Why a digital capital expenditure workflow accelerates budget approvals

Capital Expenditure Workflow Software

Investing in fixed assets has a strong impact on both short and long-term financial standing of a company. Therefore, managing capital expenditure / CapEx approvals requires enormous effort and attention to detail to avoid errors. 

Many organisations hesitate when it comes to investing in new and advanced systems for operational activities. This is simply down to trying to “cut costs” and avoiding spending. Even for good reason.

However, investing in software that allows the capital expenditure approval process to operate effortlessly does wonders. And, this investment actually contributes to less cost. And more profitability in the long-term.

It is critical for businesses to use appropriate guidelines and tools to carry out efficient financial analysis. And subsequently, finance and budget approvals. In other words, capital expense management can be much more expensive and complicated than necessary. That is, when using insufficient systems or methods. 

Capital Expenditure commonly known as CapEx or CAPEX is the expenses needed for businesses to either acquire or maintain their fixed assets. This includes fixed assets such as land, plant, machinery, equipment and so on. 

Operational Expenditure / OpEx on the other hand refers to the funds needed for day-today operations of a business. This might include rent, lighting, inventory and other utilities for instance.

CapEx and OpEx appear to be terms that are frequently confused by people. They both relate to required funds. But, they distinguish between type of expenses.

Some organisations still use outdated financial systems for capital expenditure and budget approvals. Despite being in the digital era with plenty of technological solutions available. What’s more, many are even carrying out budget approvals manually. For example, with spreadsheets, emails, paper-documents and even ledger books. 

Are you one of them?

If so, keep reading and find out how you can digitise your capital expenditure workflow and easily speed up budget approvals!


COVID-19 is accelerating digital transformation

However, with COVID-19 in mind, accelerating digital transformation is becoming the norm. That is, for business survival and to continue to grow throughout these uncertain times.

A recent article by Silicon Republic highlights a significant benefit derived by those who have digitally transformed their business. Moreover, the organisations who have mostly embraced digital business technologies. This competitive advantage simply wins against their competitors. 


Challenges of manual management of capital expenditure approval workflows

Today, many organisations still largely rely on manual methods to carry out CapEx approvals. Unknowingly, they enable the business to fall victim to many potential issues. More clearly, to problems that revolve around the drainage of business resources.

From lost time to lost CapEx requests, organisations tend to look for ways to cope with the issues that arise with manual budget approvals. That is, to compensate for the lack of efficiency. 

Certain issues that often erupt with manual CapEx approvals:

    1. Low visibility and transparency of requests and approvals
    2. High % of errors, duplication of data or missing data
    3. Inaccurate budgeting and forecasting
    4. Unauthorized spending, over-spending and loss of profit
    5. Missed deadlines, projects not being closed and new projects being opened
    6. Inefficiencies and bottlenecks in approvals

What is the meaning of CapEx software?

A capital expenditure workflow software is specially designed to allow the budget approval process to flow quickly and smoothly. And, without incurring any inefficiencies throughout. Capital expenditure software aims to digitse CapEx workflow. It enables businesses to standardize, track and approve requests, all in a single platform. Using an automated capital expenditure workflow helps speed up requests and budgets approvals while aligning with strategic goals.

Digitalising CapEx approvals helps reduce cost, save time, enhance productivity and improve profitability. Overall, a digital capital expenditure process capitalizes on the saying “work smarter, not harder”.

As previously mentioned, manually handling your CapEx approvals is an insufficient method. Additionally, tedious manual work threatens the quality of the process. Not to mention, these challenges unavoidably have knock-on effects on the entire business. 

In short, the adoption and implementation of a potent CapEx approval workflow software is simply to mitigate risks. Particularly, risk associated with a manual capital expenditure workflow.

Replacing your inefficient CapEx approval workflow with a robust workflow software like Kianda will not only tackle challenges above. But, will derive substantial benefits for your organisation.


Benefits of using CapEx software to manage budget approvals

Benefits of CapEx workflow softwareIn order to meet expected end year financials, capital expenditure budgets are set in place. Using CapEx software helps businesses to align with these strategic goals. Simply, by accurately managing capital spending.

With thorough insight into budget approval, it is easier set realistic financial forecasts. And, it is easier to meet and achieve those objectives and goals. Specially in terms of profit and business growth.

Let’s have a look at the benefits of using a business process automation platform for CapEx approvals.

CapEx software minimizes risk of human error

A major driving force to implement an automated capital expenditure solution is to slash risk of manual error. Way too often, mistakes can happen whereby requests and budget approvals are routed in the wrong direction. Because of this, requests can regularly go unanswered. As a result, delays and bottlenecks occur in capital expenditure processes.

Additionally, many projects can easily get lost. So, new projects open while teams are unaware or forgot to close ‘lost’ projects. Before you know it, the previous requests are completely hidden. On the other hand, fixed assets are critical for businesses to operate. As an example, not completing approvals for integral components of a critical production line is dangerous for business. Simply because, it can cause defects and errors in production and operations. 

With a digital capital expenditure workflow, all data is centralized in a single system.  This offers visibility and transparency to all stakeholders involved. As well, you can send automatic notifications and reminder alerts to stakeholders. Simply, so they approve requests on time.

As a result, you will never miss a deadline and you can minimize back-logs in requests. Moreover, completing all CapEx approvals on time allows business to run smoothly. For example, a critical piece of equipment could need maintenance or replacement. So, an employee raises a request. Automating the capital expenditure workflow ensures that this request is sought to. 

Automated workflow assists in providing accurate and realistic financial forecasts

When budget approvals are not completed on time or they simply get lost, it is a difficult process. For instance, it is hard to include their expenses when undergoing capital expenditure budgets. More importantly, this can result in inaccurate representations of capital spending. These capital expenses are not accounted for in budgets and can initiate overspending

Consequently, transparency lacks into the short-term financial standing of the company. And therefore, financial planning and long-term strategic goals become a complex process.

Abandoning manual CapEx approvals and digitally transforming them makes budget approvals seem like a breeze. With higher visibility, business process automation assists in greater control. Particularly over capital spending and budgeting. You can easily track and manage budget approvals. That way you can ensure budgets align with financial plans. And that is without being bombarded with unanticipated expenses. And, or emails with queries.

A digital workflow increases productivity and profitability

Automation increases the pace of routing requests and approvals. Overall, it gets the job done fast and efficiently. Many potential issues can arise throughout capital expenditure approvals when using spreadsheets and emails. Consequently, the process of CapEx approvals pause at many stages. Manual errors in the life cycle of any process drive down productivity.

As well as that, many organisations just accept these faults in their traditional CapEx approval processes. They then end up devoting more time and money to overcome them as they occur. Rather, they could look for a win-win solution. One that avoids negatives and brings positives.

Automating capital expenditure workflows focuses on preventing disturbances in the CapEx request/approval life-cycle. By simply eliminating errors from arising, the process is already much faster than before. Then, preserved time can also be dedicated to completing more budget approvals. That way, a lot more capital expenditure work is being completed rapidly. Ultimately, scaling both productivity and profitability. 

It is time to leave manual re-work behind you by digitally transforming your inefficient capital expenditure approval workflow.


Why you should automate your CapEx approval workflow

invest-for-growth

Investing into a state-of-the-art business process automation platform will help you digitally transform your financial approval processes. For the better!

Hassle free capital expenditure management doesn’t only aim to save time and costs. But, it makes employee work that bit easier and less stressful. Budget approvals and financial analysis require careful consideration. In which, only passes on pressure to employees.

Automating CapEx approvals simply relieves this pressure. Simply by tackling any challenges caused by manual budget approval workflows. Providing an easier method for CapEx approvals is not only beneficial to your employee. But, it is a key contributor to quality in your business processes.

Easing the capital expenditure workflow with digital tools allows employees to pay less attention to “preventing human error”. But, more attention on completing financial approvals with quality in mind. And, at a faster pace.

With CapEx approval software, employees can sharply get their work done. What’s more is that they can do it without feeling strained or burdened.  

Want to see how Kianda can help you? 

Request your live demo today!


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How a digital approval process can help you accelerate decision making

https://www.kianda.com/blog/5-key-challenges-of-manual-approval-processes-and-how-you-can-overcome-them/

5 key challenges of manual approval workflows and how to overcome them

Challenges of manual approval workflow and how to overcome them

There is no better feeling than being able to complete an approval workflow rapidly and smoothly. But, as much as you strive to achieve this successfully, somewhere along the process there is always disruption. Moreover, something that interferes with your individual schedule of work.

As a result, planning your day becomes a task in itself. Simply because it is a manual approval workflow. These issues have a tendency of causing delays and unnecessary stress for you. As well, the delays create bottlenecks in the business’ overall operations. 

Wouldn’t it be great to perfect approval workflows in a timely manner. And, without anything interrupting the flow of the process?

Wouldn’t it be great to have a weight lifted off your shoulders if approval workflows were easier to manage?

Ideally, yes and certainly possible. Using workflow software, organisations are digitalising their approval workflow and thriving. 

In particular, what used to be an unavoidable challenge is no longer an issue. In other words, you don’t need to bear with the unwanted stress. Optimizing approval workflows with process automation tools can make your workday a lot easier and less stressful.

Transforming a manual approval workflow into a digital process with workflow software not only saves time and costs. But, increases productivity as well as making a positive impact to the environment. Paperless approvals allow organisations to engage in sustainable initiatives. 

