Posted in Approval Process, Financial Process Automation, Mobile, Workflows

CFOs optimistic about 2016 but concerned about manual, inefficient processes

cfo-concernsTD Bank recently released their fifth annual CFO survey of 300 senior finance executives with some super-interesting information. The good news is that most CFOs (69%) are optimistic about their company’s performance in 2016 vs 2015 and 61% intend to increase capital spending in 2016 particularly on technology (58%). But they have significant concerns about process inefficiencies both in day-to-day operations as well as long term performance.

It’s 2016! Every organization deals with routine financial processes like invoice processing, expense reports, sales orders, and purchase requisitions. There’s simply no excuse for outdated, manual systems that cause delays in cash-flow, infrastructure investments and responsiveness. With affordable, cloud-based workflow products for financial process automation, there’s no need to deal with printing PDF sales orders for signatures, correcting Excel-based expense reports, or tracking down approvals in email.

cfo-spendingFrom procure-to-pay, to order-to-cash, expense reporting and more – we’ve got financial process automation covered. frevvo’s solutions offer complete functionality coupled with a solid understanding of best practices in financial process automation. We can help you understand the value that efficient, mature and fully automated processes will bring to your business.

Check out TD Bank’s Survey and Infographic. Learn more by visiting our website. Explore some of the examples, read customer success stories and contact us for more details.

Posted in Approval Process, Forms, Mobile, Workflows

InfoPath replacement / SharePoint alternative

Microsoft’s InfoPath essentially lets you create rich forms that work with SharePoint. What’s the future of InfoPath? Should we continue to use it? How does it work with SharePoint? What are our replacement options? So many questions …

Should you continue to use InfoPath?

The answer’s got to be an unqualified NO WAY. Microsoft’s announced that there won’t be a new version of InfoPath coming out. Ever! InfoPath 2013 is the last one. It’s great that it’ll work with SharePoint 2016 and be supported until 2023. Here’s the problem. It’s old technology today and has been old technology for many years.
You can create forms with it bInfoPath formsut, frankly, they suck. In 2015, do you really want to deploy applications with user interfaces like this? In fact, we’d suggest

Even if Microsoft was not discontinuing InfoPath, you shouldn’t even consider using it in this day and age.

And it’s even worse on mobile devices. Employees come in to work and deal with horrendous user experiences with their enterprise applications. But they’re also consumers. They use apps on their mobile devices at home everyday that have gorgeous, sexy UIs and are engaging and easy to use. No wonder 60% of employees abandon corporate mobile apps.Portrait Landscape Desktop

Check out some of these examples and try them on different devices and see for yourself. Or watch this 4 minute video. With frevvo, you design your forms once and we’ll make sure they look great and work naturally on all devices. Automatically!

And you can still make use of your existing investments in Microsoft technologies. frevvo runs on Windows, works with SQL Server, integrates with Active Directory, works on Azure and can write your documents to SharePoint. A fantastic user experience that meets business needs. What’s not to love? Try frevvo today for free.

Posted in Approval Process, Cloud, Mobile

[Infographic] Business Agility through automated approvals

Business Agility through Automated ApprovalsBusiness Agility!

It’s the leading driver for Cloud Computing according to any number of surveys and articles such as this one from Harvard Business Review Analytic Services.

It’s a fuzzy concept. An agile business is one that responds rapidly to changing market conditions. That means giving your employees the ability to do the right thing at the right time as they respond to changing customer expectations and being able to adapt and react quickly to take advantage of new business opportunities.

Automating Approvals is critical to Business Agility

Cloud and Mobile are key enablers and one of the most important things your company can do to attain this business agility is to automate your everyday, routine approval workflows to take advantage of cloud + mobile.

Check out this new infographic, where we show you 6 ways digitized approval workflows promote business agility. From reduced business complexity to anytime/anywhere access to enhanced collaboration to taking advantage of new opportunities in global markets to continuous process improvement, automated approval workflows are a must in today’s fast-paced business environment.

frevvo’s cloud-based, affordable solutions can help you digitize these routine approvals like sales orders, travel claims, purchase requisitions and vacation requests so employees have more time to focus on customers and are empowered to do that critical right thing at the right time.

