tag:blogger.com,1999:blog-61876646576114676952024-03-12T18:07:49.600-07:00Collavate - Compliance WorkflowCollaborative Workflow Platform Designed for Teams. ISO 9001:2015 Certified App.
Unknownnoreply@blogger.comBlogger150125tag:blogger.com,1999:blog-6187664657611467695.post-29568483947813836012021-12-23T15:22:00.001-08:002021-12-23T15:22:06.022-08:00How to Keep Your Workflow Going During the Holidays.<p> <span style="background-color: white;"> </span></p><span id="docs-internal-guid-a7c72313-7fff-94db-9abb-315e021f4a0d"><p dir="ltr" style="background-color: white; line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt; text-align: center;"><span style="background-color: transparent; color: #0e101a; font-family: Roboto, sans-serif; font-size: 13pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;"><span style="border: none; display: inline-block; height: 416px; overflow: hidden; width: 624px;"><img height="416" src="https://lh3.googleusercontent.com/ov2YHuvRTsSVAjVhr7OMpGmfrTg-CB91Bt1YLkbq63ydIbKSvdOVv7Rs9symxbeCFJA6AhrMtQceba36iK-j4rIqUqGYVMVgMRlr4HeKVJpTElK4Cu9XRh5VMo0hTqvYL2vSM4ob" style="margin-left: 0px; margin-top: 0px;" width="624" /></span></span></p><p dir="ltr" style="background-color: white; line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;"> </p><p dir="ltr" style="background-color: white; line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;"> </p><p dir="ltr" style="background-color: white; line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;"><span style="background-color: transparent; color: #0e101a; font-family: Roboto, sans-serif; font-size: 13pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">There are many reasons why you might find it hard to focus on your work during this time of year. With all the parties, family gatherings, and social events, it's tough to keep your mind on the job. </span></p><p dir="ltr" style="background-color: white; line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;"> </p><p dir="ltr" style="background-color: white; line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;"><span style="background-color: transparent; color: #0e101a; font-family: Roboto, sans-serif; font-size: 13pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">However, there are ways to stay productive during the holidays that can help you to get through this busy time of year! Here are some tips that will help you get through until January 1st comes around again.</span></p><p dir="ltr" style="background-color: white; line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;"> </p><h2 dir="ltr" style="background-color: white; line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt; padding: 0pt 0pt 4pt 0pt;"><span style="background-color: transparent; color: #0e101a; font-family: Roboto, sans-serif; font-size: 17pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">Plan ahead. Have a contingency plan</span></h2><p dir="ltr" style="background-color: white; line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;"> </p><p dir="ltr" style="background-color: white; line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;"><span style="background-color: transparent; color: #0e101a; font-family: Roboto, sans-serif; font-size: 13pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">One way to stay productive is by making a plan for what you will do with your time. If you know that you're going to be hosting a party this weekend, make sure that you've either delegated all of the tasks or completed them ahead of time. This will ensure that no matter how many people show up, you'll be able to pay attention and enjoy yourself!</span></p><p dir="ltr" style="background-color: white; line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;"> </p><p dir="ltr" style="background-color: white; line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;"><span style="background-color: transparent; color: #0e101a; font-family: Roboto, sans-serif; font-size: 13pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">Additionally, if you know that you need to work on the weekends coming up, make sure that you have contingency plans. It's easy to get carried away at parties; make sure you already know how much work time you can afford to lose.</span></p><p dir="ltr" style="background-color: white; line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;"> </p><h2 dir="ltr" style="background-color: white; line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt; padding: 0pt 0pt 4pt 0pt;"><span style="background-color: transparent; color: #0e101a; font-family: Roboto, sans-serif; font-size: 17pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">Keep up with your sleep schedule</span></h2><p dir="ltr" style="background-color: white; line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;"> </p><p dir="ltr" style="background-color: white; line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;"><span style="background-color: transparent; color: #0e101a; font-family: Roboto, sans-serif; font-size: 13pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">When we're busy with school and work, we often go weeks without getting a good night's sleep. And then, when the holidays come around and we're juggling everything, it's easy to just forego sleep altogether. This is not the time of year for it!</span></p><p dir="ltr" style="background-color: white; line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;"> </p><p dir="ltr" style="background-color: white; line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;"><span style="background-color: transparent; color: #0e101a; font-family: Roboto, sans-serif; font-size: 13pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">Giving yourself some time to sleep will help you stay focused on your work. You'll be able to think more clearly about things and make better decisions if your mind isn't foggy from lack of sleep. In order to get enough rest during this busy time of year, try going to bed earlier, taking naps throughout the day, or even working out in the morning before going into work.