How Process Automation could save you $50,000 every year

roi.pngAre you wondering if you should automate your routine day-to-day approvals? You’d be amazed at the Return on Investment. Let’s do a quick analysis. Approval workflows are usually at least 3 steps long and, often quite a bit longer. For now, let’s consider a 3-step workflow:

  1. Performed by an Employee, for example, asking for a Travel Authorization or Purchase Requisition. Maybe a Salesperson is trying to get a PO from a Client and needs Manager approval for special pricing. Let’s say this employee costs $80,000/year including benefits, vacation, taxes and other costs. Typically this would translate to a salary of about $60,000.
  2. Performed by a Manager who essentially checks the request, approves it if it is valid or sends it back for corrections. Let’s say the manager costs $100,000/year inclusive of all costs.
  3. Performed by an HR or Finance person who essentially updates an internal system and does the equivalent of filing the request away (email folder, network drive, paper filing cabinet, document management system). Let’s assume this person costs $60,000/year inclusive of all costs. Maybe they work part-time.

Now, assume that the time savings are 10 min, 3 min and 3 min respectively in each step. That’s pretty conservative given there’s no printing, signing, scanning etc. involved. Finally, assume that there are 400 approvals per month of all kinds (Vacation requests, Sales Orders, Time Sheets, Travel Authorizations etc.)

How much do you think you will save in costs? You might be shocked:

You’ll save ~$50,000 every single year or 57% of your costs and see net positive ROI in just a bit over 2 months.

It’s amazing how much the paper/email process actually costs you – close to $85K per year. And that doesn’t even take into account the time spent trying to track down emails, chasing down managers for signatures or, perhaps of greater importance, the Opportunity Cost of delayed approvals.

Try it yourself by clicking the button below.

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It’s often hard to see how much those paper/email workflows are really costing you. Visit our website to view customer success stories and signup for a free trial.

Workflow Automation Any_____

I spend a lot of time with our customers. Most of them easily grasp the benefits of process automation. But many of them still have questions that generally fall into the “Will it work with my _____”?

Automating manual processes helps reduce paperwork and increase efficiency for a 50 or 5000-person company, for those who prefer Cloud or On-Premise, independent of where the organization operates, and the systems you have. Let’s look at how:

Workflow AnyTime

time-sheet.pngYour customers, partners and users want to interact with your organization on their own timelines. Often, they’re distributed all over the world.

If you can only process Sales Orders, Purchase Requisitions and routine approvals during business hours in your timezone, you’re probably losing business and wasting people’s time.

Automated workflows with frevvo are instantly available 24×7 – there’s no need to wait till you’re in the office at your desk, approvals can be processed from any time zone worldwide and your business can flow faster.

Workflow AnyWhere

travel-auth.pngToday’s organizations are distributed worldwide. Your workflows need to be the same. Imagine a student trying to get approval from his/her Faculty Advisor for a time-critical paper or conference travel request. The Professor might be attending a conference, or giving a lecture at the Shanghai campus.

With frevvo the Professor can simply approve the request and sign it wherever in the world he/she is. The student doesn’t have to waste time chasing down the signature.

And, you won’t even have to worry about absent-minded Professors – frevvo’s software can automatically remind them if they don’t get around to signing in a timely manner

Workflow on Any Device

mobile-workflow-128.pngMobile is everywhere. I’m sure there’s no need to expand upon that. Students, workers, patients, customers all work with your organization on a bewildering array of mobile devices.

Your forms and workflows simply must work on mobile. They must be responsive, they must look and feel natural and they must be fast enough for slower mobile networks. It’s not trivial to do and the shortage of mobile developers exacerbates the problem.

Luckily, there’s frevvo. Simply design your forms and workflows once using your desktop browser and let frevvo worry about the details. They’ll just work automatically on all devices from tiny smartphone screens to large, hi-res tablets. Of course, you can customize as desired and it isn’t even that hard to do.

Workflow on Any Platform

cloud-128.pngDoes your business like the Cloud or do you prefer On-Premise systems where you can control security, access to data etc.?

Do you prefer Linux, Windows or some other flavor of server? Authenticate using Active Directory, Google, or some other LDAP server? Do users prefer Chrome or Firefox or Internet Explorer? What about customers?

With frevvo you don’t have to sweat these details. If you prefer Cloud, we have you covered. frevvo Cloud runs on AWS with all the latest security patches and updates and backups and policies. It’s reliable and trustworthy and works for many customers.

Not for you? We also offer the same software On-Premise. Install it behind your firewall on the server platform of your choice. Authenticate and authorize using your preferred system. Use your preferred browser. You simply don’t need to think about these issues anymore.

Workflow for Any One

customer-focus-128.pngWho needs to use your forms and workflows? Employees? Clients? Partners? Patients? Students? The answer is everyone.

Of course, the way they use the systems, the items they have access to, the responsibilities they each have are all different and your process automation system needs to support these different modes.

Again, frevvo’s got you covered. You can route your forms and workflows to specific users, groups of users (roles) or anonymously outside your organization. These can all be determined dynamically at runtime (a common business requirement). You can control who can edit forms and flows, who can view or edit submissions, who can administer flows and a host of other items within frevvo. It’s really workflow for everyone.

