Posted in Workflows

The Workflow Automation Field Guide: Manual Business Processes to Automate

It’s 2 p.m. You’ve just had lunch and you need to get back to that report you were working on. But then you see it. The fresh pile of paperwork sitting on your desk waiting to be processed.

Before you know it, a couple of hours have gone by and you still haven’t gotten to that report you wanted to get to. As you head home at the end of the day, you have an unsettling feeling that your day wasn’t very productive, even though you were working the whole time.

Why is that?

Because you know your day would’ve been better spent on other tasks––like that report. Instead, you were stuck with a manual business process that could have been automated and taken off your plate. The truth is, a computer would’ve done it in half the amount of time you just spent.

In WorkMarket’s 2020 In(Sight) Report, 54% of employees surveyed said automation could save them up to two hours a day (or 240 hours annually). Seventy-eight percent of business leaders said it could save them even more, up to three hours.

In short, automating manual business processes can make your life easier. But it goes beyond that. Let’s look at the other benefits of workflow automation.

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Posted in Workflows

Digital Workflow 101: A Primer on Identifying, Planning, and Launching Paperless Processes

Paperwork.

It’s the bane of our modern existence. From legal and finance to administration and HR, every aspect of our workplace involves some sort of form-filling, printing, copying, and scanning. We’ve even invented shredders purely to take care of these piles of paper.

And even as new digital solutions enter the market every day, paper usage in the U.S. is expected to increase through 2023.

The problem is that while companies can see the benefit of going digital, they’re often faced with the daunting task of making that transition. 

So it’s easy to stick to what you know. Even if it can save millions of dollars for larger organizations.

But it doesn’t have to be that way. Converting business processes to a digital workflow can be a simple step that produces incremental changes rather than an exhaustive effort requiring you to go through bureaucratic hoops and headaches.   

We’ll give you a step-by-step guide on how.

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Posted in Workflows

Analyzing frevvo Workflows With Google Data Studio

Through the years, we know that customers just want their data so they can use their preferred tools and methods to analyze it. As a result, our product strategy maximizes customers’ ability to push or export form and workflow submission data into other systems.

We provide a variety of connectors e.g. the SQL Database Connector, the Google Connector (Google Drive and Google Sheets), the File System Connector, the SharePoint Connector and others. While these connectors have varied capabilities , a common thread is that they can export your submission data into another system.

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Posted in Workflows

9+ Workflow Apps That Will Maximize Employee Productivity

Everyone wants a smooth workflow. The word itself says it all. You want the work to flow as you focus intensely and produce results with minimal time wasted. Yet we all know that’s not how our workdays turn out.

Thankfully, there are tools you can use to get rid of distractions and time-consuming processes. Think of them as shortcuts that enable you to focus on your work rather than all the superfluous details. 

A McKinsey report on social technologies found that simply by tapping into powerful applications, we can improve global productivity by 20 to 25%. The apps include those that can improve communication and collaboration between teams, saving time and improving performance.

Using technology increases employee productivity.
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Posted in Workflows

How to Integrate Forms & Workflow With Your Document Management System

A typical organization deals with dozens of kinds of documents. These are everyday things like invoices, new hire paperwork, student records, 401(K) change request forms, contracts, purchase orders, absence records and so on.

Truth be told, you’re still likely to find large filing cabinets and folders filled with documents in many offices. People still print out their documents, stick them in a folder and put it in the corner filing cabinet. Of course, paper documents are hard to find, maintain, modify, send around etc. – the usual problems. They’re also vulnerable to disasters e.g. a fire could destroy years of information.

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Posted in Workflows

Workflow Automation – 5 Myths to Dismiss Today

Today’s workflow software market is filled with confusing myths. In reality, automation has become affordable, easy and fast. Let’s clear up some of the worst misconceptions.

A workflow is an activity that someone in your organization performs on a routine basis to achieve a well-defined goal. Workflows are characterized by (i) a series of repetitive tasks and (ii) flow of data.

Common workflow examples used everyday across every business include purchase order processing, time off request approvals, travel reimbursements, and new hire onboarding.

Today, almost every business understands the benefits of automating these everyday processes. They know that talent is their most valuable resource and they don’t want employees to waste time on paper- or email-based processes.

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Posted in Workflows

8 Workflow Examples That Will Help You Get Started Today

Companies everywhere are transforming their tedious, time-consuming, manual processes into streamlined, easy-to-use, automated processes. They’re doing it to reap the many benefits of automation technology. Updated technology improves consistency and companies have enjoyed increased productivity, availability, reliability, and performance, while drastically reducing costs.

However, each company has different automation needs and priorities. For example, a company that procures a large number of raw materials may benefit from invoice automation as opposed to a temp agency that may prefer to invest in automating new hire onboarding.

Here’s a list of workflow examples for common business processes. For each type, we’ll explain what your workflow should include to make them perform optimally.

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Posted in Workflows

50+ Key Statistics to Help You Automate Smarter in 2019 and Beyond

Key Automation Statistics You Need to Know

Every time we think we’ve got a handle on automation, new statistics emerge to challenge our perception. Just this month, McKinsey released a new report about the future of women at work, saying that an estimated 40 to 160 million women around the world will need to transition their skills.

But the report also pointed out that both men and women will be similarly affected by automation, just in different areas. Without a doubt, the effects of automated processes will be felt in every sector across all roles.

To understand the scale and importance of automation in the workplace, take a look at some of these key statistics.

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Posted in Financial Process Automation, Workflows

How Sales Order Form Templates Help Improve Business Efficiency

Automated sales orders increase cashflow and let salespeople focus on selling.

Organizations create a sales order form to list the products and services being ordered by a customer. The customer may provide one or more purchase orders (PO) for that purpose.

The sales order is a document that’s created internally by the company so that it may process the order in a controlled manner with the necessary checks, authorizations and signatures in place. Generally, the sales order form includes any associated purchase orders for convenience. In some cases, the sales order may also be sent externally to the client for signature, for example, to formally accept Terms & Conditions.

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