Spreadsheets, emails and paper-documents devour company resources

paperless-business-processesWhile paper in the office is still a go-to method for work, more organisations are aiming towards a paperless office. Additionally, businesses are switching from using emails and spreadsheets to more efficient digital tools. That is, when it comes to optimising their approval processes.

With workflow software, you can manage the approval process from start to finish without signing paper forms. Or, using spreadsheets or emails.

The utility of paper, spreadsheets and emails is specifically down to convenience of use. Simply because, many are so embedded in their natural ways of carrying out work. However, those who have decided to adopt digital transformation have realized how inconvenient traditional methods actually were. In other words, manual approval processes drain your businesses resources and you will see that once you upgrade with the help of an approval workflow software.

The COVID-19 Pandemic has forced many organisations to begin digitalisation in the workplace. For instance, digital transformation was key to implement a successful remote working strategy. That is, to operate throughout the epidemic. Without the help of digital tools, working from home can be a complex situation for all.

According to market research firm IDC, organisations who have already begun digital transformation are far more resilient and agile.

They have already adapted to a digital workplace. So, going forward they just need to alter business models. 

Managing your approval workflow with paper requires substantial amounts time and effort. Specifically, resources dedicated to move paper documents around the business. As well, it can involve printing spreadsheets and manually inputting data into those spreadsheets. After that, requests and approvals need to be sent via email for the next approver and so on. Again, requiring much of employee time and effort, easily causing delays in critical business approval processes. 

The submission of a request, the approval of that request and the kick-start of a particular business process can and should run smoothly.

However, many issues can arise throughout the approval process when using spreadsheets, emails and paper. 


5 key challenges of a manual approval workflow 

1.  Manual approval workflows soak up employee time

Outdated systems and tools used to carry out the approval process overly consume employee time and productivity. For instance, using a paper form for requests might require manual input into a spreadsheet. Or, it may need to be physically delivered to a different department. 

Whatever the case may be, there will always be secondary manual re-work involved. Certainly, needing more time than necessary. That is, from carrying out approval workflows manually.

On the other hand, workflow software can help you retain much of that previously wasted time. Simply by digitalising the approval process. Conserving employee time allows for better allocation of time and increases in productivity. Work can be completed at a faster pace, scaling operations better than ever before. 

2. Slow approval workflows cause delays and bottlenecks

It is no surprise that there are delays and bottlenecks. That is, due to the significant amount of time consumed when undergoing document approval. More clearly, it is not only approvals that are held up. But decision making and the overall business process in question are too. 

Bottlenecks in business processes are a recipe for disaster in terms of operational efficiency levels. For instance, delays lead to inaccurate decision making due to the pressure of getting it done fast. Therefore, it is extremely important to manage approval workflows with an easy to use, robust system.

With an approval workflow software like Kianda, automatic reminders are sent so that you never miss a deadline. Not only does this allow you to keep on track of approvals. As well, streamlining approvals with process digitalisation prevents a back log in requests. Also, approval processes can be completed in a way that aligns with relevant internal factors, in a timely manner.

3. Lack of visibility affects communication and productivity

Using spreadsheets, emails and paper does not provide a clear overview of any approval process. For example, you might find yourself digging through a long thread of emails, tracking how long ago you submitted a request. Or, how about sending follow up emails, where you feel like you are bugging your manager or colleague?

frustrated-employeeThese situations are not ideal. Without transparent insight into approval status, number of requests or approvals, it is impossible to create a productive schedule.

Also, good collaboration is harder to achieve when the idea of success is based on communicating through emails that can easily become hidden.

Approval workflow software platforms like Kianda offer a crystal-clear view of the approval process from start to finish. With customisable dashboards you can track and monitor your approval workflows based on real-time analytics. And, you can tailor your approval process flow and dashboard to your organisation’s unique needs.

Stop wasting your time chasing approvals. Let the system do it for you!

4. Compliance with company policies is difficult to achieve with manual approvals

Without deep insight into approvals, it is difficult to check if the process is being carried out in accordance with company policies. There is no straightforward way of seeing who is accountable for each approval, without having to search for it. And again, this could take up from your valuable time.

As a result, monitoring and tracking becomes difficult when undergoing an audit trail. 

With approval workflow software, you can easily and quickly capture information. An example of this is easily identifying who is accountable for a particular process. As well, approvers can provide a digital signature. This is a lot safer and more reliable than a wet signature on a paper document. 

5. Repetitive tasks from a manual approval workflow are demotivating and stressful 

Manual data entry is a repetitive, boring task that is prone to human-error. Mistakes are inevitable when using spreadsheets and paper-documents. Because of this, emails and other forms of communication bombard you with queries. For example, misinformation, errors or lack of clarity such as difficulty of understanding handwriting.

Physically taking charge of such inefficient processes like inputting data into spreadsheets is tiring. On another note, it is not particularly rewarding. Neither is trying to play catch-up in your inbox by spending half of your day responding to emails.

Automating approvals minimizes these stressful issues from arising, keeping employees engaged and motivated. Additionally, with a built-in query functionality, employees can collaborate all in the one platform. Meaning there is no need to waste a chunk of your day answering emails. All of the needed information regarding an approval will be at the tip of your finger. 


Hypothetical situation of manual document approval

manual-approval-workflowEmployee prints off a paper form to submit a request to start a new project. The request needs approval from 3 different stakeholders. The Project manager and department head need to approve the request based on certain factors. For example, having enough team members to cover the project. The Financial director needs to approve based on cost. For example, ensuring the project is within the budget threshold and aligns with company projections. 

Project manager is on the same floor, so can approve immediately. The request form is stamped and signed; one approval is completed. 

Next, the Department head and Financial Director are on the 6th floor. So, the employee sends the request to Department head first.

Department head approves 3 days later. Employee received the form and now sends it to the Financial Director. However, receives no response for a week. Then, the employee emails the Financial director to see if they received the request form. Unfortunately the document is nowhere to be found. And, that is the beginning of a delayed approval followed by hindrance in the kick-start of a project.

This is a scenario that can happen way too often, especially for large companies. It is time-consuming, laborious and stressful trying to keep on track of process and its current status. 

Why you need to adopt workflow software today

Outdated systems and tools prevent you from completing approvals fast and effectively.

On the other hand, you can digitalise your approval process with approval workflow software. The cumbersome workflow turns into a set of user-friendly online forms that manages multi-stage approvals. Digital signatures are captured and communication overall streamlined. With Kianda platform you can streamline your approval process rapidly and efficiently.

Kianda approval workflow dashboardOptimizing your approval process with process automation can help your organisation cut costs, save time and improve productivity. Also, eliminating repetitive, boring tasks will help employees to regain motivation that was once lost from using outdated methods. 

See what Kianda can do for you by requesting your live demo today!

Request your live demo

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How a digital approval process can help you accelerate decision making

Relieve administrative burden of employee absence throughout COVID-19

How a digital approval process can help you accelerate decision making

Improve-approval-process-with-business-process-automation

According to McKinsey, 60% of employees could easily save 30% of their time by automating business processes such as paper approvals and processing documents. Business process automation helps improve decision making to carry out ripe approval processes. 

In one way or another, before beginning many business tasks, a formal approval process is undertaken. With that said, one business process alone can require multiple approvals. That is, depending on particular variables such as project size, departments involved and so on. Therefore, business processes can quickly be prolonged or delayed if approvals are not completed on time. 

Handling approval processes without an agile method or system can be chaotic and quite difficult to manage. On the bright side, there is a solution; workflow software.

So, we want to show you how a digital approval process can help you accelerate decision making. As a result, your organisation can maximize efficiency and become more agile.

What is an approval process?

An approval process is implemented in order to allow business processes to run more smoothly and efficiently. In particular, it helps to digitally transform approval stages of business processes through automation. 

Overall, business process automation standardises tasks in an organisation by efficiently routing request information and related documents to relevant personnel.

You can rest assured that work will be approved the same way each time through by automating approvals through business process automation. 

Traditional ways to complete an approval process involve stakeholders having to manually approve data and documents. Additionally, a lot of time is exhausted tracking down and transferring documents whether it be via email, shared spreadsheets or paperwork. Not to mention the additional phone calls or messages regarding queries and so on. 

Might we say, many organisations have already began moving away from paper-based methods to digital ones to carry out approvals and other business processes. With that said, some have still not begun their business process automation journey.

Yes, these methods do get approvals completed. However, are they sufficient? The answer is no.

Using many forms of communication and methods slow down the approval process and automatically cause delays and bottlenecks in overall process. As well as that, it can be confusing to say the least.

In other words, still actively using traditional tools to carry out approval processes could well be limiting your organisations levels of productivity and efficiency. 

With workflow software you can easily approve, digitally sign and collaborate, all in a single place.


Types of approval processes to automate with workflow software

Here are 4 examples of approval processes that you can automate:

1. Capital Expense Approvals

CapExAlso known as CapEx approvals, this process can be difficult for any organisation, especially when it involves multiple approval levels. And, it normally does. Capital expense approval processes require careful consideration and decision making. Simply because, investing in machinery, equipment and other assets is largely expensive.

And without transparent insight and inaccuracy, decision making for an approval process is inevitably affected. 

On the other hand, using workflow software for your CapEx approval process provides consistency, accuracy and improves visibility. As a result, managers and teams can confidently make better decisions when approving. 

