Posted in Forms, Workflows

Visual business rules for dynamic forms

Does Anyone Know Where We Keep the Unwritten Rules cartoon. Man shuffling papers from a file cabinet.

Business and educational forms & processes are usually dynamic – think purchase orders, emergency contact forms and travel requests. Our customers love how easy it is to visually design forms. With the Visual Rule Builder, they can easily create dynamic forms without the need to know JavaScript.

Learn more: Watch this 6m video to quickly learn more.

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Posted in Low Code Platform, Workflows

[Video] 100% Visual Purchase Order Automation

Workflow automation is the foundation of digital transformation. But, automating everyday processes isn’t always easy. Dynamic forms, complex routing, e-signatures, mobility and more … it’s a lot to handle and that’s if you can find the necessary programming talent. What if your existing people could do it all using simple visual tools? Watch this brief video to see how easy it is with frevvo’s 100% visual, low-code platform.

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To learn more, visit our website, try frevvo absolutely free for 30 days or contact us for more information.

Posted in Low Code Platform

Visual, Drag & Drop Workflow Automation – really!

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In previous articles, we’ve written about how workflow automation is the foundation of digital transformation. Ultimately, it’s not technology but the people and processes in your organization that can truly drive transformation of any kind.

Digitizing day-to-day workflows can be a lot of work

Consider what it takes to digitize your routine day-to-day workflows (Purchase Order or Travel Authorization).

  1. All involve forms (spreadsheets, paper, PDF …) that must be created. Business forms aren’t trivial – they usually involve dynamic behavior, lookups, and business rules. They’re typically long with many fields.
  2. Business workflows often have lots of conditional and dynamic routing e.g. if Amount > $5,000 you have to get additional approval or if Employee is in NY route to this manager but in CA to this other manager and so on.
  3. They routinely have to work with business systems like SQL databases, HR systems etc. to pull data as well as update records.
  4. Your users all have the latest smartphone and expect slick, responsive user interfaces. Your digitized workflow had better not look anything like the UI from just a few years back.
  5. You must provide 24×7 access from anywhere and using any device. Nowadays, everyone uses their mobile device and there are a zillion varieties.
  6. There’s more – e-signatures, security, document generation …

It’s a lot to handle. Of course, that’s if you can find the necessary programming talent, have a large enough budget and enough time. No wonder so many organizations are still using email-based and in some cases even paper-based workflows.

Visual, low-code platforms really work

Modern, low-code platforms like frevvo really do make it much easier to automate by addressing some huge challenges. Consider these advantages:

  1. It’s trivial to create forms – simply drag & drop fields and arrange them as desired. Anyone can do it.
  2. Dynamic behavior? Business rules? No problem – frevvo has 100% visual wizards for a vast array of dynamic operations such as show/hide parts of the form, perform calculations, autofill dates or personal information. Again, anyone can use these visual wizards to create dynamic behavior.
  3. Got routing? It’s easy with frevvo – drag & drop to create your workflow and setup routing and a host of other workflow-related properties visually. Conditional routing is also easy to setup visually. Anyone can do it.
  4. frevvo just works on mobile devices – you don’t have to lift a finger. The forms, workflows, task list are all responsive and automatically adjust to the screen size of your device. 24×7 access, anywhere on any device? It’s a piece of cake and anyone can do it.
  5. E-signatures, document (PDF) generation, SQL integration, secure authentication and authorization, encryption – all built in.

Lots of customers are already benefiting. They’re automating workflows in record time and empowering citizen developers (existing employees) rather than recruiting expensive, hard-to-find professional coders. Why not give it a whirl? Sign up for a free trial and see for yourself. It takes 30 seconds, and you can install a template and try it out instantly.

Posted in Workflows

How Dynamic Forms Streamline your Workflow Process

Paper-based processes throttle the growth of an organization. There are simply too many bottlenecks in designing, filling, and storing paper forms. On top of that, when you consider the costs of correcting errors and dealing with misfiled, damaged or lost forms, it’s easy to see how paper-based processes are expensive and inefficient.

frevvo’s cloud-based software offers fully automated dynamic forms and workflows designed to enhance productivity and drive down process costs. Now, it’s easy to get secure access to your documents and data from your mobile phones, and to share, save and process forms and approvals in a timely manner. frevvo unifies access control, user rights, and administrative settings through all devices ensuring complete security.