</span></p><p dir="ltr" style="background-color: white; line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;"> </p><h2 dir="ltr" style="background-color: white; line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt; padding: 0pt 0pt 4pt 0pt;"><span style="background-color: transparent; color: #0e101a; font-family: Roboto, sans-serif; font-size: 17pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">Stay organized</span></h2><p dir="ltr" style="background-color: white; line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;"> </p><p dir="ltr" style="background-color: white; line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;"><span style="background-color: transparent; color: #0e101a; font-family: Roboto, sans-serif; font-size: 13pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">Staying organized is one of the best ways to stay productive during this time of year. You can use a planner or a helpful </span><a href="http://collavate.com" style="text-decoration-line: none;"><span style="background-color: transparent; color: #1155cc; font-family: Roboto, sans-serif; font-size: 13pt; font-variant-east-asian: normal; font-variant-numeric: normal; text-decoration-line: underline; text-decoration-skip-ink: none; vertical-align: baseline; white-space: pre-wrap;">software</span></a><span style="background-color: transparent; color: #0e101a; font-family: Roboto, sans-serif; font-size: 13pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;"> to help you keep track of your paperwork so you don't have to worry about forgetting anything that might be sent before the holidays, and forgotten about by the time you get back. If you have any tasks that need to be completed before the end of the year, like filing taxes or submitting next year’s plans, remember to take care of them right away.</span></p><p dir="ltr" style="background-color: white; line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;"> </p><p dir="ltr" style="background-color: white; line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;"><span style="background-color: transparent; color: #0e101a; font-family: Roboto, sans-serif; font-size: 13pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">Staying organized may sound like a lot of work, but it's worth it! You'll get more done if you're not scrambling around trying to find what you need or get things done on time.</span></p><h2 dir="ltr" style="background-color: white; line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt; padding: 0pt 0pt 4pt 0pt;"> </h2><h2 dir="ltr" style="background-color: white; line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt; padding: 0pt 0pt 4pt 0pt;"><span style="background-color: transparent; color: #0e101a; font-family: Roboto, sans-serif; font-size: 17pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">Don't forget to eat</span></h2><p dir="ltr" style="background-color: white; line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;"> </p><p dir="ltr" style="background-color: white; line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;"><span style="background-color: transparent; color: #0e101a; font-family: Roboto, sans-serif; font-size: 13pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">You know how in the movies, they always have that protagonist who forgets to eat because he's so busy with his work? Well in reality, when you don't eat enough, you can lose your energy and focus.</span></p><p dir="ltr" style="background-color: white; line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;"> </p><p dir="ltr" style="background-color: white; line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;"><span style="background-color: transparent; color: #0e101a; font-family: Roboto, sans-serif; font-size: 13pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">It might sound silly but the holiday season is one of the busiest times of year for everyone. And it's easy to forget to take care of yourself when there are so many other things going on. But if you want to keep your energy up and stay productive during this time, make sure you're eating healthy food throughout the day that will give you plenty of fuel.</span></p><p dir="ltr" style="background-color: white; line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;"> </p><h2 dir="ltr" style="background-color: white; line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt; padding: 0pt 0pt 4pt 0pt;"><span style="background-color: transparent; color: #0e101a; font-family: Roboto, sans-serif; font-size: 17pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">Reflect on this season's success.</span></h2><p dir="ltr" style="background-color: white; line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;"> </p><p dir="ltr" style="background-color: white; line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;"><span style="background-color: transparent; color: #0e101a; font-family: Roboto, sans-serif; font-size: 13pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">It's easy to lose sight of the good things that happen this time of year. You might feel like you're not moving forward or that you're not making enough progress in your business, but don't forget about the successes you have had this year!