Business agility made easy. Check out the new infographic at left on how frevvo’s cloud & mobile solutions can help you, register for a brief, informative webinar and sign up now for a free 30-day trial.

Posted in Approval Process, Cloud, Mobile

[Infographic] Cloud + Mobile Approvals drive Business Agility

Cloud & Mobile = Business AgilityCompanies moving aggressively to adopt cloud computing are winning competitive advantage by reducing complexity and increasing business agility, according to a recent study by Harvard Business Review Analytic Services.

What is Business Agility?

It’s hard to define. Wikipedia’s article acknowledges that it has multiple issues. We’ll define it as the ability to react in a timely manner to changing business conditions. That could mean any number of things such as responding to customer complaints on social media or quickly creating new offerings to take advantage of the latest hot trend.

In many cases, this means giving your employees the ability to take the right action at the right time. Whether they’re at work in the office or on the road traveling to a meeting. At their desk or on the train.

That means automating and mobile-enabling everyday processes like purchase approvals, sales orders, trouble tickets and so on. These are routine day-to-day activities that employees spend a significant portion of their day on. They’re unique to your organization and it’s difficult to find pre-packaged applications that meet your exact needs. It’s no surprise that process automation (forms, routing) is the #1 app enterprises plan to build in 2015.

Cloud computing is an essential enabler. AWS and its kin allow any business to support millions of users. Incredibly cheap storage solutions from Dropbox, Microsoft and others let you access your data from anywhere on any device.

And that’s exactly where frevvo comes in. With the drag & drop designer, easily create your own custom forms and automated approval workflows. They’ll just work automatically on any device from smart phones to tablets to desktop computers. Public, private or hybrid cloud options make fast, flexible and affordable deployment possible.

Business agility made easy. Check out this new infographic on how frevvo’s cloud & mobile solutions can help you and sign up now for a free 30-day trial.

Posted in Approval Process, Mobile

Mobile web is the architecture of choice for Enterprise Mobility

Key Business FunctionalityEnterprises continue to build custom apps in 2015 to meet their business needs. Without question, one of those needs is enterprise mobility. 43% of respondents cited mobility (mobile web or apps) as a top business functionality or process critical for apps in 2015 (source: Outsystems/Techvalidate State of Application Development Survey) nearly triple the next highest item.

Customers, partners and employees want to interact with organizations anytime, anywhere and from any device for things like placing orders, approving purchases etc. But the number of devices, platforms and languages has exploded to the point where it’s impossible for even a large enterprise IT organization to keep up. What to do?

When building mobile apps, enterprises can choose between hybrid, mobile web and native architectures. Native has advantagesMobile Architectures like the best overall user experience and the ability to fully leverage device functionality. The problem is the explosion in platforms, screen sizes, devices and the sheer cost of building and supporting custom native apps for so many of them. It’s no wonder that 60+% of IT departments are turning to mobile web or hybrid technology for their business needs. Just 26% of enterprises intend to build native apps.

Makes sense to us. It’s exactly what we’re seeing as our customers automate their everyday approval processes like purchase requisitions, sales orders and expense reports. They’re nearly always custom and nearly always work better if they have access to critical data sitting in existing legacy systems. They always need to work on mobile devices so approvals can happen anytime and anywhere.

And yes! They’re definitely using mobile web-based apps to deploy these automated processes.

Posted in Approval Process, Customers, Mobile

It’s “Bloody” Brilliant!

“I fought the law and the law won”

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We here at frevvo know there is no beating the law and when you can’t beat ’em, join ’em. Right? frevvo is very excited to announce that we have begun to work with Hood County and the future possibilities it creates sharing this technology. Hood County has recently found the convenience of using frevvo to create workflows and forms of their very own. A webinar is scheduled to take place on Thursday June 25th 2015 at 11:00am. Sign up now.

