[Video] PO Automation – featuring John Wood, CIO, Central Wyoming College

purchase-order-video

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.

 

Watch this video recording and hear from their CIO John Wood as he demos their solution and how the college is benefiting from an automated workflow. A recording of the full webinar including Q&A is also available.

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.

Central Wyoming College automates Purchase Order in less than 10 days of work

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-Campus

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.”

John Wood,
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.

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.

Workflows: Approve vs Deny vs Reject

PurchaseApprovalWhile working with customers, I’ve recently noticed that a lot of approval steps in a workflow have three possible outcomes. Consider a Purchase Requisition workflow where an Employee wants to buy something and it goes to his/her Manager for approval. If approved, the next step is Purchasing.

What actions could the Manager take?

  1. He could Approve in which case the workflow moves forward to Purchasing.
  2. He could Reject back to the employee asking for more information in which case it moves backward to the Employee.
  3. Or, he could Deny the request completely (Reject to discard) in which case the workflow should move forward, skip the Purchasing step and terminate.

With frevvo, the Approve case is trivial. It’s the default behavior. Reject back to the Employee is also straightforward. It’s built-in to frevvo and can be configured for any step.

Deny (Reject to discard) is also easy but not so obvious. We’re considering adding this as a built-in feature but you can do this today by taking a few steps.

Step 1. Create an approval section with a Radio button

RequestStatus

The radio has two options: Approve or Deny. Deny is the second (last) option and the Comment property is checked. If the Manager clicks Deny, a text box will show up below the radio asking for details. Note the Name (set to RequestStatus) and Options (values are Approve and Deny) properties of the Radio control. You can also set the control to invisible and create a rule to show/hide it in the appropriate flow step (Manager in this case). For example:

if (form.load) {
var an = _data.getParameter(‘flow.activity.name’);
RequestStatus.visible = (an !== “Employee”);
RequestStatus.enabled = (an === “Manager”);
}

Step 2. Set Preconditions

PreconditionIn the Flow Designer, select the Purchasing step. Set the precondition as shown in the image to:

RequestStatus.value === “Approve”

This will evaluate to true only if the Manager selected Approve in the Radio we created earlier. If it’s false (Manager selected Deny), the Purchasing step will be skipped and the workflow will terminate.

Step 3. Setup Reject

SetupRejectIn the Flow Designer, select the Manager step and then click the Setup Approval/Rejection link in the Properties panel.

In the wizard that shows up, you can check Reject from here, Reject to here, change the label of the Reject button itself and customize the subject/body of the notification email.

Repeat this step for any other step from which you wish to Reject.

That’s it. Now, the Manager can:

  1. Select Approve in the Radio and continue the workflow. It will move to Purchasing.
  2. Select Deny in the Radio, provide a reason and continue the workflow. It will skip Purchasing and terminate.
  3. Click the Reject button and send the workflow backwards to the Employee for more information.

[Video] K-12 Process Automation

Several K-12 school customers are using frevvo to automate routine processes and improve efficiency and services to students and staff. 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.

These everyday approvals take an exorbitant amount of time if done manually. Students, staff and parents are waiting longer than necessary and spending more time/money than necessary to tackle these routine tasks. There’s also a much higher rate of inaccuracy in the manual process. Our infographics and other blog articles discuss how frevvo’s affordable, cloud-based workflow products for K-12 process automation can improve efficiencies in these areas. We’ve also created a short (2 min) video below to show you the benefits of using frevvo in your school district.

Interested in learning more? Visit our website to and see how Colleges & Universities are already using frevvo’s public and private cloud solutions to digitize their day-to-day approval workflows.

[Video] Higher Ed Process Automation

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.

These everyday approvals take an exorbitant amount of time if done manually. Students and staff are waiting longer than necessary and spending more time/money than necessary to tackle these routine tasks. There’s also a much higher rate of inaccuracy in the manual process. Our infographics and other blog articles discuss how frevvo’s affordable, cloud-based workflow products for Higher Ed process automation can improve efficiencies in these areas. We’ve also created a short (2 min) video below to show you the benefits of using frevvo in your College/University.

Interested in learning more? Visit our website to and see how Colleges & Universities are already using frevvo’s public and private cloud solutions to digitize their day-to-day approval workflows.

[Infographic] K-12 Process Automation

infographic_wireframe_frevvo_jan2016_3In previous posts, we’ve described how some of 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.

Yet, for many schools, going paperless means 1:1 education, e-textbooks and expensive $500 gadgets for each student. It’s a fantastic goal undoubtedly but there’s also plenty of much lower-hanging fruit that’s ripe for automation and saving paper, time and money.

Check out this new infographic on the value/benefits of automating day-to-day K-12 workflows.

Every parent is familiar with consent forms for athletics, directory listing, emergency contact etc. (Miami-Dade County, Los Angeles USD). Typically, these require a parent/guardian to sign the form and they’re sent home on paper or printed out at home.

Internal approval workflows like travel reimbursement, field trip approval etc. (e.g. see New Haven USD, Cabrillo USD) are also commonplace. Typically, these are routed to a supervisor for approval i.e. to sign the form. The paper-based process is simply inefficient.

It’s 2016! There’s simply no excuse for outdated, manual systems that cause delays, result in unhappy students and staff and wasted 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. With affordable, cloud-based workflow products for K-12 process automation, there’s no need to deal with printing PDFs for signatures, correcting Excel-based time sheets, or tracking down approvals in email.

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

[Video] HR Process Automation

One of the business problems customers most frequently solve with frevvo is HR process automation. Routine things like Employee On-boarding, Leave Approvals etc.

These everyday activities take an exorbitant amount of time if done manually. Employees and managers are waiting longer than necessary and spending more time/money than necessary to tackle these routine tasks. There’s also a much higher rate of inaccuracy in the manual process. Our infographics and other blog articles discuss how frevvo’s affordable, cloud-based workflow products for HR process automation can improve efficiencies in these areas. We’ve also created a short (2 min) video below to show you the benefits of using frevvo for HR process automation.

Interested in learning more? Visit our website to and see how customers are already using frevvo’s public and private cloud solutions to digitize their HR approval workflows.