Posted in Approval Process, Higher Ed, Workflows

[Infographic] Higher Ed Process Automation

infographic_wireframe_frevvo_jan2016_3In previous posts, we’ve described how some of our College & University customers are using frevvo to automate routine processes and improve efficiency and services to students and staff.

University students are accustomed to doing everything on their phone. The clientele is often millenials. 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.

In many cases, once they deployed frevvo, they realized that a lot of precious IT time was being spent to do simple things like event registration, food services surveys etc. The fact that a business user can create a simple form with frevvo and crucially, can collect and download the submissions themselves to MS Excel, makes this a killer app for many customers.

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.

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

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 There’s simply no excuse for outdated, manual systems that cause delays, result in unhappy students and staff and wasted time and money.

With affordable, cloud-based workflow products for Higher Education 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.

 

 

Posted in Approval Process, Excel, Financial Process Automation, HR Process Automation, Workflows

ROI in less than 3 months

roi-1Sometimes, we get asked in the sales process about the ROI (Return on Investment) of buying and implementing a digitized frevvo workflow vs continuing with the current way of doing things. Typically, this means sending an Excel or PDF document around by email for approvals.

Emailing Excel and PDF documents for approvals is incredibly expensive.

The manual approach is fraught with problems:

  • How do you ensure that you have the latest version? Shared folder? Intranet?
  • How do you actually get the approvals? Via e-mail? Schedule a meeting? What happens if someone is on vacation or fails to respond in a timely manner? What if there’s an error? More e-mail?
  • What if a signature is required? Attachments? Does this mean printing, signing and scanning?
  • How do you keep track of and formally record who has approved the document? Save multiple e-mails? Meeting notes?
  • What will happen months from now when you need to find the signed and approved document?

An automated approval workflow from frevvo can quickly save you a lot of money. In most cases, you will start seeing ROI with frevvo in less than 3 months (even faster at higher volumes). Check out this ROI calculator for a Purchase Requisition or click on the image to see how frevvo can save you $$$.

As a bonus, you’ll have happier employees who can focus on customers and new business opportunities rather than chasing down paper. Interested? Contact us now to learn more.

 

Posted in Approval Process, HR Process Automation, Workflows

[Infographic] HR Process Automation

infographic_wireframe_frevvo_jan2016_3
We’ve discussed in previous posts how customers are using frevvo for HR process automation. It’s one of the most common areas for automating workflows with frevvo.

The fact is that everyday approval processes such as employee on-boarding, leave approval and time sheets 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.

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

It’s 2016! There’s simply no excuse for outdated, manual systems that cause delays, result in unhappy customers and missed business opportunities.

With affordable, cloud-based workflow products for HR 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.

Posted in Approval Process, Financial Process Automation, Workflows

[Infographic] Accounting & Financial Process Automation

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In a previous article we talked about how senior finance executives at companies are optimistic about the U.S. economy (56%) and about their own company’s performance (69%). But, they’re concerned about inefficiencies and willing to invest in technology to improve performance.

The fact is that even routine, day-to-day processes such as vendor invoices, purchase orders, and expense reports take an exorbitant amount of time if done manually. Employees and managers are waiting longer than necessary for reimbursement claims to go through, or to order a key piece of equipment. There’s also a much higher rate of inaccuracy in the manual process.

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

It’s 2016! There’s simply no excuse for outdated, manual systems that cause delays in cash-flow, infrastructure investments and responsiveness.

With affordable, cloud-based workflow products for financial process automation, there’s no need to deal with printing PDF sales orders for signatures, correcting Excel-based expense reports, 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.

 

Posted in Approval Process, Customers, HR Process Automation

OSRAM Sylvania uses frevvo to automate HR approvals integrated with PeopleSoft

OSRAM Sylvania manufactures and markets a wide range of lighting products for business and industry, consumers, for the automotive industry, and for the computer, aerospace and other major industries worldwide.
sylvania
OSRAM Sylvania wanted to consolidate their HR processing in a single Service Center in Mexico. However, supervisors in multiple locations still needed to submit a variety of HR forms including salary changes, shift modifications etc. Some of these forms required approval by HR, controllers and others.

We needed an affordable solution that worked with our existing PeopleSoft, our HR Portal using single sign on and other infrastructure and that was easy to use and met our business needs.

After reviewing and trying a number of solutions, we decided that Live Forms has the best combination of usability, price, support and business capabilities on the market today.

– Roger Rudenstein, ERP Manager

Today, several HR functions are automated. Employees use the familiar existing HR portal – no need for a separate login. Integration with PeopleSoft reduces data entry and errors. Supervisors can sign and approve electronically from any location.

Interested in HR automation? Read the Case Study and visit our website for more information including a free 30-day trial.

Posted in Approval Process, Customers, Financial Process Automation, Higher Ed, HR Process Automation

Let’s build a Smarter Business

IBM says “Let’s build a Smarter Planet” – from Governments to cities to buildings to water. That’s great – it’s a big idea and a massive initiative. I hope we can get there soon.