Paperwork causes time delays that could create further issues in this line of work. Employees may feel the burden with paperwork for routine things such as blood warrants, death inquests, emergency protective orders and more. What if all of this could be much easier? With the touch of a screen at the crime scene? Or back at the station? Even at the judges house at 2:00am? Yes to all of the above!

frevvo government workflows allow you to process paperwork for multiple events through multiple people in just minutes. Fill in all information from any device (computer, tablet, smart phone etc.), the form will be sent to the next party (for example a judge) who can sign for approval with a simple touch of his finger, sending that back to the sender(officer).

Hood County

Why frevvo?

frevvo offers an online form builder for document approval process that includes a digital signature. These great futures work with mobile workflows, online forms, and more, which can be converted to pdf. forms. There are many tutorials and a great support team to help you build your workflows/forms for an easier approval process.

See more about this incredible workflow here

Watch a LIVE(June 25th, 11:00am) webinar here

Sign up for a frevvo account here, get started today!

Posted in Approval Process, Cloud, Mobile

Cloud enables Mobile enables Employee Efficiency

Cloud computing is now a core component of the IT landscape. While 67% of executives claim that they have encountered problems in the cloud, only 9% experienced a problem with significant damages suggesting that there have been many minor incidents with cloud implementations according to a new survey.

The key driver for the cloud is to satisfy the speed to market and agility expectations coming from the enterprise.” Mark Tonsetic, IT practice leader, CEB

Executives are looking beyond IT performance and cost control now which explains why 50% of them cite employee efficiency as a key factor for moving to the cloud.
Cloud Deployment Business ObjectivesTo us, this is just common sense. A key component of speed and agility is enabling employees to take immediate action. That means mobile since employees must approve contracts or purchases or sales orders from anywhere at any time. As we’ve said before, Cloud and Mobile are inextricably linked. Cloud is a key enabler of mobile which makes it a key enabler of business speed and agility.

Check out the full survey from the Economist Intelligence Unit and article on Forbes.

Posted in Cloud, Mobile

Cloud + Mobile = Inevitable !!

Mobile devices sold per secondAccording to Gartner, 1.2 billion smart phones and 216 million tablets were sold worldwide in 2014. That’s an astonishing 46 every second. At the same time, according to a recent Silicon Angle report, 82% of companies saved money by moving to the cloud and public cloud workloads are expected to grow by 44%. We live in a Mobile + Cloud world.

This inevitable nexus of forces is forcing companies to change how they do business. Customers expect to make purchases on their smart phones and get notifications instantly. Employees expect to perform day-to-day tasks like signing off on POs or vacation requests on their smart phones. Our devices can monitor our health, tell us when friends are nearby and guide us to our destinations.

Maribel Lopez wrote a great article at Forbes on What Mobile Cloud means for your Business. Truly mobile-enabling your company doesn’t just mean buying devices or instituting a BYOD policy. It means that your applications, workflows and services must be:
Cloud has 1 Exabyte of data

  • Device aware: Does the device support touch, gesture, voice navigation, camera? What is the available screen size?
  • Network aware: Can the application use location services? Will it work with erratic or slow connectivity?
  • Sensor aware: What type of data is available on the device?
  • Identity aware: How can you secure access not just to devices but to these mobile services?

Cloud computing is an essential enabler. Without AWS and its kin, how could small businesses support millions of users? Without incredibly cheap storage solutions from Dropbox, Microsoft and others, how would you access your data from anywhere on any device? Cloud-based meeting software like Go To Meeting allows small companies like ours to have a global presence and customer base. And, of course, without affordable workflows from frevvo and others, how could small businesses automate their workflows and increase the speed with which they do business?

It’s only going to get easier and more interesting as service providers increasingly publish Cloud APIs and Internet of Things (IoT) devices proliferate.

The combination of Mobile & Cloud fundamentally changes the equation for businesses. You don’t want to think of a Mobile Strategy and a Cloud Strategy but a combined strategy for both.

