Tag: paperless

8 reasons to avoid email for managing your business process

emails.pngOctober 24, 2017 @ 1533 UTC. At this instant in time, my inbox has 9401 emails. I’ve tried everything to efficiently find and manage emails in my inbox – Starring emails, labeling them as TODOS, leaving important emails unread, tried Boomerang to make emails come back to the top at a later time, the works!! Here’s the reality:

Email is simply not an efficient workflow tool or document management system or really any sort of systematic task management system.

And yet, so many everyday processes are still managed by email. Customers routinely appreciate the advantages of managing their day-to-day activities like Purchase Orders, Employee On-Boarding and Travel Authorization with a workflow management system like frevvo instead of email. Some of the things we hear:

1. Improved Visibility

Probably the most common issue. I need my authorization; where is it currently stuck? Did my manager approve it? Is it now waiting for the VP or the CFO? Time spent chasing down signatures is 100% wasted. It’s incredibly inefficient and frustrating. What’s worse, your business is slowed down because an employee cannot purchase the much-needed item since it’s pending approval.

2. Pre-fill data to avoid repetitive work

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The second most common thing we hear. Many times e.g. Employee On-Boarding the process involves multiple forms. But, there’s common data across these forms. It’s incredibly tedious to fill the same thing in over and over. Electronic forms remove this unnecessary work – common fields will be copied automatically. In addition, integration with SQL databases and other back end business systems implies that forms and workflows can be pre-populated with business data so users don’t have to type it in.

3. Who’s next? Accurate Routing

Business processes within organizations are complicated. I can’t tell you how many Excel spreadsheets I’ve seen with lengthy instructions on how to route for approval. If the Department is Sales and the Amount is over $5,000, you must get approval from your

Manager and VP unless it’s coming from Canada in which case you need to also get Regulatory approval and on and on … This stuff doesn’t belong in a spreadsheet; with an automated workflow, you can properly encode it and use business rules to ensure that the approval is automatically routed to the right person at the right time.

4. Anytime, Anywhere, Any Device

I need my Travel authorized but my manager is traveling on business. We’ve experienced this ourselves when a customer decides to go ahead and buy a frevvo license but has to wait 2 weeks until their manager returns from a trip. In today’s world, it’s inexcusable. Electronic notifications can be delivered instantly and managers should be able to pull up an approval, review it and sign using their smartphone at anytime from anywhere in the world. There’s no reason to slow your business down.

5. Timely Reminders

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Sometimes, people simply don’t take action in a timely manner. They’re busy or distracted with other priorities or simply forget. Employees must then send a follow-up email as a reminder and chase down the signature. An electronic workflow can be configured to automatically send reminder notifications as required without wasted manual work.

6. Handle Vacations & Escalations

Of course, we don’t expect people to be at their smartphone 24×7, especially when they’re on vacation. That’s what escalations are for. If the manager doesn’t approve within 48hours due to vacation, maybe the VP can step in. But, employees don’t know that and don’t necessarily take the right action. They might decide to just wait for their manager to return. Electronic workflows can delegate to others for vacation or escalate automatically to a peer or supervisor when a time limit expires.

7. Eliminate Errors

Customers frequently talk about how people do the wrong thing and fail to follow the desired process. The routing might be wrong, there’s missing data, there could be calculation errors or the email gets put into the wrong folder. With electronic forms and workflows, that’s a thing of the past. The routing is automatic, data validation and completeness can be enforced and there’s no question of losing emails since you can find pending items on your built-in task list.

8. Go Green: don’t Print, Sign & Scan

go-greenEmail-based processes typically mean a PDF or Excel sent around. In most cases, an actual signature is required so customers find themselves printing the document(s), signing them by hand and scanning the signed document so that they can attach it to an email. It’s tedious and antiquated. After all, we don’t print boarding passes or driving directions anymore. With electronic signatures, a manager can simply bring up documents on their computer or mobile device and sign using the mouse or a touchscreen device. It’s fast, instantaneous and there’s nothing to print.

frevvo provides point-and-click software to easily design any form and automate any workflow in a matter of days & weeks. It includes an easy-to-use, drag-and-drop form designer, connectors, workflows, visual business rules, built-in mobile, PDF generation, electronic signatures and a host of capabilities for real-world business problems.

And now, better get back to my inbox – it’s already up to 9427 emails.

Leave Approval Workflows with Google Spreadsheets

Does your organization use Google Apps? If so, you can combine frevvo + Google Apps to create some really cool and useful solutions. For example, consider Leave Approvals. Everyone does it usually on a paper or Excel form sent by email. Wouldn’t it be nice if the form knew how many days of each type (Sick, Annual, Personal etc.) you had left? Usually, that means integrate with some HR system or buy an expensive solution.

frevvo + Google AppsNot so with frevvo + a Google Spreadsheet. Here’s a spreadsheet that contains employee information. Much simpler and easier to maintain for most people than a complicated HR system. And here’s a frevvo workflow that uses that spreadsheet. Try it out – pick an employee from the pick list at the top and frevvo gets the # of available days of each type from the spreadsheet, shows them in the Table and enables only rows where you have available days. The employee can sign electronically and the workflow is automatically routed to the supervisor.

When the leave is approved, frevvo will automatically update the Google Spreadsheet so it’s always kept in sync. Nothing manual to do.

Fast, easy and it’ll save your employees time. Want to learn more? Contact us today.

[Webinar] Stop printing for signatures & approvals.

Paperless ApprovalsIt’s 2015 !!!

Are your employees still printing forms for routine day-to-day processes and signatures? Still searching through emails to find and track approvals? With secure, cloud-based, mobile-ready approval workflows from frevvo, employees can sign & approve in any language from anywhere and on any device. It’s fast, it’s easy and it’s amazingly affordable.

