Posted in Database

Populating an HTML Form from a SQL Database: Using frevvo’s Database Connector

Most of your company’s important data likely lives in a SQL database.

Practically every organization has at least one SQL database and often many of them. 

But, here’s the rub: Most of your company has no idea what SQL even means, let alone how to get the information they need out of the database. So, that means that your IT team spends an enormous amount of time either manually running queries and generating reports or building one-off applications and HTML forms for every department under the sun to get the data they need.

It’s not a good use of time.

What you need is a form builder with configurable SQL database integration that can help you stand up solutions quickly. Rather than rolling your own applications, you can use frevvo to build custom forms, configure advanced workflows, integrate data from a MySQL database, and ship a solution—in about an hour. 

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Posted in Approval Process, HowTo, Workflows

Workflow Approval Process: How to Build a Seamless System in Minutes

Businesses must approve all sorts of documents every day, from invoices to time off requests to purchase orders. Without a good workflow approval system in place, all the time (and money) spent on approvals can rapidly start to add up.

Some companies get by with manual approval processes, perhaps relying on the strength of a highly effective operations manager. They email Excel spreadsheets around for signatures, or worse, rely on physical paper forms. But the modest amount of money saved by forgoing a more sophisticated or automated approval system can quickly evaporate through missed documents, lost discounts, and other human errors common with manual systems.

Savvier businesses have an automated workflow approval process.

Join us as we explore the basics of workflow approval, what business processes to automate, how to streamline the process, and how to use one software to do it.

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Posted in Forms, HowTo, Mobile, Usability

Responsive Forms: The Tactical Guide for Modern, Growing Organizations

The modern workforce is picking up their mobile devices and not putting them down. The BYOD (Bring Your Own Device) trend has skyrocketed in the last decade with nearly 90% of employees connecting to company networks via their mobile devices 

As this trend continues, your customers and employees expect to leverage portability and access forms and business services from anywhere and from any device. This gives customers the flexibility to interact with you anywhere and from any device. It also gives employees the freedom to keep projects moving without being chained to their desktop computers.

The end result? Your organization also saves time and resources as projects get done faster and more efficiently — and provides a better customer experience.  

There is a caveat, though.

Increased efficiency is only possible if people use your mobile apps. Poorly-designed, non-responsive forms keep them from fully enjoying and embracing the mobile experience. And for growing organizations, a frustrating mobile experience creates an unproductive work environment and employee disdain for difficult mobile applications. 

The good news is that virtually any form or workflow can be optimized for mobile. Employee onboarding, contracts and quotes, proposals, expense forms, and more—all from any device, and from any location. 

Let’s go over the characteristics of mobile-optimized forms, what they are and how to implement them into your employee’s workflow. 

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Posted in k-12

School Process Automation: The Ultimate Guide to Creating Workflows for Education

Students today are more technologically savvy than ever before and school systems should be the same. Some schools still mainly keep records as paper documents in filing cabinets. Others have moved onto the stage of digitizing where physical forms are uploaded to computers and sent back and forth through emails. 

The most advanced schools have started having simple tasks become fully automated. Fully automating tedious tasks is the stage you want your school to be in. This article illustrates the benefits of workflow automation for schools, which processes can be easily automated, and offers a step-by-step guide on how schools can use one platform, frevvo, to get started.

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Posted in k-12

Education's Administration Challenge [Infographic]

Many schools today use frevvo to decrease the costs and time spent by faculty and administrators on paperwork. By using online forms and automated workflows, we can reduce the heavy workload carried by an ever-growing amount of administrators.

Increased, and often excessive, spending on school administrators has earned the nickname “administrative bloat.” All levels of education suffer from “administrative bloat,” but perhaps none more than degree-granting postsecondary institutions. For the 2016-17 school year, these institutions spend a total of $584 billion. The more money universities spend, the more tuition prices for students rise.

But schools at the K12 level aren’t immune to education’s administration challenge. The amount of administrative bloat varies significantly depending on what part of the country you are in. Thirteen states, as well as the District of Columbia, spend over a thousand dollars per each student just on administrative costs. On the other side of the spectrum, Arizona only spends around $450 per student and Utah’s administrative costs are $463 per student. As a percentage of total spending, New Mexico spends the largest portion on administrative costs while New York and Massachusetts spend the smallest fraction.

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Posted in Forms

Automated Form Processing: A Tactical Guide to Dealing with Forms on the Fly

Efficiency is key for high-performing businesses. Inconvenient as they are, forms, from purchase orders to travel requests, are unavoidable and abundant. Forms typically require approvals where one or more supervisors may comment and sign, and processing where the completed data fields are entered into an electronic database. This can be done manually or automatically. 

Automated form processing is much more efficient and has significant advantages over manual processing. Form automation software streamlines tasks, saving staff time and reducing errors. Learn the benefits of automated form processing, how it works, and the best form automation software for your business.

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Posted in Workflows

The Workflow Automation Field Guide: Manual Business Processes to Automate

It’s 2 p.m. You’ve just had lunch and you need to get back to that report you were working on. But then you see it. The fresh pile of paperwork sitting on your desk waiting to be processed.

Before you know it, a couple of hours have gone by and you still haven’t gotten to that report you wanted to get to. As you head home at the end of the day, you have an unsettling feeling that your day wasn’t very productive, even though you were working the whole time.

Why is that?

Because you know your day would’ve been better spent on other tasks––like that report. Instead, you were stuck with a manual business process that could have been automated and taken off your plate. The truth is, a computer would’ve done it in half the amount of time you just spent.

In WorkMarket’s 2020 In(Sight) Report, 54% of employees surveyed said automation could save them up to two hours a day (or 240 hours annually). Seventy-eight percent of business leaders said it could save them even more, up to three hours.

In short, automating manual business processes can make your life easier. But it goes beyond that. Let’s look at the other benefits of workflow automation.

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Posted in Workflows

Digital Workflow 101: A Primer on Identifying, Planning, and Launching Paperless Processes

Paperwork.

It’s the bane of our modern existence. From legal and finance to administration and HR, every aspect of our workplace involves some sort of form-filling, printing, copying, and scanning. We’ve even invented shredders purely to take care of these piles of paper.

And even as new digital solutions enter the market every day, paper usage in the U.S. is expected to increase through 2023.

The problem is that while companies can see the benefit of going digital, they’re often faced with the daunting task of making that transition. 

So it’s easy to stick to what you know. Even if it can save millions of dollars for larger organizations.

But it doesn’t have to be that way. Converting business processes to a digital workflow can be a simple step that produces incremental changes rather than an exhaustive effort requiring you to go through bureaucratic hoops and headaches.   

We’ll give you a step-by-step guide on how.

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