Category Process Templates

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Resumen

This free ready-to-use Process Templates Library lets you take a business process (form + workflow model) that has been useful to other companies, adapt it to your needs and start using it within minutes.

Each business process template includes a full description of its form, workflow, and common use cases. They were built based on +10 years experience in the BPM and Workflow field, with +8000 subscribed companies.

First, you import the template into your Flokzu account. Then you adjust it to your own needs. Finally, you start using the process immediately. It includes defining your own fields to hold your data, setting up the participants (users and roles), and the tasks/steps of your workflow. You can also define integrations with other systems using Web Services (REST and SOAP) and Zapier.

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Sobre el autor

Picture of Felipe Demassi

Felipe Demassi

I am an Industrial Engineer passionate about continuous improvement and operational efficiency. My academic background is complemented with courses in programming, computer science, digital marketing, and business sciences. This strong foundation allows me to tackle business and technological challenges from a generalist perspective. In my current role as the leader of the Customer Success team at Flokzu, my primary goal is to ensure that our customers fully leverage our product and service to achieve their business objectives. To achieve this, I perform the following functions: I work on defining the team's strategy, designing operations that ensure our customers get the most value from our platform. I oversee operations and sub-teams, including customer onboarding, support, and continuous training. Internal Process Development: I define and improve internal processes, ensuring their correct implementation and constantly seeking ways to enhance them to optimize customer experience. Metrics Analysis: I collect and analyze key metrics related to product usage, customer satisfaction, retention, and growth, as well as team performance. Coordination with Other Teams: I work closely with other departments within the company and coordinate joint actions that benefit our customers. During my time at Flokzu, my team achieved remarkable results, including a significant increase in customer retention and earning the "Best Customer Support 2022" award by Software Advice. Before taking on my role in the Customer Success team, my experience at Flokzu was focused on the services team. As a process analyst, I led the management of software implementation projects, provided process consulting, training, and customer support, and acted as a liaison between the customer and other sectors of the company.

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