Automate your workflow with Dynamic Forms 

frevvo offers an incredibly easy user interface to create dynamic forms. There’s nothing to install and you don’t need to know how to write code. Simply drag and drop to create forms on the go. It’s easy to route your forms electronically to the right people at the right time and speed up the approval process. Using our Visual Rule Builder, you can easily perform calculations, pre-populate sections, show/hide parts of the form depending on data entered in it and route workflows conditionally. Additionally, cloud-based dynamic forms easily connect with your legacy systems as well as with many other third-party platforms without compromising security and scalability.

1. Automatic Calculations

Using the Visual Rule Builder, you can easily automate various calculations without any coding. Whether it is expense report, purchase order, tax or salary calculation; you can automate a plethora of calculations in frevvo forms. Not only does this remove the need for end users to perform tedious calculations, but it also eliminates errors due to mistakes.

Anyone can use the Visual Rule Builder to perform calculations – it uses familiar expressions and functions that should be familiar to users who have used a spreadsheet. View a detailed article here.

Example: Hellmann Worldwide Logistics

Although Hellmann’s primary objective behind using frevvo dynamic forms was to automate their workflow process, the complex calculations in contract amendments, credit amendment request, new customer credit approvals and cost allocation forms were done either manually or through Excel sheets that used to consume a lot of employees working time.

By using frevvo dynamic forms, not only did Hellmann automate their approval process, but their Credit Authorization, Cost Allocation, and Credit Approval forms are more user-friendly thanks to automated calculations.

The easy-to-use and affordable frevvo solution working in the cloud met Hellman’s real-world business requirements and helped them visualize and track misallocated costs, streamline the approval process, save employee time and reduce process costs.

“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 Solutions Manager.

2. Pre-populated Sections

Business processes often have multiple forms where users must input the same information repetitively. A common example is Employee Onboarding where the user’s first name, last name, social security number and other information is required in multiple places. Sometimes it’s one form but it’s very long e.g. a Credit Application and it’s easier for the user if the form is split into multiple pages.

With frevvo, repeated fields are automatically copied from one form to another in the workflow. For example, if you have a First Name and Last Name field on multiple forms (pages), the user only needs to fill it for the first time. On second and subsequent pages, it’ll automatically be carried over.

If the user is authenticated, the system can also automatically populate several fields (e.g. Name, Email etc.) based on the logged-in user. With connections to Active Directory and other LDAP systems, you can retrieve any attribute for the user and pre-populate large sections of the form. For example, a Purchase Order must be routed to the employee’s specific manager. That information may be available in Active Directory and is automatically filled into the form. It’s less work for the user and also eliminates errors and typos.

Example: OSRAM Sylvania

After consolidating their HR processing in a single service center in Mexico, OSRAM was looking to streamline and replace their paper-based processes which were reducing their supervisors’ productivity as they needed to fill repetitive information again and again. Using frevvo, they replaced paper forms with electronic forms that can be submitted, signed and routed for approval and then submitted to the Service Center for further processing.

OSRAM integrated frevvo with PeopleSoft and their HR Portal. As a result, the form automatically initializes data, pre-populates sections, populates pick lists and reduces redundancy. Additionally, the built-in validations and business rules help OSRAM save valuable time that would otherwise be wasted in filling forms.

We needed an affordable solution that worked with our existing PeopleSoft, our HR Portal using single sign-on and other infrastructure and that was easy to use and met our business needs. Live Forms has the best combination of usability, price, support and business capabilities on the market today.”

– Roger Rudenstein, ERP Manager

3. Show/hide sections on demand

Paper/PDF forms often have sections that should only be filled out under certain conditions. For example, IRS forms require you to answer additional questions depending on your tax filing status. A Patient Intake form may require you to provide details if you answer Yes to certain medical conditions. This is a common source of errors and omissions.

