Posted in Forms Automation

Create Dynamic Forms: The No-Code Guide to Smarter Data Collection

Dynamic forms are the lifeblood of most automated business processes. 

From HR paperwork to automating accounting processes, most of the common ways that our customers use frevvo to save time and money in their business rely on smart forms that are able to do more than just collect text in a box, but perform actions based on those specific inputs. 

This functionality allows businesses to create forms that perform calculations, automatically fill in  information, or customize workflows based on the user’s inputs.

While most users would likely love this functionality, few have the resources at their disposal to achieve a truly seamless experience.

Instead, most businesses capture inputs through forms where users have to type data and read instructions and then still manually process those inputs with human time and energy. Why? Because building dynamic forms can be an enormous expense and investment that many businesses can’t make. 

For most companies, rolling your own dynamic forms and creating custom workflows can drain hundreds of hours of IT time and other resources cost thousands of dollars to implement.

This is why frevvo’s forms automation software includes a Visual Rule Builder (VRB) to allow business users to create dynamic forms without coding. Using the VRB engine with our dynamic form builder, non-technical users can easily define custom rules and logic that control how a form functions while it’s being completed, once it’s been submitted, and when it’s being processed. 

All of the custom functionality that would require manual coding and huge investment to build and maintain can be created with just a few clicks.

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Posted in Workflow Automation

Business Process Automation Explained

In our highly connected business environment, it’s increasingly vital for businesses to embrace digital transformation and increase their efficiency if they want to remain competitive. 

This may seem like an insurmountable challenge for organizations that are still bogged down in legacy systems and paper-heavy processes. However, the light at the end of the tunnel is that digitizing and automating your business processes can save you a significant amount of time and money while freeing employees from repetitive, mindless administrative tasks, so they can focus on doing the work they were hired to do. 

Everyday business processes are the lifeblood of all organizations. From approving purchase orders to authorizing travel to on-boarding new hires to processing student applications, these processes define what employees do every day. They might be three simple steps or may be a complicated 10-step workflow with conditional routing but the general principle is the same: deliver information from Point A to Point B with all the required signatures, approvals and authorizations in place.

According to Forrester, business process automation has the potential to reduce operating costs by up to 90 percent.

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Posted in Approval Processes

Workflow Approval Process: How to Build a Seamless System in Minutes

Businesses must approve all sorts of documents every day, from invoices to time off requests to purchase orders. Without a good approval workflow system in place, all the time (and money) spent on approvals can rapidly start to add up.

Some companies get by with manual approval processes, perhaps relying on the strength of a highly effective operations manager. They email Excel spreadsheets around for signatures, or worse, rely on physical paper forms. But the modest amount of money saved by forgoing a more sophisticated or automated approval system can quickly evaporate through missed documents, lost discounts, and other human errors common with manual systems.

Savvier businesses have an automated workflow approval process.

Join us as we explore the basics of workflow approval, what business processes to automate, how to streamline the process, and how to use one software to do it.

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Posted in Forms Automation

Responsive Forms: The Tactical Guide for Modern, Growing Organizations

The modern workforce is picking up their mobile devices and not putting them down. The BYOD (Bring Your Own Device) trend has skyrocketed in the last decade with nearly 90% of employees connecting to company networks via their mobile devices 

As this trend continues, your customers and employees expect to leverage portability and access forms and business services from anywhere and from any device. This gives customers the flexibility to interact with you anywhere and from any device. It also gives employees the freedom to keep projects moving without being chained to their desktop computers.

The end result? Your organization also saves time and resources as projects get done faster and more efficiently — and provides a better customer experience.  

There is a caveat, though.

Increased efficiency is only possible if people use your mobile apps. Poorly-designed, non-responsive forms keep them from fully enjoying and embracing the mobile experience. And for growing organizations, a frustrating mobile experience creates an unproductive work environment and employee disdain for difficult mobile applications. 

The good news is that virtually any form or workflow can be optimized for mobile. Employee onboarding, contracts and quotes, proposals, expense forms, and more—all from any device, and from any location. 

Let’s go over the characteristics of mobile-optimized forms, what they are and how to implement them into your employee’s workflow. 

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Posted in Education Automation

Workflow Automation for Higher Ed: The 2020 Guide

Higher education has made great strides in embracing digital transformation, yet, much time is still wasted due to administrative inefficiencies. Workflow automation offers the opportunity to eliminate inefficiencies and save time and money by automating tedious manual administrative processes. 

What is Workflow Automation in Higher Education?

Simply put, workflow automation is the process of automating the sequence or chain of events that need to take place in order for a process to be completed. For instance, automating the admissions workflow might streamline the process by electronically routing documents to the right people at the right time without manual email or phone calls. Additionally, the process of notifying students of changes to their application status – as well as other communications – might be automated.