Join this upcoming webinar where frevvo’s Nancy Esposito will show:
  • How easy it is to use a pre-built template.
  • Drag/drop to customize it for your needs.
  • Deploy and use it on mobile devices in the cloud.

See how easily you can reduce paper use, streamline your organization and help the environment.

Webinar Details

  • Date: Wednesday, April 15.
  • Time: 11:30 AM EST
  • Duration: 45 minutes (including Q&A)
  • Speaker: Nancy Esposito (frevvo)

Register Now

eBook: Using frevvo’s Cloud for Secure Approval Workflows

girl-cloud2Approval workflows are the lifeblood of your business. Purchase Requisitions, Sales Orders, Leave Approvals, Expense Reports, Employee On-boarding are just some of the routine day-to-day activities that business rely on to function.

[Download eBook]

These approval workflows are typically a bunch of forms that are filled out by customers, employees or partners and routed around the organization for comments and signatures. You’re probably doing it every single day.

So, why are you still sending PDF or Excel documents around by email? Why search through email to find that pending approval? Why print, sign and scan if a signature is required?

Digitize these approvals in frevvo’s Secure Cloud today. Your employees can stop chasing down approvals by email. I’m sure they all have smart phones. With frevvo, they can sign anytime, anywhere and from any device. It’s fast, it’s easy and it’s amazingly affordable.

Download this new eBook and learn how frevvo’s Cloud can help you securely digitize these routine approvals.

10 reasons to digitize approvals in 2015

Stop using paperIt’s no secret that paper or Word/Excel-based processes still power day-to-day approvals at most schools and businesses. How the heck are we still discussing this in 2015? As business and society becomes increasingly mobile, digitizing approval workflows is more important than ever before. Beyond the usual save time & money, here are 10 reasons to digitize your approval processes:

  1. Streamline the routine stuff
    It may be a routine day-to-day process but delays can be costly and paper/email are lousy solutions. Passing paper around or chasing emails wastes time and inhibits collaboration – both major no-nos in today’s world.
  2. Simplify Email
    There’s a reason for the hundreds of to-do list apps in the App Store. We’re bombarded with hundreds of emails every day. It’s hard to keep track and easy to forget about getting to things that need doing. When managers forget, employees have to waste time chasing them down to figure out where the approval is.
  3. Get with the Mobile Age
    Smart phones are ubiquitous. Practically everyone has one and we all know how rapidly usage is growing. Ditch the paper/Excel and let busy parents, employees & customers handle approvals on their phones anytime and from anywhere. Make life easier for everyone.
  4. Enough with the printing
    Approvals usually require signatures. You can fill everything else online but chances are the PDF or Excel is physically printed solely for getting the Manager or CFO’s signature. Eliminate it with electronic signatures. There’s no excuse for that in 2015 – we all know there are too few trees. It’s easy to do your part.
  5. Facilitate Self Service
    Automated workflows allow 24×7 access from any device. Today, most people prefer to engage with organizations via the web rather than calling or coming to your office. For everything from school permissions to sales orders, paperless forms make life easier for your customers – another potential game-changing initiative.
  6. Tracking and accountability
    Digital approvals are easy to track with the click of a button or swipe of a finger. Stop making employees search through email or chase down paper forms to figure out where approvals are.
  7. Reduce Errors
    It’s easy to make mistakes like using an older version of a Word document or a calculation error or simply forgetting to fill out parts of the form. Then, someone has to manually get them fixed. Digital versions eliminate these unnecessary and wasteful errors.
  8. Business Intelligence
    Digital processes can be integrated with your other business systems and services. It can really improve efficiency by, for example, eliminating duplicate data entry. More important, integration can extract essential information and dramatically improve business intelligence and give you insights on how better to operate – a potential game-changer.
  9. Resilience
    The Cloud now provides unlimited, affordable storage and access from anywhere with redundancy and disaster recovery that cannot be matched by most organizations. Use it and you can stop worrying about fires and floods and the like and operate a resilient organization that focuses on customers.
  10. Go Green
    ‘Nuff said!

It’s 2015 – why are you still printing and scanning and emailing? Contact frevvo today and learn how you can start implementing these game-changers today.

[Webinar] E-consent for parents redux

This is a repeat of the webinar of December 10 in case you missed it. We’ve made a few improvements based on attendee feedback and look forward to an even better event. Join Nancy on this 45 min session to see how you can start implementing electronic consent in your school today.

E-Consent for parentsSchools routinely send paper permission slips and consent forms home for signatures. Busy parents routinely forget to sign them and send them in with their kids. And, teachers routinely chase down missing signatures or are forced to make disappointed students miss out. In today’s day and age with ubiquitous smart phones, it’s an insane waste of time and resources.

With cloud-based E-Consent from frevvo, parents can view and sign electronically anytime, anywhere from any device. It’s amazingly simple and affordable.

Webinar Details
Date: Wednesday, January 14
Time: 2:00 PM EST
Duration: 45 minutes (including Q&A)
Speaker: Nancy Esposito (frevvo)

Register Now

[Webinar] E-Consent for parents

E-Consent for parentsSchools routinely send paper permission slips and consent forms home for signatures. Busy parents routinely forget to sign them and send them in with their kids. And, teachers routinely chase down missing signatures or are forced to make disappointed students miss out. In today’s day and age with ubiquitous smart phones, it’s an insane waste of time and resources.

With cloud-based E-Consent from frevvo, parents can view and sign electronically anytime, anywhere from any device. It’s amazingly simple and affordable. Join this short (45 min) webinar to see how you can start implementing these game-changers today.

Webinar Details
Date: Wednesday, December 10.
Time: 2:00 PM EST
Duration: 45 minutes (including Q&A)
Speaker: Nancy Esposito (frevvo)

Register Now