With online, dynamic forms you can ensure that relevant sections are only visible when necessary. Another common example is a travel authorization form that might require multiple approvals. There’s no reason to display the approval sections until the workflow is in the approval step. Forms with the flexibility to show/hide sections on demand are easier to handle and more user-friendly.

Using the Visual Rule Builder, this kind of conditional logic is trivial to implement. Simply point and click in visual wizards to set the condition (it can be as complex as you want) and set the appropriate controls to visible or hidden as required. It’s so easy that anyone can do it.

Example: Tailored Brands

Using frevvo and a team of just 2 people, Tailored Brands has now deployed 104 forms and workflows for a wide variety of use cases such as Inventory Request, Store Appearance Check, Theft/Robbery/Damage forms and others. The forms are extremely dynamic – many of them show/hide sections on demand, perform calculations etc. As a result of the dynamic behavior and built-in mobile support, employees and managers find the forms easier to complete with fewer errors and missing information.

“Our forms are highly dynamic and can have complex business requirements. Using frevvo’s visual designers, we’ve now implemented 100+ forms & workflows.”

– Jim Rinke, Manager, Intranet & Documentation

4. Conditional/Dynamic routing in a workflow

Real, business workflows often feature conditional routing. A common example is a Purchase Order workflow where you must always get approval from your manager but if the amount is greater than $10,000 you require additional approval from the VP and if greater than $25,000 from the CFO etc. Another common scenario is conditionally routing to different people or roles depending on data in the form e.g. if Department is Sales or Marketing it routes to one person for approval but if Department is Engineering or Customer Support it routes elsewhere.

Both scenarios are easily addressed in frevvo workflows. For conditional steps, you simply create a Precondition using the Visual Rule Builder. If the condition evaluates to false, the step will be skipped. It’s as easy as that.

For dynamic routing scenarios, you can assign users and roles using templates. For example, if you have a control in the form called MyManager and you assign a template {MyManager} to the User property of a workflow step, the system will dynamically determine the user to route to depending on the value set in the form. In many cases (see Pre-populated sections above), the control is filled in automatically.

Conditional/dynamic routing is a very powerful feature of frevvo workflows that allow you to fulfill complex business requirements that are very commonly found in real-world processes. The best part is, like everything else in frevvo, it’s very easy to implement.

Example: Central Wyoming College

Central Wyoming College’s Purchase Order workflow was automated in record time: less than 10 days of work. They selected frevvo for the look & feel of the forms, the speed of implementation and, crucially, for its dynamic routing capabilities. The dynamic workflow routing relies on cost center codes to determine the appropriate approvers. The dynamic routing is also integrated with Google Apps making it easy for the customer to maintain. POs over a specific amount automatically route to the VP – matching CWC’s purchasing policies.

“frevvo’s system just works and meets our needs at reasonable cost.”

– John Wood, CIO

5. Seamless Integration with Business Systems

Day-to-day business activities are simply more useful if they can access information from business systems like SQL databases on-demand. If Customer Service has visibility into order history, they can better help the customer. HR applications are easier to use if they can access employee data and so on.

frevvo includes smart connectors as an option to connect forms and workflows with your existing back-end system or other legacy systems. With frevvo’s connectors, you can merge external and internal data, combine data from multiple origins and repositories, and create a uniform view for users.

With frevvo it’s easy to integrate with your SQL database, Google Apps, Confluence, Microsoft SharePoint, box, a variety of document management systems and, via third party software, with systems like Salesforce, QuickBooks Online and a host of cloud-based systems.

Example: Aero Communications Inc.

Aero was using a number of paper, Excel, as well as InfoPath forms for various day-to-day processes and approvals. The existing forms could not pull data from SQL databases resulting in excessive and duplicate data entry, errors, corrections and inefficiencies.

Using Live Forms, Aero has replaced multiple forms and workflows with fully automated online versions. Using Live Forms’ built-in Database Connector many of these forms and workflows are integrated with SQL and can dynamically update with real-time information from the database such as Customer or Product data. Automation speeds up approvals and improves efficiency.

