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Flowingly Product Update – Power BI

Flowingly Product Update – Power BI

by | Jun 7, 2024 | Release Notes

Flowingly Product Update – Power BI

Unlock Data-driven Insights with Flowingly’s Power BI Connector 

We’ve bridged the gap between your automated workflows in Flowingly and getting deeper, more advanced data reporting – presenting the Power BI Connector. Accessing and analysing your flow data has never been more seamless. 

    What’s New?

    📊 Detailed Reports at Your Fingertips 

    Utilise our pre-built Power BI Desktop file to access not only the data surrounding your flows but also the details contained within them. Build comprehensive reports that offer detailed insights, empowering you to make data-driven decisions with precision. 

    🔄 Seamless Integration for Enterprise Customers 

    Great news for our Enterprise customers! The Power BI Connector integration is available to all Flowingly customers with an Enterprise Agreement. Elevate your reporting capabilities by seamlessly integrating your flow data into Power BI. 

    The Power BI Connector feature by Flowingly opens up a realm of possibilities for enhancing your data analysis and reporting capabilities.  

    Here are some compelling use cases to illustrate how this integration can be a game-changer: 

    • Connect your Flowingly data to Power BI and build a dynamic dashboard showcasing key performance indicators, completion times, and any bottlenecks. Instantly identify areas for improvement and optimise your processes on the fly. 
    • Utilise Power BI to generate historical reports on your workflow efficiency. Measure cycle times, step durations, and identify trends that can inform strategic decisions for process optimisation.

    How to Get Started? 

    For those eager to harness the power of this integration, 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 data-rich collaboration. 

    To see a more detailed look at how to set up Flowingly’s Power BI connector check out our knowledge base for instructions here. 

    Empowering Waitomo District Council’s Process Journey with Flowingly 

    Empowering Waitomo District Council’s Process Journey with Flowingly 

    by | May 13, 2024 | Press Releases

    Empowering Waitomo District Council’s Process Journey with Flowingly 

    We’re excited to share a major milestone in the local government space – the warm welcome of Waitomo District Council into the Flowingly family!  

    This partnership marks the beginning of a transformative journey for Waitomo District Council and our continued commitment to empowering local government. 

    While Waitomo District Council had a positive experience mapping their processes in Promapp, they discovered in Flowingly more than just a single solution. Flowingly’s holistic approach to process improvement, with mapping, forms, and automation unified in a single solution appealed to the team and provided them with a new perspective on ways they could enhance, improve and automate their existing processes. 

    Coming across Flowingly was timely from a forms and automation perspective. Having just started to explore process improvement around both customer and employee journeys, they had found some of their initial solutions to be a strain on technical resources, especially tools that required heavy learning and intensive training. Flowingly offered them a scalable solution tailored to the needs of small councils like theirs. 

    What set Flowingly apart for Waitomo District Council was not just the comprehensive suite of process improvement products, but our roots as a Kiwi-founded and owned company with a genuine focus on partnering with local government. This shared identity and commitment to supporting local communities resonated deeply with Waitomo District Council, solidifying their decision to choose us as their partner in process optimisation. 

    “The people we dealt with at Flowingly were always willing to help us. They really helped us and were super flexible and helpful in making the journey easier. In fact, everyone we have encountered has been incredible to work with. Keep it up and that will be a good selling point for councils like ours.”

    We’re thrilled to embark on this journey with Waitomo District Council, and we look forward to witnessing the positive impact that our partnership will have on their organisation and community.  Our shared commitment to innovation, efficiency, and the success of NZ local government will undoubtedly drive impactful outcomes for Waitomo District Council and pave the way for future collaborations. 

    Welcome aboard, Waitomo District Council!  

    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 – April Release Notes

    Flowingly – April Release Notes

    by | May 2, 2024 | Release Notes

    Flowingly – April Release Notes

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

    We’re thrilled to introduce exciting new features and improvements designed to elevate your workflow management experience. From our powerful Power Automate connector to team notification updates, discover what’s new with the product this month.

    What’s New?

    Power Automate Connector

    It’s never been easier to integrate with third-party applications. Leverage Flowingly step data elsewhere or populate Flowingly steps using third-party data effortlessly. Read more here. 

    Team Email Notification Settings 

    We’ve added a new option when it comes to notifying users of their tasks in Flowingly. If a team works out of a shared mailbox you can now ensure notifications are only sent to the shared mailbox instead of each user individually. Read more here. 

    Other Release Notes (April 2024) 

    • Fixed issue where steps incorrectly had two Logo fields. 
    • Fixed issue where Option List mapping didn’t work in all scenarios. 
    • Updated datetime fields to include locale information, facilitating later conversion to UTC. 
    • Date and Datetime now formatted without time zone. 
    • Fixed inconsistency in sorting Process Maps. 
    • Deleted Flow Models no longer showing as reportable. 
    • Webhook data for child Flows does not include Flow Identifier. 
    • When the date field is optional, an offset value is applied even if no date is selected. 
    • Fixed issue where Step Tasks could not be added to a step.  
    • Fixed issue where required date field prevents Step submission if conditionally hidden. 
    • Added the comments section from a Flow to be available as variable in Custom Email body. 
    • Saved step form with date values in the format ‘D/MM/YYYY’ is not submitting. 
    • Fixed issue where Lookup Fields were not working with decisions. 
    • Fixed inconsistent access permissions with shared process maps. 
          How to Create Engaging Process Maps Your Team Will Actually Follow

          How to Create Engaging Process Maps Your Team Will Actually Follow

          by | Apr 29, 2024 | Process Improvement

          How to Create Engaging Process Maps Your Team Will Actually Follow

          Whether you’re a seasoned pro or just starting out, these comprehensive best practices will guide you towards creating engaging process maps that drive efficiency and clarity. No fluff, no jargon – just practical tips to elevate your workflow game.

