Posted in Workflow Automation

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 Workflow Automation

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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Posted in Workflow Automation

How to Create Custom Reports With Form Data Using Banana

Data Visualization is incredibly powerful.

Think about a corporate performance report. Connecticut, South Carolina, Minnesota were the Top 3 performs. Wyoming, New Hampshire and New York were the Bottom 3. There were X, Y and Z trends. Revenue and profit grew A% and B% respectively. You could go on and on for pages.

Or, you could show charts like this.

Some chart options available with Banana.

It wouldn’t surprise me if this is the first sentence you read in this article. That’s because the visualization immediately captures our attention. If you’ve automated workflows with frevvo, your data is already digital. Data visualization is the best way to present your data.

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Posted in Workflow Automation

9+ Workflow Apps That Will Maximize Employee Productivity

Everyone wants a smooth workflow. The word itself says it all. You want the work to flow as you focus intensely and produce results with minimal time wasted. Yet we all know that’s not how our workdays turn out.

Thankfully, there are tools you can use to get rid of distractions and time-consuming processes. Think of them as shortcuts that enable you to focus on your work rather than all the superfluous details. 

A McKinsey report on social technologies found that simply by tapping into powerful applications, we can improve global productivity by 20 to 25%. The apps include those that can improve communication and collaboration between teams, saving time and improving performance.

Using technology increases employee productivity.
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Posted in Workflow Automation

8 Workflow Examples That Will Help You Get Started Today

Companies everywhere are transforming their tedious, time-consuming, manual processes into streamlined, easy-to-use, automated processes. They’re doing it to reap the many benefits of automation technology. Updated technology improves consistency and companies have enjoyed increased productivity, availability, reliability, and performance, while drastically reducing costs.

However, each company has different automation needs and priorities. For example, a company that procures a large number of raw materials may benefit from invoice automation as opposed to a temp agency that may prefer to invest in automating new hire onboarding.

Here’s a list of workflow examples for common business processes. For each type, we’ll explain what your workflow should include to make them perform optimally. The right business workflow software will help automate these processes, and so much more.

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Posted in Workflow Automation

12 Essential Features Your Workflow Management System Needs

Are you ready to replace your expensive paper processes with automated, efficient, electronic forms/workflows? Looking for a low cost, low code workflow management system to quickly automate processes, enhance productivity and drive down costs?
Not sure where to start?

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Posted in Workflow Automation

50+ Key Statistics to Help You Automate Smarter in 2020 and Beyond

Key Automation Statistics You Need to Know

Every time we think we’ve got a handle on automation, new statistics emerge to challenge our perception. Just this month, McKinsey released a new report about the future of women at work, saying that an estimated 40 to 160 million women around the world will need to transition their skills.

But the report also pointed out that both men and women will be similarly affected by automation, just in different areas. Without a doubt, the effects of automated processes will be felt in every sector across all roles.

To understand the scale and importance of automation in the workplace, take a look at some of these key statistics.

Continue reading “50+ Key Statistics to Help You Automate Smarter in 2020 and Beyond”
Posted in Workflow Automation

What is a workflow? Everything you need to know with examples.

Automation and digital transformation aren’t easy to understand. There’s a lot of jargon such as workflow management, low-code platforms, and process automation.

In this article, we’ll discuss:

  • What exactly is a workflow,
  • Why you should improve workflow efficiency,
  • How you can digitize your workflows using modern, visual workflow software,
  • What business benefits will accrue today, and
  • How automation prepares you for an increasingly data-driven future.
Continue reading “What is a workflow? Everything you need to know with examples.”
Posted in Workflow Automation

Visual, Drag & Drop Workflow Automation – really!

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We’ve written about how a simple workflow automation tool is the foundation of digital transformation. Ultimately, it’s not technology but the people and processes in your organization that can truly drive transformation of any kind.

Digitizing day-to-day workflows can be a lot of work

Consider what it takes to digitize your routine day-to-day workflows (Purchase Order or Travel Authorization).
Continue reading “Visual, Drag & Drop Workflow Automation – really!”

Posted in Workflow Automation

Electronic wet signatures

frevvo’s digital signature software already supports electronic signatures so any authenticated user can digitally sign a section, lock it down and prevent tampering with the data. That’s an incredibly powerful feature but many customers still want the ability to add a wet signature via signature pads like Topaz devices, touchscreen computers and mobile devices. We’re working on that and expect that it’ll be available in the next release.
As usual with frevvo, we’ll make sure this is extremely easy to use. How will it work? You’ll be able to drag and drop a new Signature control from the palette anywhere into the form. You can make it required, add a tool tip, style it etc. like any other control. To sign, simply click or touch a signature control, and frevvo will present an entry dialog. Sign using a touchscreen, track pad, stylus or just using your mouse.

Signature Entry Dialog
Signature Entry Dialog

Click Done and the signature is displayed in the form scaled down into the signature control as shown below.

Signed Form
Signed Form

Easy as that. This signature functionality will require no special hardware; all you need is a smartphone or a computer with a relatively modern browser that supports HTML5. Coming soon …