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.

[eBook] -06- ways you can use frevvo in your University today

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eBook: frevvo in Higher Education

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.

Download this new eBook that describes “06 ways in which you can use frevvo in your University TODAY“.

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.

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

 

Manager Approves Vacation Requests from the Amazon Jungle!

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!!

Pretty fancy hut!

Pretty fancy hut!

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.