Workflow automation in higher education not only reduces time-consuming busywork, freeing staff up for more important tasks – it also reduces the margin of human error, which has real world consequences for both students and administrators. Critical decisions like admissions and financial aid often hinge on these central processes. 

Staff may struggle to juggle admin with the rest of their workload, resulting in students becoming frustrated by long waiting periods for simple requests that shouldn’t take more than a few minutes to process and provide feedback. 

In fact, fifty-five percent of education managers spend an average of a full workday on “manual, repetitive tasks” per week, according to a 2018 report.

Moreover, when academic staff are preoccupied with administrative tasks, their research and teaching suffers. As such, workflow automation that reduces the administrative burden academics face can be an effective way to attract top talent. 

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Posted in HR Automation

Automate HR: Top 6 Human Resources Functions to Automate for Business Efficiency

Attracting and retaining world-class talent is the #1 influencer of success in the 21st century. As a result, your HR employees play a critical role in your future prosperity. Yet, too many of them waste valuable time on manual HR processes that have become an administrative burden for growing organizations.

Drowning in paperwork, files, email threads, and more manual tasks has crippled HR teams from performing optimally. 

Consider your typical onboarding process: You hire a new recruit. Thirty forms and multiple days later, you’re finally ready to invite the new recruit to work in-house—that is, once you double- and triple-check your forms for errors, re-route the paperwork back to the new hire to fix the errors, route the form to all stakeholders and wait for signatures, and follow up to keep things moving along. 

Add to this employee vacation requests, expense claims, performance management and more, and keeping HR running smoothly can feel chaotic, if not impossible.

This troubling predicament is especially problematic if you are focusing on business growth. Maintaining growth requires getting some help with these HR admin tasks so employees can focus on what’s important – talent.

What is the solution?

Generic HR software requires an overhaul of your department to fit the demands of the software, and custom programming is, well, just plain expensive and skilled programmers are hard to find. 

Thankfully, there is another solution—and it’s cost-effective and easy. Enter HR automation.

To stay competitive in today’s business world, HR departments must evolve to be fully business integrated and need to streamline processes.

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Posted in Finance Automation

Accounting Automation: Building Scalable Financial Ops

Many companies are stuck with old processes when it comes to accounting. 

They rely on Excel spreadsheets, sending them from employee to employee to make updates and circulate those changes. They hold steadfast to manual approvals, which can take days, weeks, or months for a simple sign-off from busy executives. And they hold their breath waiting for the inevitable human error to create an accounting minefield.

Needless to say, all of this can hinder growth for companies. 

But accounting automation can open the door to a better reality.

Automating a variety of accounting and financial operations tasks will lead to smoother operations, saved time, and a better bottom line. In this article, we’ll break down the basics of accounting and financial automation, show which tasks should be automated immediately, and illustrate how to use frevvo to build a scalable financial operation for your growing business.

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Posted in Procurement Automation

Purchase Order Automation: 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.

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Posted in Education Automation

School Process Automation: The Ultimate Guide to Creating Workflows for Education

Students today are more technologically savvy than ever before and school systems should be the same. Some schools still mainly keep records as paper documents in filing cabinets. Others have moved onto the stage of digitizing where physical forms are uploaded to computers and sent back and forth through emails. 

The most advanced schools have started having simple tasks become fully automated. Fully automating tedious tasks is the stage you want your school to be in. This article illustrates the benefits of workflow automation for schools, which processes can be easily automated, and offers a step-by-step guide on how schools can use one platform, frevvo, to get started.

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Posted in Education Automation

Education's Administration Challenge [Infographic]

Many schools today use frevvo to decrease the costs and time spent by faculty and administrators on paperwork. By using online forms and automated workflows, we can reduce the heavy workload carried by an ever-growing amount of administrators.

Increased, and often excessive, spending on school administrators has earned the nickname “administrative bloat.” All levels of education suffer from “administrative bloat,” but perhaps none more than degree-granting postsecondary institutions. For the 2016-17 school year, these institutions spend a total of $584 billion. The more money universities spend, the more tuition prices for students rise.

But schools at the K12 level aren’t immune to education’s administration challenge. The amount of administrative bloat varies significantly depending on what part of the country you are in. Thirteen states, as well as the District of Columbia, spend over a thousand dollars per each student just on administrative costs. On the other side of the spectrum, Arizona only spends around $450 per student and Utah’s administrative costs are $463 per student. As a percentage of total spending, New Mexico spends the largest portion on administrative costs while New York and Massachusetts spend the smallest fraction.

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