Posted in Digital Transformation, Workflow Automation

How to Create a Business Process Diagram (With Examples)

In a perfect world, every business process would be documented. Employees would have everything they need to do their jobs and would know exactly how to carry out each step.

But this isn’t always the case — 60% of employees find it difficult to get the information they need for their work. This suggests that companies aren’t doing enough to document their processes, which can lead to inconsistent results.

So how can you improve your processes? And how can you ensure that employees have the information they need to do their jobs well?

Using a business process diagram is a good place to start.

In this article, we’ll cover what a business process diagram is, how it can help your company, and how to create one. We’ll also look at using business process automation software to document and automate your processes.

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Posted in Workflow Automation

How to Create a Process Flow Diagram (and Why You Should)

Every company strives (or at least should strive) to create efficiency. Operating at a high level of efficiency means you can produce more at lower costs.

One of the best things you can do is to document your processes. Doing so standardizes procedures and ensures that employees perform each step the same way every time.

Writing down each step is a good place to start. But a better approach is to create a process flow diagram — a graphical representation of a process from start to finish.

This article will take an in-depth look at what process flow diagrams are, including how to create them and why you should. We’ll also look at some examples, so you can see how these diagrams look in practice.

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Posted in Finance Automation, Procurement Automation

How to Automate Invoice Management (And Why You Should)

Managing invoices can be pretty straightforward when you only have a few vendors. But once your company starts to scale, invoice management becomes more challenging.

Slow processing times can damage relationships with your vendors and hurt your company’s long-term success.

Coding errors can result in items being billed to the wrong projects or GL categories – problems that are often hard to find and fix later.

So how can you easily manage incoming invoices, categorize them, ensure they’re valid, and make payments on time? How can you streamline and automate these processes?

This article will cover invoice management and some of the challenges that companies face when managing invoices. We’ll also look at how you can create an automated approval workflow using software from frevvo to streamline the invoice management process.

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Posted in HR Automation, Workflow Automation

How to Create and Automate Your Time Off Request Forms

When employees need to take time off, they don’t want to spend any more time than necessary getting their requests approved. 

Likewise, managers don’t want to spend a ton of time reviewing time off requests or sending them back because some information is missing.

The whole point of a time off request form is to make it easier to track when employees are out of the office. But relying on paper forms is only making the problem worse.

So how can you create a more efficient time off request process?

Keep reading to learn more. In this article, we’ll look at how to optimize your time off request form and how you can automate the approval process to make it easy for everyone to take time off.

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Posted in Forms Automation, Workflow Automation

What Are Business Rules (and How to Implement Them)

Assign a task to two people without any guidelines and you can expect completely different results. This can work for projects that have some degree of creative leeway. 

But having employees perform tasks their own way on more critical activities can affect project outcomes and lead to inconsistent customer experiences.

So how can you set expectations and ensure consistent results across your organization?

Implementing business rules is a good place to start.

This article will look at what business rules are and how implementing them can change how you work. We’ll also look at how you can incorporate business rules into your workflows to make them more efficient.

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Posted in Workflow Automation

How to Create an Electronic Signature (A Guide and Related FAQs)

With the continued increase in remote work and our ever more globally connected workforce, it’s gotten much more difficult to get clients, vendors, and other stakeholders in one place for something like signing a document. 

Thankfully, there are plenty of virtual tools that can help create electronic signatures. With this technology, people from all over the world can review and sign documents easily. 

Although electronic signatures have been legally viable for more than 20 years, plenty of businesses still aren’t sure of the best approach for incorporating them into their workflow. 

This guide will show you exactly how to create an electronic signature through several different methods and tools. Plus, we’ll go over some of the pros and cons of electronic signatures and answer your most important electronic signature questions. 

This is a complete guide. To skip to the section you’re most interested in, click the links below: 

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Posted in Procurement Automation, Workflow Automation

Digital Purchase Orders: The Definitive Guide

A purchase order is one of the necessary types of paperwork that many business owners dread. The purchase order process is often long and complex and requires large amounts of back and forth communication. Too often, information gets lost in this type of disorganized communication – and even when it doesn’t get lost, it’s difficult to keep track of everything.

But this bureaucratic pain is no longer necessary thanks to the advent of purchase order automation software.

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Posted in Workflow Automation

Visual Workflow Designer: Benefits, Use Cases, and What to Look for

When starting a new task, you’ve likely figured out a process that works for you. But unless it’s clearly documented, it’s prone to error — you might forget a step or miss something important.

Keeping things in your head also reduces transparency. Managers don’t know where things stand, and your team members are kept out of the loop.

So how can you ensure more consistent results every time you start a task? How can you increase transparency across your company?

Using a workflow designer is a good place to start.

This article will cover what a workflow designer is and how it benefits your organization. We’ll look at its use cases and what features to look for when choosing one.

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Posted in Forms Automation

ADA Compliance: Forms, Regulations, and Best Practices

When we think of accessibility, we often think of physical access — 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.

7.3 million students, or 14% of all public school students, received special education services under the Individuals with Disabilities Education Act (IDEA).

As a higher education institution, you’re committed to fostering an inclusive environment where every person can enjoy the student experience. 

Accessibility has also become important for the government, which must support the needs of a diverse set of constituents. Government also sets guidelines for colleges and universities, healthcare organizations, and other institutions to follow to make sure their facilities and digital properties are accessible. 

Following these guidelines and becoming digitally compliant hasn’t been easy for educational institutions, healthcare providers, and public sector agencies as it requires technical and legal assistance to execute.  

In this article, we’ll cover the levels of compliance, what this means for your online properties, and how to make an ADA form fully accessible. 

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Posted in Workflow Automation

What Is a Workflow Model? Definition and How to Optimize Yours

Missed deadlines, project overruns, duplicate work — these situations are all too common in organizations that rely on manual workflows.

Managers don’t know where things stand or what they can do to help. The lack of visibility in a workflow also puts teams at a disadvantage as it hampers collaboration.

So how can you streamline everyday business activities? How do you keep your team on the same page and hold them accountable for their work?

Start by putting together well-defined workflow models.

This article will cover what workflow models are and the different types. We’ll also look at how you can optimize your workflow models to bring more structure to your business processes. 

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