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Some organisations still use outdated financial systems for capital expenditure and budget approvals.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!


Related articles:

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/

Webinar: “How to create a dynamic business app, without coding”

In this webinar you are going to learn how to create a dynamic business app without coding.

So, as companies deal with the trends of an increasing mobile workforce and a limited supply of competent software developers, this raises the need for a solution. Subsequently, no code platforms have increased in popularity in the recent years.

You might wonder why. For instance, no code means flexibility. That is to say, you don’t need to be a competent software developer to use a no-code platform such as Kianda. 

No code platforms allow any user to build business apps through graphical user interfaces and configuration instead of traditional programming. In short, they are designed to ease and speed up the app development process. 

We hosted this webinar for you to see how easily you can create dynamic business apps using Kianda platform. In short, Kianda focuses on business functions such as data capture, workflow automation and integration with your existing ERP tools.

So, watch now if you would like to find out how to create a dynamic business app, without coding. Meanwhile, keep an eye out for our next webinar.


Don’t miss out – find out how to build business app – Training Record – in 10 minutes.

In this webinar our expert Osvaldo demonstrates an example Training Record Form using some of Kianda’s capabilities.

By the time you are finished watching this webinar, you will know how to:

  • – Create a dynamic business app to capture Training Record details
  • – Produce cascading lists that can read data from SharePoint
  • – How to capture an employee’s signature – digitally
  • – Generate a rich training PDF certificate
  • – Review all Training Records in a dashboard.

 

Presenter: 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.

This webinar was recorded on the 11th Dec 2019 10:00 AM UTC. Recording duration is 24 mins.

Want to see what Kianda can do for you?

Request a live demo

Read more:

According to Forrester report 22% of companies haven’t begun their digital transformation. Are you one of them?

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.

 

Digital Construction Process Automation

Digital Construction
Digital Construction Process Automation

CIF Digital Construction Summit 2019

We look forward to sponsoring in CIF Ireland, Digital Construction Summit 2019 in Dublin, 13th June. Come and talk to us to discover how Kianda can help you. Accelerate your digital construction journey with process automation.

DIGITAL… THE END OF CONSTRUCTION AS WE KNOW IT?

CIF Digicon 2019 will bring together developers, planners, architects, engineers, contractors,  and other key stakeholders. That is, in the construction industry. To sum up, it will explore best strategies and solutions to embrace digital transformation. With focus on the road to Construction 4.0.

Digital Process Automation can help you manage construction processes efficiently

Kianda is a digital process automation platform helping companies to undergo digital transformation. Through digital forms and workflows, companies can easily automate and manage their business processes.

Want to see what Kianda can do for you?

Request a live demo

Related Articles:

Case Study – Mercury Engineering Streamlines Project Approval with Kianda Forms and Workflows

https://www.kianda.com/blog/2018/11/06/benefits-of-digital-process-automation-in-construction/

https://www.kianda.com/blog/2019/05/29/according-to-forrester-report-22-of-companies-havent-begun-their-digital-transformation-are-you-one-of-them/

Kianda sponsored in the European SharePoint Conference in Copenhagen

Workflow automation
Kianda sponsors at European SharePoint Conference

We had a great time sponsoring in the European SharePoint Conference this year in Copenhagen. We met our customers and partners. In addition, interesting talks about how empowering no-code solutions can be. That is, with many people from around Europe.

Thank you all who stopped by our stand and showed interest in Kianda – digital process automation and application delivery platform.

Learn more about no-code process workflow automation and business applications with Kianda.

Request your live demo today!

How Construction Industry Can Benefit From Digital Process Automation

Engineering and Construction industry can benefit with digital transformation

Many organizations such as engineering and construction companies are changing at a rapid pace due to technology. They are experiencing significant digital transformations in several areas. Engineering and construction can benefit by adopting new technologies to carry out business processes.

Digitalising business processes is one of the areas that is supporting companies in improving processes and decreasing costs.

Technology driven innovation for construction has been delivering real benefits to the industry in the recent years.

Certainly, companies who adopt the latest technologies, software innovations, equipment and process automation will most likely succeed.

Digital Process Automation solutions are technologies that help companies run operations, smoothly. For instance, they minimize manual, time-consuming tasks with streamlined processes. As a result, reducing operating costs.

