Posted in HR Process Automation

Employee Onboarding in the Digital Workplace

Companies face fierce competition when it comes to attracting and retaining top talent. 

The average millennial stays at a job for 6-12 months, 10-20 times shorter than Baby Boomers and Gen Xers did. Considering that millennials make up some 75% of the workforce, it’s important to understand what millennials want from work and what they expect from their employers. Some 55% of millennials don’t feel fully engaged at work, and perhaps as a result, around 60% say they’re open to a better job opportunity, should one present itself.

While many businesses invest in modern office spaces and offer attractive perks like in-house baristas, free-beer Fridays and unlimited paid time off, they often neglect the internal processes that really shape company culture and impact employee turnover. Onboarding is one of these processes.

For most people, starting a new job is an exciting time. In the course of their research and the interview process, they’ve been won over by the company’s messaging and purpose, and most new hires start out eager to find their feet and prove their worth and integrate into the team as quickly as possible. Instead, they often spend their first days at a new job isolated and mired in paperwork. 

In this digital age, onboarding should be about more than getting a bunch of forms filled out. When done strategically, onboarding can be a valuable tool to instill loyalty in new employees by making them feel valued and engaged from the word go. By digitizing as much of the traditional employee onboarding process as possible and embracing onboarding prior to their start date, you create the opportunity to focus on human engagement during your new hire’s first days instead.

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Posted in HowTo, Workflows

Creating a Digital Signature Workflow

Are you still printing documents only to sign them and scan them again?

A growing number of businesses are moving away from paper-based forms and contracts and embracing electronic forms and digital signatures. These recent advances facilitate workflow automation, which increases efficiency, reduces errors, promotes transparency and slashes business costs. 

In the past, forms that require multiple signatures either involved someone physically carrying or messengering or mailing the document to the next party to sign, or each person printing, signing, scanning and emailing the form to the next party. Getting a document that needed multiple signatures signed could take days or weeks, particularly if the signatories were in different locations. 

Enter live forms with digital signatures and automated approval routing, and that painstaking process can be boiled down to mere minutes. 

Let’s take a closer look.

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Posted in Higher Ed

ADA Compliance: Higher Education Forms, Regulations, and Best Practices

As a higher education institution, you’re likely committed to fostering an all-inclusive environment where every person has the ability to enjoy the student experience. 

When we think of accessibility and ADA compliance, we often think first of physical access. Most often, we focus on making sure that buildings and structures are accessible and comfortable for students of varying abilities. 

But, accessibility in the digital world is just as important – if not more so!

With this comes a responsibility to ensure that all students, regardless of ability, can enjoy the same level of access to your physical and digital properties.

Accessibility for all students is becoming increasingly important. In 2015–16, 19 percent of male students and 20 percent of female students reported having a disability.

Accessibility has also become important for the government, which sets guidelines for colleges and universities to follow to make sure a higher ed’s facilities and digital properties (website, forms, etc) are 100% accessible. 

Following these guidelines and becoming digitally compliant, however, has not been easy for educational institutions as it requires technical and legal assistance and enough funds to execute.  

Are you 100% compliant? In this article, we’ll cover the levels of compliance, what this means for your online properties, and how to make your forms fully accessible. 

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Posted in Google for Work

How to Automate Your Google Apps Workflow Approval and Docs for Increased Productivity

A decade ago, a Google search for the term “cloud” would return images of white billowy objects and weather-related terms. Today? The term “cloud” has taken on a new identity, becoming a vehicle for people and companies to store and manage data on the internet. This has fueled the growth and productivity of expanding organizations—sans a weather icon in sight. 

In fact, cloud-based communication, sharing and organization is pretty standard among modern workplaces. As of April 2019, the cloud-based G Suite (Google Suite) serves five million paid business users and millions more that use it for free. 

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Posted in business insights

The Paperless Office: 35 Years of Dreaming Digital

In 1975, a Business Week article titled “The Office of the Future” predicted the rise of the paperless office. The concept arose as a publicist’s slogan for the IBM 2260 in 1964, which proclaimed the computer terminal as the harbinger of the “office of the future.” 

Back then, paper documents were kept in filing cabinets and storage boxes, and when items were misfiled, it could take weeks to track them down. Processes involving large numbers of people like university admissions and student registration generated mountains of paperwork, all of which had to be processed by hand. 

It’s no wonder the dream of the paperless office captivated the popular imagination: the thought of being able to process – and locate – information within seconds had enormous appeal.

So what is a paperless office? Exactly what it sounds like: a work environment where paper usage is either wholly eliminated or greatly reduced by using digital formats instead.

With the rise of personal computers and office automation, the use of paper for tasks such as bookkeeping, record-keeping and sending memos would be made redundant, as everything could be stored and displayed on computers. Prolific paper users like schools and universities would use screens to teach students and even homework assignments and exams would eventually be conducted using computers.

However, while Business Week’s prediction of a personal computer on every desk came true, the paperless office has not yet become a reality. Despite advances in communication technologies such as the advent of email, paper documents continued to proliferate. 

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Posted in Forms

How to Save Data from an HTML Form to a Database

Forms serve a vital purpose in enabling businesses to quickly and efficiently gather and process information, both internally and in communication with customers. Dynamic forms take this convenience a step further by applying business logic and executing various actions depending on the content of the forms.

For your business to get the most out of dynamic forms, you’ll want to integrate it with your SQL database to enable information to be saved and updated automatically on an ongoing basis. Too many businesses are still wasting too many precious human hours updating databases manually, inputting the information captured by forms by hand. 

Madness. 

Imagine you’re onboarding a new customer and helping them to fill out their first order form. Together, you fill out all the relevant fields and hit the “submit” button. 

But what happens next? How do you get your data from the forms to the database containing all your order information?

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Posted in Financial Process Automation

How to Improve Finance Processes in Your Business to Save Time & Money

Finance and accounting professionals play a vital role in driving business growth and strategy, but most businesses underutilize this important resource because their finance teams are bogged down in inefficient finance processes. 

With all the technology solutions available today, core tasks including invoicing and expense management can be automated with relative ease, not only reducing inaccuracies and delays but freeing up your finance team to perform more useful – and interesting – work.

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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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