Posted in Approval Process, Google for Work, Green Schools, Mobile, Paperless Schools, Workflows

10 reasons to digitize approvals in 2015

Stop using paperIt’s no secret that paper or Word/Excel-based processes still power day-to-day approvals at most schools and businesses. How the heck are we still discussing this in 2015? As business and society becomes increasingly mobile, digitizing approval workflows is more important than ever before. Beyond the usual save time & money, here are 10 reasons to digitize your approval processes:

  1. Streamline the routine stuff
    It may be a routine day-to-day process but delays can be costly and paper/email are lousy solutions. Passing paper around or chasing emails wastes time and inhibits collaboration – both major no-nos in today’s world.
  2. Simplify Email
    There’s a reason for the hundreds of to-do list apps in the App Store. We’re bombarded with hundreds of emails every day. It’s hard to keep track and easy to forget about getting to things that need doing. When managers forget, employees have to waste time chasing them down to figure out where the approval is.
  3. Get with the Mobile Age
    Smart phones are ubiquitous. Practically everyone has one and we all know how rapidly usage is growing. Ditch the paper/Excel and let busy parents, employees & customers handle approvals on their phones anytime and from anywhere. Make life easier for everyone.
  4. Enough with the printing
    Approvals usually require signatures. You can fill everything else online but chances are the PDF or Excel is physically printed solely for getting the Manager or CFO’s signature. Eliminate it with electronic signatures. There’s no excuse for that in 2015 – we all know there are too few trees. It’s easy to do your part.
  5. Facilitate Self Service
    Automated workflows allow 24×7 access from any device. Today, most people prefer to engage with organizations via the web rather than calling or coming to your office. For everything from school permissions to sales orders, paperless forms make life easier for your customers – another potential game-changing initiative.
  6. Tracking and accountability
    Digital approvals are easy to track with the click of a button or swipe of a finger. Stop making employees search through email or chase down paper forms to figure out where approvals are.
  7. Reduce Errors
    It’s easy to make mistakes like using an older version of a Word document or a calculation error or simply forgetting to fill out parts of the form. Then, someone has to manually get them fixed. Digital versions eliminate these unnecessary and wasteful errors.
  8. Business Intelligence
    Digital processes can be integrated with your other business systems and services. It can really improve efficiency by, for example, eliminating duplicate data entry. More important, integration can extract essential information and dramatically improve business intelligence and give you insights on how better to operate – a potential game-changer.
  9. Resilience
    The Cloud now provides unlimited, affordable storage and access from anywhere with redundancy and disaster recovery that cannot be matched by most organizations. Use it and you can stop worrying about fires and floods and the like and operate a resilient organization that focuses on customers.
  10. Go Green
    ‘Nuff said!

It’s 2015 – why are you still printing and scanning and emailing? Contact frevvo today and learn how you can start implementing these game-changers today.

Posted in Approval Process, Forms, Google Apps for Education, Google for Work, Green Schools, k-12, Mobile, Paperless Schools, Workflows

Green Schools – what YOU can do today!!

There’s no doubt that green schools save taxpayers money. But green buildings and iPads are expensive, multi-year efforts.

Reducing paper use is one of the quickest and most budget-friendly paths to a green school. Electronic textbooks and assignments are important but schools also use mountains of paper for simple, day-to-day activities like parental consent, field trip chaperone lists and various staff approvals (conference, leave etc.). For example, Miami-Dade County has 2350 (!!) active forms. The majority of these need to be signed and will end up being printed on paper and stashed in filing cabinets for years. And, they’re not alone! The California Integrated Waste Management Board estimates that 47% of school waste is paper.

General Permission (Spanish)
General permissions form in Spanish – generates PDFs in English & Spanish and uploads them to Google Drive.

With frevvo, replacing these paper/PDF forms and workflows with fully electronic versions is fast, easy and affordable. We’ve already built many of these and they’re super easy to customize to fit your unique needs. They can be signed electronically, routed to the proper person(s) and used on mobile. When completed, they can generate documents that can be saved to Google Drive or to a document management system.

Reduce paper and save the trees – one form at a time. YOUR school can do it too. Contact us to learn how.