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Flowingly Product Update – Visual Filters

Flowingly Product Update – Visual Filters

by | Sep 16, 2024 | Release Notes

Flowingly Product Update – Visual Filters

Say Hello to Our New Visual Filters: Your Processes, Your Way 

We’re thrilled to introduce a release that’s been in the works for a while – an update to the UI of our process filters. This update is all about making your life easier by giving you ways to navigate your processes more intuitively. 

What’s New?

With our newest update, you can now more easily filter your processes by status—whether it’s something you started last week that’s due today, or a task that’s creeping into overdue territory. No more guessing games; you’ll see exactly where everything stands at a glance. 

Need to focus on a specific timeframe? Easy. Our date range filter lets you zero in on the processes that matter most right now, whether you’re planning ahead or catching up.  

With our new filters, you can quickly filter your processes by status: 

  • In Progress: See what’s currently on your plate and track how work is moving along. 
  • Due Soon: Get a heads-up on what’s coming up next, so you can prioritise effectively. 
  • Due Today: Focus on what absolutely needs your attention today. 
  • Overdue: Stay on top of any delays and keep everything moving forward. 
  • Completed: Keep track of all work that’s been done. 
  • Rejected: Identify any processes that need revisiting, so you can course-correct if necessary. 

Don’t think we forgot about the to-do page either. We’ve brought those visual filters over, giving your team a clear view of what’s on their plate – whether it’s what’s next in line or what needs immediate attention. It’s all about keeping everyone on track and in the know. 

We’ve also added a search bar to the start page – because sometimes, you just need to find that one process without scrolling through a list. Type in the name, and you’re there. It’s that simple.  

Speaking of the start page, if you’re like most of us, you probably also have a few key processes you’re using day in and day out. Our new ‘frequently started’ tab puts those front and center, saving you clicks and mental energy. 

How to Get Started?  

These updates aren’t just about making Flowingly more efficient; they’re about giving you back time to focus on what really matters.  

Whether you’re managing a complex project or just trying to stay on top of daily tasks, the new filters are designed to help you work smarter, not harder. 

We’ll be rolling out this update to all our customers but if you have any questions feel free to reach out to your CS manager.

Flowingly Product Update – Risk Management Module

Flowingly Product Update – Risk Management Module

by | Aug 14, 2024 | Release Notes

Flowingly Product Update – Risk Management Module

Introducing Flowingly’s New Risk Management Module 

We’re excited to unveil our latest addition: the Risk Management Module. It’s time to bid farewell to those unwieldy Excel spreadsheets and embrace a smarter way to handle risk. 

    What’s New?

    We’re combining Flowingly’s forms and workflow with the power of SharePoint and Power BI to create a risk management powerhouse.  

    This combo pulls your Flowingly data into a comprehensive risk register and transforms it into visual, trend-focused dashboards.  

    Why It’s a Game-Changer:

    • Visual Insights: Powered by SharePoint and Power BI, our dashboards turn complex data into clear, actionable insights. 
    • Customisable: Easily configure the risk scoring to reflect your organisational risk appetite and definitions.
    • Trend Spotting: Identify patterns and emerging risks before they become critical issues. 
    • Real-Time Updates: Keep your finger on the pulse with live data feeds. 

    We’ve heard your struggles with using Excel as a makeshift risk database. While it’s a great tool, it wasn’t built for the complexities of modern risk management.  

    Our new module fills that gap, offering the dynamic, trend-spotting capabilities modern organisations need.

     

    Flowingly Product Update – Confidential Steps

    Flowingly Product Update – Confidential Steps

    by | Jul 8, 2024 | Release Notes

    Flowingly Product Update – Confidential Steps

    Introducing Confidential Steps: Elevating Privacy Control in Flowingly 

    We’re thrilled to introduce a powerful new feature to Flowingly: Confidential Steps! 🤫 

    Building on our existing Confidential Workflows functionality, which empowers departments to control the privacy of their flows, this update takes confidentiality to the next level by allowing workflow designers to apply confidentiality settings to individual steps within a flow. 🔒 

      What’s New?

      Additional Benefits: 

      Enhanced Privacy Control: With Confidential Steps, organisations have granular control over the confidentiality of sensitive information at a step level within their workflows, ensuring that only authorised personnel can access confidential data. 

      Increased Compliance: This feature helps organisations comply with privacy regulations by ensuring that sensitive data is only accessible to approved users, reducing the risk of data breaches and non-compliance penalties. 

      Improved Security: By restricting access to confidential steps, organisations can mitigate the risk of data leaks and unauthorised access, bolstering their overall cybersecurity posture. 

      Use Cases for Organisations: 

      HR Processes

      Apply confidentiality to steps within HR workflows, such as employee performance reviews or disciplinary actions, to ensure that sensitive employee information remains confidential. 

      Legal Workflows

      Protect sensitive legal documents and communications by applying confidentiality to relevant steps within legal workflows, such as contract negotiation or litigation processes. 

      Financial Processes

      Safeguard financial data and transactions by restricting access to confidential steps within accounting or budget approval workflows, ensuring that sensitive financial information remains secure. 