We were looking for a single, affordable solution that could address all our requirements. Live Forms is the best web-based forms & workflow solution on the market today for our needs.”

– Adam Wiener, Applications Specialist

Digitize your forms completely to harness the power of workflow automation.

We are happy to discuss needs of your organization and offer the most suitable solution, REACH US 

 

Posted in Digital Transformation

A Modern Framework for delivering Digital Transformation

ben-kolde-430909-unsplash (1).jpgIt’s 2018. By now, your organization surely realizes that digital transformation is no joke and an absolute must for business innovation. The momentum is too great and companies unwilling to embrace it will find themselves at extreme risk of digital disruption and will quickly fall to irrelevance. Those that fully embrace digital transformation will find that it gives them a massive edge over their competitors regardless of industry.

Download-White-Paper

So, what should you as a business leader consider as your organization races towards its digital future?

1. Every company is a software company

Whether you’re in insurance, healthcare, education or any other industry, you have to think of yourself as a tech company. American and United obviously have massive physical operations in order to get their planes from Boston to San Francisco but the vast majority of the customer experience, flight operations, booking services etc. are completely digitized. From efficient websites and mobile apps to the insides of these organizations, software plays a huge part.

2. The user experience is paramount

edho-pratama-149011-unsplash (1)This one’s just plain common sense. For example, consumers have repeatedly demonstrated that they will forgo any notion of privacy for an amazing user experience. Digital and mobile are now so deeply embedded in customers’ lives that they will actively gravitate towards competitors if you fail to provide visually pleasing digital experiences that are lightning-fast, available 24×7, and work seamlessly on mobile.

3. Delivering a top-notch user experience requires a modern I.T. framework.

PeopleFirstRequired ≠ Easy. There are many barriers to actually delivering a seamless mobile experience. Like most organizations, I.T. is probably underwater and simply cannot keep up with the speed and agility demands of the modern enterprise. It’s not unusual for a mobile app to take 1+ year and $1M+ to develop. In spite of this, 60% of corporate apps end up abandoned anyway. And, that’s if you can find people with the requisite skills.

A modern I.T. framework built around a low-code, visual platform like frevvo can make a dramatic difference. It doesn’t required the same skill set as native app development. As a result, citizen developers (not professional coders-by-trade) can drag & drop and use wizards to deliver real results. That frees up I.T. to meet other business needs.

Best of all, the resulting app delivers a fantastic user experience, works automatically on all mobile devices, is fast & responsive and runs in frevvo’s Cloud with its 24×7 availability, security and fast performance.

Download-White-Paper

Learn more by visiting our website and sign up for a free trial.

Photos by Ben Kolde & Edho Pratama on Unsplash

Posted in Forms, Workflows

[Video] Visual Rule Builder (V7.4)

vrbV7.4 has been released and it comes with a bunch of new things – the most exciting feature is the upgraded Visual Rule Builder.

Many customers use frevvo to create forms with extensive dynamic behavior. They love the flexibility and power of frevvo when it comes to creating dynamic forms. With frevvo’s Visual Rule Builder, it’s easier than ever to create these dynamic behaviors and anyone can do it.

Watch this short video that shows you how easy it is to use the Visual Rule Builder to create dynamic content.

Customers are using frevvo for things like:

  • Showing fields only when they’re relevant
  • Automatically filling in fields
  • Performing calculations

and many others.

View-Recording

Why not give it a whirl? Sign up for a free trial and see for yourself. It takes 30 seconds, and you can install a template and try it out instantly.

 

Posted in Forms, Workflows

[White Paper] Easy, Visual Forms and Workflow

PeopleFirst

Every business has its own set of approval processes. The general concept is straightforward: deliver information from Point A to Point B with all the required checks, authorizations and reviews. At the same time, the world is now online, mobile and 24×7. Paper- and email-based processes are ill-adapted to function in this environment. Workflow Automation helps you transition these key processes online so they work on mobile, are available 24×7 and operate efficiently.

