Blog

Managing an NGO with Form Workflow Plus

No comments

Working in an NGO (Non-Government Organization) can require a lot of effort. Beyond addressing important sectoral issues, one has to hurdle dealing with limited resources, allocating budget, and managing manpower. At the end of the day, the fulfillment of having made an impact in uplifting human lives is a reward in itself.

Managing an NGO need not take a lot of one’s time. Using the native apps of G Suite can help with communication (Gmail), budget planning (Google Sheet), and creating technical documents (Google Doc). A workflow app based on G Suite would be a perfect addition to an NGO worker’s tools. Here’s how Form Workflow Plus can help with NGO work:

Setup approval process in minutes

Fresh from college, Andrew joined an NGO working with food security in Southeast Asia. After stumbling upon Form Workflow Plus on the G Suite Marketplace, he was able to set up a procurement workflow in minutes. The add-on worked seamlessly with their organization’s G Suite apps. The feature he liked most is the flexibility of the add-on to accommodate as many reviewers as his workflow requires.

Notes feature for approved requests

Andrew soon learned that he can activate a Notes feature on Form Workflow Plus. This came in handy for attaching Invoice Numbers as well as Purchase Order Numbers for approved requests. Keeping tabs on the team’s procurement workflow has never been easier.

To learn more about customizable notes on Form Workflow Plus, visit this guide.

Conditional approvals for automatic request routing

Sabine is part of an NGO seeking to improve child development in remote South American villages. Given the need for transportation, she manages car repair requests as approved by their regional office. This helps efficiently schedule mechanic visits. For this, she used Form Workflow Plus to automatically route requests depending on the repair type. Having automated the approval process allowed Sabine to focus more on her organization’s advocacies.

Form Workflow Plus offers discounted pricing for non-profits

Chris was happy to learn that Form Workflow Plus offers 40% discount for non-profits. He works as the IT Coordinator for an NGO in the education sector. The lower subscription fee allowed them to allocate budget for teaching materials instead.

Try Form Workflow Plus for free here. Reach out to support@wizy.io to check if you’re eligible for discounted pricing. Feel free to book a demo as well:

Marko ArcegaManaging an NGO with Form Workflow Plus
Read more

Managing the Digital Office with Form Workflow Plus

No comments

Every office has unsung heroes. These are the diligent staff who make sure printers never run out of paper. Like clockwork, there’s the receptionist who has a steady supply of fresh flowers to greet guests, or the secretary who makes sure stationeries are always on hand. They work in the background and devote efforts toward the smooth running of the office.

Running an office needs uncanny attention to details and anticipating needs. Without a doubt, the number of tasks can often be overwhelming. True to the mantra of working smart, managers need not fret over spreading themselves too thin. Workflow apps can take the burden off of these tasks by automating validation processes. Here are ways a workflow app such as Form Workflow Plus can be an essential tool for the successful office manager:

Break free from repetitive and manual tasks

Robert is in charge of printing business cards in a legal office. They adapted to G Suite for their office apps and this turned out to be a godsend. He created a form for collecting printing requests and plugged this into Form Workflow Plus.

It took him a few minutes to setup the 2-step approval process and saved a lot of man-hours. He used to manually receive, queue up, and archive paper forms. With their switch to digital apps, he got to devote more time towards organizing the office R&R, a committee he also felt passionate about.

Form Workflow Plus is available for a 14-day free trial here.

Track tasks and have a record of approvers for transparency

Beth has worked for almost a decade as the receptionist in a 5-star hotel. She has established a reliable network of suppliers for flower arrangements. In her line of work, bouquets never failed to bring about the welcoming atmosphere.

Beth needed to make sure she’s always on top of the schedule of guests. As these bouquets come at a cost, she used Form Workflow Plus to establish a budget approval tied with the bouquet request and supplier details. Since the add-on tracks requests on a Google Sheet, it’s easy to monitor the queued tasks and supplier contact details.