Simply, they handle certain tasks by building online forms and automating workflows. Some examples include capturing data, task assignments and scheduling notifications.

What’s in it for you?

For example, rather than chasing manual project approvals, you can spend more time on valuable commercial relationships. In other words, you can focus more on revenue generating activities.

Inefficient communications should not delay time-sensitive key commercial decisions

manual process

Today many organisations still use excel and email communications to manage processes such as Bid Proposals and Contract Management. They store data in spreadsheets, print and approve manually and communicate via email.

This is mainly due to the lack of technical staff or amount of required time to digitalise such processes. This laborious process can cost companies a lot of time and money when they grow beyond a small sized company.

Especially when companies are dealing with business-critical bid proposals or contracts. Time-sensitive commercial decisions should not be delayed due to manual processes and inefficient communications channels.

Most importantly, losses that are caused by risk and error-prone manual processes should not be ignored.

Certainly, the level of transparency and efficiency that can be achieved via process automation software is compelling. In other words, it can eliminate inefficiencies and become the central point for task approvals and decision making.

New technologies can easily transform any manual processes from paper to digital.

Using new technologies to automate tasks has many long-term benefits from engineering and construction companies.  Simply because they can easily transform manual processes from paper to digital. As a result, companies generate less paper by managing processes online and overall, become more efficient.

Say good-bye to everyday chaos caused by paper piles and manual work in the office or on site.

How construction industry can benefit from digital process automation?

  • Key business decisions can be better made, without any delays.
  • Digital documents / online processes are easier to track and manage.
  • Admin tasks can be automated, meaning more work can be completed on time and budget.
  • Better project and data management.
  • Easier collaboration between people involved in the workflow regardless of where they are.
  • Higher visibility of the progress and smooth analytical reporting.

Construction processes such as:

construction-process-automation

  • Approval to start a project
  • QHSE Management
  • Incident Reporting
  • Bid Proposals
  • Document Control
  • Action plans 
  • Administrative tasks
  • Employee onboarding and induction
    or simply sending automatic notifications on-the-go can all be digitalised and improved. In addition, allowing web and mobile access from any location is important for companies with workers across remote locations.

Clear understanding of company performance

Moreover, process automation solutions bring a very clear understanding of the performance of a company. For instance, detailed analytics and customisable dashboard reports, demonstrate performance. Based on departmental requirements, customising dashboards can help with productivity.

Easy project management for construction companies

To be clear, project information, communication between workers and live monitoring can be centralised in a single place.

Above all, this can be accessed online or offline from anywhere and any device. Workers in the construction industry can benefit a lot with this, considering many projects can be carried out in remote areas.

Finally, new technologies are here to help organisations to quickly spot bottlenecks, make decisions on time and operate efficiently.

Business process automation solutions can help bring quality and standardize processes. Ultimately help them with competitive advantage in business.

process-management-engineering

Read Case Study: How Mercury Engineering streamlined project approval process, enhancing compliance and agility with Kianda forms and workflows.

Irish Engineering company introduced Kianda to simplify and improve their project approval process called “Authority Matrix”…

Learn more about digital process automation solution that can help you achieve greater outcomes, eliminate in-efficiencies for construction and engineering.

Request your live demo today!

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

IT process optimisation with prebuilt workflow templates

IT process workflow management
IT process workflow management

Why should you start your IT process optimisation?

Today’s IT departments are crucial for efficient operations and more importantly, survival of the business. Hence why it is important to kick off your optimisation process.

For instance, countless issues are raised by users on a daily basis to IT. Dealing with these over and over again without any standard system, creates frustration and difficulties in tracking and communication for IT teams.

Fortunately, technology is here to help organisations to solve these challenges. However, while adopting a new technology to help you, you should not be limited to what off-the-shelf solutions can offer.

Why does this matter?

Every organisation operates in its own way. Operations mature as the company grows, people move departments and requirements change due to the market shifts. If you adopt a technical solution today, it should be able to evolve with you tomorrow.

Process optimisation has a huge impact on output.

In other words, IT departments who adopt workflow software, achieve efficiency, reduce workload and increase productivity. As a result, providing better service levels.

