06 Dec
Data Collection Methods: A Guide For Beginners
Data Collection Methods: A Guide For Beginners A data collection is a pool of information comprising anything from statistics to objects. In most (if not all) organisations, data collection serves as a vital resource for research. Studying data can help
29 Nov
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
22 Nov
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
15 Nov
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
08 Nov
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
01 Nov
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
25 Oct
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
20 Oct
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
11 Oct
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
04 Oct
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
