Posted in Procurement Automation

Automated Purchase Order Tracking in 3 Steps

Purchase orders (POs) play a vital role in every organization, whether it’s a university ordering library books, a company procuring raw materials for manufacturing, or an agency purchasing services from a vendor. 

POs are also one of the most admin-heavy business processes. They’re prone to errors, bottlenecks, lost paperwork, unnecessary back and forth, and maverick purchases. 

This can lead to incorrect goods or service delivery, delayed orders, overspending, and even outright fraud, if Purchase Order tracking systems are not in place.

According to The Hackett Group, most organizations can reduce their operational costs by as much as 45% by implementing digital procurement tools for smart data capture and workflow automation.

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Posted in HR Automation

How HR Technology Improves Your Recruitment Process

By 2030, the global talent shortage is expected to amount to 85 million people – or some $8.5 trillion in lost annual revenue

It’s no surprise recruitment has become so competitive. 

Meanwhile, 40% of the workforce in the U.S. changes jobs annually. Which makes it even more difficult for companies to attract and retain top talent.

It’s also becoming increasingly clear companies need to address bias and privilege in recruitment practices if they want to promote diversity, inclusivity, and equality in the workplace. 

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Posted in Workflow Automation

8 Workflow Examples to Get You Started Today

Companies everywhere are embracing automation technology and transforming their tedious, time-consuming, manual processes into streamlined, easy-to-use, automated workflows

They’re doing this to reap the many benefits of automation technology. These benefits include reduced operational costs and increased productivity, as well as increased availability, reliability, and performance. In turn, this results in more satisfied customers.

Failing to automate your workflows comes at a cost. The average employee spends 20-40% of their time searching for documents and loses around 40% of their productivity to task switching. Meanwhile, CEOs reportedly spend some 25% of their time on tasks that can be easily automated. 

Every company has different goals and therefore different automation needs and priorities. For instance, a manufacturing company that frequently purchases raw materials might benefit from automating purchase order and invoice approval workflows. A temp agency that constantly recruits and onboards new employees may wish to invest in HR workflow automation to make the hiring and onboarding processes more seamless. 

In this post, we’ll dive into eight powerful examples of workflows at the workplace and discuss how to make the most of each workflow for optimal performance and efficiency. With the right business workflow automation software, you can automate these processes – and much, much more. 

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Posted in Workflow Automation

What Is Workflow Software? Everything You Need to Know

Are you or your organization losing valuable productivity to repetitive, error-ridden, manual processes? 

Perhaps you often find yourself… 

  • filling out the same information over and over again across multiple documents;
  • emailing back and forth to correct errors, capture missing information, or speed up approval processes; or
  • printing, scanning, and emailing documents just to capture a signature.

If you’re in this boat, you–along with many other organizations interested in improving efficiency, productivity, and employee satisfaction–might be considering workflow software.

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Posted in Forms Automation

The Formstack Alternative: When Your Business Needs More

At its core, Formstack is a drag-and-drop form builder with optional, add-on features.

It’s great for basic use cases and workflows involving a form.

Organizing an event and need to create a form for registrations and payments? Formstack has you covered.

Setting up a simple workflow where a completed form gets automatically sent from person A to person B? Formstack can do that.*

*If you pay extra.

But Formstack isn’t much help when your form-based workflows get even slightly complicated.

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Posted in Workflow Automation

How to Create an Automated Workflow Without Coding

Every organization has its own set of workflows for everyday tasks. These workflows used to rely on paper forms, ledgers, and inter-office memos.

Most teams have now “progressed” to using Excel and email. While it’s better than physical paper, email-based workflows are still manual and inefficient.

The good news is that modern, cloud-based software is now putting the power of automated, digital workflows in the hands of non-technical business users.

In this piece, we’ll look at exactly how to create a workflow without any coding or I.T. 

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Posted in Education Automation

How to Automate Your School Purchase Orders

With many approval stages — often including district board approval — badly managed purchase orders can take weeks or even months to process.

Teachers can become frustrated and take matters into their own hands to get the tools they need to provide learners with a successful learning environment.

Keep reading to find out how schools can benefit from automating their purchase order workflows to improve efficiency and transparency while gaining greater control over their spending.

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Posted in Forms Automation

How to Convert Any PDF to a Fillable Form

On-line processes are designed to reduce paper and make everyday tasks more efficient – but some processes require a specific document format and tend to make things more complicated. 

For example, if you’ve ever run a new hire onboarding process, you’re probably familiar with the Federal W-4 or I-9 forms. These PDF documents are often fillable, but: 

  • they’re hard to complete on mobile devices, 
  • there’s often duplicate information resulting in unnecessary data entry, and 
  • they don’t integrate with your backend systems for filing and reporting.

What good is an online form if your staff has to spend extra time manually transferring the submitted data to another format?

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Posted in Workflow Automation

Workflow vs Process: Understanding the Difference (+Examples)

Workflow and process are common words in business process management (BPM). They’re similar enough that they’re often used interchangeably, which creates quite a bit of confusion — even among experts in the field. 

Nevertheless, there are subtle yet significant differences between the two. So let’s define “workflow” and “process” in a way that’ll help you precisely and clearly communicate your ideas around BPM at work.

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Posted in Digital Transformation

Building a Digital Workplace Makes Dollars and Sense

What Is a Digital Workplace? 

A digital workplace is the natural evolution of the workplace driven by the widespread adoption of digital technology. The days of a workplace being a physical office occupied by employees during regular business hours are long gone. Today’s modern, always-connected technologies have transformed the workplace into a virtual environment that transcends the physical office building – a digital workplace.

The way we work in the digital era is vastly different from the way we used to work: from collaboration among employees via videoconferencing tools like Zoom and messaging apps like Slack, to engagement with customers with help desk tools such as Zendesk and email marketing platforms like Marketo, to transforming everyday business processes using platforms like frevvo. The aim is to improve operational efficiency and meet business goals.

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