NO-CODE development solutions such as Kianda Forms and Workflows platform can allow you to transition in to Digital Business more effectively.  No-code means anyone in an organisation can build technical solutions without having the coding skills.

IT process optimisation is simple with Kianda platform. With easy-to-use development interface, any employee can help drive change, not just those with technical skills. 

How can you actually use this?

Your team with or without coding skills, can build process automation and workflow applications. Certainly, meeting your organisation’s needs for IT processes such as IT Helpdesk, Asset management, Change request management, Incident report management and more. All integrated with your current systems.

That’s not all…

We have designed IT workflow templates to give you a hand when you are designing your optimisation process.

In the meantime, check out Kianda Template Store when you sign up. There is a lot more we believe you can use, not just regarding your IT process optimisation. These workflow templates will be a starting point for you to build great workflow solutions meeting your organisation’s unique requirements.

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

Request a live demo

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. 


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Related articles:

5 Core Business Processes You Should Automate to Increase Agility

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.

 

 

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Related Articles:

Make your holiday request form an easy to manage digital process

Per Diem Approval Workflow

Per Diem Approval Workflow

Per-Diem-Request-Dashboard

Per Diem expenses can include different forms of costs for an employee related to business activities. In short, it focuses on the cost for an employee to take a business trip. Overall, it helps businesses to gain better control over expense management.

Purpose of Per Diem and expense management

Expense management is simply put in place so that employees don’t need to keep a paper record of their expenses. In addition, per diem processes reduce the administrative burden on financial teams.

For instance, employees don’t need to keep a track record of multiple receipts. As well, it removes the need for these expenses to be checked and reimbursed.

The most common Per Diem expenses include overnight accommodation, daily meals and other travel expenses. In general, these are the typical expenses for a business traveler.

As a result of providing daily allowances, there is better control over business finances. Due to gaining superior control, managers can predict financial costs for the business.

Using an online form to automate the per diem process will reduce the hassle of manually performing the task.

Digital forms improve the Per Diem processEmployee receipt records for expense management

Increasingly, companies are adopting digital solutions to streamline Per Diem approvals. Online forms for expense management allows the process to become completely paperless.

As a result, the entire process can be rapidly completed.

Kianda platform offers a per diem template so that users can scale up expense management at a faster pace. Traditionally, managers would manually carry out this process across paper-documents and spreadsheets.

On the other hand, managing business processes digitally reduces the amount of time a task would normally take. In addition, it saves costs and increases efficiency. Simply due to process automation.


Expense management using a digital form

Per Diem Approval workflow includes employees providing the travel plan. Following that, the manager either approves or rejects the travel expense. This is based on a simple calculation of per diem amount, multiplied by a number of days.

With this simple workflow template you can set per diem allowance rates based on the location in a standard way. When an employee starts a request form,  rates can easily be calculated. Further, they are then submitted, avoiding any errors or misunderstandings.

In this sample template, an employee has the option to request only Per Diem, Travel or both. To begin, the procedure starts with the employee initiating the process. And they do this by entering personal information and travel details.

The system automatically calculates rates based on the location and number of days. Once the employee submits the request, a manager approves or rejects. Finally, the flow continues with Travel team or Payroll team.

This template comes with with Per Diem request Dashboard for reporting. Alternatively with Kianda, a single dashboard for all their approval tasks can be configured for managers to overview.

As a result, they can easily monitor what is waiting for their approval and what has been approved. Most noteworthy, they can do so with full visibility of the progress of each request.

Streamline your organisation’s per diem expense management and eliminate the errors and achieve consistency.


Kianda is a NO-CODE business process automation platform. We empower business users to accelerate innovation through digital transformation.

Want to see what Kianda can do for you?

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Change Request Process

Travel Request Form

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!

More IT Service Desk Solutions

Cyber Security Incident Response

Cyber Security Incident Response

Security-incident-management-dashboard

Cyber security incident can come with high costs and damages to an organisation who is not prepared for them.

In their simplest way, they can cause downtime and impact business productivity. Moreover, they can damage the employee or customer experience. Security is only as effective as the response it generates.  Therefore, not responding to an incident in a timely manner can expose your organisation to many issues.