</span></p><p dir="ltr" style="background-color: white; line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;"><span style="background-color: transparent; color: #0e101a; font-family: Roboto, sans-serif; font-size: 13pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">Think about all the ways your business has grown and improved over the past 12 months. </span></p><p dir="ltr" style="background-color: white; line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;"> </p><p dir="ltr" style="background-color: white; line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;"><span style="background-color: transparent; color: #0e101a; font-family: Roboto, sans-serif; font-size: 13pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">Look back at all the work you have done, at all the people who have invested in your business, and how far you've come. It's important to be grateful for what is happening now so that you can feel motivated to keep working hard for next year's success.</span></p><p dir="ltr" style="background-color: white; line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;"> </p><p dir="ltr" style="background-color: white; line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;"><span style="background-color: transparent; color: #0e101a; font-family: Roboto, sans-serif; font-size: 13pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">Looking back on what has happened this year will remind you that there are reasons to celebrate during this busy season!</span></p><div><span style="background-color: transparent; color: #0e101a; font-family: Roboto, sans-serif; font-size: 13pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;"><br /></span></div></span>Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-6187664657611467695.post-64897538077512537582021-12-14T17:26:00.003-08:002021-12-14T17:26:10.599-08:00Collavate Services is Not Affected by Log4J Vulnerability<p> Dear Collavate Customers,</p><!-- wp:paragraph -->
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<p>We are aware of a widespread security risk with a library 'log4j' used for logging in many applications worldwide.</p>
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<p>We wanted to let you know that Collavate Services are not affected by the Log4J Vulnerability, and we have taken step to ensure this vulnerability does not affect our customers</p>
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<p>At Collavate, we place customer security at the highest priority..</p>
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<p>We appreciate your business and look forward to continuing to serve you with our world-class security services and tools. </p>
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<p>Warm Regards,</p>
<!-- /wp:paragraph -->Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-6187664657611467695.post-20865009389717724452021-12-14T17:25:00.005-08:002021-12-14T17:25:43.011-08:00Designing Simple Workflows to Make Your Business Run Smarter<p style="text-align: center;"> <img alt="" height="267" src="https://lh3.googleusercontent.com/C6tq5d3HQdEM9nslNQJjPGbuJH78f0Xlkg6Ht0EzD2UkIQ_pmnne-uvC7GEmliAQxGBKm9l8ToakDlGkiJgnCYl794_PXIGOAuIW1GRLfm1aj6Cxt-S67lB2gAetkQEXOroCJLHI=w400-h267" width="400" /></p><!-- wp:image -->
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<p>Getting things done can be hard; we all know this to be true. There are always tasks that we need to do and there never seems to be enough time in the day to get them all done efficiently.</p>
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<p>Thankfully, there are tools and processes we can use to make our lives easier. One of these is called workflow design which is a system for designing processes so they are more efficient. It's not just about saving time but also making sure the process is easy to follow so everyone involved can contribute their skills, experience, knowledge, and enthusiasm for the task at hand. </p>
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<p>With this guide, you'll learn how to implement workflow design into your life and gain an understanding of what it means for you and your business.</p>
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<h2 id="h-get-started-with-workflow-design"><strong>Get started with workflow design</strong></h2>
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<p>In order to get started with workflow design, first you need to identify and define the tasks and processes within your business. Once you have a list of what needs to be done, it's time to start designing!</p>
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<p>You can do this by breaking down each task into individual steps and visualizing the process as a whole. This will help you see where any potential problems lie and allow you to fix them before they happen.</p>
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<p>For example, let's say that one of your tasks is writing an article for your blog. To develop a workflow for this task, break it down into individual steps. The first step would be coming up with topics for articles. Next would be researching those topics and gathering data. After that, drafting the text and beginning formatting.</p>
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<p>Each step should include what exactly needs to be done and how long it should take (in hours). Then you can use these estimates to create a timeline for the entire process, showing when things should begin and end so there are no surprises or mistakes (and everything gets done on time!). <a href="https://collavate.com/">Using software</a> to help you automate parts of your workflow can be very beneficial as well. </p>
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<h2 id="h-create-a-process-map"><strong>Create a process map</strong></h2>
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<p>The first step in designing any work flow is to create a process map. A process map is a diagram of the steps in the process you are designing. It's like a map for your employees to follow when completing tasks. Step 1, step 2, step 3, etc can be plotted out in a straight line, from the first draft of a document to the submission of the document, to final approval. </p>