One feature she likes most is the ability to route requests to different approvers depending on the cost. For her approval workflow, those who stamped their approval were automatically logged on the worksheet for transparency.

Web app for the on-the-go approver

Reese has been in charge of approving office supplies requests for boxes, stationeries, and other small equipment. As a sales representative, though, she needed to be outside the office most of the time to meet with potential customers.

Not wanting to break the supply chain, she set up an approval process using Form Workflow Plus. The add-on includes a web app where she can log on and find all pending requests in a single place. Working with approvals has never been easier as she can set decisions in bulk and be done with the task in a few minutes.

Access a rich Help Center for use cases and FAQs with a dedicated Support Team

We’ve prepared a repository of guides and how-tos to ensure your success with Form Workflow Plus. Search for FAQs and tips to make sure the add-on works for you, here.

If you find yourself in a situation not covered by the Help Center, Form Workflow Plus has a dedicated support via support@wizy.io.

If you’re a manager tasked with jumpstarting office operations after the pandemic lockdown or looking for an app to automate workflows, we got you covered. Book a demo now or sign up for free!

Marko ArcegaManaging the Digital Office with Form Workflow Plus
Read more

Letting Your Business Thrive Amidst COVID-19

No comments

Putting up a business can be both exhilarating and challenging. Consider Maria, who recently organized a team of fitness professionals. She’s fulfilling a life-long dream of spreading the benefits of health and wellness by creating personalized programs for clients. However, Maria’s months of planning was threatened to be shelved when the COVID-19 pandemic hit.

Ever the optimist, her team embarked on moving their operations online. They’ve refocused to bank on the wide reach of the Internet in providing their services. As a G Suite user, make the most of the native apps (Docs, Sheet, Form) by using these to manage your processes. Here are essential tips in making your business thrive in the midst of the COVID-19 pandemic:

Establish your online presence with a regular stream of promotional contents

Take advantage of social media, blogs, vlogs, and newsletters. It helps to plan ahead by scheduling a lineup of contents. In Maria’s case, she created a team of editors and established an approval process for queuing topics for publication. They’ve set to the task of promoting their advocacies paired with activities that can be done at home. These were opportunities to send out offers to potential customers regarding their health and wellness services.

A workflow app such as Form Workflow Plus helped automate their approval process for online contents. Its ease of setup allowed Maria’s team to focus more on fleshing out ideas instead of devoting hours manually managing requests. At the end of the day, the add-on helped track which ideas were approved then queue them for publication.

Form Workflow Plus offers a 14-day free trial. Sign up here.

Reach out with a personal touch

This pandemic has forced people to shy away from crowds and face to face interactions. Take this opportunity to deliver messages of assurance. Highlight how your business can bridge physical and emotional gaps.

For Maria, she emphasized the importance of providing personalized wellness programs. Her newsletters provided practical tips and offered their services via video conference calls.

Engage your potential clients to generate a buzz around your products or services

With the wide range of smartphones and compact cameras, creating personal videos has never been easier. These can be published on social media sites such as Facebook or YouTube to reach a wider audience. Use these channels to create short videos highlighting product features and personal anecdotes.

For Maria, her team prepared 5-minute exercises that were easy to follow. They also prepared a series of chair yoga poses for those working at home.

The next step was to host webinars to promote health and wellness while on lockdown. These sessions paved the way to web-hosted group exercises. To add a personal touch to their customer communications, they used G Merge Plus in sending out invitations. This add-on also helped Maria’s team create personalized certificates of participation for the attendees.

G Merge Plus offers a free trial. You can sign up here.

For Maria’s team, customers began signing up for their personalized programs. Through word of mouth referrals and their quality online contents, Maria’s business was able to survive and even thrive amidst the pandemic.

If you’re a business owner whose operations recently moved to the cloud, Form Workflow Plus and G Merge Plus can help you. Book a demo today:

Marko ArcegaLetting Your Business Thrive Amidst COVID-19
Read more