The problem is that there are dozens of processes from Finance to HR to Sales & Marketing to Operations, and I.T. organizations simply cannot cope. Using traditional approaches to software development, automating these workflows would take years and cost an astronomical sum of money. These methods cannot keep up with the speed and agility demands of the modern enterprise.

That’s where a platform like frevvo can make a huge difference. The 100% visual, low-code solution delivers extraordinary capabilities:

  • Visual form & workflow design
  • Point-and-click integration using wizards
  • Visual business rules
  • Built-in Mobility
  • A fast, beautiful user experience
  • Top-notch customer support, security
  • and more …

Download this white paper which discusses workflow automation, how your organization can benefit, and how you can evaluate and deploy a visual, low-code platform like frevvo for your automation needs.

Download-White-Paper

Visit our website to learn more and sign up for a free trial.

Posted in Product

V7.3 – SharePoint + other features …

We’re excited to announce that V7.3 is now available for Cloud customers. The on-premise version will be released approximately at the end of September. This release contains significant enhancements:

SharePoint Connector V1

sharepoint-workflow.pngYou can drag & drop using our intuitive browser-based form & workflow designers to create powerful business forms and approval workflows with all of frevvo’s advanced capabilities. Upgrade [not just replace] your InfoPath forms with frevvo’s advanced forms and workflows. Use point-and-click wizards to save your documents to a SharePoint library or to write data to a SharePoint list. It’s easy to try out online. Check out the short video demo of SharePoint workflows on our website.

Guided Tours and Page Help

guided-tour.pngIt’s easier than ever to try out a frevvo workflow. Simply sign up for a free 30-day trial account and you’ll be guided through installing a workflow template, trying it out and editing the workflow to make a simple change. Guided tours are also available for any workflow template. Context-sensitive help is available for many screens in the frevvo application. So, give it a whirl – it’s easy and takes just a few minutes.

Tons of Customer-requested fixes & enhancements

In addition, we’ve added many smaller new features. You can Test changes to a form or workflow without exiting the designer. It’s small but we’re thrilled about it – incredibly useful when you’re actually designing flows and want to test out a business rule change.

Step preconditions can be created visually using a wizard similar to the Visual Rule Builder, message controls limitations have been eliminated, the ComboBox control now connects directly to web services without the need for a JavaScript rule, and many other changes. You can read all about them in the Detailed Release Notes.

Interested in learning more. Sign up for a free trial on our website and try it out.

Posted in Product, Usability

Announcing frevvo 7.2

form-workflowToday we’re happy to announce the general release of frevvo 7.2. Cloud customers were automatically upgraded on April 29. On-Premise availability is coming up shortly – subscribe to Release Announcements for the precise date. This release also includes upgrades to the Database Connector.

We know that frevvo is powerful software but there’s also a learning curve. frevvo 7.2 is the first in a series of updates this year focused on making it easier to use.

Visual Rule Builder

VRBTopDiagram3

One of the main areas customers tell us about is Rules. They’re really really powerful and many customers love the flexibility of being able to write JavaScript code and create very complex, dynamic behavior. But, they can be hard to use. Enter the Visual Rule Builder. Using it, you can create many rules visually rather than writing JavaScript. Read more in this blog article and find detailed documentation here. We’re excited about this new capability and expect improvements over multiple releases to make it easier and increasingly capable of replacing JavaScript-based rules.

This release also includes some security enhancements – e.g. user ids no longer appear in URLs and are replaced by opaque UUIDs – and other under-the-hood improvements needed for future ease-of-use improvements.

Database Connector

The DB Connector is one of the most widely used connectors – customers have created all kinds of integrations with their SQL databases. Most of the improvements made in this release are fairly technical and we won’t go into details here. See the Release Notes for reasons to upgrade. We’ve also made several under-the-hood improvements so we can make this oft-used connector easier to use and as point-and-click as possible. We’ll detail those in future blog posts.

We’re excited about this release and several upcoming ones. The focus is squarely on updating and making so many of the good things we do easier to use.

 

Posted in Product

[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