[Webinar] What’s new in frevvo 7?

webinar1frevvo V7 has been out for a few months. We’ve improved it in a number of ways that are really important to customers. We’re also really excited about some upcoming developments, especially the Rule Builder.

Join our webinar on Thursday, February 9, 2017. We’ll be covering:

  • One-click templates
  • Business Insights (Reports)
  • Improved Submissions & Task Search
  • Visual Rule Builder (coming soon)
  • File System Connector & Wizard
  • box.com Connector & Wizard

Webinar Details

  • Date: Thursday, February 9.
  • Time: 1:00 PM EST
  • Duration: 50 minutes (including Q&A)
  • Speaker: Ashish Deshpande

Register Now

Roadmap: Part 3 – Productivity Report

In earlier articles in this series, we took a peek at the Active Processes Report and the Submissions Reports in the upcoming Business Insights package. Today, we’ll take a look at the Productivity Report.

productivity-report

Workflow Durations (avg/max)

The goals are to analyze workflows, understand throughput and productivity of the team involved, and to find and eliminate bottlenecks.

This report initially displays a breakdown of the average and maximum durations of each workflow type for the previous 30 days in the Summary tab. This chart only shows workflows that completed within the time period (last 30 days) and does not include incomplete workflows. The user may change the time period (30, 60, 90, 120 days, 1 year) in order to examine different data sets. The chart is also organized initially left to right with flows with greatest average durations to the left and descending to the right. The chart can be ordered by max duration descending as well using the “order by” radio button.

The Details Tab displays the data in a tabular format. As described in Part 1, this table (and all tables in reports) have a Search field that acts as a filter. Anything typed in the Search field is checked against all the data in each row and only rows that have some data that matches are displayed.

Productivity for a specific workflow

productivity-time-stats

Time Stats

productivity-time-breakdown

Time Breakdown

Click any of the chart bar(s) for a particular workflow type to drill down into the statistics for that individual workflow.

You can view the information in two ways. Time Stats shows you the processing time average average and max for the various participants involved in that workflow. The chart makes it easy to see which participant (role or person) takes the most time.

Time Breakdown shows a histogram to identify bottlenecks. The processing times for participants involved in the flow type are “bucketed” into categories (< 1 day, 1-3 days, 3-5 days, 5-10 days, ≥ 10 days) and then the counts of workflow instances for each of those buckets is displayed. It’s easy to visualize bottlenecks and get an idea of which users are under/over utilized, etc. For example, the HR Manager in the above graph is almost always taking at least 5 days and in many cases more than 10 days to approve. That could be a bottleneck that needs to be eliminated.

As before, the Details tab displays the raw information in a tabular format and you can examine individual submissions.

Upcoming frevvo releases will continue to add functionality focused on improving the task list (related to reports but operational in nature), saving your own custom filters as a new report, creating your own report in the designer, using form data (current reports only work over operational data) to filter your reports and more. We’ll publish updates on this blog regularly.

 

Roadmap: Part 2 – Submissions Reports

In Part 1 of this series of articles, we took a peek at one of the reports (Active Processes) in the upcoming Business Insights package. In this article, we’ll look at submission-related reports. The goals are for customers to easily analyze workflows that have completed recently and figure out which ones ended with an error and what the error was.

Recent Submissions Report

rs_summary_1

Recently completed workflows

This report displays information about all recently completed workflows (or forms). You can get a quick picture of completed activity and overall system usage.

The Summary Tab displays data for 7 days and all forms/workflows by default but you can change the time period and select a particular form or workflow to update the chart.

The Details Tab displays the data in a tabular format. As described in Part 1, this table (and all tables in reports) have a Search field that acts as a filter. Anything typed in the Search field is checked against all the data in each row and only rows that have some data that matches are displayed.

rs_summary_2

Completed forms/workflows for a particular day

You can also click on any of the bars in the chart to drill down into submission activity for that day.

The report will display a pie chart and table with submissions for that date broken down by form/workflow type. The pie chart shows the data broken down by percentage for the top 9 + an Other category. The table to the right represents the same data, but shows the actual counts including a break down for the Other category. As with all tables, you can narrow the results simply by typing in the Search field.

Submission Failures Report

sub-failures

Workflows with errors during submission.

The Submission Failures report displays information about workflow instances that had an error occur during submission. There are many possible causes of errors: workflow/form design bugs, misconfigurations, temporary runtime failures etc. This report can be used to determine if there have been recent errors and to investigate the exact causes.

The report initially shows all error data for 7 days and all forms/workflows but you can change the time period and select a particular form or workflow to update the chart.

sf_3

Details with exact error description

Clicking the Details button drills down into the error data. It displays a chart of errors by day in the Summary tab but you can also view a table with the details about each failed submission.

Each item contains the exact error description so administrators/designers can determine what is causing the error and take corrective action.

We’ll discuss the Productivity Report in the next article where you can analyze your workflows and find bottlenecks, see who’s taking the most time to complete things etc.

Upcoming frevvo releases will add functionality including the ability to save your own customized report, reporting over form data (current reports only work over operational data) and more. We’ll publish updates on this blog regularly.

Roadmap: Part 1 – Active Processes Report

active-processes

Which processes are active right now?

At frevvo, we’re hard at work on some of the most frequently requested features – Business Insights, Task/Submission search and others.

Customers have built many real-world business applications but it hasn’t been easy to see what’s going on operationally, find tasks & submissions etc.

