Category: Workflow Automation

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” →

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” →

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” →

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” →

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” →

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” →