2. Purchase Order Approval

purchase order PO Approval can be lengthy and time-consuming as it is, never mind how long the process is when handled manually. Using paper, emails and spreadsheets is without a doubt slowing your purchase order approvals down.

Needless to say, they can incur quite a lot of expenses also. But, we don’t need to tell you that, right?

Workflow software can mitigate these issues by allowing you to streamline your purchase order process. Business process automation provides a faster approach to purchasing, facilitating a reduction in time and money spent on the job. As well, automation reduces the probability of human error in a PO approval process. 

3. Budget Approval

Budget approval processBudget approvals are essentially put in place to ensure that financial projections and priorities are in line. In order to plan strategically, businesses need to firstly, set out realistic budgeting guidelines and abide by them. And secondly, to observe these budgets with an eagle’s eye to decide whether to approve or reject. 

Without a consistent and skillful system to manage budgeting, it is a complex process that presents a lack of visibility into the financial state of an organisation. As a result, the business can fail to see an authentic view of the future due to an unrealistic projection.  

Automating your budgeting approval process will allow financial teams to guarantee that expenses align with the company’s financial forecasts. By accurately managing expenses, organisations can ultimately reduce operational costs. 

4. Project Approval

Project approval Undergoing a new project entails a variation of different project documents and deliverables. Hence, a close eye is necessary for review and approvals of certain documents to ensure efficient management of the overall project. 

Handling project approval processes through emails provides an opportunity for emails to become lost or convoluted in threads. As a result, approvals can pile up and the overall task can be delayed and if multiple projects are awaiting approvals, a back-log of projects will occur. 

The ability to transform tasks with business process automation presents better tracking, monitoring and approving at a faster pace. In doing so, projects can kick-start without any delays or issues in the process.

There are many approval processes that can be optimised through business process automation. For more insight read articles on our procurement process, leave/holiday requests or travel requests 


Benefits of an automated approval process

Your organisation can retrieve substantial advantages from a single approval process automated. 

1. Rapid approvals save time

Business process automation entirely speeds up the approval workflow from initiation to completion. As a result of rapid approvals, business processes accelerate, allowing your organisation to complete tasks in a timely manner. By reducing the amount of depleted time and other resources dedicated to business process management, companies instantaneously cut costs. 

2. Increase productivity

Emphasizing on the capabilities of faster approvals, business processes are accomplished quickly and efficiently. In other words, business process automation allows companies to become more agile as it scales productivity. On that note, thriving productivity helps you keep in line with competitors and not fall behind. 

3. Improve transparency and collaboration

Having a better overview of approvals is better for everybody right?

With an intuitive workflow software, customisable dashboards provide insight into status of approvals as well as outstanding ones. Also, tracking allows you to see who is responsible for each approval and improves decision making. The ability to collaborate in a single place reduces errors and miscommunication across relevant departments involved in the process. 

4. Reinforce accountability 

Approval workflow software clearly demonstrates who is assigned to which tasks or approval. Subsequently, all involved know exactly who is responsible, allowing for superior communication and accountability

5. Enforce compliance with company policies

Automating your approval process enables better record keeping and tighter security control across the organisation. Also, controls ensure the correct measures and validations are in place. Because of this, you can easily review and check whether approvals comply with company policies in audits. 


Why you should automate your approval process

Business process automation derives many advantages for both the company and persons undertaking the task in itself. Besides reducing costs, improving productivity and decision making, and generating competitive edge, professionals can reduce overloading work through automation. That is, from the C-suite level right to the front line.

For instance, CEO’s spend a significant 20% of their time analysing, reviewing and approving work that could be easily automated. And that is one person. Many other employees throughout an organisation could also have a lot more free time on their hands to spend on other tasks. 

Digital transformation continuously grows and evolves everyday. We at Kianda suggest starting slowly but surely to convert your business into a digital workplace.

Many organisations have already digitized and automated many business processes, while others are only beginning their journey. Some particularly undergo business process automation to improve a particular business process. While, others focus more on the end-user experience of a business process and how to make their everyday work life a tad bit easier. Additionally, improving quality of work in your organisation will reflect the quality externally, by satisfying your customers. 

Regardless of the objective in question, business process automation has ultimately provided competitive advantage for many.


How does Kianda approval process work?

Approval-process-Kianda-business-process-automation-platformKianda workflow software provides a user-friendly approval software. 

As a requester you simply input relevant details about the approval process in question via Kianda form. For instance, description of the request, related department, purpose and estimated cost. Providing information relative to cost and department allows for better allocation of expenses accordingly to the overall budget of the business. 

You can also upload documents that go hand-in-hand with the approval. That way, all necessary information is included in the request, avoiding miscommunication. 

Kianda provides an intuitive process designer interface for admin users to easily tailor approval process without the need of coding. Based on your organisation’s unique needs, you can customize your approval process to suit specific requirements.

Admin users can assign particular users’ access to approvals, enabling better transparency, security and accountability. In addition, you can easily add extra approval levels based on a business logic such as the project size or required number of approvals

Managers and relevant personnel can track, monitor and manage approvals with a built-in, customisable dashboard based on real-time analytics. As well, you will receive notifications to ensure that approvals are completed on time. 

Read case study: Mercury Engineering transforms project approval process using Kianda.


Transform your inefficient approval process with workflow software

Streamlining approvals will prevent delays and bottlenecks in business processes. Improving the quality and flow of approvals makes decision making easier for stakeholders. As a result of better management of the approval process, productivity and profitability drive up.

Let us show you with a free live demo, how Kianda can help you.

Request your live demo today!


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https://www.kianda.com/blog/5-key-challenges-of-manual-approval-processes-and-how-you-can-overcome-them/

5 Core Business Processes You Should Automate to Increase Agility

Relieve administrative burden of employee absence throughout COVID-19

Tackle employee absence and leave requests with an efficient leave management system

Employee absence and leave management without an efficient leave management system is a cumbersome task. That is, when handled across paper-based documents, spreadsheets and emails. 

Using these methods is lengthy, time-consuming and prone to human error.

With that in mind, the spread of COVID-19 has made employee absence management even more agonizing. That is, for administrative staff, HR managers and even employees. And, it is only expected to get worse. 

Leave requests and employee absences spike during COVID-19 Pandemic

employee absent

The global spread of the Coronavirus has amounted huge pressures on professional as well as personal lives.

Many employees face a new working environment with their office in their homes. On the other hand, some employees have had limited options regarding working from home or working at all.

Millions of people across the world have been directly affected by COVID-19 from contracting the deadly virus. Deeming them medically unfit to work, ill-related employee absences have risen. Not to mention, the amount of people waiting to be tested and in self-isolation. Unfortunately, also unable to work. 

In addition, occupational roles that require physical presence cannot implement working from home. Because of this, many workers have had no other choice. But, to avail of annual leave or temporary time-off. That is, under specified circumstances.

For example, many front-line staff depend on childcare facilities in order to go to work. With restrictions in place and no creches or schools open, significant amounts of essential workers had to stay at home. This has created both shortages of staff due to employee absence, as well as a substantial increase of leave requests.

Administrators and HR managers bare with these demands. Simply, as a consequence of employees being directly and indirectly affected by the virus.

On top of these causes of employee absences, there are general leave requests. For example, maternity and paternity leave, bereavement leave, sick leave unrelated to COVID-19 and other leave requests.  

Leave dedicated to holidays or vacations is usually the most common type of annual leave requests. However, with various restrictions across the world, employees are ‘saving’ their annual leave days.

Without a good leave management system, employee absences and leave requests can quickly accumulate, complicating leave management processes.

Leave requests expected to plummet after COVID-19 restrictions are lifted

Worldwide, most mass gatherings, events and holidays have been cancelled. And, regardless, many countries have legally obliged people to stay indoors unless they are out for essential travel. 

With nowhere to go and nobody to see, people have no essential reason to take annual leave for pleasure purposes.

Looking forward to overcoming the Pandemic, employees are optimistic about a sunny getaway before the year is up. This is expected to have a knock-on effect for business operations in two ways.

1) Overflowing of leave requests, giving administrators and HR managers additional paperwork.

2) Shortages of staff if approved, depending on managers approval.

Employers are becoming overwhelmed with possibility of employees submitting leave requests for the same time periods. Hence, it is important to utilise the most appropriate leave management system to efficiently manage employee absences and leave requests.

work overloadTo be specific,  paper-based systems make employee absence and leave requests even more complex.

Also, the deferral of annual leave in bulk will create an additional problem for companies. Of course, if approved. The lack of employees post COVID-19 will inevitably strain business operations. 

 

With a robust leave management system, you can prepare for employee absences. In short, managers can track and monitor the number of employees absences. Simply, to ensure there are enough workers to sustain business.

Digital transformation is reconstructing how companies carry out business processes such as leave requests and overall, management of leave.

In particular, digital transformation can convert leave management from a laborious, painful task, to an easy, efficient digital process. That is, with business process automation tools, such as workflow software.


Streamline employee absence and leave management with digital leave request process

Paper documents and spreadsheets are considerably the main tools used to handle employee absences and leave. While these methods can get the job done, they soak up a great deal of employee time.

Before a leave request even receives approval, administrators need to fill out a form. Then, assign it to several people across other departments. And, manually submitting documents makes collaboration harder to achieve.

