Tag: workflows

The simple stuff costs money too

Customers are always prioritizing where to put scarce investment capital. Should we invest in that new CRM system or should we create a new online portal or some other project. Most CIOs and IT department personnel are swamped with work and, therefore, tend to focus on the big stuff.

But … there’s a lot of money in the small stuff. We’ve been discovering this at many of our customers. For example, a major US University bought Live Forms for automating their student admissions process. Obviously, it’s a mission-critical thing for Universities – they had better be good at admitting students – and it’s a project slated to take many months.

Within 2 weeks of deploying Live Forms, one of their Departments wanted to create monthly surveys to collect student feedback. Now, normally this would mean either a paper-based survey or a programmer putting together each survey and providing a report of the results. They suddenly realized that they now had a new option. They created an account for the Department managers on the Live Forms server and pointed them to the tutorials. Within days, they were creating their own survey forms and exporting the results to Excel. It took less than five minutes of an expensive developer’s time. Less than a month after deploying Live Forms, they were already getting positive ROI from a simple application that they hadn’t even considered before.

It’s just one example out of many where customers are rapidly finding uses for frevvo and benefiting in days rather than months. Interested? Check out http://www.frevvo.com where you will find short videos demonstrating Live Forms or Contact Us for more details.

Leave Approval Workflow: Confluence + Google Apps

Our customers have been creating all kinds of interesting workflows and we’ve added new features to Live Forms to handle several of the scenarios we’ve seen. A common example is a Leave Approval (Vacation Request) workflow that goes from employee to her specific manager and then on to HR for approval. Every organization irrespective of size has to deal with Leave Approvals and, by and large, it’s a paper- or email-based process that is slow, costly and inefficient.

With Live Forms, you can easily automate this workflow. You can deploy it online, for example, in Confluence and you can save the results in your HR system, document management system or even online to Google Apps.

It’s very easy to do with Live Forms. Check out this 4 min video:


Tutorial: working with Digitech ImageSilo/PVE

frevvo Live Forms supports direct connectivity with Digitech Systems’ PaperVision and ImageSilo document management products. The PaperVision Connector allows you to save form or workflow submissions to the document management repository as PDF, TIFF, JPG and GIF format.

If you’d like to try it out, check out this Step-by-Step Tutorial. It walks you through the drop-dead simple process of creating powerful e-forms that work with ImageSilo or PVE. You could have your first form done in as little as 15 min.

If you prefer a really quick introduction, check out the 3 min video from this earlier post.

How to process form/workflow data

Now that you’ve created your form or workflow, what are the various things you can do when it is submitted? With frevvo, there are many many flexible options. You can simply view your submissions online or send them to your own web server for processing or use the frevvo API to perform detailed post-processing of submission data. We’ve documented this in this new Tutorial on processing form data.

We’ll keep updating this as required but if you want to see all the options available to you, check it out.

Super-EZ Workflows in Confluence

We’re hearing from more and more prospects who want to create simple workflows in Confluence for things like Expense Reports, Vacation Requests, Timesheets, Patient Referrals, and Purchase Orders.

With frevvo, you can easily create these workflows with no programming and without ever leaving Confluence. Check out this short (3.5 min) video that shows how:

You might be interested in this article that shows how easy it is to create surveys, event registrations and other forms in Confluence and download the results to Excel.

If you like what you see, you can get a free 30-day trial version from our web site.