 emails. I’ve tried everything to efficiently find and manage emails in my inbox – Starring emails, labeling them as TODOS, leaving important emails unread, tried Boomerang to make emails come back to the top at a later time, the works!! Here’s the reality:

Email is simply not an efficient workflow tool or document management system or really any sort of systematic task management system.

And yet, so many everyday processes are still managed by email. Customers routinely appreciate the advantages of managing their day-to-day activities like Purchase Orders, Employee On-Boarding and Travel Authorization with a workflow management system like frevvo instead of email. Some of the things we hear:

Continue reading “8 reasons to avoid email for managing your business process”

Posted in Mobile, Usability

10 best practices for mobile form design

if_seo_web-46_1046182.pngUX Matters had this interesting article on mobile form design. At frevvo, we’ve created thousands of forms and workflows for mobile devicesand we’ve learned a lot along the way. One thing is absolutely true:

“As technology continues to go through metamorphoses and our understanding of users’ needs becomes more refined, good mobile form design is constantly evolving.”
– Quoted from above article

Getting your forms to be genuinely usable on mobile devices is hard but can have big benefits. Fortunately, with frevvo, you don’t have to worry too much about this. Let’s take a look at a few things mentioned in the above excellent article:

1. Use a single input field where possible

Continue reading “10 best practices for mobile form design”

Posted in Financial Process Automation, HR Process Automation, Workflows

How Process Automation could save you $50,000 every year

roi.pngAre you wondering if you should automate your routine day-to-day approvals? You’d be amazed at the Return on Investment. Let’s do a quick analysis. Approval workflows are usually at least 3 steps long and, often quite a bit longer. For now, let’s consider a 3-step workflow:

Continue reading “How Process Automation could save you $50,000 every year”

Posted in Misc

[Webinar recording] What’s new in frevvo 7.3

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New in V7.3

frevvo 7.3 was recently released. We’ve added some cool new functionality and improved it in ways that are really important to customers.

We’re also excited about some upcoming developments including big improvements to the Visual Rule Builder coming soon as part of V7.4 this year.

Watch this video recording of the webinar where MaryAnn demonstrated several new and upcoming capabilities including:

  • Connecting to SharePoint using point and click wizards. You can save your data and documents to lists or libraries.
  • Visual Precondition Rule Builder.
  • Connecting pick lists to web services with zero code.
  • One-click Save and Test. A little thing that customers have been wanting.
  • Visual Rule Builder for calculations and other advanced functions (coming in V7.4).

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Posted in Usability, Workflows

Get people to actually use your shiny new workflows

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Hint: It’s all about Usability!

You’ve invested in workflow automation. Looks great but sometimes getting people to actually use it can itself be a Sisyphean task. People resist change and will quickly fall back to bad habits like emailing PDFs and Excel spreadsheets around to manage key information.

So, how do you onboard your users?

1. Involve them from the beginning

This is a pretty obvious one. The earlier you get stakeholders into the process the more likely they are to adopt it. People are naturally more invested in a solution that they’ve had a chance to impact. Soliciting feedback and actually implementing suggestions are critical elements.

When we work with customers on a new project, we go to great lengths to set this up. We spend time upfront to make sure we’re building something users want and make sure there are at least a couple of UAT-Change Request Implementation cycles. That way, the people who have to actually use the new system can affect it.

2. Usability, Usability, Usability!

if_seo_web-34_1046124.pngI can’t stress this enough. It does not matter how robust and awesome your system is. If it’s hard to use, it will not be adopted. If it looks good and is easy to use, people will forgive other shortcomings.

Usability (for end users) should probably be your #1 criterion in selecting a workflow automation system. Some tips:

  • Great Looks: Employees are also consumers. They use slick apps everyday and get used to a fantastic UX. If work apps have old-fashioned, clunky UIs they’ll never catch on.
  • Sensible Terminology: Make sure your buttons, labels, messages are familiar and helpful. For example, if the workflow will route to the CFO for secondary approval the button should say “Route to CFO” rather than the generic “Continue”.
  • Help Text: Some fields require further explanation. The Label is not always enough. Take the time to add help and it can make a huge difference. Tooltips and placeholders are other options.
  • Mobile friendly: It has to work naturally on all devices. Buttons might need to be slightly larger on mobile so they’re easier to click using your finger. Forms may need to be broken up into multiple pages to avoid overwhelming smaller screens.
  • Speed: Don’t underestimate the value of performance. People love systems where they don’t have to wait around.
  • Consistency: A big part of great UX is consistency. Buttons should be in the same place, labels should follow consistent conventions, the look & feel should not vary dramatically from one process to the next.

3. Training / Feedback

1492276951_seo_web_3-01.pngEnd user training should be part of every rollout. But, it’s just the first step. Once people have used the new system for a period of time, they’ll have feedback for you. It’s worth going back and actually talking to stakeholders – is this helping you? Are you doing less manual work? Do you genuinely have more time for things that matter? What can we improve?

4. Iterative improvement

Once people tell you what you can improve, it’s important to go back and actually address issues as quickly as possible. Nothing’s more frustrating than getting it 90% right only to see users abandon your system because you overlooked a couple of things.

5. Communicate success

Share meaningful success stories with everyone involved in the system. Recognizing people’s efforts (company meeting, spot awards) in bringing change to the organization will always be appreciated as long as you don’t overdo it and the recognition is for real measurable gains.

Ultimately, though, we’d advise you to focus hardest on Usability. If they find it hard to use the new workflows, the rest doesn’t matter.