It is important for employee absences and leave requests to reach all relevant people involved. And to do so, quickly. Ideally, accepting or approving requests works best when done instantly after receiving them.

However, sometimes this is simply not possible. Managers need to make sure that there are enough employees to sustain business as usual. In addition, using paper forms for annual leave requests or employee absences is certainly not reliable.

Paper documents can easily get lost. The form could have a mistake or wrong information. Or, it could land on the wrong persons desk. Similarly, a digital file could also end up in the wrong folder on a PC or sent to the wrong email address.

Human error is inevitable. You might have highly skilled and intelligent staff, but these are simple and common mistakes that are easy to make.

Because of these issues, the approval process is pro-longed and leave requests can pile up. As a result, the task becomes difficult and confusing. On the other hand, managing leave and absences can be a breeze with an efficient leave management system. 

A manager needs to be in a position to react fast to prevent bottlenecks and delays in approvals. 

Business process automation platform can swiftly transform leave management from a paper-based system to a digital process. With a digital leave management system, employers can better manage employee absences and leave requests. 


Overall benefits of automating management of employee absences and annual leave

These key features of digital employee absence and leave request form will ease the process. Specially for administrators, managers and HR teams. But, that’s not all, there are overall benefits to the efficiency of your business.

1- Customisable dashboards

With customisable built-in dashboard, managers can track and monitor numbers of leave requests and approvals. In short, the dashboard provides a transparent overview of the number of employees absences. As well as staff availing of annual leave. As a result of improved visibility, HR teams and managers can make better decisions when carrying out approvals.  

2- Request modifications

Managers can even request employees to modify their leave request if necessary. The manager might suggest altering the date. This reduces lack of required staff or employee shortages, allowing business operations to sustain.

3- Scheduled reminders

Automated emails are sent to the manager if approvals or rejections are not completed on time. This allows teams to not let any leave requests go unnoticed and prevents delays and a build-up of requests. Because of this, administrators don’t get an uncontrollable overload of work. As well, employees are better satisfied as they are not waiting around for approvals or answers. 

4- Calculate annual leave days

A leave management system automatically calculates employees remaining days of annual leave. Therefore, there is no need for either an employee to keep track of their annual leave days. Managers also don’t need to manually keep a record by tracking, calculating and inputting data into spread sheets and so on. 


Why you should use a workflow software for employee leave management

Managing leave and employee absences using traditional methods is laborious and drains resources such as time, money and technically human resources. By dedicating so much time to this process, it costs your business money that can be saved. 

On the other hand, using workflow software to streamline leave requests and handle employee absences can bring efficiency to your business. All three factors, time, money and human resources can be retained with a digital leave management system. 

The COVID-19 epidemic postponed many holidays and vacations for people around the world. But, normality will return soon. Meaning, employees will be eager to getaway once restrictions are lifted. 


Kianda’s digital leave request form will allow you to eliminate risk of human error and speed up the entire process.

Prepare for your employee’s leave requests and manage employee absences efficiently. Avoid the administrative burden by transforming your employee leave management system with Kianda no-code workflow software. 

Want to see what Kianda can do for you?

Request your live demo today!

 


Derya SousaAuthor: Derya Sousa COO of Kianda Technologies 
Helping companies to operate paperless, delivering custom business applications rapidly with no-code digital process automation platform Kianda.

 

Related articles:

https://www.kianda.com/blog/remote-working-digital-business-process-is-the-key-enabler-for-working-from-home/

Make your holiday request form an easy to manage digital process

 

Kianda workflow software helps companies tackle COVID-19 impacts

Kianda Technologies FoundersMany companies are searching for rapid ways to tackle COVID-19 impacts to the business. 

Local Enterprise Office Ireland highlights how Kianda workflow software is helping companies across the globe throughout COVID-19.

Using Kianda, companies have implemented rapid and effective digital business applications. That is, in response to COVID-19.

May it be for a new process that was developed specifically during the Pandemic. Or, a process that has been altered accordingly. Due to rapid business changes caused by the virus. 

Our COO Derya Sousa was interviewed by the  Local Enterprise Offices and shared how we’ve adapted our business to the needs of ever-changing world. Also, how we can help to curb the spread of COVID-19.

Kianda platform is being used globally to overcome COVID-19 business challenges 

“Now, more than ever, businesses will realise how important technology is for day-to-day operations. And post-crisis transition phase, when we go back to some sort of normality, risks for employees and customers will have to be minimised.” says Derya.

Many businesses have turned to automated workflows to adapt to new working conditions. From employee health assessment forms to remote teams collaboration workflows. Also, preparation for when normality returns.

Some are trying to cut costs and using workflow software to do so. 

“In the past month, Kianda has already seen an increased global interest in its platform. As more customers at home and abroad are prioritising digitalisation projects and implementing rapid solutions” adds Derya.

Investing in workflow software such as Kianda will allow companies to save costs, retain time and will bring agility. Additionally, it allows them to tackle COVID-19 impacts.

Many organisations are still adapting to the new world order. However, some are now preparing to bounce back once the world has recovered from the epidemic. 

Read the full article here and learn how Kianda platform is helping organisations overcome COVID-19 business challenges. And, how it will be beneficial to companies when it comes to managing post-crisis transition phase.

Kianda COVID19 Response
Kianda COVID-19 Response

 


Remote working: Why digital process automation is the key enabler for working from home

Remote working

Have you implemented ‘remote working’ as an option for employees yet?

Across the globe, more and more people and companies are taking an interest in digital process automation to accelerate remote working strategies. This comes about for many reasons, one being the benefits of the digital workplace. Secondly, the global development and transmission of Covid-19 has forced employees to work remotely.

Moreover, working from home is increasingly becoming the new normal for many. As it stands, we will see and continue to implement remote working until 2021.

The transition into a digital workplace focuses on using digital methods to carry out business processes. Digital tools such as workflow software are being widely used to optimise business processes.

These processes can be as simple as an approval workflow or as complex as a procurement process.

In a traditional workplace an approval process requires printing, signing and carrying papers from one desk to another.

On the other hand, with a workflow software this process can easily be turned into a digital one.  This makes the process accessible to anyone involved from wherever they are to progress its flow.

Transitioning into a digital workplace will help you eliminate paper, reduce costs and increase efficiency. Above all, it will help you to easily implement how to successfully work remotely.

Cloud-based platforms and digital process automation have created more room for more remote workers. In other words, digitalisation has enabled more tasks to be performed without barriers such as communication.

On another note, having an option in place to work remotely  during Covid-19 or not, can be beneficial for operations, if necessary.

Why is ‘working from home’ so popular?

Remote male workerThe rising emphasis in remote working comes about from both, internal and external factors. For instance, internally, people are aiming to achieve a better balance between work and personal life. On the other hand, external factors like the global spread of Covid-19 (Coronavirus) has forced people to work at home.

Certainly, it is important to have the option for remote working if in desperate need. Even if a company does not incorporate it permanently.

Most noteworthy, companies are viewing it as a crucial factor for their business continuity plan.

As the digital process automation industry continues to grow, making digital business possible, so does ‘smart working’.

Have you included digital process automation in your business continuity plan?

Let’s look at why remote working and digital process automation are beneficial for business.


Remote working in the event of a crisis

External factors are the ones that sometimes we cannot see coming, but we should expect the unknown anyway. In other words, we should plan for a potential disruption.

By preparing a back-up plan, companies can then reduce the level of disturbance from said external factor(s). For example, arranging options for employees to access company systems remotely should be included in their plans.

CoronavirusPrepare for the worst, but hope for the best!

The spread of killer virus Covid-19 has seen pandemonium across the entire globe. It is creating a lot of anxiety for people worldwide.

Businesses are curious about how operations will be affected. More importantly, people are wondering how lives will be affected.

Due to rise in the coronavirus, companies are involving remote working in their contingency plans. 

Not to mention, many job openings throughout the pandemic are temporarily working from home vacancies.

Remote working for better quality of life

remote-workers

According to a recent article by Ireland’s National Public Service Broadcaster RTE , flexible work searches on jobs websites have risen by 196% in the last two years.

In addition, a lot of people feel that they are more productive working from home. That is to say, the positive impact remote working has on personal life can effectively influence output of the remote employee.


Digital business process is the key for an effective ‘remote working’ strategy

First of all, tasks must be carried out digitally to utilize and implement remote working solutions.

Secondly, an employee must have all of the necessary digital and non-digital tools at home. That is, to be considered suitable for remote working.

There are numerous manual processes that businesses have automated. As it turns out, technological advancements have made it possible for remote working.

Human resource management involves quite a few lengthy processes. Similarly, financial teams also carry out time-consuming and repetitive tasks. Different departments must communicate and play their own role to complete the overall process.

Digital process automation continues to optimise these type of dreadful but necessary tasks. Ultimately, making your life easier at work. In addition, automating tasks can completely eliminate the use for paper.

Don’t need paper for remote working!

Busy office with paperSustainability comes in many forms.

Automation of business processes eliminates the need for paper documents. This derives huge advantages for a company that carries out a lot of processes using paper.

Let’s look at what a paperless office can do for you

    1. More organisation – information stored digitally in single place
    2. Better communication between departments
    3. Improved collaboration from higher visibility and transparency 
    4. Costs reduce as buying and disposing of paper is no longer required
    5. Less consumption contributes to a sustainable environment 

As an example, a simple ticketing system can coordinate and scale up operations of remote teams. Remote working HR Team will have many tasks over the course of the day. Including replying to employee queries among other day-to-day activities.

