Tie it all together.
Pros
- We use lots of forms to streamline processes. For example, expense reports, personal change forms, referrals, and even specific department requests.
- It also have security features that you can also standardize for users.
- The storyboard makes it also convenient to promote the company's current objects.
Cons
- There isn't availablity to help with charity drives. We aren't able to track or even graph information as it becomes available.
- We also have repo vehicles and are not able to have employees bid on these items anonymously. Even though we have the Buy/Sell asset it doesn't allow for any items to be sold this way.
- It would also be nice if we were able to interface with our current internet site. For example, it would be nice to post our Community Outreach Calendar for all of our regions to our webpage, so we don't have to double create work.
Return on Investment
- The workflow when building forms doesn't allow for when someone is out of the office for it to flow to another manager. We would have to create a drop-down and have the employee select who it needs to go to for approval. Would be nice if the systems administrator could be able to change the approver and then resend the item for approval. At this time the employee would have to resubmit or the admin would have to email the current item for approval or we would have to impersonate this individual to approve.
Other Software Used
Microsoft 365 (formerly Office 365), Fiserv Prologue Financials, Adobe Acrobat DC