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<p>Process mapping isn't always easy but it is essential. This diagram will help you identify all of the steps involved in completing a task and determine what needs to be done before, during, and after the task is done.</p>
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<p>The more detailed your process map, the better it can help you determine which tasks should be delegated to others, where problems might arise, and what other processes may need to be put into place.</p>
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<p>Once you have a complete workflow design, you'll want to implement it into your business. The best way to do this is by showing leadership how it can help increase productivity and efficiency. </p>
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<p>You'll also want to take stock of the skills available at your company and assign tasks accordingly while making sure no one person takes on too much responsibility.</p>
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<p>Using a linear workflow makes using software like Collavate much simpler, and keeps processes simple and easy to understand. </p>
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<h2 id="h-draw-up-a-timeline"><strong>Draw up a timeline</strong></h2>
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<p>Workflow design starts with a timeline. This is the map of your process and it will let you know who does what, when, and how long each task should take.</p>
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<p>Drawing up a timeline is critical to your workflow design because it can help you identify where things might be going wrong. You don't want to invest time into something that just isn't working and this way, you'll know what's not working and why.</p>
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<p>There are generally two types of timelines: Gantt charts and Project Management Software (or PMS).</p>
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<p>Gantt charts are simpler than PMS but they require more calculation on the part of the user. They generally contain horizontal bars that represent different tasks with their start date and duration on either side. The bars show how long the task takes and their relative order in relation to each other.</p>
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<p>PMS applications are far more complex but they're also much more useful as they can account for dependencies between tasks, offer greater flexibility in terms of project management, provide real-time updates on tasks, assign resources to specific tasks, generate reports on progress made or needed adjustments, etc. This type of timeline is usually reserved for very large, long lasting projects with many people involved. A linear timeline is the simplest way to execute a workflow, and works well with softwares such as Collavate. </p>
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<h2 id="h-involve-your-team-in-the-process"><strong>Involve your team in the process</strong></h2>
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<p>Workflow design is a system for designing processes so they are more efficient. It's not just about saving time but also making sure the process is easy to follow so everyone involved can contribute their skills, experience, knowledge, and enthusiasm for the task at hand.</p>
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<p>In my years as a business owner, I've come to meet many people including employees who work in different departments of my company. It always warms my heart when my employees show excitement for a task at hand because it means they're engaged and interested in our company's future.</p>
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<p>Getting your team involved in your workflow design system will make it easier to implement and ultimately make the process more enjoyable for everyone. Your team is going to be excited to take on new tasks with a strong understanding of how it fits into the bigger picture of what you're trying to accomplish as a company.</p>
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<p>Workflow design is all about getting things done quickly and efficiently so your employees can feel like they're contributing something valuable. When you involve them in the process, they'll feel more fulfilled and valued as an employee which will ultimately lead to stronger engagement within your workplace.</p>
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<h2 id="h-implement-workflow-design-into-your-life-and-business"><strong>Implement workflow design into your life and business</strong></h2>
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<p>Workflow design is the process of designing processes so they are more efficient and easier to follow. It's not just about saving time but also making sure the process is easy to follow so everyone involved can contribute their skills, experience, knowledge, and enthusiasm for the task at hand. With workflow design, you can create a system that allows people to do what they're good at and then take those tasks and delegate them accordingly.There are many ways you can implement workflow design into your life and business, and one of the simplest ways is to <a href="https://collavate.com/">implement approval and collaboration software</a> for your team, allowing your organization to become more organized and transparent.</p>