      Local Government

      Ensure the confidentiality of sensitive council decisions by applying confidentiality to steps within local government workflows, such as planning approvals or sensitive community consultations. 

      With Confidential Steps, businesses can enhance privacy, compliance, and security within their workflows, empowering them to confidently manage sensitive information and protect their data assets. Upgrade to the latest version of Flowingly today to unlock the power of Confidential Steps! 

       

      How to Get Started? 

      For those eager to harness the power of this update, it’s as easy as reaching out to your Customer Success Manager or contacting support@flowingly.net. Our team is ready to guide you through the setup process and ensure you maximise the benefits of this new update.

      To see a more detailed look at how to set up Confidential steps check out our knowledge base for instructions here. 

      Comparing Process Automation: Flowingly & Microsoft Power Automate

      Comparing Process Automation: Flowingly & Microsoft Power Automate

      by | Jun 26, 2024 | Process Improvement

      Comparing Process Automation: Flowingly & Microsoft Power Automate

      Process automation software has become a crucial tool for organisations aiming to streamline their operations. Flowingly and Power Automate are two automation players in the space, offering robust features and capabilities, yet they cater to different needs and preferences.

      This blog explores the differences between Flowingly and Power Automate, highlighting their unique strengths and how teams can use both to level up their automation efforts. 

      What is Flowingly?

      Flowingly is a powerful process automation and workflow management tool designed to simplify and enhance business processes. It offers a user-friendly interface that allows organisations to automate complex workflows without the need for extensive coding knowledge.

      Flowingly is particularly popular among businesses looking for an intuitive and flexible solution to manage their processes effectively. 

      Flowingly is well-suited for organisations that prioritise ease of use and customisation. Its focus on user experience and flexibility makes it a preferred choice for resource strained businesses of all sizes.  

      Key Features of Flowingly

      • User-Friendly Interface: Flowingly’s drag-and-drop interface makes it easy for users to design and implement workflows.  
      • No-Code Builder: Flowingly doesn’t require developers to automate processes. Its no-code builder empowers users of all technical levels to create and manage workflows without needing advanced programming skills.    
      • Unified Mapping and Automation: Flowingly offers process mapping and automation within the same product, providing a seamless experience from design to execution. This allows teams to visualise their processes and automate them within a single platform.  
      • Collaboration Tools: Flowingly facilitates collaboration among team members through features like task assignments and notifications.  

      Flowingly is well-suited for organisations that prioritise ease of use and customisation. Its focus on user experience and flexibility makes it a preferred choice for resource strained businesses of all sizes.  

      What is Microsoft Power Automate?

      Microsoft Power Automate, formerly known as Microsoft Flow, is a comprehensive process automation tool that integrates seamlessly with the Microsoft ecosystem.  

      It enables users to create automated workflows between various applications and services, both within and outside of Microsoft’s suite.  

      Key Features of Power Automate

      • Integration with Microsoft 365: Power Automate integrates seamlessly with Microsoft 365, making it an excellent choice for businesses already using Microsoft’s tools.  
      • Wide Range of Connectors: It supports a vast number of connectors, allowing integration with numerous third-party applications.  
      • Advanced Automation: It offers advanced automation capabilities, including robotic process automation (RPA) and business process automation (BPA).  

      Power Automate is ideal for organisations deeply embedded in the Microsoft ecosystem or those needing advanced automation capabilities and AI-driven insights. 

      How They Differ

      While both Flowingly and Power Automate serve the purpose of automating processes, they do so in different ways and cater to distinct needs.  

      Usability and Interface

      Known for its highly intuitive, drag-and-drop interface, Flowingly is designed to be user-friendly, even for those without technical expertise. This makes it accessible to a broader audience within an organisation.  

      Power Automate’s interface can be more complex due to its extensive features and integration capabilities. It may require a steeper learning curve for new users or require additional development support.  

      Customisation and Flexibility

      Flowingly provides customisation options for your processes, enabling businesses to build out workflows to their precise needs and create engaging visual workflows.

      Power Automate boasts a lot of automation features and integrations, which can offer more sophisticated solutions but may require more technical expertise to fully leverage.  

      Target Audience

      Best suited for small to medium-sized businesses or departments within larger organisations looking for a straightforward, easy-to-use automation solution.  

      Geared towards larger organisations with significants resources or those with complex automation needs, especially those heavily invested in the Microsoft ecosystem.  

      When to Use Flowingly vs. When to Use Power Automate  

      Choosing between Flowingly and Power Automate depends on your organisation’s specific needs and existing infrastructure.  

      When to Use Flowingly  

      • If you need a solution that is easy to set up and use without requiring extensive technical knowledge, Flowingly is an excellent choice.  
      • When your organisation lacks specialised developers, Flowingly’s no-code builder allows users to create and manage workflows without advanced programming skills.  
      • If you prefer a single platform that handles both process mapping and automation, Flowingly provides a streamlined experience from design to execution.  

      When to Use Power Automate

      • If your organisation relies heavily on Microsoft products, Power Automate’s seamless integration with Microsoft 365 and other services will provide some advantages.  
      • For businesses that require advanced automation capabilities, including AI and RPA, Power Automate is designed to handle complex workflows and processes.  