Security Incident Reporting
Cyber Security Incident Response

When organisations implement right strategies to cope with these incidents, they achieve better outcomes. For instance, faster detection and investigation process. With a well-structured incident management process, organisations can achieve better results while minimizing possible damages. That is, even in critical and emergency situations.

A structured and formalised process must be put in place to respond to internal and external information security incidents. As a result, this will demonstrate that you take corporate and legal responsibilities seriously.

Furthermore, this positive security position ensures that your organisation can deal with security incidents. And that it can be dealt with quickly, efficiently and effectively.

5 Benefits of having a structured cyber security incident response plan:

  •  1) The rapid and accurate assessment of security incidents and the most appropriate response
  • 2)  Shortened recovery times to incidents
  • 3)  Minimised business disruption
  • 4)  Ensures that your organisation complies with local legal, regulatory and industry requirements
  • 5)  Accurate reporting and statistics to continuously improve the security of the information

Automating this process helps you to manage, record and analyse cyber security incidents or warnings. In addition, it gives you a clear view of issues and how they are resolved.

The notification or identification that a cyber security incident is occurring can happen in many different ways. For example, two main of these are:

1) Automatically from specific devices such as an alert from a firewall. Automatic review of system or security log files on network. These systems can then notify a mailbox. For instance, Kianda platform scans the mailbox. After there is an alert, platform starts the workflow automatically. And this notifies required people and takes certain actions.

2) Staff noticing unusual or suspicious activity on the computer system and raising a report via the Kianda platform. Simply put, this flow starts with a staff raising a security incident when there is a risk of data or security. Following this, the system immediately sends alerts to the responsible departments to act upon it. The reason of the incidents, threats or violations, can be distinguished by staff providing required details.

Reporting dashboard provided with this application, gives you visibility of detailed analytics to aid tracking of the current issues in the system.


Automate this process today with Kianda platform

You can easily tailor this cyber security incident response workflow application to meet your specific requirements.  Kianda provides a NO-CODE development interface, meaning you don’t need to have programming skills to create spot-on apps.

See how Kianda can help you with a free customised demo.

Request a live demo

RELATED ARTICLES

IT Support help desk

Change Request Process

IT Support help desk

IT Support Dashboard

Get started with IT support help desk right away!

IT departments today face countless issues raised by users, daily. They can be anything from “I forgot my password”, “My computer is slow”, “Oops! I deleted my files” to “Can’t connect to printer”. With an IT support help desk, problems become less bombarding.

Dealing with these over and over again without any standard system creates frustration. Not to mention, tracking and communication difficulties for IT teams.

Technology is here to help organisations solve these challenges. However, while adopting a new technology to help, you should not be limited what off-the-shelf software solutions can offer.

Every organisation operates in its own way. With that, these operations evolve as the company grows. As a result, people move departments and requirements change. In other words, market demands play a key role in operations.

Need a solution for support?

A solution you are adopting today should be able to evolve with you tomorrow… Grow when you grow and adjust to your current and future challenges.

IT helpdesk

So, we designed this IT support help desk template to serve you as a starting point and save you time. It simplifies end-user support with an automated workflow. Automating routine tasks and providing transparency resolves help desk tickets quickly and efficiently. The reporting dashboard that comes with the template, enables IT support team to track, prioritize support tickets in a queue and solve them rapidly.

This workflow template will help, answer, track and solve problems of end-users, in a single platform. For instance, it can manage the ticket life cycle, from capturing issue details to automating tasks and sending notifications. In addition, it can retrieve and synchronize information from and to IT systems such as SharePoint, AD, 0365, Oracle and so on.

The advantages of improved support from IT service desk

An IT support help desk template will not only reduce regular queries and save time for you. Above all, it will deliver an enhanced experience for end-users.

IT departments who adopt workflow process automation can reap many benefits. For example, an ticketing software will increase efficiency, reduce workload and increase productivity which results in better service levels.

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

Request your live demo today!

Related articles:

Cyber Security Incident Response

Change Request Process

Performance Appraisal Process

Employee appraisals dashboard

Most companies carry out performance appraisals annually. Annual reviews usually are not enough. Employees need more frequent performance reviews to keep them focused.

