How Workflow Automation Helps Businesses Cut Costs

Monday, January 25th, 2021 by ehuezo

Robotic arm.

Extracting value from automation doesn’t necessarily mean replacing people with robots.

How Workflow Automation Helps Businesses Cut Costs

Whether you’re just starting out or you already have an established company, you know the importance of keeping costs down. In fact, many company leaders focus on this area because it is directly related to a business either thriving or barely surviving. One of the best ways to keep costs down is to implement business workflow automation into your everyday office routine. Not convinced about this technique just yet? Here are three reasons that workflow automation helps businesses reduce their day-to-day costs.

Reduces Administration Errors

There are plenty of ways that administration errors can cost your company thousands of dollars. Let’s begin with your accounting department. When a lack of structure is in place within your accounting department, customer payments are the first thing to be noticed, and the first thing that’s going to cost you the most money. When you aren’t charging the right amounts to your client, you are placing yourself at risk of looking unprofessional. This can quickly lead to clients leaving you for your competition as they do not feel comfortable working with you anymore.

Another common error made is the loss of data. In today’s business world, data is often more valuable than cash. This is because data provides you with a route to more customers. However, when data isn’t handled efficiently because of a lack of workflow automation, then it can quickly land in the wrong hands.

Keeps Inventory Accurate

If you’re a company that ships out physical products, you know the importance of keeping an accurate account of your inventory. Inventory can cost a business thousands of dollars if not handled properly. By implementing a proper workflow plan, you are better able to keep an accurate count of your inventory, thus reducing the amount of money being left on the table. Some of the ways you can accomplish this is by implementing software that can tell you in real time the amount of inventory on hand and what has shipped. If budget is an issue, there are plenty of software products out there for such tasks.

Maintains Productivity After Employee Departures

One of the costliest issues that arises within a company is having productivity coming to a screeching halt when one or a few employees leave the company. By implementing a proper workflow design, you are ensuring that this issue is nonexistent. Your staff will automatically know what to do when work is left undone by an existing employee, keeping your productivity up and your cash flow moving within the green.

Having the right workflow process in place can save your company lots of money. Check out our workflow process software today to see how we can help your business cut costs.

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How to use workflow software to help manage new changes to your business brought on by the COVID-19 pandemic.

Thursday, October 15th, 2020 by ehuezo

How Workflow Software Helps Businesses Manage Changes Due to COVID-19


There remains a lot of uncertainty in the world about how to adapt to the effects of COVID-19 and prepare for equilibrium post-pandemic. Operations of all kinds have been affected, resulting in economic implications for small businesses, education, banking, health care, manufacturing and many other industries.

However, social distancing measures, such as working from home, have led to a dispersed and disparate workforce. To maintain business consistency and product quality, automated workflow software has emerged as a vital productivity asset.

Automated Workflow Software

Workflows are essentially a set of work activities in sequence or processes that run in parallel. Workflow software is a form of business process management that uses the same series of logic to automatically track and manage such processes as data entry or approvals. This allows a business to update an entire team on progress, conserve all relevant data and streamline manual tasks.

How Workflow Software Helps Businesses

Versatile and adaptive workflow applications from PerfectForms adapt to multiple business requirements. Our software can enhance process visibility, communication, compliance and development/deployment while minimizing IT dependence and enabling cost savings. This will come in handy for many industries impacted by the pandemic.

Remote Workers

Automated workflows allow employees working from home, hourly workers or freelancers to record the amount of time dedicated to projects or tasks. These workflows are commonly known as time-tracking applications. They can also apply to professionals, such as accountants or lawyers, who bill by the hour. Workflow software consistently updates employees on the project process and alerts them to tasks remaining to complete as well.

Health Care

Workflow software can optimize multiple areas of health care work. While health care systems use optimized information with automated forms to recruit new personnel in the face of surging patient numbers, caretakers and nurses themselves can utilize automation to eliminate administrative tasks like recordkeeping. This allows professionals to devote more time to patient care.


Due to the pandemic, physical contact at banks has been significantly reduced. That’s why branches are turning to more digital solutions and services. These include the processing of identity documents in various formats to ensure no disparities exist between relevant stored and existing data.


Workflow software

You practice asset management in your home and work life, whether you realize it or not!

Due to the coronavirus, schools have had to quickly adapt to remote online education. Workflow software is an effective solution for keeping track of student progress, streamlining and centralizing homework review and even taking roll call. Higher education also benefits by eliminating complicated paperwork through digitized administrative and student information from forms or a series of processes.

Government Services

Optimized workflows have enabled government services to reduce or eliminate document management and manually intensive work. Furthermore, software helps to expose data or information errors in high-demand situations, such as a spike in business loss claims or unemployment claims due to COVID-19.