<!-- /wp:paragraph -->Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-6187664657611467695.post-62315545880770410342021-12-14T17:24:00.008-08:002021-12-14T17:24:54.537-08:00How to Approve or Reject Workflow documents on Google Drive with Collavate<p> With Collavate you can approve or deny files from within the Google Drive menu, without having to open the app. You can also submit a selected file to request an approval without needing to open Collavate.</p><!-- wp:paragraph -->
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<h2 id="h-section-1-submitting-files-for-approval-in-google-drive"><strong>Section 1: Submitting Files for Approval in Google Drive</strong></h2>
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<p>A file can be submitted for approval with just a couple clicks from the Google Drive menu. Tip: Make sure you <a href="https://collavate.com/the-ultimate-guide-to-workflow-optimization-how-to-achieve-maximum-productivity/">optimize your workflows</a> before using an approval software to get the most efficient outcome. </p>
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<figure class="wp-block-image"><img alt="" height="120" src="https://lh5.googleusercontent.com/abIrEwfBgICJGqElAyFHm8R0DYfPI10CPA9CkcUN3Lf32VAfMFU9tA3a7wdPyCipiQrOrAuE44otY-wadtwHyECh5mIg2ToiTg0fkBWj_DTkZFAqQAfJ0dbPX-9ibq-u0xvl3JO2=w400-h120" width="400" /></figure>
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<p><strong>To submit a file for approval in Google drive:</strong></p>
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<p>If you want to submit a file for approval, start by clicking on the file you want, then click the Collavate logo on the right hand side of the drive menu. This will open up the Collavate for Google Drive Menu. </p>
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<div class="wp-block-image"><figure class="aligncenter"><img alt="" height="400" src="https://lh4.googleusercontent.com/-GZ5w_S-6HBoDbUEv2tMUBUtsXWiDC5zwNigleJEavIwdlA5mjfckhVXavtQKzrnNuL3XUL2CQI7hzP65Cj8izm_msn4WOuJyDQlsh3dEv12hHO_XMswbj0basLyEcGE44MTTABv=w115-h400" width="115" /></figure></div>
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<p>From here you can categorize the document, set deadlines, add reviewers and courtesy copy anyone involved in the process. You can also set permissions for the file. Be sure to check the “Maintain Current File Permissions” if you’d like to allow everyone to keep their current access levels once the file is approved. </p>
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<h2 id="h-section-2-approve-or-decline-a-file-in-google-drive"><strong>Section 2: Approve or Decline a File in Google Drive</strong></h2>
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<p><strong>To approve or decline a file in Google Drive:</strong></p>
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<p>If you want to approve a file, simply click the file once, then click the Collavate logo on the right hand section. The Collavate menu is contextual, meaning that if there is an outstanding approval on it, you will be given the option to approve or reject. </p>
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<p>Before agreeing or rejecting, you can type a comment directly above the agree/disagree buttons if you wish. At any time, you can choose to open the process in collavate, which will open a more robust menu within the Collavate system. </p>
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<h2 id="h-conclusion"><strong>Conclusion</strong></h2>
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<p>Collavate is a professional approval client that works perfectly with Google Workspace. It allows you to send approval requests and collaborate with other email addresses on your domain. Collavate has some customization options to change the way workflows behave, allowing you to <a href="https://collavate.com/google-workspace-add-on-create-a-workflow-for-your-team/">set how your specific approvals and workflows behave. </a></p>
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<p><a href="https://collavate.com/">Try Collavate for free here.</a></p>
<!-- /wp:paragraph -->Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-6187664657611467695.post-69726398778431244832021-12-14T17:23:00.008-08:002021-12-14T17:23:44.531-08:00Google Workspace Add-on: Create a Workflow for Your Team<p> <img alt="" height="427" src="https://lh3.googleusercontent.com/fzFRImQ5UoN9OwluPpeL_s_ccGERCNLtO_IXw4l-r1NwI7390pSZH5GIUs537P50F_tnhI-arWqxBUA8RctYwYOvxpanNEZo9FibszD4Jl3LsxN7APCugXXTnXN3YWMtCL5PQAMp=w640-h427" width="640" /></p><!-- wp:image -->
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<p>Are you only using Google for search? If that's the case, then you're missing out.<br /><br />Google has a whole suite of products that you can use to accomplish just about anything you need. That goes for your home and your business, as well. It's called Google Workspace.<br /><br />And, in today's article, we're going to talk specifically about using Google Workspace to your advantage.<br /><br />In this Google Workspace tutorial, we're going to dive into what Google Workspace is, how it can help make your team more efficient, and how it can <a href="https://collavate.com/compliance-workflow/">elevate your team's collaboration</a> to the next level. When you're done reading this, you'll wonder how you went so long without leveraging such a useful tool. So, let's get going!<br /></p>
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<h2 id="h-what-is-google-workspace"><strong>What Is Google Workspace?</strong></h2>
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<p>Google Workspace is the collective suite of Google products. This product was formerly known as G Suite. It contains all of the collaborative and task management tools your team needs to get the job done.<br /><br />All of these products can increase the efficiency of your team on their own. But Google felt that wasn't good enough. The developers at Google took things to the next level.<br /><br />Recently, Google Workspace has gained the ability to connect with workflows to help your team with automation. Certain apps within the Google Workspace suite act as "connectors" to your automation workflows. The apps Google can use to connect are Calendar, Docs, Contacts, Meet, Gmail, and Drive.</p>
