In March 2017 APQC surveyed organizations with high transactional volumes to understand the impact of automating the sales order entry process on performance and practices. The resulting infographic (below) shows how organizations that have adopted sales order automation have improved customer satisfaction, data capture for analytics purposes, and operational efficiency.
We’ve seen this ourselves at frevvo as we’ve automated our own internal approvals. It’s far easier and more efficient than managing them through email.
Central Wyoming College saw significant value in streamlining their PO process which involves calculations, lookups and dynamic routing fixing a particularly error-prone procedure as a result. Instead of a paper-based process that required manual follow-up, delays and hours of wasted time, they now have a digital process that works on all devices, is easy-to-use and saves hours of staff time allowing them to focus on students rather than paperwork.
Central Wyoming College serves Fremont, Hot Springs and Teton Counties. CWC is committed to supporting students through their educational journey and helping them achieve success.
CWC wants to reduce their reliance on paper and sneaker-net processes. They saw significant value in streamlining their PO process which involves calculations, lookups and dynamic routing fixing a particularly error-procedure as a result.
“Our PO workflow was automated in record time. The forms look good and are
easy-to-use. frevvo’s system just works and meets our needs at reasonable cost.”
Chief Information Officer
CWC selected frevvo to automate their PO process because of its modern look & feel, speed of implementation, ease of use and dynamic routing.
As a result of the streamlined PO process, hours of staff time have been reduced and CWC staff can get back to focusing on students rather than administrative tasks.
Purchase 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.
We’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:
An Employee costing $80,000/year (including benefits/taxes/vacation etc.) saves 10 min using an e-form.
A Manager costing $100,000/year saves 3 min for each approval.
An Accounting Manager costing $60,000/year saves 3 min for each invoice.
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.
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.
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, 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.
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.
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.
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.
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.
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.
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.
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.
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!!