PerfectForms makes it easy to assemble workflow software and data forms. To find out how PerfectForms can help your business adapt to new realities, visit us online today.

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Why You Need Workflow Software

Friday, August 14th, 2020 by ehuezo

A business can only succeed when the right decisions are made about costs. With careful consideration about the needs of the organization, it’s possible to improve operations with cost effective solutions that truly enhance productivity. Workflow software is considered one of the most common solutions for operational essentials for businesses of all sizes. Although many businesses will benefit from business process management software, you’ll want to decide if it’s right for you.

Workflow Software: How Does it Work?

Workflow software was created to automate processes based on the needs of each business. From cash flow to human resources and everything in between, you can easily find your way to improved productivity with the right software. BPM software can help to control costs, improve efficiency on day-to-day tasks, and give you insight into your productivity.

PerfectForms workflow software gives you total control over your business processes. You can create workflow applications from scratch, use templates, and access support when you need it most. To find out more about how PerfectForms improves processes for businesses of all kinds, view our Customer Testimonials or contact the PerfectForms team today.

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Essential Financial Institution Workflow Tools

Friday, July 31st, 2020 by ehuezo

All industries face challenges with meeting deadlines and sticking to strict budgets. With economic issues around the world to contend with, businesses today must continuously seek out ways to improve operations and cut costs in order to stay competitive. Workflow tools have become an essential part of streamlining tasks for all industries. For financial institutions, workflow management software can simplify the most complex procedures in order to save time in day-to-day operations.

BPM software

The Most Common Finance Workflow Tools

For financial institutions, there are many essential processes that are performed routinely. With workflow tools, it’s possible to automate these tasks in order to save time and money on operations. Some of the most common uses for workflow management software in financial institutions include:

• Cash Management
• Sales Processes
• Account Setup
• Employee On-Boarding
• And More

PerfectForms allows financial institutions to create custom workflow applications and tools from scratch, all without a single line of code.

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Data Collection Made Simple with Automation

Friday, June 19th, 2020 by ehuezo

Business Process Automation Makes Things Easier

In the business world, we are often too busy to focus on more mundane tasks. From creating, maintaining, and updating spreadsheets to filing electronically and manually, the sentiment that time is money couldn’t be more real today. To stay abreast of the competition, you should simplify these necessary yet tedious tasks so you can continue to focus on growing your business. What’s the best way to simplify data collection in business? Business process automation.

What Is Business Process Automation?

Business process automation (BPA) is automation that is technology-enabled for complex business processes. It is also known as a digital transformation where you can simplify your business, improve service delivery, increase service quality, and contain costs.

How Does It Work?

Business process automation includes restructuring labor resources, utilizing software applications throughout the company, and integrating various applications. More companies are now using robotic processes automation. This emerging field, alongside BPA, uses artificial intelligence as a data-exchange layer for creating better workflow. This process adds convenience and speed to the workflow process.

Ways You Can Utilize BPA

In addition to using business process automation with artificial intelligence, companies can use this system in the following ways:

    • Contact Sales: The sales department will be prompted easily and quickly as required.
    • Mobile and Offline: You can have an automated process of creating mobile forms and use the offline field data collection as needed. In some cases, you may be able to do other things, such as collecting mobile and web forms by embedding them on your site, using mobile apps, or sending a link.
    • Automation of the Manual: Your team can receive data from you quickly by filtering the review and automating it all in one place.
    • Email Automation: You may automate branded emails by sending your team a customized mail and attached files, such as a PDF.
    • Process-Driven Messaging: You can gain insight from reports that go beyond just a spreadsheet. Advanced filters are also available to assist you in finding data trends. In addition, this service may have the option to optimize your data exchange layer in the following ways: the building of integration between each platform by mapping out your end-to-end process workflow, and giving you the logic to create your process by utilizing triggers, workflows, and jobs.
    • Compliant and Efficient Forms: You can have all your processes and forms available to be searched safely and securely in one place.
    • Security: All your forms can be secure web forms. They can also be encrypted so you can have a broad array of integrations for all accounts.
    • Form Field Logic: You will have the ability to have smarter forms that are tailored to your users.

For more information about business process automation, contact us at PerfectForms today. With help guides, demos, and more, our team can assist you step-by-step with this efficient system.

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Onboard New Recruits with Automated Forms

Friday, May 22nd, 2020 by ehuezo

Whether you run human resources at a large company or own a small business, the process of onboarding a new employee is time-consuming and difficult. As part of an overall business process automation plan, using automated forms can help reduce overhead costs and cut down on time spent collecting relevant onboarding documents.
Engage New Employees From the Beginning

Regardless of the size of the company, every new hire wants to be fully engaged from the moment they sign on. Without business process automation, things like document collection and benefits enrollment start falling through the cracks, and new employees could feel left out and frustrated.

