Applying for a credit or loan
This typical financial institution process can be automated and used from any branch, allowing everyone to have access to up-to-date information and therefore provide better customer service. All necessary information such as approvals, authorizations and comments are collected in this process. When the process is complete, you have a complete audit trail that provides you with accurate information.
Workflows related to Human Resources
Managing all HR forms and documents via Whatsapp or email is very inefficient and creates a sense of unprofessionalism. Process with the same tool for training on certain procedures, notices of unforeseen absences, requests for relocation or shift changes, requests for new vacancies or 360º evaluations.
Area budget request
Often a specific area needs to request a certain budget to address a certain situation. Typically, this would be a long and confusing process with no real audit trail of who made what decision. Or even what the outcome of that decision is. Having this process formally modeled will allow you to ensure a high degree of control before committing any resources to a location that doesn't need them. Or, conversely, attend to important matters in a timely manner, optimizing time and efficiency. Ter esse processo formalmente modelado permitirá que você garanta um alto grau de controle antes de comprometer quaisquer recursos em um local que não precise deles. Ou, pelo contrário, atender a assuntos importantes em tempo hábil, otimizando tempo e eficiência.
Inspection of accounts or guarantees
Schedule the review of a portfolio of assets (car insurance, houses, etc.), and it will run automatically after a set period. You can forget about planning, and put this process on autopilot. In addition, following a formal, documented process will provide clarity and auditability for each task. Another advantage of formally automating your processes is that you can measure the performance of the entire organization. Using the KPI's and targets provided by Flokzu, it will be easier and faster to improve the company's performance.
Attention to sales points and distributors
It is vital for the company that retail outlets and distributors have an easy way to order marketing material, samples, furniture, etc. You can easily automate these processes with a no-code/low-code tool. Without external consulting, you can model the processes as you see fit.