      How They Can Complement Each Other  

      Interestingly, Flowingly and Power Automate are not mutually exclusive. They can complement each other, especially with Flowingly’s new Power Automate integration. 

      Leveraging Flowingly’s Integration with Power Automate

      Flowingly’s integration with Power Automate allows organisations to harness the strengths of both platforms.

      Here are a few ways they can work together, along with example use cases:  

      • Effortless Azure Active Directory User Creation: Use Flowingly to design a user-friendly workflow for onboarding new employees. This workflow can trigger Power Automate to automatically create new user accounts in Azure Active Directory, ensuring a seamless and efficient onboarding process.  
      • Dynamic Document Automation with SharePoint and Microsoft Word: Design a custom document approval process in Flowingly. Once approved, Flowingly can use Power Automate to generate and store documents in SharePoint, leveraging Microsoft Word templates for consistency and professionalism.  
      • SMS Messaging with Microsoft 365: Flowingly can facilitate workflow notifications and approvals, while Power Automate handles SMS messaging through integration with Microsoft 365. For instance, sending customers reminders when they have an upcoming appointent.

      Check out our webinar with Incendo for a look at the use cases above and how teams can use these workflows in tandem. 

      Watch Recording

      Enhanced Flexibility  

      • Use Flowingly’s intuitive interface to design and customise workflows, then leverage Power Automate’s advanced automation features to talk to all the other tools in your stack.  
      • For businesses using Microsoft 365, Flowingly can integrate with Power Automate to ensure seamless connectivity and enhance productivity.  

      By integrating Flowingly with Power Automate, organisations can create a more cohesive and powerful process automation ecosystem, leveraging the best features of both platforms to optimise their workflows and drive efficiency.  

      Conclusion  

      Both Flowingly and Microsoft Power Automate offer robust solutions for process automation, each with its unique strengths. Flowingly excels in usability, customisation, and flexibility, making it ideal for organisations seeking an easy-to-use and adaptable tool.

      Power Automate, on the other hand, is a powerhouse for those deeply embedded in the Microsoft ecosystem, offering advanced automation capabilities and seamless integration with Microsoft products.  

      Ultimately, the choice between Flowingly and Power Automate depends on your organisation’s specific needs, existing tools, and long-term automation goals.

      For many businesses, using both platforms in tandem can provide the best of both worlds, enhancing their ability to streamline operations and drive productivity. 

       

      The Flowingly Blog

      Get the flow-down on all things Flowingly. From process tips to product, we cover everything you need to level up your processes.

      Flowingly – May Release Notes

      Flowingly – May Release Notes

      by | Jun 12, 2024 | Release Notes

      Flowingly – May Release Notes

      Get ready to explore the latest updates and enhancements in Flowingly with our May 2024 Release Notes!

      We’re thrilled to introduce exciting new features and improvements designed to elevate your process improvement experience. From our Progressive Web App to Confidential Steps in processes, discover what’s new with the product this month.

      What’s New?

      Progressive Web App 

      We are excited to share the news about the Progressive Web App for Flowingly which is available on iOS and Android devices. Users will experience the same behaviour on their mobile devices regardless of the provider. 

       

      Confidential Steps

      You may be aware of the Confidential Workflows feature we released in 2023, which allows processes which can include sensitive information to only be visible to the actor involved and specifically assigned Admins. This has now been expanded to allow for more granular control of your Flows by being able to assign individual steps to remain confidential rather than an entire flow. Read more here. 

       

      Other Release Notes (May 2024) 

      • Resolved issue where custom email content was deleted when exporting a Flow Model. 
      • Resolved issue copied flow models lose step rule “step” values. 
      • Updated Component node headers to bring over the relevant process name and dynamically adjust the header size. 
      • Fix issues with notification settings being kept when toggling between a Task and Public Form, preventing flows from progressing. 
      • Fixed bug where copied steps would not retain Form Conditions. 
      • Updated various pages to retain selected category or sub-category when navigating Flowingly. 
      • Fixed bug with currency fields when a value includes a comma. 
      • “Trigger” field added as a customisable field for Process Maps and Workflows.  
      • Resolved issue which was preventing users from publishing Flow Models with images pasted into instruction fields. 
      • Fixed issue where test emails were not being sent when the “From Name” field had an email address.
      • Push notifications added to Mobile website. 
      • Fixed issue where database IDs were shown instead of Team names when using “Teams” database. 
      • Added the ability to use Public Forms with the Flowingly Power Automate connector. 
      • Renamed “Started” filter to “In-Progress” in the “Flows I’m in” page. 
      • Fixed how categories are presented in various places dropdowns across Flowingly for improved navigation. 
      • Added more fields in CSV exports: 
      • Step Started At (datetime) 
      • Step Completed At (datetime) 
      • Step Completed By (user) 
      • Fixed issue where iOS users could not download files from the step history within the Progressive Web Application. 
      • Improved UI when steps have longer actor names. 
      • Fixed issue where flows were being triggered in Power Automate when the PA Flow had been disabled.