With automated forms, you leave nothing to chance. A human resources system takes care of everything when the process is automated, allowing the company to focus on more important tasks and increasing employee happiness from the very beginning.
A Streamlined Intake Process for HR Employees

Collecting, collating and record-keeping are all essential when onboarding a new employee. With business process automation and the right automated onboarding forms, everything can be done seamlessly without direct interaction from the HR department.

One of the most time-heavy tasks performed by human resources is preparing and printing new hire paperwork. Even after the onboarding documents are signed by the employee, the HR department must triple check everything for accuracy. Automated employee onboarding forms can help HR keep track of a new hire’s progress without physically sitting next to them to make sure everything is done right. Automated forms also ensure all documents and entries are stored and recorded accurately.
Increased Profitability

Companies are always looking to increase profitability and reduce overhead costs. Automated forms help achieve this by reducing printed paperwork and time spent completing the onboarding process.

In many cases, a normal onboarding process can take more than three days to complete. From filling out federal and state tax forms and signing company-related agreements to reviewing and signing up for benefits, the amount of paperwork involved is astronomical.

Using automated forms as part of a business process automation system removes the need for printed paperwork and significantly reduces the time needed for employees to print, record and properly store everything. Increased profitability is realized when anything like employee onboarding is automated.
A Culture of Technology

Technology is being integrated with nearly every section of running a business. Whether it be marketing automation, logistics, or project collaboration, harvesting a culture of technology is now essential to attracting top-tier talent and retaining the best employees.

This can all begin with implementing the right business process automation system using automated forms for onboarding. From the very beginning, give new hires the right experience by utilizing the best technology to help with intake.

Learn how automated forms can help improve your new recruit onboarding process by signing up for a free trial at PerfectForms today.

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What is form creation?

Monday, May 18th, 2020 by ehuezo

Increase Workflow by Using the Best Software

The notion that workflow automation is replacing human resources is not true. Automation promotes efficiency by enhancing employee productivity and therefore allowing them to get more done in a shorter amount of time. This concept not only helps companies become more successful, it also helps alleviate much of the stress on human resources.

You Are What You Input

The common mantra, “You Are What You Eat” is also true of companies. In other words, the success of any endeavor is a product of the effort and persistence put into it.

While effort and persistence are admirable, you don’t have to make your employees complete tasks that can easily be automated. You can make their jobs easier with form creation software. This type of software lets employees engage in other tasks, and it gives them time to come up with new ideas.
Steps for Form Creation

Form creation is much like creating any other product. You must first know what your objective is for the form and then create a foundation to support it. Make a list of tenets that the particular form must accomplish, track or record to “pass” the performance. Much like any other “test,” there is a pass/no pass outcome. Sometimes this is also referred to as a “if…then” outcome.

Workflow software

Digital process automation builds upon the principles of business process management.

Here are some concepts to help get you started on how to create the best form for your needs:

1. What is the main objective of the form needed?
2. Once you have established an objective, set the “if….then” workflow/chart.
3. It may be helpful to first manually draw a workflow chart as a visual graphic before attempting to create a form.
4. Know that almost any and all tasks within an organization can be tracked or recorded with the correct tools.

Form Creation at Its Personalized Best

The most common resources that almost every company must manage are time, money, inventory and human capital. Once you have determined the objective of your form(s), the next step is to determine what information must be gathered, measured and ascertained and in which direction the confirmation will travel once it has been satisfied.

The beauty in creating your own business automation forms is tracking just exactly what your company needs without all the superfluous fluff. Better yet, your workflow forms can be modified, updated and/or deleted as required.

Smooth Workflow, Happy Employees

Form creation software can help your employees do their jobs easier, which will make them happier. They won’t have to focus on menial or repetitive tasks and can instead put their energy towards new ideas. Plus, a smoother workflow is better for your business’ bottom line.

Visit PerfectForms today to see how our software works.

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Use Electronic Forms to Build an Effective Business Automation Process

Wednesday, April 29th, 2020 by ehuezo

Ways to Build Business Process Automation

The first step towards automating a process is setting precise objectives. With those in place, it becomes easier to set up stages in the automation process. Electronic business forms come in handy whenever you need information from visitors.

Once they fill out the form, you can add the information to your database. From there, it’s a straightforward matter of putting in the proper workflow.
Streamline Business Process Automation

Automating business processes is a winning proposition for all companies. Automation reduces human error and increases speed. For routine operations, there’s no logical reason not to use this powerful technique.

Forms are useful because it’s easy to interface their input with your current data. Once you do, you have even more inputs to consider. For companies that are manually collecting user information, using forms alleviates a single point of failure. Not only that, forms help companies personalize more.
Monitor, Measure, and Adjust as Needed

Implementing forms and automation is a process that needs monitoring. You need to ensure that the workflow is proper and that the automation is meeting objectives. Constant measurement of results will keep things moving nicely and will give you enough information to adjust any details if needed.