With a ticketing system in place their work can be organised around tickets. Giving a better visibility of team performance and improvements that may be needed.

Other examples of core business processes to automate not only for remote working but also for increasing efficiency

Human resource management automation

1. Employee Onboarding

Paper, Excel sheets and emails automatically slow down the onboarding process.

Managing induction tasks and training of new hires digitally becomes more crucial, when staff are mostly remote working.

Digital onboarding process is less time-consuming and more efficient.

2. Leave Request Form

A digital leave request form allows better tracking and management of employee absences. Because of this, managers can prepare by taking actions so that absences don’t affect operations.

For instance, hiring temporary staff becomes easier to manage when needed e.g. sick leave, maternity leave, holiday season.

In short, employees simply provide the details of their request and submit it. After that, managers are notified to review and approve/reject the request. And finally, it is recorded in a system where employees can view the balance of remaining annual leave.

3. Employee Appraisal

For the reason that a performance appraisal requires huge effort and time, they get put on the long finger.

Employee performance appraisal software allows collaboration between relevant departments to review employees performance. This enables better visibility and tracking becomes easier.

Digital finance processes to simplify ‘working from home’

1. Purchase Order Approvals

Digital PO approval process will help to enforce better structure on the purchasing process. As a result, managers will gain more control of purchasing products and services from requesting a PO to supplier payment.

By automating purchase order process, finances are managed more efficient. For instance, a structure will help avoid unexpected expenditure in accordance with its disappointing results.

2. Invoicing and Accounts Receivable

Issuing and tracking invoices soak up a lot of employee’s time and it is very easy to make mistakes. With that being said, mistakes are not acceptable as receivables are what keeps a business afloat!

Streamlining this process with a workflow software will automatically reduce mistakes and will speed up the process. In addition, it can be easily completed in a remote working setting.

3. Procurement Process

Using a digital procurement system contributes to your paperless office. Keeps your documents in one place.

Procurement documents define contractual relationships, and automation helps to prevent important losses. Keeping all your contracts in the digital sphere.

Eliminate the errors and increase the efficiency of procurement process by building a digital process.


And remember, the more time it takes to complete these processes, the more they will cost. Likewise, the less time it takes to carry out such procedures, the less it will cost.

So, eliminate paper and save time and money by automating business processes. Overall, business operations will be more efficient and your work from home strategy will be simplified and made possible from anywhere!


Considering remote working as an option?

Start your digital business journey by automating business processes. Visit kianda.com for more info.


Derya SousaAuthor: Derya Sousa COO of Kianda Technologies 
Helping companies to operate paperless, delivering custom business applications rapidly with no-code digital process automation platform Kianda.

Kianda is a business process automation platform that allows companies to digitalise and streamline their processes with easily built online forms and workflows.

Let us show you with a free customised demo what Kianda can do for you.

Request a live demo


Related articles:

https://www.kianda.com/blog/no-code-development-platforms/

How to manage your Procurement Process efficiently to reduce costs and risks

5 Core Business Processes You Should Automate to Increase Agility

5 business processes to automate

It’s 2020. It’s time to optimise business processes with business process automation.

Repetitive tasks without business process automation can easily become draining. However, they are critical for managing operations within an organization. 

Let us emphasize.

Today, leaders face multiple internal and external challenges. Hence why, it is important to be prepared, proactive and productive. Dynamic markets result in business managers facing changes such as competition and evolving technologies. So, to keep in line with competitors, technological advancements are highly useful.

Business process automation has received great attention along with adoption in the last number of years. Moreover, many organisations view it as a necessity rather just a ‘nice to have’.

According to a recent report from Forrester, automation and AI are moving deeper into organizations. As a result, they are becoming the “very makeup and operations of the company”. 

But, why is business process automation a growing trend?

Let us call a spade a spade. Every person at some stage in their working life comes across a particular task that they aren’t exactly excited about. These processes can generally consume a chunk of your time. Maybe they involve a lot of paper and slow down productivity.

Above all, we are aware that time is money and that wasted time means wasted money. So, lets explore 5 business processes to automate and how these tasks will then, be simple to manage. Certainly, workflow software will make your life a whole lot easier!


1. Onboarding process automation

In general, hiring a new employee involves lots of paper, plenty of emails and communication across other departments like HR. On the other hand, workflow software allows collaboration across departments. Even more, it eliminates the need for paper and multiple emails.

To put simply, you can send the job offer to the new hire and the new hire can accept it along with submitting their data. After that, approvals take place then the contract is automatically issued. Furthermore, digital signatures are captured and all the relevant departments’ tasks are distributed. This ensures that everything is ready before the new hire starts for a better first impression.

In short, the entire onboarding process from start to finish can be achieved. Most noteworthy, all in a single business process automation platform with.

2. Holiday request form 

Usually, employees request time off by filling out a paper form or sending emails. Once all of the information is written on the application, a manager then has to manually and digitally input the data. 

Emails are sent back and forward to HR, confirmation of status is next. You get the picture…

holiday-request-form
holiday-request-form

Again, time is being wasted that could be valuable elsewhere. 

A  digital holiday request form with Kianda platform allows you to manage and approve requests, all in the one place.

As well as that you can conveniently monitor and track them in a dashboard. 

3. Incident reporting

The main purpose of an incident report is to try to identify the cause of an incident or a near miss. By doing so, managers can take cautious actions to prevent re-occurrence in the future.

Incident reporting needs to be accurate and managed correctly. It’s no surprise that they are obvious business processes to automate. To be clear, using paper isn’t really a safe way to store valuable information. Therefore, recording and storing data safely will improve the overall quality of the process and the outcomes.

To clarify, a digital incident report automatically increases accuracy by storing data more efficiently. Easier tracking allows managers to quickly come up with measures to prevent future occurences.

4. IT help desk 

IT helpdesk
IT helpdesk

Without a structure put in place, IT teams can get very overwhelmed with queries from end-users.

More importantly, satisfaction won’t be achieved for end-users if IT support teams can’t deliver answers. So, to enhance the user experience, queries need to be addressed fast. 

The Kianda platform offers a ready-made IT help desk template that effectively supports end-users. In short, the automated workflow allows the IT team to track, prioritize tickets and solve them rapidly. 

5. Procurement process 

The flow of the procurement process entails quite a few steps which can easily slow things down, fast. For instance, if managed across excel sheets, paper documents and emails then effective communication maybe hindered. As a result, enabling frequent misconceptions in different stages of the procurement process. 

In other words, having multiple documents in numerous places compared to digital documents in one place speaks volumes. All appropriate users can have access to relevant documents if needed. For that reason, collaboration and communication flows better than ever.

Using a business process automation platform for the procurement process delivers transparency to all involved, from buyer to supplier. As a result of better communication, the procurement process runs more smoothly and quickly.

In addition, management of cost and spending becomes more visible, meaning that profitability can be tracked and improved.


Can you imagine the amount of costs and time that is saved by speeding up these processes?

Yes, a lot! 

As stated by Gartner, optimising existing business processes does not only focus on efficiency, but efficacy too. To be exact, optimisation of business operations increases productivity, reduces errors and has capabilities to avoid potential risks.

“By automating predictable, standardized processes, application leaders enable the business to focus its attention on the exceptions that still require a human touch” 

Automating Business Operations to Scale Your Digital Business, Gartner (2019)

In other words, by saving a lot of time you can devote more attention to other aspects of the business. Perhaps, an area that you could never give enough time to, even though you probably should have. 

Further, reducing costs can symbolise many opportunities for the business. Firstly, it can reflect an increase in profitability as there are less operating costs which means saving money. On the other hand, it can be spent elsewhere maybe for R&D, new employees or could be for expansion. Whatever the case may be, saving costs is always a plus.


Let us show you with a free customised demo what Kianda can do for you.

Request your live demo today!

Author: Osvaldo Sousa

Osvaldo is the CEO of Kianda Technologies with almost 2 decades of experience in the IT industry has developed many successful solutions across a broad range of technologies. He is the subject matter expert in digital workplace collaboration solutions.

Related articles:

Why Leaders Seek Quality Management Systems to Ensure Compliance

Travel Request Form


Engineered Simplicity – Digital Process Automation Made Simple

Digital process automation - Kianda
Digital process automation – Kianda

Great to see our expert Osvaldo Sousa featured in the TechPro Magazine December 2019 Edition focused on Business Automation.

A modern approach to process automation

Osvaldo explains how Kianda takes a fresh approach to process automation. As a result, users can move in a more agile and flexible manner.

Going through the big cycle of diagrams where you spend months and months trying to refine shapes is not suitable for everyone. Therefore, Kianda’s process automation platform avoids this by taking clients straight into building digital solutions

“We achieved this through simplified interfaces that are attractive, familiar and intuitive. We started with a modern approach, a modern interface so it makes everything familiar to users.

Drawing on our industry experience, we created ways of turning those mapped processes into automation systems, but in a simplified manner, hiding the complexity, so that beautiful front end allows you to leverage all the functions behind it. ” adds Osvaldo.

No-code

Consequently, the Kianda platform is a diverse one. In other words, it allows users from any industry to use it. Due to the simplicity of being a true no-code platform.

“What we really see as our strong suit, is that in the words of our customers, we are a true no-code platform, meaning they can build processes and systems without writing a line of code.”

