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Business Process Automation: Definition, Benefits and Examples

Business Process Automation: Definition, Benefits and Examples  Definition  A business process is a series of linked tasks which are undertaken for the purpose of achieving an organisational goal. By business process automation, it refers to the employment of technology to

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What Is Reimbursement? Definition, Types and Templates

What Is Reimbursement? Definition, Types and Templates A. What is reimbursement?  Reimbursement is a monetary payment made by an organisation to an employee for expenses incurred with his/her own money, and also includes the compensation made by an organisation to

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Request Form Building: Tips And Templates

Request Form Building: Tips And Templates When will we need a request form? Request forms comes in handy in numerous business processes. Here are a few examples:  ​​Maintenance/Repair Request  Request for Quotation  Change Request Budget Request  Absence/Leave Request  Information Request 

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Client Onboarding 101: Definition, Process Checklist and Templates

Client Onboarding 101: Definition, Process Checklist and Templates Client onboarding isn’t so different from employee onboarding. While employee onboarding involves integrating new members into an organisation, client onboarding is all about welcoming new customers to a business. Both processes revolve

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Remote Employee Offboarding 101: Definition, Tips and Procedure 

Remote Employee Offboarding 101: Definition, Tips and Procedure  An employee offboarding process occurs when an employee undergoes permanent separation from the organisation. Employee offboarding can either be voluntary— i.e. the employee makes the decision to resign, or involuntary— i.e. the

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Forma: What’s New- Added Form Field, Workflow Building Upgrades And More

Forma: What’s New- Added Form Field, Workflow Building Upgrades And More We’ve got much to announce this week! Improvements have been made to form and workflow building, and our status plugin has finally been deployed live. Read on for the

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How Does An Online Purchase Order System Work?

How Does An Online Purchase Order System Work? 🤨 What is a purchase order (PO)?  You may be wondering, what on earth is a purchase order? At times, things can be a little more complex than they sound. If you’ve

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Sales Process: A Guide to Maximise Your Sales Performance This Year

Sales Process: A Guide to Maximise Your Sales Performance This Year  What is a sales process? A sales process, also known as a sales cycle, is a repeatable procedure undertaken by a business to secure prospective customers. Sales processes involve

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Forma: What’s New- Building a Community Based Portal, Migration to New Servers and more

Forma: What’s New- Building a Community Based Portal, Migration to New Servers and more   From website improvements to plans for a new community based portal, we’ve got some groovy announcements coming your way… Read on to find out more.  1. Migration to FreshDesk + FreshChat, Microsoft

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Accommodating An Effective Change Management Process In Your Organisation

Accommodating An Effective Change Management Process In Your Organisation Let’s first define a change management process:  A change management process occurs when an organisation makes modifications to its system both internally and externally. In doing so, the organisation is required