Posted in Forms Automation, HR Automation, Procurement Automation, Workflow Automation

How Workflow Software Helps You Manage Automation Initiatives

Employees spend an estimated eight hours a week working inefficiently. Things like reworking a task and searching the web or intranet for information take time away from important work.

As a result, more companies are undergoing digital transformations. They’re turning to solutions like workflow software and robotic process automation (RPA) — using software “robots” to perform basic and repetitive tasks.

If you’re not already leveraging these solutions, you’re missing out on opportunities to boost productivity across the board.

In this article, we’ll look at how workflow automation can help you manage and advance automation initiatives at your company. We’ll also look at automation initiatives that you can get started with today.

Click the links below to jump ahead:

Continue reading “How Workflow Software Helps You Manage Automation Initiatives”
Posted in Workflow Automation

Data Workflow: Definition, Use Cases, and How to Get Started

From onboarding new hires to creating proposals and procuring goods, nearly everything a business does revolves around processes — a set of steps you carry out to accomplish a goal.

These processes are more useful when they’re connected to data. Examples include connecting time off request forms and onboarding workflows to your HR system.

So how can you connect forms and data to your workflows? How can you make your data available to the right person at the right time?

The answer is with data workflows.

In this article, we’ll cover what a data workflow is and look at use cases with examples. We’ll also go through the exact steps to creating a data workflow.

Click the links below to jump ahead:

Continue reading “Data Workflow: Definition, Use Cases, and How to Get Started”
Posted in Workflow Automation

Workflow Integration: What It Is And How You Can Use It to Boost Productivity

In a small business, you can get away with having a mix of different tools and workflows. In spite of poor systems, it’s usually easy enough to collaborate with a low number of employees and clients.

But once your company grows and you have entire teams and departments dedicated to specific business processes — like sales or customer service — a lack of integration can lead to severe inefficiencies.

For example, suppose your support agents use a helpdesk completely separate from the CRM your account managers use. In that case, both sides lack any true insight into the journey of every customer they interact with.

Workflow integration can help you avoid these issues, eliminate inefficiencies throughout your company, and streamline the customer experience.

In this article, we’ll explain what workflow integration is, showcase examples, and guide you through the process of integrating workflows in your own company.

To skip ahead, click the links below:

Continue reading “Workflow Integration: What It Is And How You Can Use It to Boost Productivity”
Posted in Digital Transformation, Workflow Automation

What Is Digital Process Automation? Definition, Benefits, Examples, and More

Despite most white-collar workers now working on computers, the average employee’s working day is still filled with a surprising amount of manual tasks within a digital environment.

Examples are simple data entry (because of missing integrations), creating reports, sending follow-up emails, or even training new employees in internal software.

The good news is that you can optimize significant chunks of workflows in every department, from sales to support, marketing, and IT.

Digital process automation is the next evolution of “business process management,” where the aim is to automate as much of the process as possible, not just optimize the workflows.

In this article, we’ll break down what DPA is, cover the top benefits, highlight some examples of it in action, and show you how to implement it for your business.

Want to skip ahead? Use the links below:

Continue reading “What Is Digital Process Automation? Definition, Benefits, Examples, and More”
Posted in Workflow Automation

What Is a Standardized Process? And Using it to Boost Productivity and Quality

In large companies, it’s common for teams to develop their own ways of doing things. A single process — like billing or accounting — might happen in a dozen different ways.

In a best-case scenario, this only leads to confusion when teams have to collaborate. In the worst case, untidy process management can also lead to issues like double-billing, lost deliverables, delays, poor work quality, and more.

Without a reliable system for managing mission-critical business processes, your company isn’t running efficiently.

That’s where process standardization comes in. It can help you break down and document processes so that there’s no friction between teams, and you can cross-assign tasks without issue.

In this article, we’ll cover what a standardized process is, its benefits, and how you can easily standardize and even automate processes using frevvo’s automation software.

Use the links below to explore any section that interests you:

Continue reading “What Is a Standardized Process? And Using it to Boost Productivity and Quality”
Posted in Workflow Automation

BPM vs. Workflow Automation: The Differences and Which Is Right For You

Business process management (BPM) and workflow automation are two terms you’ll undoubtedly come across as you look to increase productivity across your organization.

While BPM and workflow automation aim to improve efficiency, the terms aren’t exactly the same. Understanding the differences will help you find a solution that meets your needs.

In this article, we’ll cover the differences between BPM and workflow automation. We’ll also look at which one is right for you.

Click the links below to navigate to the section you want to learn more about:

Continue reading “BPM vs. Workflow Automation: The Differences and Which Is Right For You”
Posted in Workflow Automation

How to Edit Your Business Processes to Make Them More Efficient

New technology, increased competition, and changing regulations — these are a few of the challenges that companies face in today’s rapidly changing world.

Businesses must constantly evolve to adapt to these changes. Otherwise, they risk stagnating and losing a competitive advantage.

So, how can you help your company meet new challenges?

Editing your business processes is a good place to start.

Continually revisiting your processes can reveal inefficiencies that are affecting your bottom line. However, you need the right tools to analyze and update your processes.

In this article, we’ll look at how you can edit your business processes using modern and low-code process management software from frevvo.

Click the links below to head to the section you want to learn more about:

Continue reading “How to Edit Your Business Processes to Make Them More Efficient”
Posted in Workflow Automation

How to Make Business Process Flows Work For Your Company

Whether you’re creating a proposal, approving an invoice, or resolving a customer complaint, you generally follow a process or a set of steps.

However, problems like role ambiguity, lack of transparency, and low employee engagement can occur when processes aren’t clearly defined — all of which can lead to inconsistent results and poor customer experiences.

So how can you standardize how work gets done? How can you keep your teams aligned and on the same page?

Creating business process flows can be a good place to start.

Keep reading to learn more about business process flows, including what they are, how to create them, and practices to follow to make them work for you.

Click the links below to jump into the section you want to learn more about:

Continue reading “How to Make Business Process Flows Work For Your Company”
Posted in Approval Processes, Workflow Automation

What Is a Wet Signature? (And Why Modern Businesses Are Going Digital)

Most business processes require signatures, whether you’re onboarding a new hire, approving a purchase order, or preparing a sales contract.

However, as more work takes place outside the office and across the globe, one challenge that companies face is getting documents signed in a timely manner.

Obtaining wet signatures can take days or even weeks for paper-based processes, leading to a backlog of work and stalled projects.

Fortunately, there’s a better way to collect wet signatures.

In this article, we’ll explain what a wet signature is and when you should use it. We’ll also look at how you can use frevvo’s digital signature software to modernize your signature processes.

Click the links below to navigate to the section you want to learn more about:

Continue reading “What Is a Wet Signature? (And Why Modern Businesses Are Going Digital)”
Posted in Workflow Automation

6 Ways to Improve Process Efficiency With Automation

Your company has dozens or even hundreds of processes. 

However, these processes can become inefficient or redundant for various reasons — new industry regulations, increased market demands, changing customer expectations, etc.

Achieving process efficiency helps your company meet these challenges.

So how can you make your processes more efficient? How can you measure workflow performance and track your progress?

Keep reading to learn more. In this article, we’ll look at what process efficiency is and how using frevvo’s business process automation software can help improve your operations. 

Click the links below to head straight to the section you want to learn more about:

Continue reading “6 Ways to Improve Process Efficiency With Automation”