          Lay the Foundation with Clear Process Information

          Before diving into the nitty-gritty of building better process maps, you’ll first want to ensure your processes are clear and make sense. Think about the key information that everyone, from new hires to seasoned veterans, need to understand and follow the process.  

          Use plain language that everyone can understand, avoiding unnecessary jargon or technical terms. For example, instead of “utilise proprietary software,” opt for “use our in-house software tool.” 

          Example: In your expense approval process, provide detailed instructions that outline each step clearly. Ensure you specify what criteria they consider when reviewing expenses. For new employees, include links to relevant policies and guidelines to help them understand the process better. For veterans, highlight any recent updates or changes to the process to keep them informed and up-to-date. 

          Bring Your Processes to Life with Rich Content  

          Text-heavy process maps can be daunting and overwhelming.

          To enhance engagement and understanding, consider incorporating rich content such as videos, images, or links to relevant resources.  

          Example: if your process involves a specific software application, embed a tutorial video demonstrating how to navigate it effectively. A five-minute video will be much more helpful than a 50-page PDF. Likewise, provide links to company policies or guidelines to provide additional context where needed. 

          Master the Art of Process Design  

          Designing a process map is similar to crafting a well-oiled machine – every component should fit seamlessly together to achieve optimal efficiency.

          Start by outlining the main steps of your process in chronological order, ensuring that each step logically flows into the next.  

          Example: Let’s say you’re mapping out an employee onboarding process. Begin by identifying the key stages, such as recruitment, orientation, and training. Then, break down each stage into smaller, actionable steps, such as conducting interviews, completing paperwork, and assigning mentors.  

          Use Flowingly’s visual editor to arrange these steps in a logical sequence, ensuring a smooth transition from one stage to the next. With process linking in Flowingly, you can also build out a mega process with all the onboarding sub-processes in one. 

          Simplify, Simplify, Simplify  

          Complexity is the enemy of efficiency. As you design your process map, keep an eye out for opportunities to streamline and simplify.  

          Are there any redundant steps that can be eliminated without sacrificing quality? Any bottlenecks that need to be addressed to improve flow?  

          By trimming the fat and focusing on what truly matters, you can create leaner, more efficient workflows that minimise delays and errors. 

          Example: In your employee onboarding process, you may discover that certain administrative tasks, such as filling out multiple forms, can be consolidated and done all at once (i.e. tax forms, KiwiSaver, contact details). By centralising these tasks and automating repetitive processes, you can reduce paperwork and streamline the onboarding experience for new hires. 

          Embrace Best Practices for Process Mapping 

          To ensure consistency and clarity across your process maps, it’s essential to embrace established best practices. Standardising naming conventions, using consistent symbols and colours, and documenting exceptions and variations are just a few examples of best practices to incorporate into your workflow design. 

          Example: Adopt a standardised naming convention for activities and decision points within your process maps. For instance, use clear and descriptive labels such as “Review Application” or “Approve Request” to ensure that everyone understands the purpose of each step. Consistency in naming conventions makes it easier for team members to navigate and understand complex workflows. 

          So there you have it – a comprehensive guide to building engaging process maps in Flowingly. By following these best practices and incorporating real-world examples into your workflow design, you can create streamlined, efficient processes that drive success for your organisation. Happy mapping! 

          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 Product Update – Power Automate Connector

          Flowingly Product Update – Power Automate Connector

          by | Apr 19, 2024 | Release Notes

          Flowingly Product Update – Power Automate Connector

          Level Up Your Process Integrations with Our New Power Automate Connector

          We’re thrilled to introduce an exciting new update that will enable you to integrate your processes like never before! Say hello to Flowingly’s Custom Connectors – designed to integrate your systems with the Power Automate platform. 

            What’s New? 

            🚀 Custom Triggers for Ultimate Flexibility 

            When a Flow Step is Submitted: Activate Power Automate actions immediately after the submission of a step. This trigger ensures that your processes stay in sync, creating a seamless workflow that adapts to your team’s pace. 

            Example Use Case: Imagine a scenario where your sales team completes a critical step in the pipeline. Instantly, relevant information is shared with your CRM system, updating records and triggering automated follow-up actions. 

            When a Flow Step is Created: Trigger actions based on the creation of a specific step. This provides unparalleled flexibility in adapting automation to the unique dynamics of your business processes. 

            🌐 Seamless Integration for Flow Model Builders 

            It’s never been easier to integrate with third-party applications. Leverage Flowingly step data elsewhere or populate Flowingly steps using third-party data effortlessly. 

            Example Use Case: Picture a scenario where your procurement process involves external vendor verification. With Flowingly’s Custom Connectors, relevant data from your vendor management system can seamlessly integrate with your procurement workflow, ensuring accuracy and efficiency. 

            This update is all about making connecting to the Microsoft tech stack as simple and easy as possible since Power Automate is the world’s most used integration platform. We’re excited to see the endless number of ways team use it to take their processes to the next level. 

            How to Get Started? 

            We’ve crafted comprehensive documentation in our knowledge base that walks you through the setup of these custom connectors, making integration a breeze. Check out the documentation here. 

            You can also check out the full list of connectors available with Power Automate here. 

            The era of limitless automation possibilities is here, and Flowingly’s Custom Connectors are your passport to this exciting journey.