For virtual assistants, a critical part of the job is managing multiple clients as efficiently as possible. When an effective system is set up, it becomes easier to take on more clients to make the venture successful and profitable. Mismanagement can lead to failure. The key to success for virtual assistants is to find the tools and strategies that can help you to work...Read more
For personal finance workers, whether working for a firm or as a solo financial advisor, it takes a careful balance to ensure a high level of service with profitability. Without a workflow system in place, it can become difficult to ensure you provide an efficient and cost-effective service. Personal finance workers have to juggle so many tasks from regulatory compliance to building customer...Read more
The job in a law firm is never easy. Trying to juggle long hours, unexpected turns of events and the inconvenient scheduling around a court timetable can make it incredibly difficult for you to be efficient with your time. As well as trying to manage time better to relieve the stress of the job, clients are always demanding a smarter service provision to...Read more
After months of preparation, speculation and doom-mongering, GDPR is finally here. From 25th May 2018, businesses found guilty of non-compliance to the legislation will face a fine of up to 20 million or 4% of global annual turnover, whichever is greater. Despite the headache that GDPR is portrayed as there are simple ways to ensure GDPR...Read more
Introducing Custom Workflow Ending Statuses
What are ending statuses?
Completed and Canceled were your only options. Not bad for single branched, linear, workflows. However, just those two ending status wasn't always entirely useful with workflows that include multiple branches.
Whether your organization uses Success, Completed, End, Finished or some other status to determine the completion of...Read more
“Isn’t it easier to keep our existing process?” “Can I learn this and teach it to my team?” “Is this too complicated for my team to use?”
“Who will support this?”
Working with new software can be a daunting task.
All the different acronyms and technical jargon can make any business owner think twice about trying new software. Today with online Workflow systems like Flowmingo you don’t have to...
Building on the ability to make workflow templates available only to selected users and groups we have added two features to help organize your "Start Tab", the place users go to initiate a new workflow. Starting today, workflow designers can optionally group related workflow templates by section as well as assigning a color to each template to further help users quickly find the template on...Read more
You start out innocently enough, wanting to improve your business’s processes. You hit google and do a few internet searches. Before long you’re overwhelmed with terms, acronyms and definitions. Business Process Management (BPM), Process Definition Tool (PDT), Business Process Optimization (BPO), Business Process Model and Notation (BPMN), Use Case Diagrams, Extended Business Modeling Language...Read more
Before the days of management software, shared work waspassed from one person to another through interoffice mail or by passing files over a cubicle wall. If a file went missing in the process or was slowed by employee handling, efficiency was lost. Requirements of the job were misplaced, output was delayed, weak links had to be identified, andprofits slowed.
This shared work process between...Read more
Using Workflow Roles allows you added flexibility when using your workflows by allowing you to dynamically assign a user to a task when the workflow process is started.
For example. You may have a process for reviewing a loan review. That process may have a "Lead Analyst" but it's not know who that analyst will be during the workflow design. Instead of assigning a user or group, the...Read more
We’re excited to announce an update to our Zapier (https://zapier.com) integration.
About six months ago we introduced the ability to automatically start workflows from external systems via Zapier. While very useful, we have had many requests for further integration with Zapier.
To that end we're happy to announce an update to our Zapier integration. Triggers!
What are triggers?
Introducing workflow folders. An easy and initiative way to organize your workflows.
Folders are great for organizing related workflows. You can easily keep tabs on related workflows managing them through to completion.
Creating a Folder
Creating a workflow folder is easy. You can create a folder from the Folder Management screen but its easy to create a folder and place a workflow in the...Read more
Right now, anybody but that is about to change. Until now, your workflow templates were either hidden or visible. Starting today there is a third option. Making the workflow templates visible to selected users. Workflow designers are now able to designate which workflow templates users are able to start a new workflow. Workflow templates may be assigned to everybody, individual users, groups...Read more
We’re excited to announce the release of one of our most requested features, data forms.
We’ve brought the same simplicity and ease of use philosophy of our workflow designer to our new form designer. An intuitive, drag and drop form builder with simple and clear controls. Using text and text area inputs, radio buttons, check boxes, drop downs and date pickers we have your data collection needs...Read more
We have not added a new feature in a while as we have been working on the underlying software to make the application faster and more responsive while also setting the groundwork for future features we want to add. We have also made some changes to the look of the application and we will be making more in the coming months. One notable change is that we allow the app to use the...Read more
What are asynchronous linked workflows? Simply put, they are workflows which are launched from a parent workflow and run independent of the parent workflow. They can be completed, place on hold cancelled or deleted just as a normal workflow would.
Why would would you use such a workflow? There are several reasons but the segmentation of large workflows into smaller reusable workflows is the...Read more
At Flowmingo we put a lot of effort into trying to make the site as secure as possible. Web security is not something that you can bolt on. You have to consider it throughout the site. It encompasses how you authenticate users, store their passwords & files, as well as how you encrypt the web session. It also is not something you can do once, it is constantly changing as new exploits are...Read more
A little known feature of Flowmingo is the ability to create scheduled recurring workflows. Scheduled workflows allow you to automatically start new workflows on a predefined scheduled, monthly, weekly or daily.
Why would you need recurring workflows?
There are probably many times when you find yourself thinking: I need ‘this something’ to happen every X days? It could be a monthly on site...Read more
While the concepts behind project management and workflow management are similar and related concepts, the two are not interchangeable.
Project management is about resources, planning, coordination, and responding to changes in order to get something big done. It is an overall application of knowledge, skills, training, experience, expertise, as well as the best tools and techniques in order to...Read more
Our latest release has a bunch of things that our users have been requesting. We have always been focused on delivering the functionality that make our users job easier. We have also begun working on a couple areas that we feel have traditionally been weak spots for us. The help engine is one of those areas we have beefed up the the amount of help content. Give help a try and let us know where...Read more
A common feature request that we receive from our users is the ability to define groups of users. Users want the ability to combine their folks into teams and then assign the team to a particular task in the workflow. One nice advantage this has is that it allows you to add and remove users from a task just by adding or removing them from a group. no need to edit the workflow in the designer...Read more
We continue to add features to Flowmingo. Our fantastic user community provides us plenty of great suggestions. We have recently added the ability to automatically schedule workflows and the ability to assign the flows creator to a particular task. In this case whoever starts the flow will become the owner of tasks that you have assigned to the "Flow Creator". We have quite a few things in the...Read more
We're still working out some of the rough edges, but we've opened up early access beta to Flowmingo's decision tasks.
Basically a task that prompts the user with a question and then proceeds down one of two paths based on their answer. Yes or No.
For example a task called "Review contract" may prompt the user with "Proceed with contract?"
The user would...Read more
We have been focused lately on increasing the performance of large flows. We have decreased the time it takes to start a large flow by about 10 times. We have also brought the same level of improvements to updating the the status of a task or a workflow. We added support for marking tasks as 'milestone' tasks. You can view workflows using a new milestone view so you can gauge a flows progress...Read more
We continue to enhance and improve Flowmingo. We have received tons of great feedback from our users and we have incorporated many of those suggestions in the latest release. Some of the things you will find in this new release are detailed below:
We have been hard at work adding features to Flowmingo. Some of the new features include:
Our goal with Flowmingo was to make managing the repetitive tasks easy. Most workflow applications are expensive, overly complex and beyond the reach of most small businesses. We wanted to bring the capabilities of those expensive apps to our users without the complexity usually associated with most Business Process Management systems. We have been quietly working on Flowmingo for the last...Read more