Tag: web forms

[Video] K-12 Process Automation

Several K-12 school customers are using frevvo to automate routine processes and improve efficiency and services to students and staff. The fact is, schools are drowning in paper. Student work, parent & staff communications, travel reimbursements and many other processes are paper-based and require, emailing, printing and scanning.

These everyday approvals take an exorbitant amount of time if done manually. Students, staff and parents 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. Our infographics and other blog articles discuss how frevvo’s affordable, cloud-based workflow products for K-12 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 in your school district.

Interested in learning more? Visit our website to and see how Colleges & Universities are already using frevvo’s public and private cloud solutions to digitize their day-to-day approval workflows.

[Infographic] K-12 Process Automation

infographic_wireframe_frevvo_jan2016_3In previous posts, we’ve described how some of our K-12 school customers are using frevvo to automate routine processes and improve efficiency and services to students and staff. EUSD (Escondido Union School District) has been so successful at this – they’ve automated 8 approval workflows including Absence Records, Mileage Reimbursement, and Budget Transfers in the first three months – that they were even able to decommission SharePoint/InfoPath thanks to frevvo.

The fact is, schools are drowning in paper. Student work, parent & staff communications, travel reimbursements and many other processes are paper-based and require, emailing, printing and scanning.

Yet, for many schools, going paperless means 1:1 education, e-textbooks and expensive $500 gadgets for each student. It’s a fantastic goal undoubtedly but there’s also plenty of much lower-hanging fruit that’s ripe for automation and saving paper, time and money.

Check out this new infographic on the value/benefits of automating day-to-day K-12 workflows.

Every parent is familiar with consent forms for athletics, directory listing, emergency contact etc. (Miami-Dade County, Los Angeles USD). Typically, these require a parent/guardian to sign the form and they’re sent home on paper or printed out at home.

Internal approval workflows like travel reimbursement, field trip approval etc. (e.g. see New Haven USD, Cabrillo USD) are also commonplace. Typically, these are routed to a supervisor for approval i.e. to sign the form. The paper-based process is simply inefficient.

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.

frevvo already has pre-built forms and workflows that can be customized in next to no time and deployed online. They can all be signed online, routed to the proper person electronically, used on mobile devices, delivered in multiple languages, generate PDFs, work with Google Apps for Education and a whole host of advanced capabilities. With affordable, cloud-based workflow products for K-12 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.

4 weeks vs 1 year? Really?

Building it themselves would be out of reach – we’re talking hundreds of thousands of $ and a year of time. With frevvo, it’s up and running in just a few weeks.

automation
Complex forms & workflows are really hard to program by hand

It started out as a casual conversation at lunch. But, I was so surprised at the answers I couldn’t believe my ears. Check out the little Q&A below with Courtney Bernard, one of our Customer Success whizzes.

FB (Frevvo Blog): What do you do at frevvo?
CB (Courtney Bernard): I wear a few hats in the Customer Success area. Obviously, some client services but I also do some training & customer support. I also do some of the voice overs for frevvo’s videos.

FB: This recent project, what’s it all about?
CB: It’s a customer in real estate (Jameson Sotheby’s International Realty). They sell real estate. But, before selling any property, it must first be listed – an MLS listing. That means filling out tons of paperwork – anyone who’s sold a house is probably familiar with this. You have to fill out literally dozens of forms, sign in a bunch of places, write in the same info over and over again, correct mistakes etc. It’s painful.

For our customer, obviously, speeding up the listing process is a good thing. They wanted to turn everything into an electronic form/workflow. No more mistakes, duplicate typing or signing, save tons of time.

FB: Ok, so what’d you do?
CB: We did it for them.

FB: Just like that?
CB: Well, no. This is an MLS listing. It’s huge. I’d guess there were 350 maybe 400 fields at least. And, it’s really complex. Many fields depend on others. For example, some fields are part of one type of listing others are not. Choose an option in one field and a bunch of other fields may be affected. We needed to generate a nicely formatted PDF. And, the entire form must work on a mobile device (usually a tablet) since associates are typically out in the field. So, it wasn’t easy to do.