But, what about somewhat humbler initiatives? At frevvo, we’re a heckuva lot smaller than IBM. I’m betting that your company’s a lot smaller than a Government or a city too. But, together, we can still build a Smarter Company, a Smarter Small Business or even a Smarter Department. Many of our customers are already doing it.
smarthighered

Higher Education

In a Smarter University, students can do everything on their phone. The clientele is often millenials. 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. Smarter Universities save students time and serve them better.

smartrealestateReal Estate

A Smarter Brokerage doesn’t waste associates’ time in duplicate data entry and signatures for MLS listings. You’d think every real estate agency would want the listing process to be ultra-efficient. After all, you can’t sell property unless it’s listed. See how two of our customers (Jameson Sotheby’s International Realty and Kuper Sotheby’s International Realty) are using frevvo to become smarter firms.

smartfinancialFinancial Processes

With Smarter Financial Processes, you get paid faster and speed up procurement for important initiatives. Customers like Hellmann Worldwide Logistics and Escondido Union School District are using frevvo today for completely automated Purchase Requisitions, Sales Orders and Expense Reports and implementing smarter financial processes.

smarthrHR Processes

Smarter HR Processes mean happier employees and customers. Customers like OSRAM Sylvania and Safeway Groceries have digitized HR approval processes like Salary Changes, Shift Modifications and Leave Approvals using frevvo. As a result, employees spend less time on paperwork and chasing down signatures. That gives them more time to focus on customers and new business opportunities. Everyone’s happier.

From satisfied employees to happy customers to business speed and agility to improved visibility and control, there are immense payoffs to becoming a Smarter Business. Why not try frevvo yourself? Contact us now for more information.

Posted in Approval Process, Customers, Financial Process Automation

Hellmann Worldwide Logistics uses frevvo for Financial Process Automation

Hellmann Worldwide is the leading global logistics provider in terms of service excellence, quality, innovation and environmental care, with a worldwide network of 19,300 people in 443 branches in 157 countries.

hellmann

The Company was using a number of paper and PDF forms for a variety of financial processes such as contract amendments, credit approvals and cost allocation that were being filled, printed and hand-approved. They wanted to address these inefficiencies by automating workflows and, as a result, evaluated numerous cloud-based systems for their needs.

“We’re always looking for ease-of-use and simplicity. Live Forms has the best combination of usability and business capabilities on the market today. We’ve used Live Forms in the Cloud to automate several workflows in a matter of months and we were able to do it ourselves without expensive consulting resources.”

– James Darlaston, UK Business & IS Manager

Using frevvo Live Forms, Hellmann has already automated 9 approval workflows including Credit Authorization, Cost Allocation, and Recruiting Authorization online in the first 4 months.

Highly automated organizations get 5X more done and save up to 80% of costs compared to those who are still using paper/email based processes.

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.

Posted in Approval Process, Financial Process Automation, Mobile, Workflows

CFOs optimistic about 2016 but concerned about manual, inefficient processes

cfo-concernsTD Bank recently released their fifth annual CFO survey of 300 senior finance executives with some super-interesting information. The good news is that most CFOs (69%) are optimistic about their company’s performance in 2016 vs 2015 and 61% intend to increase capital spending in 2016 particularly on technology (58%). But they have significant concerns about process inefficiencies both in day-to-day operations as well as long term performance.

It’s 2016! Every organization deals with routine financial processes like invoice processing, expense reports, sales orders, and purchase requisitions. There’s simply no excuse for outdated, manual systems that cause delays in cash-flow, infrastructure investments and responsiveness. With affordable, cloud-based workflow products for financial process automation, there’s no need to deal with printing PDF sales orders for signatures, correcting Excel-based expense reports, or tracking down approvals in email.

cfo-spendingFrom procure-to-pay, to order-to-cash, expense reporting and more – we’ve got financial process automation covered. frevvo’s solutions offer complete functionality coupled with a solid understanding of best practices in financial process automation. We can help you understand the value that efficient, mature and fully automated processes will bring to your business.

Check out TD Bank’s Survey and Infographic. Learn more by visiting our website. Explore some of the examples, read customer success stories and contact us for more details.

Posted in Approval Process, Customers, Forms, Usability, Workflows

Kuper Sotheby’s International Realty chooses frevvo to automate MLS listings

Kuper Sotheby’s International Realty (part of Sotheby’s International) is a leading Central and South Texas real estate firm with about 250 associates and listings in 90 Texas counties.

kuper

The company sells real estate. Unfortunately, in order to list a property for sale, a lot of information must be collected about the property and the sellers. It’s used in MLS systems, on legal documents that require signatures (e.g. disclosures), and back office processes such as marketing materials that must be reviewed by listing agents. It’s a tedious, time-consuming and unnecessarily costly process.

They chose frevvo Live Forms to automate the process, eliminate paper and improve efficiency because:

  • It provides agents and customers with a fantastic user experience on all devices. Sellers will no longer need to sign and initial a dozen or more documents.
  • frevvo’s built-in validation and business rules dramatically reduce errors, corrections and duplicate data entry.
  • Kuper Sotheby’s International Realty expects to get listings out sooner, free up agents’ time and reduce costs.

Read the Case Study and try frevvo free for 30 days and see for yourself how you can stop printing, signing and scanning for routine approvals.

Posted in Approval Process, Customers, Forms, Workflows

100+ customers use Live Forms™ with Square 9® SmartSearch

s9sSquare 9 Softworks’ flagship product, SmartSearch ECM, is a powerful software solution simplifying the management of electronic documents. As market trends turned customers towards mobile ready solutions, the company saw the need to provide an alternative to printing, signing and scanning documents into SmartSearch. They wanted to provide an end-to-end solution for enterprise applications that worked on mobile devices, in order to eliminate paper from the workflow equation.

After a detailed evaluation, they found that frevvo Live Forms offers the best balance of simplicity and flexibility in the market.

Today, over 100 satisfied customers in all verticals have eliminated paper and automated everyday workflows using the two products.

Together, Square 9 and frevvo provide an intuitive, easy-to-use end user experience on all devices with powerful capabilities like PDF generation, business rules, and e-signatures that meet the most demanding enterprise business requirements.

Read the Case Study and Contact Us if you’d like to learn more.