Visual, Drag & Drop Workflow Automation – really!

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In previous articles, we’ve written about how workflow automation is the foundation of digital transformation. Ultimately, it’s not technology but the people and processes in your organization that can truly drive transformation of any kind.

Digitizing day-to-day workflows can be a lot of work

Consider what it takes to digitize your routine day-to-day workflows (Purchase Order or Travel Authorization).

  1. All involve forms (spreadsheets, paper, PDF …) that must be created. Business forms aren’t trivial – they usually involve dynamic behavior, lookups, and business rules. They’re typically long with many fields.
  2. Business workflows often have lots of conditional and dynamic routing e.g. if Amount > $5,000 you have to get additional approval or if Employee is in NY route to this manager but in CA to this other manager and so on.
  3. They routinely have to work with business systems like SQL databases, HR systems etc. to pull data as well as update records.
  4. Your users all have the latest smartphone and expect slick, responsive user interfaces. Your digitized workflow had better not look anything like the UI from just a few years back.
  5. You must provide 24×7 access from anywhere and using any device. Nowadays, everyone uses their mobile device and there are a zillion varieties.
  6. There’s more – e-signatures, security, document generation …

It’s a lot to handle. Of course, that’s if you can find the necessary programming talent, have a large enough budget and enough time. No wonder so many organizations are still using email-based and in some cases even paper-based workflows.

Visual, low-code platforms really work

Modern, low-code platforms like frevvo really do make it much easier to automate by addressing some huge challenges. Consider these advantages:

  1. It’s trivial to create forms – simply drag & drop fields and arrange them as desired. Anyone can do it.
  2. Dynamic behavior? Business rules? No problem – frevvo has 100% visual wizards for a vast array of dynamic operations such as show/hide parts of the form, perform calculations, autofill dates or personal information. Again, anyone can use these visual wizards to create dynamic behavior.
  3. Got routing? It’s easy with frevvo – drag & drop to create your workflow and setup routing and a host of other workflow-related properties visually. Conditional routing is also easy to setup visually. Anyone can do it.
  4. frevvo just works on mobile devices – you don’t have to lift a finger. The forms, workflows, task list are all responsive and automatically adjust to the screen size of your device. 24×7 access, anywhere on any device? It’s a piece of cake and anyone can do it.
  5. E-signatures, document (PDF) generation, SQL integration, secure authentication and authorization, encryption – all built in.

Lots of customers are already benefiting. They’re automating workflows in record time and empowering citizen developers (existing employees) rather than recruiting expensive, hard-to-find professional coders. Why not give it a whirl? Sign up for a free trial and see for yourself. It takes 30 seconds, and you can install a template and try it out instantly.

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