468f687102e8ae95d3bb546f922f2ba9
FB: Put that in a bit of context for us. If I wanted to hire someone to build this, how long would it take?
CB: Well, it’s a guess since I haven’t estimated it but I’d say easily 4-6 man-months for development and about the same for QA. Then there’s PDF generation and mobile. Do you really want it to look good on a tablet? That takes work and lots of time. So, somewhere between 9 to 15 months is probably a good bet. Of course, that’s if it works at all. The complexity is high so there’s a definite risk that it’ll fail.

[Spoiler: This is the part where I couldn’t believe my ears.]
FB: How long did it take you?
CB: Well, they did some of the testing work. It took us about 80 hours (2 weeks) in total. Assuming they spent about as long, we’re talking about 4-6 weeks total.

FB: WHAT? 4 weeks vs 1 year? Seriously?
CB: Yes seriously. I mean the 4-6 weeks of work was spread out over 4 months (holidays, other projects, delays etc) so 4-6 weeks is the actual time we spent.

FB: How the heck is that even possible?
CB: I know. It’s crazy. frevvo is incredibly good at making these large, complex business forms usable. If you had a simple 1-page form with 10 fields, the difference wouldn’t be so drastic. But, as complexity rises, the # of fields increase, dynamic behavior, business rules, PDF, mobile etc. come into play, the cost of building rises dramatically. That’s where frevvo really shines. It’s amazing how easy it is.

FB: Jameson’s must have been pleased?
CB: Without question. They’re reasonably big but not huge. Building it themselves would be out of reach – we’re talking 100s of thousands of $ and a year of time. frevvo puts the benefits of this kind of automation in the hands of companies like Jameson Sotheby’s who realistically wouldn’t have access to it otherwise. That’s huge!

FB: And, what else do you do when you’re not helping customers succeed?
CB: Read, listen to podcasts, ride horses, go hiking, play with my son, watch Downton Abbey and root for my beloved New England Patriots.

There you have it folks! A single form that would have likely cost $100s of K completed in a matter of weeks and far far lower cost with frevvo. And that doesn’t even take into account the productivity benefits that will accrue for years to come.

Read the Jameson Sotheby’s International Realty Case Study. 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. Why not try frevvo yourself? Contact us now for more information.

Jameson Sotheby’s International Realty chooses frevvo to automate MLS listings

Jameson Sotheby’s International Realty is the exclusive Chicago and North Shore affiliate of the Sotheby’s International Realty global network. Jameson’s has a 30-year-old reputation for integrity, honesty and results in the Greater Chicagoland area.
jamesons
The company sells real estate. They want to get listings out as soon as possible and provide their associates with a great user experience. Unfortunately, listing a property is a time-consuming process involving many paper forms, lots of data, and multiple signatures.

They chose Live Forms to automate the process and eliminate paper, collect data electronically, sign on any device and expedite listings.

Read the Case Study.

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. Why not try frevvo yourself? Contact us now for more information.

Kuper Sotheby’s International Realty chooses frevvo to automate MLS listings

Kuper Sotheby’s International Realty (part of Sotheby’s International) is a leading Central and South Texas real estate firm with about 250 associates and listings in 90 Texas counties.

kuper

The company sells real estate. Unfortunately, in order to list a property for sale, a lot of information must be collected about the property and the sellers. It’s used in MLS systems, on legal documents that require signatures (e.g. disclosures), and back office processes such as marketing materials that must be reviewed by listing agents. It’s a tedious, time-consuming and unnecessarily costly process.

They chose frevvo Live Forms to automate the process, eliminate paper and improve efficiency because:

  • It provides agents and customers with a fantastic user experience on all devices. Sellers will no longer need to sign and initial a dozen or more documents.
  • frevvo’s built-in validation and business rules dramatically reduce errors, corrections and duplicate data entry.
  • Kuper Sotheby’s International Realty expects to get listings out sooner, free up agents’ time and reduce costs.