In the first release, we’ll focus on business insights reports over operational data (metadata). The goals are for customers to easily answer questions like:

  • Which processes are active right now?
  • Who’s involved in these active processes?
  • Which processes have ended with some sort of operational error and what are those errors?
  • What processes have been completed recently?
  • Where are the bottlenecks?
  • Who is taking the most/least time to complete tasks?

active-table

We’ll describe several built-in reports over a series of articles. This Part 1 is about the Active Processes Report. You can use this to view what’s currently active in the tenant. Active workflows are those that have started but have not yet reached the final (SUBMITTED) state. Forms can also be active if they have been partially filled in and saved i.e. in the SAVED state.

The initial Summary tab shows all active forms & workflows in your tenant as a pie chart as well as a table (see Figure above). This table (and all tables in reports) have a Search field that acts as a filter. Anything typed in the Search field is checked against all the data in each row and only rows that have some data that matches are displayed.

There’s also a Details tab with a table that displays detailed data for all of the active workflows in the tenant. This is the detailed data that is summarized on the summary tab. For example, if a particular form/flow had a count of 3 on the summary tab, then there would be 3 rows for it in this detailed tab.

customer-registration

From the Summary tab, the user can drill down to individual workflows. The report changes to display data only about that selected workflow as shown in the Figure. At this level, the dashboard displays information about the people (or roles) that currently have assigned tasks for the selected flow. The pie chart displays the break down and the table to the right displays the summarized counts of assignments per user or role.

There are several other built-in reports that provide useful information and we’ll talk about them in future articles.

Upcoming frevvo releases will continue to evolve reports to add functionality including things like creating your own customized report and saving it, using form data (current reports only work over operational data) to filter your reports and more. We’ll publish updates on this blog regularly.

Business Insights with frevvo

At frevvo, we’re gearing up for some big new feature releases this year. Our Engineers are hard at work right now on one of the most frequently requested [and delayed] features – Business Insights. We have a long list of powerful capabilities for real-world business applications (mobile forms, database connectivity, XML, workflow etc.) but it hasn’t been easy to see what’s going on operationally. That’ll change over the next few releases.

Monitor/Analyze in flexible ways.

You’ll be ableworkflow-by-state to view things like:

  • Which workflows are in process now?
  • Who are they waiting for?
  • How much time is being spent in each state?
  • What’s the average time in each state?
  • What regions are applications coming from?

etc. There are really an infinite number of ways to slice and dice.

Top-notch User Experience

widgetsWe think that usability and aesthetics are two sides of the same coin. If it doesn’t look good, no one will use it.

  • Many ways to visualize – pie charts, bar charts, gauges, tables, stacked charts etc. Choose whatever makes the most sense for your needs.
  • Like everything in frevvo, it’ll all just work automatically on mobile devices and look natural. You don’t have to do anything.
  • You can use dashboards/widgets in frevvo Spaces (which themselves look good on mobile) so you can access your forms & workflows and your dashboards from one place.

Easy Customization & Reusability

dashboard-designerWe’ve said before that the scarcest resource in most organizations is talent. Yet,in today’s business environment, it’s even more important to provide decision makers with timely information. Visual dashboards and reports can really help.

  • Create your own dashboards just like you create forms. Drag & drop from a palette and hook the widget up to the data. That’s it. Under the covers, the dashboard is literally just a form (without a Submit button).
  • You can use familiar techniques to position widgets, size them, show/hide them, dynamically update them etc. They behave just like form controls. There’s nothing new to learn.
  • Since they ARE forms/flows, everything else works – internationalization, accessibility, access control, embedding, sharing, mobile views – it stays the same.
  • Since charts/widgets are just regular controls, you’ll be able to use them anywhere in your forms as well (the ones with Submit buttons). No restrictions.
  • Other areas of frevvo e.g. Submissions Views & Task List are also being improved to use some of these capabilities to provide a much better user experience.

Now, it’s going to take some time to get all this done and we’ll deliver over the course of many releases throughout the rest of the year. But we’re super-excited about these coming features. We’ll keep you updated via this blog or by email. Join our mailing list if you’d like to learn more.

Episode 2016: A New Hope

sw

Click the image to view the crawl video

It’s December. Star Wars Episode VII is almost here. At frevvo, we can’t wait (like most of the world) and we’ll be posting a few Star Wars themed articles here 🙂

We’ve done a lot of work in 2015 to improve frevvo and it’s been in a wide range of areas that are really important to customers from workflow enhancements to usability to security and adding more platforms (more on that in a separate article).

yoda

But we’re also super excited about a bunch of new stuff coming to frevvo soon. The biggest of these is the long-desired Business Insights. Many of our customers are already past the basic benefits of Cloud (hardware and data center cost savings) and have realized that the real payoff is in the productivity enhancements from automating everyday approvals on mobile devices. But, they want to go further and see how these workflows are performing, where the bottlenecks are and how they can reengineer and improve productivity even further. Escalations, notifications and other workflow features help for sure. The next step is insights.

We’re busy building this and expect to release capabilities throughout 2016 starting with the first release in Q2 in which you’ll be able to monitor your workflows to easily see what’s currently in-progress, what’s completed, how long they took on average, and where the bottlenecks are.

bis

Of course, just like our forms, you can expect great-looking dashboards that work automatically on mobile devices, can be added to frevvo spaces, support access control etc.

Contact us if you’d like to learn more and watch this space for continuing updates.