Posted in Approval Process, Excel, Financial Process Automation, HR Process Automation, Workflows

ROI in less than 3 months

roi-1Sometimes, we get asked in the sales process about the ROI (Return on Investment) of buying and implementing a digitized frevvo workflow vs continuing with the current way of doing things. Typically, this means sending an Excel or PDF document around by email for approvals.

Emailing Excel and PDF documents for approvals is incredibly expensive.

The manual approach is fraught with problems:

  • How do you ensure that you have the latest version? Shared folder? Intranet?
  • How do you actually get the approvals? Via e-mail? Schedule a meeting? What happens if someone is on vacation or fails to respond in a timely manner? What if there’s an error? More e-mail?
  • What if a signature is required? Attachments? Does this mean printing, signing and scanning?
  • How do you keep track of and formally record who has approved the document? Save multiple e-mails? Meeting notes?
  • What will happen months from now when you need to find the signed and approved document?

An automated approval workflow from frevvo can quickly save you a lot of money. In most cases, you will start seeing ROI with frevvo in less than 3 months (even faster at higher volumes). Check out this ROI calculator for a Purchase Requisition or click on the image to see how frevvo can save you $$$.

As a bonus, you’ll have happier employees who can focus on customers and new business opportunities rather than chasing down paper. Interested? Contact us now to learn more.

 

Posted in Approval Process, Excel, Forms, Workflows

The surprising cost of Excel approval workflows …

… or The Amazing ROI of frevvo approval workflows

Many businesses still use Excel/Word/PDF for approval workflows. For example, to get the requisite approvals for an expense report, a purchase requisition, project plan or some other important document, it’s very common for the original requester to pull up an Excel spreadsheet and fill it out. This ad-hoc approach is fraught with problems:

  • How do you ensure that you have the latest version? Shared folder? Intranet?
  • How do you get the approvals? Via e-mail? Schedule a meeting? What happens if someone is on vacation or fails to respond in a timely manner? What if there’s an error? More e-mail?
  • What if a signature is required? Attachments? Does this mean printing, signing and scanning?
  • How do you keep track of and formally record who has approved the document? Save multiple e-mails? Meeting notes?
  • What will happen months from now when you need to find the signed and approved document?

ROI: Excel vs frevvo approval workflowsExcel-based approval workflows are surprisingly expensive and an automated approval workflow from frevvo can save you tons of money. It’s fast and easy to implement and you’ll start seeing positive ROI in 2-3 months (even faster at higher volumes). Check out this ROI calculator or click on the image to see how frevvo can save you $$$. As a bonus, you’ll have happier employees.

So, enough already with e-mailing Excel spreadsheets around. Interested? Contact us now. It’s amazingly easy and affordable with frevvo.

Posted in Confluence, Confluence Forms, Confluence Workflows, Excel, Forms

Collect data on a Confluence page

Our customers use Live Forms for Confluence for surveys, event registrations etc. where the result data is downloaded to MS Excel. But sometimes, people want to do more. They want to format the results as a table and add a graph, display the results in specific ways etc.

Confluence and its rich set of plugins is the ideal platform for this and with frevvo Live Forms you can now easily create forms [and even workflows] and collect submissions on a Confluence page. Then, use arbitrary macros to create tables, charts, Tab views etc.

Watch a 3.5 min video below.

Posted in Confluence, Confluence Forms, Confluence Workflows, Excel, Forms, Workflows

Time is precious for any business, especially a non-profit

Gateway to College National Network (GtCNN) is a national nonprofit organization that’s tackling the dropout crisis and catalyzing change across developmental education in college.

As they grow, it’s harder and far more expensive to use email and Word documents for business-critical things like accurately harvesting contact information for their large and growing national user base.

They’re using frevvo Live Forms for Confluence together with the built-in SQL connector, Excel export and workflows to reduce 50-60% of staff hours spent on conference registration and contact management.

Read the case study.

Posted in Customers, Excel, Forms

It’s amazing what you learn from customers

Every time I talk to a customer, I learn something interesting. Syracuse University bought our Live Forms product. I thought they were buying it to use forms as part of IT-developed web applications. The relatively complicated stuff. I think so did they …

Turns out, once they deployed frevvo, they realized that a lot of precious IT time was being spent to do simple things like event registration, food services surveys etc. The fact that a business user can create a simple form with frevvo and crucially, can collect and download the submissions themselves to MS Excel, makes this a killer app for frevvo within Syracuse.

Today, when someone wants to build a simple survey or registration form, the IT guys spend 5 minutes creating an account.

Now, they’re still going to use it for the complex stuff but this one basic use of frevvo is enough to justify the price and they see positive ROI. I’m hearing this over and over again from customers. It’s cool.

Posted in Confluence, Confluence Forms, Excel, Forms

Surveys, Event Registrations … in Confluence. Download to Excel.

How can you expand your Confluence-based Intranet so that your employees can do some of the common things organizations do like surveys and event registrations without needing a programmer every time?

What if your marketing employees could create a Confluence page, add a webinar registration form to it, view the registrations in Confluence or download them to Excel?

With Live Forms for Confluence, anyone can do it. See how easy it is in this video (less than 3 min)

Posted in Confluence, Confluence Forms, Confluence Workflows, Excel, Forms, Workflows

Excited about our new Confluence release

It’s been an unbelievable time – obviously, we haven’t updated the blog at all recently. We’re really excited about our new product for Atlassian Confluence. We’ve been working with quite a few customers who have now successfully used frevvo within Confluence for things like:

  • Issue tracking systems
  • Event registration (download submissions to MS Excel)
  • Patient referral
  • Student enrollment

and many other applications.

The new version has full user/group integration with Confluence, works with your Active Directory/LDAP systems, includes workflows, digital signatures, task lists in Confluence, the ability to create/update Confluence pages from forms & workflows, the ability to collect multiple submissions in a single Confluence page etc.

I’ll be writing more about these over the next several weeks.