In addition, forms are flexible and allow you to change them as needed. If you decide to alter your data and want more from customers, it’s simple enough to improve the automation flow.
Automate Processes to Increase Scalability

Automating a process reduces the most common errors. That’s the first step towards scaling up because scaling with mistakes is a quick way to lose business. The critical workflow in a modern business process needs the following characteristics.

• Scalable
• Automated
• Fast Implementation
• Flexible

In the past, implementations took a long time and relied heavily on technical support for coding. Now, using electronic forms, the ability to automate a process is in the hands of non-technical users. That’s powerful because companies have many more such users than they have trained IT staff. Empowering people to create automation speeds up the time to market for improvements.
Process Transformation Is Gaining Traction

Businesses are embracing process transformation because of the benefits. Most companies are moving (or have moved on) from paper-based workflow to data-driven solutions. As they do, they realize additional savings and watch the speed of their processes surge.

Even the smallest initiative will reap the rewards. Business process automation is a chance to transform companies to become more competitive.

It’s okay to start slowly and then build on the momentum. If management isn’t yet seeing the value of BPA, a demonstration of savings and additional gains will convince them. At PerfectForms, we have workflow software that can help improve your processes. Check out how simple it is to create your first form and workflow.

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Build applications to support new COVID-19 related workflow processes

Friday, April 10th, 2020 by ehuezo

The Coronavirus (COVID-19) has presented unprecedented challenges around the world.

It is inspiring to see people, as a community, come together virtually and on the front lines to help others as we do our best to minimize the devastating impacts. At a time like this, technology can help us overcome challenges associated with new protocols and facilitate remote work to keep employees safe and productive. At PerfectForms, we are seeing customers in healthcare, government, school districts, colleges and many other industries implement new workflow processes, online forms and reports to manage and monitor their response to COVID-19. Examples of some COVID-19 related workflow processes, online forms and reports include:

· Employee leave tracking/reporting
· Mandatory compliance reporting and audit tracking
· Asset management tracking
· Health related assessments
· Inventory tracking
· Time tracking/reporting

With PerfectForms, you can build online forms and workflow applications that meet your new requirements and launch the applications faster than traditional development methods. We also offer professional services if you need help implementing new processes quickly, in case you may be experiencing resource constraints. Please reach out if we can help you. We hope you, your family and coworkers remain safe and healthy during this challenging time.

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How Business Process Automation Makes It Easier to Track Sales Inquiries

Friday, April 3rd, 2020 by ehuezo

How Business Process Automation Makes It Easier to Track Sales

Business process automation can replace manual labor for recurring business procedures. It minimizes cost, streamlines operations and improves efficiency. It helps reduce the amount of tiring paperwork that consumes time and results in worker dissatisfaction.

Here’s how business process automation will help you solve problems in your business and increase sales.

Streamlines Business Communication

Holding meetings every time you need to pass any message across takes away valuable time. Information sent among employees through emails, phone calls and talks can pass through quickly and effectively. Using the right automated system will help send messages to all in a uniform way that is understandable.

It also improves customer relations as communication lines are always open. Misinterpretation of emotions is limited as the voice is still professional. Automated messages also come in handy when there are no employees available to handle customers. The automated messages can still engage customers.

Reduces Production Time and Cost

Using business process automation dramatically reduces the time that goes into manual processes. The extra time the automation saves can be put into use for coming up with innovative ideas and adding value to the business.

Manual processes are more prone to inefficiencies and mistakes. The right workflow software, however, helps reduce the cost that arises from such errors. It also saves on labor costs that the business would incur if its employees were doing the work.

Enhances Customer Service


Excellent customer service is vital for any business growth, and business process automation provides it effectively. When issues arise and a customer care agent is not available to solve them, clients will not be happy. Automation helps address the problems as soon as they appear, helping retain old customers and gaining new ones.

Storing customer details such as their purchases, queries or complaints through sales process automation saves time. In case a customer calls, they don’t have to start giving the same information over and over again. It also makes customers know they are valuable to your business, making them come back again.

Improves the Quality of Goods and Services

Automation performs all processes with accuracy with little or no errors. It ensures there is efficient usage of materials, which reduces waste. As it requires less human labor, there’s a reduction in workweeks, allowing workers to rest and saving on labor costs.

It also assures the safety of workers, especially where heavy machinery is in use, thus saving lives and insurance costs. Automated systems, compared to humans, produce goods with fewer discrepancies, which improves product quality. It also allows for increased production with little or no extra cost.

Business process automation helps take care of repeated tasks and allows workers to focus on more critical duties that increase sales, innovation and growth. Contact us to get the right workflow software for your business and to automate your business processes.

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