Articles

July 2022 - Workflow of the Month: Employee Directory

In this workflow of the month, we will demonstrate how WorkflowIQ, uses Microsoft 365, to create an employee directory.

This demonstration uses Microsoft PowerApps, to create an app, that displays all your employee’s details, and contact information. PowerApps is included in all Microsoft Business 365 subscriptions, previously known as Office 365 Business.

If you wish to learn more about phone systems, and integrations with other systems, Workflow IQ offer a communications assessment service, to find your company, the ideal communications system, that improves your employee’s efficiency and reduces your monthly costs.

June 2022 - Workflow of the Month: Staff Document Acceptance

In this workflow of the month, we will demonstrate how WorkflowIQ uses Office 365 to manage your staff document acceptance. This demonstration uses Microsoft SharePoint and Power Automate, to send your internal company documents to your staff, to accept the document, remind when acceptance is overdue, then record and monitor progress.

If you have a workflow in your business that is repetitive, manual and has a risk of important missed steps, contact us at WorkflowIQ for a free consultation!

May 2022 - Workflow of the Month: Interactive Process Map

In this workflow of the month, we will demonstrate how WorkflowIQ, uses Office 365, to manage your company processes, using an interactive process map.

This demonstration uses Microsoft SharePoint, and Word, to navigate your company processes, using your computer, or a tablet device. All applications used, are included with any Office 365 Business plan.

If you have a workflow in your business that is repetitive, manual and has a risk of important missed steps, contact us at WorkflowIQ for a free consultation!

April 2022 - Workflow of the Month: Travel Log App

In this workflow of the month, we will demonstrate how WorkflowIQ uses Office 365 to manage a travel log.

This workflow and the included steps can all be customised and adapted to suit your business workflow not only for recording travel, but any process where a quick easy way to gather information is needed and follow up steps are required.

If you have a workflow in your business that is repetitive, manual and has a risk of important missed steps, contact us at WorkflowIQ for a free consultation!

March 2022 - Workflow of the Month: Vehicle Management

In this workflow of the month , we will demonstrate how WorkflowIQ, uses Office 365, to manage company vehicles.

This workflow and the included steps can all be customised and adapted to suit your business workflow not only for managing vehicles, but any process where a quick easy way to gather information is needed and follow up steps are required.

If you have a workflow in your business that is repetitive, manual and has a risk of important missed steps, contact us at WorkflowIQ for a free consultation!

February 2022 - Workflow of the Month: Purchase Order Request App

In this Workflow of the Month demonstrates how the apps included in all Office 365 business subscriptions, can be used to automate a Purchase Order workflow. In this example a manual workflow to request a purchase order, was automated to ensure the correct people were approving the request according to business rules, as well as saving time. It also provided the requestor visibility of each of their purchase order requests status, during the workflow.

This workflow and the included steps can all be customised and adapted to suit your business workflow not only for purchase orders, but any process where business rules are required to be followed.

If you have a workflow in your business that is repetitive, manual and has a risk of important missed steps, contact us at WorkflowIQ for a free consultation!

January 2022 - Workflow of the Month: Complex Automated Workflow - Recruitment

In this Workflow of the Month demonstrates how the apps included in all Office 365 business subscriptions, can be used to automate a complex business workflow.

In this example a manual, time consuming workflow to approve, recruit and onboard new staff, was automated to save a significant amount of time. It also reduces the risk of missed steps in the process. Many steps in the onboarding workflow are required as per HR legislation, so this workflow provides HR managers with peace of mind as well as saving time.

This workflow and the included steps can all be customised and adapted to suit your HR workflow or any other complex business workflow. If you have a workflow in your business that is repetitive, manual and has a risk of important missed steps, contact us at WorkflowIQ!

December 2021 - Workflow of the Month: Office365 Compliance System

This Workflow of the Month demonstrates how WorkflowIQ uses Office 365, to manage your compliance requirements, for Safety, Quality, and Environmental management. As this system is fully customisable to your business, it can also apply to other ISO standards as the framework is shared for most ISO standards.

 

Managing safety, or ISO compliance, employing traditional methods, such as, using spreadsheets, paper forms, and manual document filing systems, can be very demanding on your internal resources. They require a large amount of time to manage complex, and duplicated administration tasks. This can lead businesses to either, not get the full value of ISO compliance, or may discourage business to get certified at all.

 

Using Office 365 with WorkflowIQ, can greatly reduce the burden on businesses, by providing an intuitive, automated system, that manages all your Safety, Quality or Environmental compliance. This significantly reduces the time needed from your team to meet all legal, regulatory and certification requirements, allowing them to spend more time working on operational tasks. 

 

November 2021 - Workflow of the Month: Remote Working Strategy: Part 2

This Workflow of the Month is part 2 of a 2 part series “Remote Working Strategy”.
 
Lockdowns are now coming to an end, but businesses are starting to think about employees continuing to work from home long term.
There are many benefits such as increased worker retention rates and job satisfaction, as well as greatly reduced business running costs. It is also important to understand what risks are associated with Working from Home and knowing how to control them.
 
Following these tips and engaging with WorkflowIQ, will ensure your Working from Home strategy keeps your business efficient and secure.
 
Last Month: Communication, Online Forms, Document Storage
This Month: Apps, Automations, Security

October 2021 - Workflow of the Month: Remote Working Strategy: Part 1

This Workflow of the Month is part 1 of a 2 part series “Remote Working Strategy”.
 
Lockdowns are now coming to an end, but businesses are starting to think about employees continuing to work from home long term.
There are many benefits such as increased worker retention rates and job satisfaction, as well as greatly reduced business running costs. It is also important to understand what risks are associated with Working from Home and knowing how to control them.
 
Following these tips and engaging with WorkflowIQ, will ensure your Working from Home strategy keeps your business efficient and secure.
 
This Month: Communication, Online Forms, Document Storage
Next Month: Apps, Automations, Security

September 2021 - Workflow of the Month: Online Forms

This Workflow of the Month demonstrates how implementing online forms can reduce costs, save time and give you accurate real time data, just to name of few of the many benefits. The forms are accessible from your computer or on a mobile by scanning a QR code. Click Here to download a sample QR code form or Here to access the form directly, to try yourself.

August 2021 - Blog: Working from home

Has COVID-19 forced your business to suddenly adapt to a new way of working? With so many employee’s now working from home, it can be difficult to support your team and maintain efficient work practices.

Adapting to a paperless workplace, answering/transferring calls and the issues and risks associated with VPN’s or remote desktop connections, are just some of the challenges that come with remote working.

WorkflowIQ can offer your business customised advice and solutions to ensure you have the right tools and resources to guarantee a seamless transition.

Whether it be a cloud based phone system, moving your documents to SharePoint, working with Microsoft Teams or automating your business workflow, WorkflowIQ can help. Contact us to e-meet for a free consultation.

Working from home

August 2021- Workflow of the Month: Document Approval

“Workflow of the Month” is a series where we share tips or showcase a workflow that we have implemented for our customers, to resolve an issue or improve efficiency.
This workflow of the month saves our customer’s hours a day, as they require to process a number of documents a day, the documents need to be approved and be accessed by their distributors as a pdf. They are also ISO 9001 certified, so an audit trail was essential.