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<h2 id="h-defining-workflows"><strong>Defining Workflows</strong></h2>
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<p>Within Google Workspace, your team can leverage the power of workflows. Odds are you and your team have more important things to do than mundane tasks like data entry and document management. Why not leverage Google Workspace to do those things for you?<br /><br />Workspace can perform some powerful automation, too. You can take contact form submissions and put them into your CRM. You can also upload a document to Google Docs and send it to different departments automatically.<br /><br />You can do more than just send a document. You can send each department the exact part of the document they need. Google Workspace can take a lot off of your plate.</p>
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<h2 id="h-our-google-workspace-tutorial"><strong>Our Google Workspace Tutorial</strong></h2>
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<p>Now that you know a little about what automation workflows are and how they operate, it's time to get into our Google Workspace tutorial. We're going to be diving into how you can automate document workflows in Google Docs.<br /><br />When you're looking to make an automation workflow, you have two options. The first option is to use an Add-on. This is the easiest way to do it.<br /></p>
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<h3 id="h-using-add-ons"><strong>Using Add-Ons</strong></h3>
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<p>The downside is that Add-ons will only handle simpler automation workflows. If you need Google Workspace to do something more complex, you may need to enter code within the App scripts.<br /><br />Add-ons are apps that you can add to <a href="https://www.netkiller.com/googleworkspace">Google Workspace</a>. Each app is made for a specific purpose. You can purchase them from the Google Store for a one-time payment or monthly subscription fee.<br /><br />If you're going to customize your Google Workspace with add-ons, you must check out their customer support. You'll want to have someone to contact in case you run into any problems.<br /><br />Accessing Add-Ons for your app is a simple process. Once you're on the main page for any app, like Google Docs, you can navigate to the Add-Ons menu across the top of the page.<br /><br />From there, you'll be taken to Google's web store. You'll be able to install any add-ons just by clicking the install button. The only difference would be if it's a paid app.<br /><br />If that's the case, you'll need to set up payment information before you're able to use the add-on.<br /></p>
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<h3 id="h-the-perfect-add-on-for-google-workspace-automation"><strong>The Perfect Add-On for Google Workspace Automation</strong></h3>
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<p>Using an Add-on is the easiest solution available. Collavate can provide you with an Add-on to do everything you need with Google Workspace. Our add-on can be <a href="https://workspace.google.com/u/0/marketplace/app/collavate_document_approval/641128687171?hl=en&pann=sheets_addon_widget">customized to trigger several tasks</a> from Google Docs, Google Sheets, or Google Drive.<br /><br />We provide everything you need to handle the automation of your shared Google documents.<br /><br />Installing Collavate's add-on is easy. It's available in the Google Drive add-on store, the Google Docs add-on store, and it's also available within the Google Workspace Marketplace. Once you locate the add-on you can easily integrate it into your GWS setup with a few clicks of a button.<br /><br />There's no messy code to deal with and your workflow is automated in a matter of seconds!<br /></p>
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<h2 id="h-what-can-workflows-do"><strong>What Can Workflows Do?</strong></h2>
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<p>To show you what Google Workspace workflows can do, it helps to take a look at some examples. For demonstration, we'll talk about using Add-ons from the web store. But, most of these workflows can be made for free by coding on the App Scripts platform.<br /><br />Most businesses need to keep track of different types of important data. This usually results in a bunch of different documents or spreadsheets for your business. You can bring all of that information together on one "master sheet" using Workspace Automation.</p>
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<p>There is an Add-On called Collavate in the Google Store.<br /><br />Collavate allows you to submit a file for an approval from Google Docs, Sheets or Drive. It also can take data from documents and connect to your sheets together. For example, if you submit data in a Google document template, Collavate can connect the entry into your "master ledger sheet" automatically.<br /></p>
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<h2 id="h-googling-in-high-gear"><strong>Googling in High Gear</strong></h2>
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<p>There you have it! The Collavate Google Workspace tutorial. Many people don't know that Google can make your life easier in more ways than search. We've only scratched the surface of what Google Workspace can do.<br /><br />If you want more information on Google Workspace automation, or if you'd like Collavate to code custom automation for you and your team, <a href="https://collavate.com/contact/">contact us today</a>. We love talking with our customers and we're more than happy to help.</p>
