Posted in Forms Automation

How to Populate an HTML Form from a SQL Database

Most of your company’s important data likely lives in a SQL database.

Practically every organization has at least one SQL database and often many of them. 

But, here’s the rub: Most of your company has no idea what SQL even means, let alone how to get the information they need out of the database. So, that means your IT or development team spends an unreasonable amount of time either manually running queries and generating reports or building one-off applications and HTML forms for every department under the sun to get the data they need.

It’s not a good use of time.

What you need is a form builder with configurable SQL database integration that can help you stand up solutions quickly. Rather than rolling your own applications, you can use frevvo to build custom forms, configure advanced workflows, integrate data from a MySQL database, and ship a solution—in about an hour. 

Note: This is a fairly technical article that contains SQL queries, JavaScript etc.

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Posted in Forms Automation

How to Create Dynamic Forms with No Code

Dynamic forms are the lifeblood of most automated business processes. 

You can customize them to perform calculations, populate fields from a database, and validate form submission data. You can even incorporate them into automated workflows.

So why aren’t more organizations using dynamic forms?

Because rolling out dynamic forms and creating custom workflows can be a major investment that many businesses can’t make.

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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

How to Create an Approval Process Workflow

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 solution can quickly evaporate through missed documents, lost discounts, and other human errors common with manual processes.

Savvier businesses have an automated approval process workflows.

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

The Guide to Workflow Automation for Higher Education

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 Higher Education Workflow Automation?

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

6 Real-World HR Automation Examples in Action

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 other rote, repetitive, manual tasks has kept HR teams from performing at their best. 

Consider your typical onboarding process: You hire a new recruit. Many forms and 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 situation is especially problematic if you’re focusing on business growth. Sustaining growth means improving the productivity of the HR team so they can focus on what’s important – talent.

So 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 time-consuming. 

Thankfully, there is another solution—and it’s cost-effective and relatively simple to implement. Enter HR automation.

In this post, we’ll cover:

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Posted in Finance Automation

4 Easy Steps to Automation of the Accounting Process

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.

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Posted in Education Automation

School Workflow Automation: The Ultimate Guide

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 Forms Automation

Automated Form Processing: A Tactical Guide

Efficiency is key for high-performing businesses. Inconvenient as they are, forms, from purchase orders to travel requests, are unavoidable and abundant. Forms typically require approvals where one or more supervisors may comment and sign, and processing where the completed data fields are entered into an electronic database. This can be done manually or automatically. 

Automated form processing is much more efficient and has significant advantages over manual processing. Forms automation software streamlines tasks, saving staff time and reducing errors. Learn the benefits of automated form processing, how it works, and the best form automation software for your business.

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