Loan or credit line application
This typical process of financial institutions can be automated and used from any branch, allowing all stakeholders to have access to updated information, and thus provide better customer service. In this process, all the necessary elements, such as approvals, authorizations, and observations, are gathered together. When the process is done, you will have a complete audit trail that will provide you with accurate information to improve the process performance.
Human Resources related Workflows
Managing all HR forms and documents via Whatsapp or email is highly inefficient and creates a sense of lack of professionalism. Process with the same tool training requests in certain medical procedures or technologies, notices of unexpected absences, requests for relocation or shift changes, application for new positions or 360 evaluations.
Area budget request
Many times a specific area needs to request a certain budget to resolve a determined situation. Normally this would be a long and messy process with no real audit trail as to who made which decision. Or even which is the result of that decision. Having this process formally modeled will allow you to ensure a high degree of control before spending any resources in a place that doesn’t need them. Or, on the contrary, attend important issues in due time, optimizing time and effectiveness.
Inspection of accounts or warranties
Schedule the review of an asset portfolio (car insurance, house, etc.), and it will execute automatically after a certain period. You can forget about scheduling it yourself and put this process on autopilot. Also, following a formal and documented process will give you clarity and auditability for each task. Another benefit of formally automating your processes is that you can measure the performance of the whole organization. Using KPI’s and the objective data that Flokzu provides, it will be simpler and faster to improve the organization’s return.
Request from POS and distributors
It is vital for the business that Point of Sales (POS) and distributors have an easy way to request marketing material, samples, furniture, etc. You can easily automate these processes with a no-code/low-code tool. With no external consultancy, you will be able to model the processes as you see fit.