Business automation can involve a lot of coding. Users with or without coding experience can use the Kianda platform.

For instance, those such as software developers can leverage their skills. In other words, a new module or widget could be created by a developer, if necessary. 

With that being said, added features may be created for those who do not have the necessary skills. One of our main priorities is customer feedback. Therefore, what we receive back converts into what we can do, to delivers customers needs.

Read more here


Discover Digital Workplace revolution with Kianda.

10 times faster implementation with intuitive workflow software, driving digital transformation across the workplace and operations.

Want to see what Kianda can do for you?

Request a live demo

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How to manage site inspections efficiently, while easing the process and raising the standards

Digital Construction Process Automation

How to manage site inspections efficiently, while easing the process and raising the standards

Site inspection checklist
Site inspection checklist

Are you managing your site inspections with Excel sheets?

Then it is time you consider digital site inspection checklists to ease this process for you.

Many inspectors, auditors or site managers use traditional ways to run their inspections jobs. Hard to manage paper forms, emails and scanned documents with signatures can easily become a cumbersome work…

Modern technologies that are available today, have made it far more efficient to capture and track site inspections. From scheduling a visit, sending automated alerts to capturing information and pictures. As well, with online forms you can easily generate rich PDFs, on the go…

First of all, let’s have a look when site inspection checklists are used?

Construction, engineering and industrial companies are required to keep sites, staff and assets safe. And to make sure they are working according to regulations. For this purpose, an inspector visits a site and runs inspections to go through defined checklists. Simply, to assess risks and to report their observations.

Construction site inspection
Construction site inspection

These checklists are defined based on the type of an inspection. For example, is it an internal inspection or an external one for a client? Or, is it a scheduled or emergency one and so on…

What are the current challenges companies are facing today when it comes to managing their inspection jobs?

There are three main challenges companies are facing regularly:

1 – Managing inspections with paper forms

Main challenge here is to manually complete large numbers of questions in paper checklists… Scanning these checklist paper forms or re-typing into a spreadsheet. Then, uploading and emailing them, back and forth.

If an inspector has to rely on paper forms and documents for their job, then this becomes a complicated process. One that can increase compliance risks.

An inspector needs to make sure that they have all the right tools and documents they need before their visit. Moreover, during their visit they need to make notes of all their observations.

Using paper forms means when they go back to the office. That is to scan documents, and even sometimes re-type all the info. And, all of this take up a lot of valuable time.

2- Document management and unreliable reporting

Pulling together an inspection report can be extremely time consuming. Conventional ways require an inspector to re-type the captured information in spreadsheets and reconcile them. Subsequently, this can take long time and much effort.

In addition, this data will need to be transformed manually into graphs and charts to achieve insights. And this is not ideal…

One of the key aspects of managing inspections is making sure that there is accuracy on reporting.

It can be frustrating for everyone involved in the process if the reports are not reliable.

3- Not being able to handle pictures and signatures on the go

Traditionally, an inspector would take pictures on site. Then go back to office download these pictures and store in company systems.

It can be time consuming trying to attach the right pictures to the right logs within inspection reports.

Simplify site inspections by taking as many pictures you need on the go.

Similarly, when signatures are required from clients, subcontractors or owners, they are often taken on papers. Then, scanned back in the office. This whole process can be slow, error-prone and not easily accessible for searching.

To modernize your site inspection checklists, you should consider going mobile and paperless. That is, for higher control, compliance and simply for faster outcomes.

Here are 4 important tips on how you can transform site inspections and ease the process

1- Digitalise your inspection checklist and eliminate paper

Site inspection form
Site inspection form

After all, it is not efficient to rely on papers, emails, phone calls when the most important aspect of inspections is to ensure that work is being done properly to the highest quality.

Digital site inspection checklists can be achieved with an online forms and workflow software like the one Kianda offers. 

This speeds up the entire procedure. Inspections can be scheduled on a regular basis and automatically assigned to inspectors.

 

Automated notifications and reminder alerts can easily be sent to inspectors to remind their schedules.

Inspectors can complete the checklist on a tablet or smartphone on site. As well, they can attach photographs, media evidence and annotate them when needed.

Then, final reports can be shared and made available in real-time to anyone who needs to see them.

2- Use data reporting to increase quality and compliance

Data gives us the ability to see and understand progress of things. It is crucial to provide clear overview of the job progress to project managers or other decision makers.

It is important that inspector flags issues on time to avoid any project delays.

Data can help you with your inspection strategy and make better decisions. That is, with the right digital solution, such as online forms.

By using real time reporting not only data can be shared easily. But, any delays, bottlenecks can be spotted and dealt with in a faster manner.

Moreover, working with a digital solution means the records of site inspection tasks and results are saved. Particularly for future reference and auditing purposes. And it can be very valuable when a hand over to another inspector is needed.

Ultimately, you will be able to manage tasks in real time. And review progress from your browser, tablet, or mobile device at any time.

You will store the key data, not just scanned documents. All the while, optimising the process and collaboration between the teams.

With online forms, reacting fast can be a major advantage for companies of any sizes. Simply, to save time and resources immediately.

3- Attach pictures and signatures on the go

Mobile online forms that allow you to take pictures, annotate and attach them to the form instantly is a must have. This eases the way pictures are attached to the reports. 

They can also capture digital signatures from client’s and inspector’s. As well as generating a PDF report instantly on the go.

4- Look for flexible inspection checklist solutions

You must consider solutions that allow you to customise checklists, flow, rules, alerts and more. That is when you are looking for digital solutions to manage site inspections. Nowadays only capturing data is not enough.

You can always start with a template. But, it is vital to have the ability to make changes… big or small depending on your own needs.

With a tailor-made approach, a comprehensive site inspection delivers a better user experience.

Also, reporting should be provided in a flexible way. Different managers might have different needs.

Flexible reporting dashboards that allow exporting data into a format you need are important. Specifically, to help you achieve business goals and save time.


At Kianda, we build modern process apps that are both flexible and user-friendly.

Why not try our Inspection Checklist Process App today?

Or let us show you witch a free customised demo what else Kianda can do for you.

Request a live demo

About Author:
Osvaldo Sousa – Digital process automation expert with almost two decades of experience in information technologies. He is the CEO/Co-founder of Kianda Technologies.

 

Managing Quality Control Through an Effective Corrective Action Plan

Quality management system for corrective action plan
Quality management system for corrective action plan

All quality engineers and compliance managers face the need to correct some part of their process or quality management system from time to time.

Many businesses regardless of their industry, face increased regulatory pressures.

As a result, internal quality initiatives require companies to take a more proactive approach to their corrective action processes. This might be because of a fault in a product or component and it requires a form of remedial action to put right.

It is necessary that corrective action is taken with regard to currently manufactured products. For instance, a product recall could be a step forward to resolve any issues. This is an example of how an effective corrective action plan can help in quality assurance.

But, what is it and how do you implement one?

What is an action plan for corrective procedures?

Corrective action examples are things like changing existing work processes or improving a component on the production line, for instance.

Quality is assured before shipping to customers with better in-house testing. As well as that, a list of corrective actions for if anything goes wrong during a construction project.

Quality management system
Quality control procedure

A corrective action report is arranged by a quality control team when quality may be compromised. For instance, upturn in warranty returns, product failures or non-conformance all emphasize the need for a report to be gathered.

This is to ensure that future failings are minimized or ideally, gone away completely.


What should be included when thinking about corrective action planning?

Without a good understanding of the root cause of any failure, you should not try to correct the quality issue.

Unless you have collected data on non-conformance reporting and generated a log, accuracy is impossible. In other words, the corrective action procedure scope you come up with won’t address all of the quality issues.

The absence of the correct non-conformance reporting might allow you to fix one problem. However, it won’t address another one. So, your new quality system won’t be very useful in the long run.

Until you have identified the root cause of corrective action, your QHSE workflows will end up being interrupted. As a result, the entire process will slow down.


How Corrective Action and Preventive Action (CAPA) can help

When it comes to corrective and preventive action, a quality management system system can be vital.

A corrective action plan that will work needs to investigate faults properly. Subsequently, quality will improve in processes like design, manufacturing, on-site operations and so on.

You can think of a CAPA system as one that diagnoses faults and then creates a corrective action procedure for each of those faults.

Of course, it is possible to go about this work in a number of ways. Generally, CAPA requires expertise from a range of people within an organization to come up with a working, corrective and preventative action.

Some people rely on spreadsheets to manage inputs from many departments while some focus on QHSE workflows. On the other hand, others focus on incident reporting guidelines along with corrective action procedures.

A workflow software can simplify the approach to CAPA quality. In addition, it can reduce burden by turning the processes into digital forms and workflows.

The truth of the matter is, some approaches to CAPA can become complicated and may create quality issues.

To put it simply, such an approach can be hard to manage. However, a digital business workflow software is an easy solution to CAPA quality. For instance, it can reduce the administrative burden by changing the processes into digital workflows.


What does it do and what advantages will such workflow software offer your quality assurance teams?

Benefits of digital CAPA workflow / quality management system
Benefits of digital CAPA workflow

Continuous Improvement in CAPA Quality

To come up with a corrective action process for each of your production failures or non-conformities on site, you need to sort large amounts of data. Commonly, the larger the organisation and the more product lines it has, the more difficult such a task is.

