Posted in Financial Process Automation

How to optimize purchase order processing. Hint – Stop using Excel!

Excel purchase order

Organizations of every stripe – small businesses, schools & colleges, and even some large companies – continue to email Excel sheets to approve purchase requests and issue a purchase order. While that’s better than paper, Excel still has numerous disadvantages particularly in today’s mobile-centric, data-driven world. You need a fully digital solution.

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Posted in Confluence, Confluence Forms, Confluence Workflows, Excel, Forms, Workflows

Time is precious for any business, especially a non-profit

Gateway to College National Network (GtCNN) is a national nonprofit organization that’s tackling the dropout crisis and catalyzing change across developmental education in college.

As they grow, it’s harder and far more expensive to use email and Word documents for business-critical things like accurately harvesting contact information for their large and growing national user base.

They’re using frevvo Live Forms for Confluence together with the built-in SQL connector, Excel export and workflows to reduce 50-60% of staff hours spent on conference registration and contact management.

Read the case study.