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:

  1. Performed by an Employee, for example, asking for a Travel Authorization or Purchase Requisition. Maybe a Salesperson is trying to get a PO from a Client and needs Manager approval for special pricing. Let’s say this employee costs $80,000/year including benefits, vacation, taxes and other costs. Typically this would translate to a salary of about $60,000.
  2. Performed by a Manager who essentially checks the request, approves it if it is valid or sends it back for corrections. Let’s say the manager costs $100,000/year inclusive of all costs.
  3. Performed by an HR or Finance person who essentially updates an internal system and does the equivalent of filing the request away (email folder, network drive, paper filing cabinet, document management system). Let’s assume this person costs $60,000/year inclusive of all costs. Maybe they work part-time.

Now, assume that the time savings are 10 min, 3 min and 3 min respectively in each step. That’s pretty conservative given there’s no printing, signing, scanning etc. involved. Finally, assume that there are 400 approvals per month of all kinds (Vacation requests, Sales Orders, Time Sheets, Travel Authorizations etc.)

How much do you think you will save in costs? You might be shocked:

You’ll save ~$50,000 every single year or 57% of your costs and see net positive ROI in just a bit over 2 months.

It’s amazing how much the paper/email process actually costs you – close to $85K per year. And that doesn’t even take into account the time spent trying to track down emails, chasing down managers for signatures or, perhaps of greater importance, the Opportunity Cost of delayed approvals.

Try it yourself by clicking the button below.

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It’s often hard to see how much those paper/email workflows are really costing you. Visit our website to view customer success stories and signup for a free trial.

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.

The benefits of automation

In March 2017 APQC surveyed organizations with high transactional volumes to understand the impact of automating the sales order entry process on performance and practices. The resulting infographic (below) shows how organizations that have adopted sales order automation have improved customer satisfaction, data capture for analytics purposes, and operational efficiency.

We’ve seen this ourselves at frevvo as we’ve automated our own internal approvals. It’s far easier and more efficient than managing them through email.

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Save workflow documents to SharePoint

sharepointMany customers use Microsoft SharePoint to manage and store documents and information. With frevvo’s new SharePoint wizard, it’s easy to create sophisticated forms and approval workflows that validate information, route for signatures as required and ultimately save the data and documents to SharePoint.

Check out this short 2 min video to see how easy it is. Learn more about our electronic form and approval workflow solutions by visiting our website. Explore some of the examples, read customer success stories and contact us for more details.

[Video] PO Automation – featuring John Wood, CIO, Central Wyoming College

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Central Wyoming College saw significant value in streamlining their PO process which involves calculations, lookups and dynamic routing fixing a particularly error-prone procedure as a result. Instead of a paper-based process that required manual follow-up, delays and hours of wasted time, they now have a digital process that works on all devices, is easy-to-use and saves hours of staff time allowing them to focus on students rather than paperwork.

 

Watch this video recording and hear from their CIO John Wood as he demos their solution and how the college is benefiting from an automated workflow. A recording of the full webinar including Q&A is also available.

Hundreds of customers are already benefiting. 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.

Central Wyoming College automates Purchase Order in less than 10 days of work

Central Wyoming College serves Fremont, Hot Springs and Teton Counties. CWC is committed to supporting students through their educational journey and helping them achieve success.

CWC-Campus

CWC wants to reduce their reliance on paper and sneaker-net processes. They saw significant value in streamlining their PO process which involves calculations, lookups and dynamic routing fixing a particularly error-procedure as a result.

“Our PO workflow was automated in record time. The forms look good and are
easy-to-use. frevvo’s system just works and meets our needs at reasonable cost.”

John Wood,
Chief Information Officer

CWC selected frevvo to automate their PO process because of its modern look & feel, speed of implementation, ease of use and dynamic routing.

As a result of the streamlined PO process, hours of staff time have been reduced and CWC staff can get back to focusing on students rather than administrative tasks.

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.

[Infographic] The path to successful mobile apps

path-to-mobile-appsIn today’s business world, mobility has become synonymous with productivity in the workplace. The use of mobile technology has become a core aspect of everyday life, both at home and in the workplace.

70+% of the U.S. workforce will soon consist of mobile workers and mobile access has redefined how your employees work. They expect instant access to connected applications and information and this access has redefined how your employees work. They expect on-the-go access to their day-to-day business applications. The apps must fully work on all mobile devices and they also need to look good and be user-friendly. Otherwise, 60% of your employees will abandon your mobile app and revert to e-mailing PDFs around.

How will you deliver? Mobile apps that work on multiple platforms take forever, are absurdly expensive and require skills that are extremely difficult to find. If you don’t get it right, employees won’t use them.

That’s where a low-code platform like frevvo comes in. Check out this new infographic on how a platform like frevvo can help you overcome the barriers and get on a path to successful mobile apps.

Right now, our customers are creating customized apps for routine day-to-day approvals in days and weeks using existing [citizen] developers.

They don’t need HTML5 or CSS3 or Android app development skills and it doesn’t take 6 months and $100K to roll out a first beta version of the mobile app only to find out that employees hate the user experience and won’t even use it.

With frevvo, you too can easily start with a pre-built template and modify it to meet your business requirements. It’s easy and hundreds of customers are already doing it. We can help.

Learn more by visiting our website where you’ll find several customer success stories. Explore some of the examples and contact us for more information.