Action plans can make your quality issues worse if your quality management process isn’t accurate. Therefore, investing in a workflow software system that assists in process management is so useful.

Make the improvements last

Using a workflow software platform to carry out incident reporting, helps to craft suitable corrective action processes. From this, you will start to see all of the additional factors.

Reduce risks and admin tasks

Certainly using a paperless incident reporting workflow helps everybody involved. For instance, communicating in the most up-to-date manner.

Software can help track defaults, highlighting particular areas of processes. Moreover, this helps identify why and when these faults occur.

For example, you may alter your incident reporting guidelines after studying the visuals. After that, you can quickly see which suppliers’ components have been used in a product failure. Further, allowing you to identify the root cause of the problem.

Collaborate effectively with all your office and on-site teams 

Investing in a workflow software platform like Kianda, will allow your entire organisation to continuously improve. You can assign tasks and controls and simply track them using an easy workflow.

For example, it would allow technical sales representatives in the field, not just quality engineers at your head office. In addition, input data in an incident report to also consider customer’s views.

This is something that a typical CAPA system can’t handle.

This means that to fully consider when and how fixes might occur, widening the corrective action procedure scope would be necessary.

Reliable reporting and tracking

Corrective action plan process
Corrective action plan process

In addition, business process automation software that offers quality management also allows you to inspect quality performance analytics. You can use this to fully monitor the production conditions where system failings occur. For instance, which production operatives see the most returns.

Indeed, any quality management software worthy of the name should be flexible. In the same vein, to help maintain and improve quality, the platform should fully link with your back-end systems.

As such, establishing the root cause of corrective action is only one part of what digital quality management software offers.

With an effective corrective action plan process like the one Kianda offers, not only can you establish and select the root cause. But, you can also submit any relevant comments to your request. Not to mention, the ability to integrate with your back-end systems allows you to retrieve and upload applicable documents to your request.

A digital quality management system can lead to greater efficiencies. Not just with in-house quality processes, such as delivering better customer satisfaction. As you learn more about potential issues, you can focus on enhancing production processes.

In other words, you can improve collaboration in your organisation as well as improve decision making for managers. All of this can be achieved by automating your core business processes and updating document management activities.


Further Reasons to Invest In A Digital Quality System

Increased regulatory pressures encourage many industries to implement proactive corrective and preventive action processes. If you are not investing in software that enables this to function properly, then your competitors are more than likely ahead of the game.

Today’s technology tools can work smoothly with your existing processes without needing big investments.

Furthermore, quality software of this type can link with all of the other apps and software systems you are currently using.

Quality audit process
Quality audit process

Automating CAPA quality means being able to produce data for national, regional and global regulatory inspectors as well as those all-important ISO auditors.

Not only will deploying one reduce audit times and time spent on gathering your findings but it will decrease business risks by helping you to identify the right preventive action to take every time.


Kianda is a workflow automation platform that allows companies like yours to automate and streamline quality management processes via easily built online forms and workflows.

Want to see what Kianda can do for you?

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About Author:
Osvaldo Sousa – Digital process automation expert with almost two decades of experience in information technologies. He is the CEO/Co-founder of Kianda Technologies.

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Make your holiday request form an easy to manage digital process

holiday-request-form

Managing your leave or holiday request form processes with manual tools or legacy systems can be quite the headache. Particularly for those in the HR department. But also, for the employee who submits the request. Moreover, many potential issues can arise in your leave management processes. That is, when using inefficient methods. 

The issues that arise simply lie within the quality of the leave management systems and manual methods used. Hence why it is critical for businesses to implement and use a sufficient digital leave management system.

As technology continues to evolve, many organisations become less reliable on defective leave management systems. But rather, switch to more advanced workflow automation systems like Kianda platform.


Challenges of manually handling your employee holiday request form

Using paper-forms, emails and spreadsheets to carry out a holiday request form is inefficient and unreliable. Because there is no way to centralize the data, there is no way to see who approved what and when. And, that is just one example.

Let’s have a look at some very common problems with an inefficient leave request process.

Leave request gets lost in thread of emails

email-for-holiday-request-formThese issues happens way too often. An employee sends their manager an email requesting annual leave. But, receives no response. Managers are busy, some more than others. However, holiday request forms still need to be completed and on time.

However, when a manager has hundreds of emails to get through, it is very easy to miss some. Even the important ones. As a result, leave requests becoming lost or convoluted in email threads. This is a prime example of how leave requests can easily go unanswered.

Or worse, they could go down the road of being approved and forgotten about. This brings us on to our next big issue with a manual holiday request form.

Rushing decision making when approving leave requests

The whole point of having a structure on leave management is to be prepared and organized. To grant employee annual leave, managers must consider many factors in their decision making. An example would be when an employee is out of work for a day or more. Employers need to ensure that there are enough staff to cover. So, in this case, specific information needs to be acknowledged. More clearly, required information might be dates or person/employee role. As well, number of annual leave days requested and even priorities.

It is difficult to pay full attention to these factors when all of this information is in multiple locations. But, because of this, it is easier to rush decisions and tick approvals off your list. Consequently, you end up short staffed. 

For instance, David the marketing manager actually needs to work 2/5 of his requested dates for the launch of a campaign. But, the manager who rushed his request into approval status is unaware. As a result, David ends up being absent from the launch of an important campaign.

Sound all too familiar? 

Business man wearing blindfold trying to hit targetsLack of transparency and visibility in leave management system

Tracking, monitoring and recording annual leave are necessary and useful steps. Simply because they influence decision making. In other words, they assist managers in making correct decisions, based on whether to approve or reject employee leave. When your holiday request form process is deployed using multiple tools, decision making becomes difficult. More clearly, it is impossible to have a clear overview of all leave requests and approvals.

Decentralized systems can cause chaos when it comes to managing a holiday request form. The knock-on effect from invisibility more or less provides a blind insight into the entire process.

In short, the lack of transparency makes it difficult to make decisions. As well as that, it is time-consuming and confusing trying to multi-task between emails, paper-forms and spreadsheets. By the time you have analysed your spreadsheet of who is on leave the same day Mark requested off, you forget where you put the paper holiday request form.


Leave Request Processes made easy

A digital leave / holiday request form is one of many processes that can be easily carried out using of workflow software. With the use of technology, managing tasks digitally has increased significantly. However, some organisations are still caught up with using outdated methods. And, or legacy leave management systems.

Many HR departments face challenges with manual processes. Even with simple tasks like holiday requests. Employee expectation of digitally managing tasks continues to rise. Simply due to increasing use of digital tools that promote mobility. 

Therefore, HR departments need to learn to adapt to new trends that assist them in meeting employee expectations. Also, they need to consider productivity increases from using more efficient ways of carrying out business tasks.

HR Managers improve processes by introducing digital technologies together with new strategies. By simply automating processes like leave / holiday request management, organisations can bring significant time savings.

In addition, by saving time you are also saving costs. For instance, managers take up a chunk of time just to carry out holiday and leave request processes. And by way of retaining this time, it can be dedicated to other aspects of the business. As a result, operations are completed at a much faster pace, ultimately scaling productivity.

Needless to say, optimising holiday request forms largely reduces administrative burden. So, along with improving quality in processes, work can be less stressful for many. Moreover, completing tasks with less challenges is much more motivating. And subsequently, a lot more rewarding.

It is time to ditch outdated paper forms and untraceable emails for holiday approvals…


Want to see what Kianda can do for you?

Request a live demo


4 reasons why you should adopt a digital holiday and leave management system 

    1. Reduce errors, save time and increase efficiency

    2. Greater visibility of approval status

    3. Automated approvals of requests

    4. Instance notification of rejection / approval status and regular reminders

Moving to a digital solution eliminates inefficiency and error-prone outcomes you might face. For instance, using Excel sheets for this purpose. Or even papers or back and forth emails. For the reason that managers need to prepare, absences should be recorded accurately. As a result, trends can be spotted and actions can be put in place.

Annual leave, sick leave, maternity or paternity.

Whatever the case may be. Leave of any form will not affect business operations when using an efficient digital leave management system. Digitally managing and tracking leave, makes the process easier for managers and employees.

Manual management of holiday requests can take a significant amount of time to organise. Therefore, it is important to have these requests dealt with in an efficient manner. Especially when it is holiday season or when sick leave requests increase significantly. For example, due to an outbreak such as COVID-19.

Holiday approval form

To calculate sick leave requests made by the entire company for a given year requires spending hours or even days. And that is to just go through papers. Not mentioning distributing data or information to other relevant personnel.

On the other hand, if the information is in a digital system, it will only be a click away. To improve the efficiency, the first step is to move from paper to online forms.


A digital leave request form can do many things

With an intuitive digital approval workflow like Kianda platform you can manage and approve all requests in one place. As well as that, you can easily track all requests in Kianda customisable dashboard.  In other words, you can tailor your dashboard to your organisation’s unique needs. In doing so, you can have a crystal clear overview of everyone’s requests.

As a result, you will be able to take precautions to ensure you have enough staff available. For example, during the periods of high demand such as summer you may need extra workers.

Neither you nor the employee will need to worry about miscalculations.

Optimising your holiday request form process quickly ensures a fair and transparent management to the staff. Consequently, improving employee satisfaction.


leave-request-form-templateHoliday request forms simplified

In a single platform, staff request annual leave by simply providing details and submitting. Then, managers approve and a record is saved in the system. This gives you full visibility and overview of all requests.