Read the Case Study and try frevvo free for 30 days and see for yourself how you can stop printing, signing and scanning for routine approvals.

100+ customers use Live Forms™ with Square 9® SmartSearch

s9sSquare 9 Softworks’ flagship product, SmartSearch ECM, is a powerful software solution simplifying the management of electronic documents. As market trends turned customers towards mobile ready solutions, the company saw the need to provide an alternative to printing, signing and scanning documents into SmartSearch. They wanted to provide an end-to-end solution for enterprise applications that worked on mobile devices, in order to eliminate paper from the workflow equation.

After a detailed evaluation, they found that frevvo Live Forms offers the best balance of simplicity and flexibility in the market.

Today, over 100 satisfied customers in all verticals have eliminated paper and automated everyday workflows using the two products.

Together, Square 9 and frevvo provide an intuitive, easy-to-use end user experience on all devices with powerful capabilities like PDF generation, business rules, and e-signatures that meet the most demanding enterprise business requirements.

Read the Case Study and Contact Us if you’d like to learn more.

Form Design Tutorial

Using frevvo’s drag & drop Form Designer to design beautiful, usable forms is definitely intuitive. Still, it’s a powerful and extraordinarily capable product. We’ve recently put together this 26 minute Tutorial video that teaches you how to design even the most complex forms in frevvo in a step-by-step manner. Sign up for a free 30-day trial account and try the Form Designer today.

Contact us if you’d like to learn more about digitizing your own approvals with frevvo.

[Infographic] Cloud + Mobile Approvals drive Business Agility

Cloud & Mobile = Business AgilityCompanies moving aggressively to adopt cloud computing are winning competitive advantage by reducing complexity and increasing business agility, according to a recent study by Harvard Business Review Analytic Services.

What is Business Agility?

It’s hard to define. Wikipedia’s article acknowledges that it has multiple issues. We’ll define it as the ability to react in a timely manner to changing business conditions. That could mean any number of things such as responding to customer complaints on social media or quickly creating new offerings to take advantage of the latest hot trend.

In many cases, this means giving your employees the ability to take the right action at the right time. Whether they’re at work in the office or on the road traveling to a meeting. At their desk or on the train.

That means automating and mobile-enabling everyday processes like purchase approvals, sales orders, trouble tickets and so on. These are routine day-to-day activities that employees spend a significant portion of their day on. They’re unique to your organization and it’s difficult to find pre-packaged applications that meet your exact needs. It’s no surprise that process automation (forms, routing) is the #1 app enterprises plan to build in 2015.

Cloud computing is an essential enabler. AWS and its kin allow any business to support millions of users. Incredibly cheap storage solutions from Dropbox, Microsoft and others let you access your data from anywhere on any device.

And that’s exactly where frevvo comes in. With the drag & drop designer, easily create your own custom forms and automated approval workflows. They’ll just work automatically on any device from smart phones to tablets to desktop computers. Public, private or hybrid cloud options make fast, flexible and affordable deployment possible.

Business agility made easy. Check out this new infographic on how frevvo’s cloud & mobile solutions can help you and sign up now for a free 30-day trial.

OCMW members help their community instead of worrying about paperwork

OCMW logo

OCMW Roeselare strives to support members of the Roeselare community lead a dignified and quality life with the goal of creating opportunities and increasing the chances of happiness and well-being.

They must accurately record notes and decisions at their meetings for compliance, transparency and continuous improvement. Automating the process with frevvo saves their members valuable time and allows them to focus on helping people rather than paperwork (Case Study).

With frevvo Live Forms, the process is now an online workflow integrated with their Confluence wiki. Meeting notes use a structured format eliminating errors and missing fields. Built-in workflow ensures that the right members are notified at the right time.
The notes are saved to a Confluence page for easy access without searching through email.

Want to learn more and automate your own workflows? Sign up for a free trial.

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.