<!-- /wp:paragraph -->Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-6187664657611467695.post-45257366327261821862021-12-14T17:23:00.002-08:002021-12-14T17:23:10.321-08:00The Ultimate Guide To Workflow Optimization: How To Achieve Maximum Productivity<p> <img alt="" height="372" src="https://lh5.googleusercontent.com/t0nUHqBk7ZVzOJI4TzIoJKbH2j3PYHRVpBB4Ijms5OZceIySeZJWAblE3OkGOMJVlkAw7dIR7x-0vMYuWaXY4PUa7rdRcAAscOx0qoY77klywrcAanaoMW4UyIFWIVifilPujt8o=w640-h372" width="640" /></p><!-- wp:image {"align":"wide"} -->
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<p>Workflow optimization is the enhancement of an existing workflow, by reducing costs, improving the efficiency of completed work, adding new functions to an existing workflow, reducing the time taken to complete the task at hand, and other factors. Collavate is designed to help enhance the productivity of your company, but no software can do this without your input on how it is to be done. Our helpful article below is designed to make this a simpler process for you and your business. </p>
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<h2 id="h-define-the-problem"><strong>Define the problem</strong></h2>
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<p>Before creating any workflow optimization strategy, you need to identify the specific problem you are trying to solve. What’s stopping you from achieving a given task? What errors are you having in your workflow that are costing you time? This information will help you formulate a goal and the criteria for achieving that goal.</p>
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<p>Identify the type of workflow and the tasks within it. Once you’ve identified the problem, the next step is to decide which type of workflow you want to optimize. In most cases, it’s best to select the most efficient type of workflow as the goal to optimise. This way, you can ensure that you are getting the most out of every resource, every effort and every minute.</p>
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<h2 id="h-identify-the-areas-for-improvement"><strong>Identify the areas for improvement</strong></h2>
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<p>Workflow optimization is a tool that saves you time, and makes your work more error-proof. By identifying and automating the actions that need to be done, you reduce the time it takes to complete a task, as well as the number of errors being made in that process. This leads to an increase in productivity, and more efficiency in the overall workflow process. This chain reaction of continuous improvement can only be achieved when you know which areas are in need of improvement. To determine this, it is necessary to implement KPI’s (Key Performance Indicators) to allow you to measure the current and future levels of productivity.</p>
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<h2 id="h-implement-a-plan-of-action"><strong>Implement a plan of action</strong></h2>
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<p>Prior to making any changes to your workflow, determine the end goal, such as saving time or increasing the speed at which a certain function runs. Then create a schedule that incorporates that end goal into your workflow.</p>
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<p>An example of a schedule might be, "Every Friday morning, download our newsletters to the company's website." This schedule would instruct the employee who did the daily newsletter to create a Google spreadsheet. They would then enter all of the subscribers into the spreadsheet. At the same time, the employee would be monitoring the status of the spreadsheet.</p>
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<p>The employee would check the spreadsheet every day until their weekend. When they come back, they would be ready to create the weekly newsletter.</p>
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<h2 id="h-evaluate-monitor-and-refine"><strong>Evaluate, monitor and refine</strong></h2>
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<p>The next step in optimizing the workflow is to evaluate the current workflow. Then, you can determine if the existing workflow is operationally efficient, with or without any improvements. Evaluating the workflow is very important to a successful optimization. To effectively optimize a workflow, it is necessary to evaluate and monitor its processes regularly to gain insight into where improvements can be made.</p>
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<p>Here are some key areas to examine:</p>
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<p>Time is money. High-quality work should be done as quickly as possible. Do it right, the first time. Eliminate wasted time and effort. Systems must be in place to make the process work. Dedicating resources to the optimization of workflow is paramount to making sure the tasks are completed on time. Workflow optimization must take into account existing systems and policies, and should be made specifically for your business. </p>
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<p>Collavate is designed to integrate into your current workflow without changing the way you have been doing things, instead it improves upon them with handy tools for sharing, approving, and reminding people of tasks due. </p>
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<p>If you need advice on how to more effectively optimize your workflows, send us a message and we will be able to review your existing workflow and give you some tips and tricks on how to make them more efficient.</p>
