Tag: approval workflows

How to automate processes to achieve Digital Transformation

 

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Digital transformation is a huge opportunity – perhaps the greatest of the next three years. Automating your day-to-day business processes should be the first step in your journey. If you haven’t yet invested in a workflow automation platform, consider making it a top priority.

Check out the full article by our CEO with 5 tips on how you can achieve digital transformation over at business.com.

Photo by rawpixel on Unsplash

Want Digital Transformation? Start with your workflows.

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What is Digital Transformation?

By now, everyone’s heard of Digital Transformation. Digital Transformation is the process of using technology to radically change your business to pursue new revenue streams & business models and to avoid disruption. But, what exactly does that mean?

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Digital Transformation is not a single IT project. It’s the combination of numerous projects that infuse “digital” into everything within your organization – from evolving the underlying technology to servicing your constituents increasingly on mobile to digitizing your processes to create efficiencies to integrating with third parties to create better customer experiences.

Ultimately, though, DBT is about organizational change to improve performance through the use of digital technologies.

Start with your Workflow

templates.pngTechnology itself makes a difference and creates innovation but at the end of the day it’s the people and the business processes in an organization that can truly drive change, disruption and transformation.

Automating your day-to-day workflows is at the very foundation of digital transformation. If your organization does not already have a workflow automation platform, I strongly suggest looking into one now. Using a platform, you can digitize forms for employees and customers and automate your routine processes. Once they’re automated, you can measure the effectiveness of those processes and optimize choke points to drive genuine change. You can collect and analyze your proprietary data in myriad ways to improve business performance.

Without workflow automation you’re still dealing with manual processes. You’ll probably need to worry about being disrupted and becoming irrelevant.

5 ways Workflow Automation can change your business

1. Increased Efficiency

What might the transformed, modern business application look like? It will undoubtedly:

  • Automate forms and workflows so there’s no need to print, sign and scan.
  • Integrate with data and systems to reduce tedious manual data entry.
  • Intelligently route documents to the right person at the right time to ensure that business constraints are satisfied.
  • Automatically support all mobile devices and speed up the approval process by providing 24×7 access from anywhere.

2. World Class Customer Service

if_seo_web_3-19_1152167.pngOver-delivering on customer service is the single most important thing you can do to increase revenue. Otherwise, today’s consumers will quickly move on to the competition.

Today, customers are used to interacting with your organization online at any time. If they need some information from your company and it’s only available during business hours, they’ll be frustrated and feel inconvenienced. Automation ensures that your customers have a smooth experience by enabling them to access information when they need it.

When employees are wasting time chasing down internal approvals, they have less time to focus on customer service. Automated approvals free up their time so it can be invested into what’s important: customers, students and patients.

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3. Enable Mobility

mobile-apps-175% of U.S. information workers rely on mobile. In response, businesses are prioritizing mobility with 88% of them saying that mobile functionality is either very important or an outright requirement.

But, one-off mobile apps are hard and barriers abound. Time, budget and skills are all in short supply. In addition, mobility nowadays is about reaching users through all channels, especially mobile web browsers, as users often don’t bother to install a native app.

Workflow automation systems offer visual and low-code approaches that let you provide business functionality in web-apps and spread that development out among more people – the “citizen” developers in your organization. That in turn eases pressure on I.T. teams, freeing them up to meet business needs.

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4. Business Agility

Business Value from Cloud

Automation taking advantage of cloud (+ mobile) is a critical driver of business agility – roughly speaking, the ability of your business to react rapidly to changing business conditions. Think of two main aspects:

  • Responsiveness – Enable employees to do the right thing at the right time. That means reducing business complexity (stop wasting time on paperwork, errors, missing signatures etc.), employee efficiency (let them work anytime, anywhere and using any device) and collaboration (access to people and information from anywhere as needed).
  • New Opportunities – Faster rollout of new business initiatives as business conditions change e.g. introduce a new product offering or modify internal processes to quickly satisfy changed customer demands even something as simple as letting people buy on their mobile phone.

Both are sources of significant competitive advantage. According to Harvard Business Review’s recent survey on Business Agility in the Cloud, companies are already seeing business value and benefits from simplification, collaboration, and faster reactions to new opportunities.

This business agility appears to lead to some very tangible and measurable outcomes: 49% are more likely to have entered a new market in the past three years i.e. rolled out business initiatives quickly to take advantage of a new business opportunity. Significant majorities believe cloud (+ mobile) reduces business complexity (71%), increases employee productivity (69%) and responsiveness to customers (53%).

