[Video] Install and Modify a PO Template

purchase-order-videoPurchase Order Approval is a very routine day-to-day workflows. Many customers choose Live Forms to digitize this workflows.

Starting with one of our pre-built templates, you can easily customize it to create your own fully electronic, mobile-capable and business-ready PO in very little time. You won’t need expensive and hard-to-find skills like iOS/Android app development or HTML5/CSS3 expertise to create a beautiful, electronic app that just works on all devices.

At frevvo, we just digitized a completely customized Purchase Order approval workflow for a University customer in 45 man-hours.

Watch this short (7 min) video to quickly see how. We’ll show how to:

  • Install a pre-built PO workflow template with a single click.
  • Modify it to meet business requirements (we’ll add a Finance step).
  • Run it in frevvo’s Cloud.

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.

Automate your PO. Save $50,000 !!

roiWe’ve seen that many customers use frevvo to automate Purchase Orders. It’s the most frequent one. One of our partners asked me if I could quantify what’s it really worth. So, I tried to measure it for a 3-step approval workflow and the result was surprising at least to me. Here are the assumptions:

  1. An Employee costing $80,000/year (including benefits/taxes/vacation etc.) saves 10 min using an e-form.
  2. A Manager costing $100,000/year saves 3 min for each approval.
  3. An Accounting Manager costing $60,000/year saves 3 min for each invoice.
  4. There are 400 approvals/month (for all kinds of workflows PO, Leave Approval, Travel Authorization, Time Sheet etc.).

You’ll save ~$50K every single year or 57% of your costs. It’s amazing how much the paper/email process actually costs you – close to $85K per year. You’ll see positive ROI in just a bit over 2 months. 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 this ROI Calculator for your own organization. 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 Template] Travel Authorization and Reimbursement

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8.5m video. Create your own fully functional travel authorization & reimbursement workflow

Travel Authorization and Reimbursement is a common workflow that’s used by employees to request authorization for expenses prior to travel and t
hen to reconcile actual expenses before submitting for payment. If actual expenses exceed estimated expenses, the workflow will obtain additional approval. Finally, the workflow routes to the Finance Department for payment.

We’ve created this short (8.5m) video to help you install, configure and try out this template. We know that it’s one of our most frequently downloaded workflow templates.

Click on the image to view the video and see how you can start with a pre-built template and have a fully-functional travel authorization workflow in less than 15 minutes. You can also view the documentation for this template.

Mercy Ships replaces Adobe LiveCycle & DocuSign to automate over 70 day-to-day forms/workflows

Mercy Ships, a global charity, has operated a fleet of hospital ships in developing nations since 1978. Mercy Ships follows the 2000-year-old model of Jesus, bringing hope and healing to the world’s forgotten poor.
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The organization was using Adobe LiveCycle forms or DocuSign and e-mailing documents around for signatures and approvals. However, as major browsers on desktop and mobile devices dropped support for the Adobe plugin, it was getting increasingly difficult to use. They decided to standardize on a single product that could handle forms, workflows and signatures.

We wanted a single, affordable solution that would be able to address our forms, workflow and document signature requirements. frevvo’s modern, browser-based solution is easy-to-use, meets all our business needs at a reasonable price.

Live Forms is the best web-based forms & workflow solution on the market today to address our needs.

Chris Gregg,
Chief Information Officer

Mercy Ships selected frevvo Live Forms because it provided an easy-to-use solution that handles forms, workflow as well as signatures at an affordable cost. In addition, frevvo’s generous support for non-profit organizations and world-class Customer Success team have ensured a successful deployment.

Mercy Ships has now automated 70+ day-to-day forms and workflows from HR to Volunteer processes with several more to be rolled out in the near future.

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.

[eBook] -06- ways you can use frevvo in your School today

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eBook: frevvo in K-12

Our K-12 school customers are using frevvo to automate routine processes and improve efficiency and services to students and staff. EUSD (Escondido Union School District) has been so successful at this – they’ve automated 8 approval workflows including Absence Records, Mileage Reimbursement, and Budget Transfers in the first three months – that they were even able to decommission SharePoint/InfoPath thanks to frevvo.

Download this new eBook that describes “06 ways in which you can use frevvo in your School TODAY“.

The fact is, schools are drowning in paper. Student work, parent & staff communications, travel reimbursements and many other processes are paper-based and require, emailing, printing and scanning. Going paperless doesn’t have to mean costly initiatives like 1:1 education, e-textbooks and expensive gadgets for each student. There’s plenty of much lower-hanging fruit that’s ripe for automation and saving paper, time and money.

From consent forms (Miami-Dade County, Los Angeles USD) that require a parent signature to internal approval workflows like travel reimbursement (e.g. see New Haven USD, Cabrillo USD), paper is inefficient and wastes money.

frevvo already has pre-built forms and workflows that can be customized in next to no time and deployed online. They can all be signed online, routed to the proper person electronically, used on mobile devices, delivered in multiple languages, generate PDFs, work with Google Apps for Education and a whole host of advanced capabilities.

Learn more by visiting our website. Explore some of the examples, read customer success stories and contact us for more details.

[eBook] -06- ways you can use frevvo in your University today

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eBook: frevvo in Higher Education

University students are accustomed to doing everything on their phone. They’re comfortable with technology and live on their mobile devices. Many Universities are already using frevvo (Syracuse, La Cité College, Harvard, NYU, University of California, and others) for Student Registration, Internship Applications, and internal HR/Finance workflows. Students love using mobile devices and not having to stand in line.

Download this new eBook that describes “06 ways in which you can use frevvo in your University TODAY“.

From Student/Parent forms for signature to built-in mobile support to complex authorizations, frevvo has powerful, easy-to-use and incredibly affordable solutions for Higher Ed institutions. We offer educational discounts and a wealth of resources to ensure that your workflow automation is successful, increases productivity and allows you to focus on what’s important – students.

Learn more by visiting our website. Explore some of the examples, read customer success stories and contact us for more details.

 

Manager Approves Vacation Requests from the Amazon Jungle!

This was a 1st…. Ashish who writes many of the blog articles you read here is on quite the adventure to Brazil to watch the Olympics. On his way to Rio he stopped to spend a couple days somewhere in a remote spot in the Amazon Jungle. Spur of the moment a couple of us decided yesterday to take tomorrow morning off — we use Live Forms for our vacation request approval process integrated with Google Sheets & Drive. As many of you know our forms work great on mobile devices and within a couple hours to my surprise Ashish had approved my vacation request. 🙂 He is never one to be far from his cell phone, but still pretty cool to have your request approved from the middle of the Amazon Jungle! 🙂

We run our company by automating our internal processes with our own Live Forms forms & workflows. We all love building and using them. Even our financial team could be on our sales team telling you how much more efficient this makes us. It’s what keeps our company functioning smoothly so our entire team can focus on what’s most important… Helping our Customers do the same!!

Pretty fancy hut!

Pretty fancy hut!