But why do companies do performance appraisals only annually?

This is because, employee performance is not easy to track. In short, it requires time and effort putting a structure on it.

Managing performance reviews via spreadsheets and emails can easily be a nightmare. Especially for companies with a large number of employees and operations in different locations.

Managing Employee Performance Review is not a hassle any more!

Kianda workflow provides a single place for Human Resource Management. This employee review template helps to organise the performance appraisal process for all staff.

The process flows digitally and efficiently without delays. Management and employees receive automated alerts until they assess and provide feedback on employee performance. That is, including guidance to enhance tasks as required.

HR templates

With a standard workflow and a central location to monitor the progress, the whole process gets simplified. As a result, employee performance appraisals become less time-consuming.

Automated workflow starts as on scheduled basis and sends alerts to task owners. Notifications remind employees to complete their tasks. As well as that, to update the relevant departments/individuals on the completion of tasks.

Performance is easier to track and manage at a rapid pace with Process Automation

With this template not only will managers just maintain accurate records of overall employee progress. But, also they will rest assured that employees understand the content of their feedback clearly.

This way, performance evaluations will be made faster and easier for managers to complete.

If you implement a digital process to manage performance appraisals, it will go a long way toward having a standard and efficient procedure in which Human Resource Management, other managers and employees are all aware of their tasks and they all have equal visibility of progress.

Want to see what Kianda can do for you?

Request your live demo today!

Other HR Workflow Templates

Employee Onboarding Process

Make your holiday request form an easy to manage digital process

Employee Onboarding Process

Onboarding process

Get started with Employee Onboarding Process and welcome new hires PAPERLESS!

Eliminate the need for papers and emails rapidly by setting up your digital onboarding process.

With Kianda, you can digitally send a job offer to the new hire and the new hire accepting it. In addition, the template captures employee data, manager approvals and digital signatures.

Business process automation eases the onboarding process, from start to finish

This workflow will help you effectively manage the employee onboarding process. Moreover, it will allow HR team members and new hires to collaborate, all in a single place.

Also, you will be able to capture and store new hire personal data GPDR complaint. Automated workflows with Kianda is in compliance with GDPR regulations. Simply put, it reduces risks while handling sensitive data across different departments.

An employee must be aware of workplace rules, policies and procedures before or shortly after they start. If ignored or left too late, an organisation can face risks and damages to their business.

HR teams frequently repeat the same admin tasks when carrying out particular processes. For instance, managing re-employment, onboarding process and induction. When conducting these procedures, there are often repetitive, manual tasks behind the scenes.

This gets more complicated and worrisome when you don’t have an easy solution available.

New technologies can increase efficiency and productivity in your business processes. For example, managers are increasingly adopting business process automation solutions. Simply because, digital processes reduce time and money and scale up productivity.

An automated process assures the step-by-step tasks are efficiently carried out. As well, ensuring a standard way is being followed for each new hire and valuable time is not wasted.

“You don’t want to be one of those companies that is not prepared for the new hire and let them down in their first day”.


Employee onboarding template

New hire onboarding should not be time-consuming. It should be more manageable and smoother.

With Kianda onboarding process, you will be able to manage the entire workflow from beginning to end. And, all in a single platform connected to your back-end systems.

How does onboarding process work with Kianda?

Workflow starts with HR capturing candidate details and Kianda updating current IT systems with these details. Following, it continues with assigning tasks to managers for approvals and so on.

It also can be expanded to send an anonymous form to the new hire to capture their digital signature for contracts. Kianda provides easy integration to DocuSign or you can use Kianda digital signature feature.

This would allow capturing new hire information such as bank information, next of kin. Also, making sure that the new hire has read and signed critical company policies before they start.

Overall the workflow template contains forms (steps) assigned to each department or individuals involved in the process. This facilitates the communications between team members and the new hire. As a result, it allows them to interact, digitally sign and collaborate instantly.

In addition, onboarding process comes with a personalised reporting dashboard. The customised dashboard provides an overview of the progress. It includes how many requests have been completed, how many are in progress and what are the bottlenecks.

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

Request your live demo today!


Check out more HR workflow templates:

Performance Appraisal Process

Travel Request Form

Make your holiday request form an easy to manage digital process