[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.

[Webinar] 45m to automate PO approvals

roiPurchase Order Approval is one of the most common day-to-day workflows. Many customers choose Live Forms to digitize this workflow and quickly see positive ROI.

Join us on this webinar where we’ll show you how to:

  • Install a PO template with a single click.
  • Run the template.
  • Edit the template and modify it.
  • Add users & roles for routing.
  • Add the workflow to a portal and use it on multiple devices.

Webinar Details
Date: Tuesday, Mar 21, 2017
Time: 1.30 PM EST
Duration: 45 minutes (including Q&A)

Register Now

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.

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.

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.

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.

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.