A purchase order is one of the necessary types of paperwork that many business owners dread. The purchase order process is often long and complex and requires large amounts of back and forth communication. Too often, information gets lost in this type of unorganized communication – and even when it doesn’t get lost, it’s difficult to keep track of everything in an organized fashion.Continue reading “The Definitive Guide to Purchase Order Process Automation”
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.
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.
The 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.
Safety Technology Holdings, Inc. (STH) is a global leader in the design and manufacturing of critical safety related test and measurement systems.
STH was using a mix of InfoPath forms, custom-built applications or e-mailing paper/PDF documents around for approvals. They decided to standardize on a single product to automate their approval workflows starting with HR and I.T. and then branching out to other departments.
“We are truly happy with frevvo Live Forms. Our primary considerations were adoptability, simplicity and integration.
frevvo forms look good and they’re very user friendly. They also integrate with our existing business systems. Our users have to enter less data, make fewer errors and don’t have to chase down approvals by email.
Live Forms is the best web-based forms & workflow solution on the market today to address our needs.”
– Michael Ruggirello, MIS/IT Systems Administrator
frevvo Live Forms works with their existing Microsoft infrastructure and ERP system. The forms and workflows are extremely dynamic, eliminate typos and errors and dramatically improve efficiency. Live Forms provides end users with a fantastic user experience on all devices yet is powerful enough to meet their unique business needs.
In a previous article we talked about how senior finance executives at companies are optimistic about the U.S. economy (56%) and about their own company’s performance (69%). But, they’re concerned about inefficiencies and willing to invest in technology to improve performance.
The fact is that even routine, day-to-day processes such as vendor invoices, purchase orders, and expense reports take an exorbitant amount of time if done manually. Our infographics and other blog articles discuss how frevvo’s affordable, cloud-based workflow products for financial process automation can improve efficiencies in these areas. We’ve also created a short (2 min) video below to show you the benefits of using frevvo for financial process automation.
Interested in learning more? Visit our website to and see how customers are already using frevvo’s public and private cloud solutions to transform their financial processes.
We’ve created this short (7.5m) 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 expense report workflow in less than 10 minutes. You can also view the documentation for this template.
We’ve created this short (7m) 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 automating your own Purchase Order workflow in less than 10 minutes. You can also view the documentation for this template.
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.
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.
TD 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.
From 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.