 

5. Astounding ROI

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It’s often hard to see how much those paper- and email-based workflows are really costing you. Let’s do a quick analysis. Consider a 3-step workflow:

  1. Performed by an Employee – a Travel Authorization or Purchase Requisition. Let’s say this employee costs $80,000/year including benefits, vacation, taxes and other costs (equivalent to a salary of about $60,000).
  2. Performed by a Manager who essentially checks the request, approves it if it is valid or sends it back for corrections. Let’s say the manager costs $100,000/year inclusive of all costs.
  3. Performed by an HR or Finance person who essentially updates an internal system and does the equivalent of filing the request. Say, this is a part-time person costing $60,000/year.

Now, assume that the time savings are 10 min, 3 min and 3 min respectively in each step. That’s pretty conservative given there’s no printing, signing, scanning etc. involved. Finally, assume that there are 400 approvals per month of all kinds (Vacation requests, Sales Orders, Timesheets, Travel Authorizations etc.)

How much do you think you will save in costs? You might be shocked:

You’ll save ~$50,000 every single year or 57% of your costs and see net positive ROI in just a bit over 2 months.

That paper/email process actually costs you close to $85K per year. 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.

Looking Ahead

Analytics and Artificial intelligence (AI) will play a major role in the future of business transformation powered by digital technologies. But deploying these technologies relies on access to your proprietary data making it your most valuable asset. Workflow automation is the foundation. Think about it!

Paper- and email-based processes deny you access to your single most valuable asset – your business data.

Eventually, AI engines powered by data analysis will end up automating the optimization of your workflows. But, your processes need to be ready.

If you want digital transformation, start with workflow.

Interested in finding out more? Visit our website to and see how customers are already using frevvo’s public and private cloud solutions to transform everyday business processes.

 

[Case Study] Automated workflows have let Bushcare Services change the way they run their business

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Bushcare Services provides design and field program solutions for forested areas in South East Queensland, Australia. They work with local stakeholders to develop healthy and sustainable natural areas by managing projects including native tree planting, bushland regeneration, erosion control, fire management and manages parks infra-structure.

Bushcare work projects are a collaboration of many remote supervisors, production
managers and office staff. It’s easy to see how it quickly became very difficult to manage all the moving parts of the daily work order using the existing paper forms.

“One of the great things about frevvo is that very often we will have an idea for a change in the workflow and after discussing it with their Client Services team, we are able to quickly implement it. Thanks to frevvo, we have changed the way we are running our business.”
– Phil Hoskings, Director

They now uses a frevvo paperless portal which includes a 3 step workflow – Maintenance Daily Record – developed over multiple sessions with frevvo’s Customer Success team. The frevvo workflow integrates with Google Sheets, dynamically pulls down client and other information and speeds up the process dramatically. As a result, staff have more time to spend on what’s important – developing sustainable and healthy natural areas.

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Read the Case Study and learn more by visiting our website.

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.

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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.

[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.

Aero Communications replaces paper, Excel and InfoPath with automated workflows integrated with SQL

Aero Communications inc. provides customer-focused technology solutions to broadband and wireless providers, businesses, public venues, government facilities, and residential subscribers.aero-communications

The company was using a number of paper, Excel & InfoPath forms for everyday business processes such as Vehicle Inspections, Facilities Maintenance, Financial Forms and Warehouse Orders. Many of them require approvals forcing employees to email them around and print/sign/scan for approval. In addition, the existing forms could not pull data from SQL databases resulting in excessive and duplicate data entry, errors, corrections and inefficiencies.

“We were looking for a single, affordable solution that could address all our requirements.

frevvo’s modern, online system is easy-to-use, and meets our needs at a reasonable cost. Live Forms is the best web-based forms & workflow solution on the market today for our needs.”

–Adam Wiener, Applications Specialist

Aero Communications considered a dozen+ solutions before selecting frevvo Live Forms because it provided an easy-to-use solution that works with their database, and integrates with Active Directory at an affordable cost.

They have already replaced multiple forms and workflows with fully automated online versions. 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.

Ivy League University automates Financial Aid forms integrated with Perceptive ImageNow

This world-renowned Ivy League University has long been recognized for the quality of its academic and research programs and its dedication to developing global leaders.

ivy-leagueThe University’s Financial Aid office needs to securely collect a large variety of data from a candidate. The paper-based process they were using was tedious for families as well as staff who had to input/scan the data into internal systems.

Our future success lies in our ability to deliver exceptional services to students and families. We are truly happy with frevvo Live Forms. Our primary considerations were adoptability, simplicity and integration.

frevvo’s modern, online system is easy-to-use, and meets our needs at a reasonable cost. Live Forms is the best web-based forms & workflow solution on the market today for our needs.

-Director of Information Technology

Using Live Forms, the Financial Aid Office implemented and deployed several electronic forms and integrated them with their Perceptive ImageNow EDM system. Now, the forms running in frevvo’s Cloud submit data that flows seamlessly into Perceptive.

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.

[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.