Pivotal Software has digitized several Finance Department processes using frevvo's easy-to-use, visual products.
"Our Finance team appreciates how easy frevvo’s Visual Rule Builder has made incorporating dynamic behavior into our forms/workflows. We have done a lot with frevvo. Our stakeholders are very pleased."
T&E/ Purchasing Coordinator, Pivotal Labs, Toronto
Pivotal Software offers a proven way to help organizations transform to next generation enterprises. Their unique guidance and powerful platform modernizes business-critical apps to deliver software rapidly and securely to customers. Pivotal's customers span industries, including automotive, financial services, industrial, media, retail, government, technology, and telecommunications.
Pivotal, like many organizations, needs to process Travel Requests, Purchase card, Purchase Orders and Professional Development requests from staff. These processes were slow, inefficient and difficult to manage through email. The Finance team was searching for an easier, faster way to collect approvals and signatures.
frevvo's powerful online platform provided Pivotal's small Finance team with an easy solution. Integration with Google Sheets allowed them to quickly pull employee information into workflows. Successful deployment of automated Finance processes led to the design of a Purchase Card workflow that pulls cost centers from Google Sheets and conditionally routes the flow to the correct approver.
frevvo workflows track Employee Professional Development requests and ensure they are charged against the correct budget. Submissions are saved in the frevvo submission repository, a Google sheet or as a PDF in Google Drive. frevvo creates a ticket in a ticketing system for further approval tracking.
Pivotal Software will continue to digitize future forms/workflow.