Posted in Digital Transformation

Automation and Digital Transformation: The Key to Unlocking Business Growth

Doubtless, by now, you’ve seen and heard people frothing at the mouth in their fervor for digital transformation. If it’s not the buzzword of the decade, it’s certainly in the top ten. Automation is another contender for the top spot. But if both revolve around making business operations more efficient, what’s the difference, exactly? 

Let’s dive in.

Continue reading “Automation and Digital Transformation: The Key to Unlocking Business Growth”
Posted in Approval Process, HowTo, Workflows

Workflows: Approve vs Deny vs Reject

PurchaseApprovalWhile working with customers, I’ve recently noticed that a lot of approval steps in a workflow have three possible outcomes. Consider a Purchase Requisition workflow where an Employee wants to buy something and it goes to his/her Manager for approval. If approved, the next step is Purchasing.
What actions could the Manager take?

  1. He could Approve in which case the workflow moves forward to Purchasing.
  2. He could Reject back to the employee asking for more information in which case it moves backward to the Employee.
  3. Or, he could Deny the request completely (Reject to discard) in which case the workflow should move forward, skip the Purchasing step and terminate.

With frevvo, the Approve case is trivial. It’s the default behavior. Reject back to the Employee is also straightforward. It’s built-in to frevvo and can be configured for any step.
Deny (Reject to discard) is also easy but not so obvious. We’re considering adding this as a built-in feature but you can do this today by taking a few steps.
Step 1. Create an approval section with a Radio button
RequestStatus
The radio has two options: Approve or Deny. Deny is the second (last) option and the Comment property is checked. If the Manager clicks Deny, a text box will show up below the radio asking for details. Note the Name (set to RequestStatus) and Options (values are Approve and Deny) properties of the Radio control. You can also set the control to invisible and create a rule to show/hide it in the appropriate flow step (Manager in this case). For example:

if (form.load) {
var an = _data.getParameter(‘flow.activity.name’);
RequestStatus.visible = (an !== “Employee”);
RequestStatus.enabled = (an === “Manager”);
}

Step 2. Set Preconditions
PreconditionIn the Flow Designer, select the Purchasing step. Set the precondition as shown in the image to:

RequestStatus.value === “Approve”

This will evaluate to true only if the Manager selected Approve in the Radio we created earlier. If it’s false (Manager selected Deny), the Purchasing step will be skipped and the workflow will terminate.
Step 3. Setup Reject
SetupRejectIn the Flow Designer, select the Manager step and then click the Setup Approval/Rejection link in the Properties panel.
In the wizard that shows up, you can check Reject from here, Reject to here, change the label of the Reject button itself and customize the subject/body of the notification email.
Repeat this step for any other step from which you wish to Reject.
That’s it. Now, the Manager can:

  1. Select Approve in the Radio and continue the workflow. It will move to Purchasing.
  2. Select Deny in the Radio, provide a reason and continue the workflow. It will skip Purchasing and terminate.
  3. Click the Reject button and send the workflow backwards to the Employee for more information.
Posted in Approval Process, Forms, Green Schools, k-12, Paperless Schools, Workflows

[Infographic] K-12 Process Automation

infographic_wireframe_frevvo_jan2016_3In previous posts, we’ve described how some of our K-12 school customers are using frevvo to automate routine processes and improve efficiency and services to students and staff. EUSD (Escondido Union School District) has been so successful at this – they’ve automated 8 approval workflows including Absence Records, Mileage Reimbursement, and Budget Transfers in the first three months – that they were even able to decommission SharePoint/InfoPath thanks to frevvo.
The fact is, schools are drowning in paper. Student work, parent & staff communications, travel reimbursements and many other processes are paper-based and require, emailing, printing and scanning.
Yet, for many schools, going paperless means 1:1 education, e-textbooks and expensive $500 gadgets for each student. It’s a fantastic goal undoubtedly but there’s also plenty of much lower-hanging fruit that’s ripe for automation and saving paper, time and money.
Check out this new infographic on the value/benefits of automating day-to-day K-12 workflows.
Every parent is familiar with consent forms for athletics, directory listing, emergency contact etc. (Miami-Dade County, Los Angeles USD). Typically, these require a parent/guardian to sign the form and they’re sent home on paper or printed out at home.
Internal approval workflows like travel reimbursement, field trip approval etc. (e.g. see New Haven USD, Cabrillo USD) are also commonplace. Typically, these are routed to a supervisor for approval i.e. to sign the form. The paper-based process is simply inefficient.
It’s 2016! There’s simply no excuse for outdated, manual systems that cause delays, result in unhappy students and staff and wasted time and money.
frevvo already has pre-built forms and workflows that can be customized in next to no time and deployed online. They can all be signed online, routed to the proper person electronically, used on mobile devices, delivered in multiple languages, generate PDFs, work with Google Apps for Education and a whole host of advanced capabilities. With affordable, cloud-based products for K-12 workflow automation, there’s no need to deal with printing PDFs for signatures, correcting Excel-based time sheets, or tracking down approvals in email.
Learn more by visiting our website. Explore some of the examples, read customer success stories and contact us for more details.

Posted in Approval Process, Financial Process Automation, Workflows

[Infographic] Accounting & Financial Process Automation

Print
In a previous article we talked about how senior finance executives at companies are optimistic about the U.S. economy (56%) and about their own company’s performance (69%). But, they’re concerned about inefficiencies and willing to invest in technology to improve performance.
The fact is that even routine, day-to-day processes such as vendor invoices, purchase orders, and expense reports take an exorbitant amount of time if done manually. Employees and managers are waiting longer than necessary for reimbursement claims to go through, or to order a key piece of equipment. There’s also a much higher rate of inaccuracy in the manual process.
Check out this new infographic on the value/benefits of automating your day-to-day accounting workflows.
It’s 2016! There’s simply no excuse for outdated, manual systems that cause delays in cash-flow, infrastructure investments and responsiveness.
With affordable, cloud-based software for financial process automation, there’s no need to deal with printing PDF sales orders for signatures, correcting Excel-based expense reports, or tracking down approvals in email.
Learn more by visiting our website. Explore some of the examples, read customer success stories and contact us for more details.