Workflow with Any Data

servers-128.pngWhich systems store your business data? If you’re like most of our customers it’s often easier to ask “What don’t we have?” Data is stored in a massive variety of systems: multiple SQL databases, HR systems, Accounting systems, online Google spreadsheets, SharePoint, Google Drive, box.com, any number of document management systems and on and on and on.

Your forms and workflows are simply going to be more useful if they can interact with your data wherever it is. They’ll need to read data from these systems and probably create/update data and documents in those systems as well.

Guess what? frevvo’s pretty good at that too. Our connectors provide seamless access to business systems, databases, applications, and cloud services you use every day. In many cases, it’s through point and click wizards that are easy to use and eliminate mistakes. It’s easy to connect your workflows to the world and make life even easier for your users.

Workflow in Any Language

workflow-automation-128.png

What language do your users speak? Today, even small organizations are distributed all over the world. Certainly, your constituents (customers for a business, the local community for a K-12 school, parents & students worldwide for the typical University) increasingly come from diverse backgrounds and speak multiple languages.

For example, everyone’s probably familiar with school permission forms. In many U.S. communities, these forms need to be available in English and Spanish. In larger ones, there could be many more languages in the mix. For example, Los Angeles provides its material in 8 languages.

Luckily, frevvo takes care of that for you. Our forms and workflows can be easily configured for any language worldwide. Even Right-to-Left languages like Hebrew or Arabic. Those pesky Permission or Emergency Contact forms: parents can fill them out in any language and frevvo can still generate a PDF for you or save the data for you in English (or the language of your choice).

So, you see, it doesn’t matter if you’re just a few dozen people or 10,000. It doesn’t matter where you work, when you work, what language you speak or systems you use. You too can automate your workflows and reap the benefits. It’s truly workflow any_____.

frevvo is point-and-click workflow software that connects your people, data and systems. We have already helped over 750 customers transform inefficient processes into fully automated workflows. Check out our complete platform or contact us for more information.

 

 

 

The benefits of automation

In March 2017 APQC surveyed organizations with high transactional volumes to understand the impact of automating the sales order entry process on performance and practices. The resulting infographic (below) shows how organizations that have adopted sales order automation have improved customer satisfaction, data capture for analytics purposes, and operational efficiency.

We’ve seen this ourselves at frevvo as we’ve automated our own internal approvals. It’s far easier and more efficient than managing them through email.

K08071_Benefits of automation

[Infographic] Higher Ed Process Automation

infographic_wireframe_frevvo_jan2016_3In previous posts, we’ve described how some of our College & University customers are using frevvo to automate routine processes and improve efficiency and services to students and staff.

University students are accustomed to doing everything on their phone. The clientele is often millenials. 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.

In many cases, once they deployed frevvo, they realized that a lot of precious IT time was being spent to do simple things like event registration, food services surveys etc. The fact that a business user can create a simple form with frevvo and crucially, can collect and download the submissions themselves to MS Excel, makes this a killer app for many customers.

Everyday approvals take an exorbitant amount of time if done manually. Students and staff are waiting longer than necessary and spending more time/money than necessary to tackle these routine tasks. There’s also a much higher rate of inaccuracy in the manual process.

Check out this new infographic on the value/benefits of automating your day-to-day workflows.

It’s 2016! There’s simply no excuse for outdated, manual systems that cause delays, result in unhappy students and staff and wasted time and money.

With affordable, cloud-based workflow products for Higher Education process automation, there’s no need to deal with printing PDFs for signatures, correcting Excel-based time sheets, or tracking down approvals in email.

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

 

 

Packaged SaaS apps are not meeting enterprise needs in 2015

Despite the plethora of packaged SaaS apps available today for everything from CRM to Expense Reports, many enterprises continue to build their own custom apps in 2015. This according to an April 2015 survey of IT decision makers by Outsystems & TechValidate.
Top Apps Enterprise Plan to build in 2015The top apps are:

  • Process Automation (forms/routing)
  • Analytics
  • Executive Dashboards
  • CRM (to our surprise)

Clearly, enterprises are not getting what they need from packaged SaaS apps.

A key reason that we see in our customers is that automated processes simply aren’t as useful unless they integrate with critical data sitting in existing internal systems. For example, a Sales Order approval workflow just works better if it’s integrated with customer data. Purchase Requisitions & Leave Approvals are much more useful if they can access employee information sitting in existing HR systems.

Organizations Integrate with 1-5 existing systemsAs a result, organizations find themselves doing significant integration with existing systems to create useful custom apps. Almost 80% of them need to integrate with at least 1-5 cloud-based apps and > 60% need to integrate with packaged or custom-developed on-premise apps. That’s a lot of integration and you just can’t get that with packaged SaaS apps.

No wonder enterprises are turning to alternatives that help them rapidly and cost-effectively create custom apps that work on mobile devices, automate their forms and approval processes while still enabling integration with existing systems. It just adds up.