frevvo Blog

Offboarding: What It Is and How to Automate This Process

Last Updated on January 3, 2022February 22, 2022 by frevvoblog

Every company experiences turnover — employees may leave their positions to take an opportunity elsewhere or for personal reasons.

Regardless of the reason, it’s best to part ways with employees on good terms. However, you can leave departing employees feeling frustrated without a formal offboarding process. You also face legal risks if you overlook any important steps.

Having an effective employee offboarding program can ensure that nothing slips through the cracks. It can even turn former employees into advocates for your company.

In this article, we’ll look at what offboarding is and why it’s important. We’ll also look at how you can use automation software to streamline this process and best practices to follow.

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Diagram of business process standardization

Workflow Automation

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

Last Updated on January 3, 2022March 1, 2022 by frevvoblog

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.

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Improving business operations with business process management (BPM)

Workflow Automation

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

Last Updated on December 14, 2021December 14, 2021 by frevvoblog

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.

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Workflow Automation

How to Edit Your Business Processes to Make Them More Efficient

Last Updated on December 14, 2021February 16, 2022 by frevvoblog

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.

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Workflow Automation

How to Make Business Process Flows Work For Your Company

Last Updated on November 30, 2021February 16, 2022 by frevvoblog

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.

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Approval Processes, Workflow Automation

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

Last Updated on November 30, 2021February 23, 2022 by frevvoblog

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.

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Workflow Automation

6 Ways to Improve Process Efficiency With Automation

Last Updated on November 30, 2021February 15, 2022 by frevvoblog

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.

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How to implement automated invoice processing

Procurement Automation, Workflow Automation

A Complete Guide to Automated Invoice Processing and How to Implement It

Last Updated on November 23, 2021February 22, 2022 by frevvoblog

Processing invoices manually is manageable in the early stages of a business. But as you start to scale, using spreadsheets and other manual methods just isn’t practical in the long run.

Manual processes can lead to issues like missing invoices, delayed payments, and even instances of fraud — all of which can hurt your bottom line and damage relationships with your vendors.

So how can you manage your invoices better and prevent costly errors? And how can you increase visibility across the entire accounts payable process?

By implementing an automated invoice processing solution.

In this article, we’ll look at what automated invoice processing is and how it can help you improve invoice management. We’ll also cover how you can create a fully automated accounts payable process using frevvo’s invoice approval software.

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Workflow Automation

6 Easy Steps to Streamlining Processes to Improve Efficiency

Last Updated on November 23, 2021February 19, 2022 by frevvoblog

Every company is built on processes — a series of steps you follow to accomplish an objective. Examples include onboarding new hires, preparing goods for delivery, and reconciling invoices.

When processes are efficient, they run smoothly and create predictable outcomes. But when they aren’t, they lead to inconsistent results and missed deadlines.

This is why streamlining processes is so important.

Improving how work gets done helps your company increase operational efficiency, reduce errors, and deliver more value to your customers.

So how can you streamline your business processes?

Read on to learn more. In this article, we’ll look at how streamlining processes can help your company achieve its goals. We’ll also cover the steps you can follow to improve overall efficiency.

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Procurement Automation, Workflow Automation

How to Set Up a PO System (Even on a Limited Budget)

Last Updated on November 23, 2021February 19, 2022 by frevvoblog

Purchase orders play an important role in the procurement process. They allow companies to place orders with different suppliers and manage their inventory.

Most importantly, purchase orders serve as written agreements that include details about goods, quantities, prices, and delivery dates.

No matter what goods or services you purchase, you need a way to track those orders.

A paper-based purchase order process can work. But as your company grows, managing all the paperwork becomes a hassle and can slow down procurement.

So how can you create a more efficient purchase order process?

Using a purchase order (PO) system can help.

If you’re still managing purchase orders manually and are looking for a way to streamline this process, then keep reading.

In this article, we’ll walk you through what a PO system is, why your business needs one, and how you can set one up using frevvo’s purchase order workflow software.

Modern low-code platforms are so easy to use that you don’t need an army of expensive developers or a large I.T. budget. The interface is fully visual, so if you know how to use Excel then you can create your own automated workflows.

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