Helping Your Traveling Employees Process Contracts on the Road
Technology such as video conferencing has cut down on the need for some business travel. But there are still types of business that must be transacted in person, and that requires employees to hop on a plane now and then. In the old days, not only was actual travel necessary more often, the travel itself […]
Workflows for Tracking Billable Hours: Don’t ‘Wing It’
The business world has always been home to businesses that bill by the hour. The most commonly encountered type is probably the law firm. But many other types of businesses track billable hours too. If you run your own business, perhaps you charge by the hour for your services. Or perhaps you have dealt with […]
Why Automated Workflows Have a Role in the Investment Industry
Financial advisors have always faced strong competitive pressures. New regulations are a continuing fact of life, and market forces have been putting the squeeze on fees in recent years. Therefore, the financial advisor who wants to succeed and scale up simply must run lean and run strong. Automated workflows are the key to consistency in […]
Workflows for Subscription-Based Services
The digital membership economy is growing, largely fueled by cloud-hosted apps and services. Subscription-based transactions are an important component of this sector, because the model makes sense for so many businesses and customers. In the old days, if you needed software, you purchased a software package and installed it on your IT hardware. If your […]
The Importance of the ‘Paper Trail,’ Even if There is No Paper
It’s nice to think we can run our lives and our businesses remembering what we need to, trusting others and having them trust us. And while we may be able to do this much of the time, sometimes proof is necessary. The “paper trail” is as old as the transaction itself, even if it has […]
5 Best Practices for Employee Evaluation Workflows
Employee evaluations receive their share of flak for being time-wasters, for being unfair, or for not making any difference in individual or organizational performance. But employee evaluations don’t have to be dreaded tasks that everyone simply wants to complete and move on from. They can be productive, useful, and beneficial to individual careers and organizational […]
How Customer-Facing Forms and Workflows Can Amplify Your Brand
“Brand” is not an easy thing to measure, because it has such a strong emotional component. While your brand is yours to manage, ultimately it is about how your customers perceive you, rather than about self-perception. After all, it is the customers who determine whether you succeed or not. Your company’s brand is made up […]
4 Online Form Mistakes That Infuriate Users
Online forms are great tools for your business to use in many different ways. They can be used for gathering intel on customer demographics and interests, customer or employee satisfaction surveys, and contact forms on your website–just to name a few. And with so many important jobs, it’s essential to understand how to use forms […]
Workflows with Mobility Take Asset Management to a New Level
In simplest terms, asset management is keeping track of things. Just as you expect your children to keep track of their jackets, backpacks, and other items when you send them off to school, businesses rely on keeping track of their resources to minimize waste and duplicated effort. Most businesses that employ more than one or […]
Is ‘Journey-Driven Design’ the Next Workflow Evolution?
The concept of “mobile first” in the context of user interfaces for work processes and customer-facing transactions has been at the forefront of automated workflow development for several years now. And while mobile device use is as strong as ever, the typical user may switch between devices at multiple points during a process, particularly in […]