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Workflows Made Easy APPROVALS TO AUTOMATE IN 2015

Workflows Made Easy: Approvals to Automate in 2015

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Page 1: Workflows Made Easy: Approvals to Automate in 2015

Wo r k f l o w s M a d e E a s y

A P P R O V A L S T O A U T O M A T E I N 2 0 1 5

Page 2: Workflows Made Easy: Approvals to Automate in 2015

In 2015, abandon old-fashioned,

labor-intensive processes in favor of

simple, cloud-based approval

workflows. With technology

advancing at lightning speed, make

sure your business is up-to-date with software including great features like

built-in mobile. Try customizable approval workflows from frevvo so you can

focus on customers – not paperwork. This presentation discusses the many

ways frevvo can improve efficiency at your business.

STOP WASTING

TIME AT WORK

Page 3: Workflows Made Easy: Approvals to Automate in 2015

ELECTRONIC SIGNATURES One common workflow process is

signature collection for important

documents. For example, signing NDAs

for clients can be a lengthy process

involving printing, signing, and scanning

– and sometimes even routing the

document to a physical storage space

like a filing cabinet. frevvo allows for

easy electronic signatures using a

mouse or mobile device, then

automatically saves, emails, or

publishes your document to the cloud.

Page 4: Workflows Made Easy: Approvals to Automate in 2015

SIMPLIFIED

APPROVAL

WORKFLOWS frevvo also makes it easy to simplify

multi-person approvals, such as

communication between HR,

a manager, and an employee during a routine office transfer request. With

user-friendly form builders, frevvo can automate this process without the

need to sort through emails or repeatedly check-in with HR. With the help of

built-in reminders and notifications, frevvo can speed up communication

from team to team.

Page 5: Workflows Made Easy: Approvals to Automate in 2015

CONDITIONAL

APPROVALS

MADE EASY

Depending on input from a

customer or employee when filling

out a form, your document may sometimes require conditional approvals. For

example, an expense request may always require a manager's signature, but may

only need approval from a CEO depending on the total amount billed. With

frevvo, it’s easy to route requests exactly where they need to be based on

certain conditions. This way, employees don’t need to remember separate

instructions or go searching for different forms.

Page 6: Workflows Made Easy: Approvals to Automate in 2015

MULTI-LANGUAGE

ASSISTANCE

In today’s global marketplace, it’s

common to engage with vendors or

clients who speak other languages. For

example, a health care center in a large

city may require forms for patients

who speak a language other than

English. frevvo’s software comes with a

cache of pre-translated, commonly

used templates. Or, make your own

using the simple builder tool.

Page 7: Workflows Made Easy: Approvals to Automate in 2015

ELECTRONIC

APPLICATIONS

Lengthy forms, such as

applications for higher

education or government

paperwork, can waste lots of

time and paper. With frevvo,

move paperwork to the cloud

and make the application

process easier on everyone.

Simply save as you go and

submit when you’re ready

with the click of a button. No

more wasted paper – and

save on postage, too!

Page 8: Workflows Made Easy: Approvals to Automate in 2015

frevvo’s software makes it a cinch to process anonymous approvals that must

be handled outside of an organization. For example, if a work order is started

internally, it may need approvals and a counter-signature from a customer or

client. Let the customer skip the tedious process of printing, signing, scanning,

and sending the document back, and use frevvo’s electronic capabilities

instead. frevvo makes it easier than ever to create a digital form that can be

accessed with a simple link, then sent back instantly from any device.

ANONYMOUS APPROVALS

Page 9: Workflows Made Easy: Approvals to Automate in 2015

WHAT MAKES

FREVVO

DIFFERENT?

• Built-in mobile: No more squinting

to find the right button on your

smartphone or tablet. frevvo

software is designed for – and looks great on – mobile devices.

• Notifications: We all forget. frevvo’s notification system sends alerts

when documents are missing or completed, so your employees can

be more productive.

• Easy exporting: No more scanning or even (gasp) faxing. frevvo

allows for easy sharing with the click of a button.

Page 10: Workflows Made Easy: Approvals to Automate in 2015

Contact Us

frevvo is a cloud-based software

provider that helps solve real

business problems. With easy-to-

use web forms and approval

workflows, frevvo has helped over

400 customers increase productivity

and reduce business costs.

For more information:

Call: 1.203.208.3117

Visit: www.frevvo.com

Page 11: Workflows Made Easy: Approvals to Automate in 2015

Summary

• Use frevvo to get rid of unnecessary paperwork and increase efficiency. With more free time for customer satisfaction, and less energy spent checking on documents, frevvo can help directly impact the profitability of your business.