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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Posted in Workflows

Workflow Analysis – How to Improve and Optimize Your Processes

Workflow analysis improves efficiency

Workflow analysis is the process by which your business examines data about its workflows, determines trends and improves their efficiency. In turn, this improves customer satisfaction and the competitiveness of the business itself.

In most cases, if you ask people why a particular workflow is setup the way it is, they’ll tell you “That’s how we’ve always done it.” The design probably made sense years ago but as the business and its environment have changed, the workflow was probably never updated.

Workflow analysis is the first step towards these necessary updates. Apply it in the following ways:

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Posted in Workflows

What is a workflow? Everything you need to know with examples.

Business Planning - Diagram, Document and Automate workflow.

Automation and digital transformation aren’t easy to understand. There’s a lot of jargon such as workflow management, low-code platforms, and process automation.

In this article, we’ll discuss:

  • What exactly is a workflow,
  • Why you should improve workflow efficiency,
  • How you can digitize your workflows using modern, visual software,
  • What business benefits will accrue today, and
  • How automation prepares you for an increasingly data-driven future.
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Posted in Forms, Workflows

Visual business rules for dynamic forms

Does Anyone Know Where We Keep the Unwritten Rules cartoon. Man shuffling papers from a file cabinet.

Business and educational forms & processes are usually dynamic – think purchase orders, emergency contact forms and travel requests. Our customers love how easy it is to visually design forms. With the Visual Rule Builder, they can easily create dynamic forms without the need to know JavaScript.

Learn more: Watch this 6m video to quickly learn more.

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Posted in HR Process Automation, Workflows

A Comprehensive Guide To An Efficient Time Off Request Form

Automating Time off Request Forms

What does a typical vacation process look like?

If you’re like many other businesses, your HR department is overloaded with paperwork. Honestly, that’s a shame – wouldn’t you rather have them focus on attracting and recruiting talent instead of sifting through endless paperwork?

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Posted in Financial Process Automation, Workflows

The Definitive Guide to Purchase Order Process Automation

A purchase order is one of the necessary types of paperwork that many business owners dread. The purchase order process is often long and complex and requires large amounts of back and forth communication. Too often, information gets lost in this type of unorganized communication – and even when it doesn’t get lost, it’s difficult to keep track of everything in an organized fashion.

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Posted in Digital Transformation, Workflows

How to focus your team on productive tasks

IImproving productivity of your team

A version of this article also appeared in business.com.

We have entered a world where talent will always be scarce. One of your top 2019 priorities should be to create a concrete plan to identify and eliminate activities that employees won’t be doing in 2020, so your top talent can focus on the things that matter.

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