The flexibility of the form enhances collaboration and communication between relevant departments. Subsequently, allowing the process to flow smoothly and rapidly.

Access to the correct information is provided clearly. Therefore, you know when your staff is on leave, allowing you to prepare in advance. Employees can easily view their balance of remaining days and raise their requests. Managers get notified and they simply review and approve requests.

Managers can reject or ask for modifications from staff. As well, scheduled reminders are set for when a manager does not approve on time. As a result, approvals are submitted in a timely manner, allowing the process the be swiftly completed. Additionally, the reminder notifications prevent requests from building up or going unanswered.

It’s as simple as that!

Remove the hassle of paper leave requests with the use of an automated workflow software. 


Let us show you with a free customised demo what Kianda can do for you.

Request a live demo


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Travel Request Form

Travel Request Form

Travel request template

Do you need to a better process for travel requests and approvals?

Managing travel requests with paper forms or spreadsheets is easily a time consuming task that could be improved with process automation.

Furthermore, submitting paper requests can create lack clarity and compliance.

Why you should optimise your travel request management process

With an online travel request form, you can manage the submission of the request, related expenses and the entire approval process.

Employees will submit their requests, managers then review requests.

Managers can make better decisions and approve or reject requests instantly.

To clarify, the travel request and approval process can be completed anywhere, at anytime.

This will free-up valuable time, avoid delays in the approval process and bring efficiency.

A digital travel request form simplifies the process instantaneously. From employees submitting travel requests to managers approving, the entire process is easier to manage. That is, with online forms that are managed in a centralized digital system.

How does it work?

Travel request formA travel request and approval process is essential for every business and especially for large organisations.

For instance, larger organisations can require a lot more travel request processes because they have a larger employee count, of course.

So, the quicker the process, the less time consumed. Therefore the higher the benefit will be. 

This Kianda travel request form app handles travel request and its entire approval process in a single location.

Travel-request

It allows selection from travel types such as flight/ferry/train and so on.

The information may differ from employees, depending on travel type.

Therefore, displays fields are dynamic, according to the user selection.

Multiple approval levels in a digital app make it easy to track

Also, to have multiple approval levels, approval processes can be extended.

This depends on conditions such as the value, type of travel mode, reason for travelling and so on.

Overall, a travel request form starts with an employee requesting for travel tickets and accommodation arrangements while providing purpose of the travel and passenger details.

Next, the travel department or HR review the request and make the necessary arrangements. 

In addition, the workflow can expand to allow employee travel document validation or to adjust fields and settings based on an employee’s profile.

When an employee starts a request, their profile including their passport details can be pre-populated based on, the data stored in your IT systems.

The Kianda system issues a notification to a traveller if their passport has expired or if it is due to expire.

The system can flag to the travel team if a passport is expired. If required, it can also prevent submitting travel requests for flights.

Final cost reports by a business unit, cost center, department or individual can be achieved via reporting dashboards.

In addition, this workflow can me made visible to all employees, whether they are in your IT systems or not.

By using anonymous (public) forms, you can share online forms publicly and let your staff submit requests from anywhere.

Immediate benefits you will get with Kianda Travel Request Form App

✔ Flexible Online Forms

With our drag-and-drop form builder you can easily customise travel request form


Eliminate Paperwork

Capture requests, approve and track within the app, eliminate paperwork

✔ Easy Reporting

Track & report on key metrics, monitor progress for quality control

Don’t forget to explore Kianda template store when you sign up and check out all other templates designed to help you to get started.

 

 

Want to see what Kianda can do for you?

Request your live demo today!

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Make your holiday request form an easy to manage digital process

Per Diem Approval Workflow

Change Request Process

Change request form template

Is your organisation managing change request forms with emails, sheets and paper?

Does it cause difficulties when tracking change requests, approvals, the status and storing this information online?

Transforming your change request form into a digital process with workflow software will not only will save you time and paper. But also, you will have full visibility of the process. As a result, your team can collaborate in a more efficient way.

A change request is a documented proposal for an alteration to any configuration item, product or a complete system. In project management, a change request regularly emerges. That is, when the customer has specific needs. For instance, an expansion or modification to the agreed-upon deliverables for a project.

In this template we gathered business rules, steps and fields. They are commonly used in organisations when managing a change request workflow.

Someone who is documenting or reporting the procedure starts the request. A user or a group who is responsible for the approval of change request gets notified. They then decide whether Change Approval Board (CAB) meeting should be scheduled. In the same workflow, schedule, review and implementation are all managed step by step. Business rules and actions allow you to have a clear definition of your change strategy and risk assessment.

IT Helpdesk collaboration

In addition, this change request template can be used together with IT Support Helpdesk. For example, a ticket raised by an end user via IT Helpdesk workflow, may require a change in a project or a system. In this case, to facilitate the flow, two processes can be connected together. Depending on the outcome of the first process, it can let one process start after another. Also, you can carry the information between processes.

Many benefits of automating change request processes:

    1. Achieve faster deployment times and lower the risks associated with the changes.
    2. Have a standard way of handling and storing the information related to the process.
    3. Avoid unnecessary email communications and paper work.
    4. As a result, digital processes will bring productivity with faster resolution times. Also, efficiency for auditing and reporting purposes.

Start your digital transformation today!

Reduce time and increase productivity with workflow software. Automate your change request management process with Kianda workflow software.

Kianda is a NO-CODE workflow software that empowers business users to accelerate digital innovation. For more info, visit Kianda.com or our blog for the latest news and articles.


Let us show you with a free customised demo what Kianda can do for you.

Request a live demo today!

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Workflow automation software Kianda sponsors European SharePoint Conference – as featured in The Record Technology Magazine

Kianda BPMWe talked about our Kianda journey to date to The Record Technology Magazine and about our sponsorship in the upcoming European SharePoint Conference #ESPC18.

Workflow automation software Kianda was launched in 2017 in European SharePoint Conference in Dublin.

We will be sponsoring the European SharePoint, Office 365 & Azure Conference in November 2018. The Microsoft partner officially launched during the 2017 conference.

“We are thrilled that, since our launch last year, more than 5,000 enterprise users are now building cutting-edge digital process automation solutions across several industries using Kianda,” said Derya Sousa, the company’s co-founder and commercial director.

To read the full article click here Record Magazine

Kianda is a no-code business process automation and workflow software.  It makes it easy for companies to automate complex business processes connecting people and existing company systems.

Headquartered in Dublin, Ireland. Kianda is being used by many businesses across the globe to digitally transform their core business processes. Also, improving compliance, enabling faster decision making, and higher productivity.


Want to see what Kianda can do for you?

Request your live demo today!

How to optimise Per Diem Management for Aviation

Aviation per diem management
Aviation per diem management

What is Per Diem anyway?

Per Diem means Per Day. Also, referred as daily allowance.

It is a particular measure of money an organisation provides for an individual. To be more clear, it is frequently a representative of the organisation.

It covers everyday costs when travelling for work. A per diem can incorporate part, or the majority of the costs acquired. And most companies pay the government rate, which is based on the cost of living in the location being visited.

In aviation, it is usually available to a pilot, flight attendant, crew member or office staff who are travelling for business. Specifically, it is the reimbursement for his or her meals and incidental expenses. And, every airline pays differently per diem rates.

Read – How an aviation company streamlined their HR and Finance processes

One method is employees request the actual cost of meals, lodging, and incidental travel costs may be deducted. That is, subject to certain limitations, providing the invoices and receipts.

On the other hand, there is the allowance method. In short, an employee is only required to prove where they were, and that they were travelling as a requirement of their work. Generally, in the aviation industry, most employees and independent contractors use the allowance method.

How to optimise per diem management

Kianda Forms allow users to manage per diem, all in a single platform. With an automated workflow, flight personnel or office staff can easily make per diem requests. And they can submit their requests, before or after they travel.

This automated process empowers personnel to do their per diem calculations and request rapidly. It is presented as a simple online form where employees can consult what is available to them.

Kianda platform provides capabilities for users to work offline. That is to say, it is highly suitable for industries that involve a lot of remote working, in remote areas.

As employees in the aviation industry frequently fly on long-haul flights, remote access is essential.

With Kianda, they can submit per diem requests, even when they are off-line during a flight.

Employees can easily reach the information they need and submit their requests. More importantly, they can do so without any delays or unnecessary email communications.

Information related to the submissions can be stored in the company’s existing data systems. Moreover, to ensure regulations and compliance, all information can be managed and tracked efficiently.

Looking for a better solution?

Talk to us today!

Eliminate the errors to bring consistency in your per diem management process. In addition, managing processes digitally reduces the amount of time a task would normally take. Because of this, saving time allows you to instantly save costs. With more time on your hands, you can devote it to other aspects of the business.

Moreover, per diem allowances enable better expense management. As a result, managers have greater control over financial spending across the business.

Discover how Kianda Forms can allow you to achieve great results. Above all, you can take your operations to the next level within Aviation industry with digital process automation.

To see how Kianda can help you, request a free live demo today!

Request your demo


Derya SousaAuthor: Derya Sousa COO of Kianda Technologies 
Helping companies to operate paperless, delivering custom business applications rapidly with no-code digital process automation platform Kianda.

Kianda is a business process automation platform that allows companies to digitalise and streamline their processes with easily built online forms and workflows.


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