<!-- /wp:paragraph -->Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-6187664657611467695.post-4711432938538474902021-12-14T17:22:00.005-08:002021-12-14T17:22:29.576-08:00What To Look For in Contract Workflow Management That Will Streamline the Contract Process<p> <img alt="contract workflow" height="427" src="https://lh5.googleusercontent.com/oY8hiV6lsFrcclwbZV_e1WGb1ky4OO-e4REsyDKdfjQ8ROmLoyJLlpxc95KNuvliP8To5Wc4tRfj1GBrn5B_Z0-ivUkKZ4aNqDMG2u5bCFa3KGe6fH3cT_4ENlf9GL-FyePxy1J7=w640-h427" width="640" /></p><!-- wp:image {"align":"wide"} -->
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<p>"Get them to sign on the line that is dotted". Alec Baldwin's character in Glengarry Glen Ross knows the importance of signing contracts.<br /><br />If you're providing any sort of service in the business world, there will come a point in the process when your customer needs to sign something for you. This is especially true if you're providing B2B services.<br /><br />The challenge is that the contract process can be lengthy and slow down negotiations to a halt. Smart business owners are using a <a href="https://collavate.com/features/">contract workflow management</a> system to avoid this issue.<br /><br />Applying workflow management software to your contract process can be a game-changer. What exactly can it do for you? Well, that's what we're going to cover in today's article.<br /><br />By the time you're done reading, you'll be wondering why you haven't implemented a contract management platform in your business already.<br /><br />So, stick around and read on with us. There's plenty of information to show you.</p>
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<h2 id="h-defining-the-contract-workflow"><strong>Defining the Contract Workflow</strong></h2>
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<p>Everyone is familiar with the process of getting a signature on a contract. While that is part of the <a href="https://www.lexology.com/library/detail.aspx?g=1268be6e-84bb-4ed2-b5b8-b8c48c5f581b">contract workflow</a>, there is more to it than just a signature.<br /><br />The workflow for your contract process involves everything from drafting the document to getting the final signatures. This entire process is a crucial task for any B2B company. While it's true that the process is about getting the paperwork right, other factors come into play.<br /><br />Contracts are more than just words on a page. These documents set the wheels in motion and hold your team, and your clients, accountable for completing certain commitments. They affect more than just the people at the negotiating table.<br /><br />To keep everyone on the right track, we can distill the contract workflow process down to five basic steps. The process starts with the creation of the document. Then, you and your team will move into the internal collaboration phase.<br /><br />This is where everyone comes together on what services and terms the contract will provide to potential clients. From there, the process moves into negotiations, then approvals, and, finally, electronic signatures.<br /><br />If your management team isn't careful, this process can be a drain on your business. Without developing a streamlined, repeatable process, contract workflow management can become a monster. Left unchecked, it will start to suck up a lot of your team's time and energy.</p>
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<h2 id="h-contract-workflow-management-tips"><strong>Contract Workflow Management Tips</strong></h2>
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<p>We're sure you can agree that making this process as easy as possible will only benefit your business. So, how do we do that? What are the absolute "non-negotiables" that need to remain part of your legal document workflow process?<br /><br />We're going to run down a few key things any contract workflow management system should do for you. Keeping these aspects of the process at the forefront of your mind will ensure your system is effective.</p>
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<h3 id="h-establish-roles-and-responsibilities"><strong>Establish Roles and Responsibilities</strong></h3>
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<p>Every contract has terms. When the document is signed, people will be responsible for certain duties and tasks. Therefore, it's important to establish these roles and responsibilities from the beginning.<br /><br />An effective <a href="https://www.icertis.com/contract-management/what-is-contract-lifecycle-management/">contract workflow</a> management system will help you to do that.<br /><br />All of the important participants and stakeholders need to be established and their roles need to be clearly defined. Things like who is responsible for templates, who creates templates, and who approves contracts before they're sent, all need to be discussed.<br /><br />When your team's individual roles are clear, that's when you start to see the benefit of systems.</p>
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<h3 id="h-establish-a-workflow-for-approvals"><strong>Establish a Workflow For Approvals</strong></h3>
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<p>One of the most important steps of your document management process is the approvals process. No matter how you slice it, we're dealing with legal paperwork here. Everything needs to be airtight and "buttoned-up" before contracts get sent out to clients.<br /><br />Various members of your team may be part of the creation and negotiation process. But, all contracts should go through a final approval process before leaving your office. Usually, your in-house legal team will be the ones to handle this.<br /><br />A proper contract workflow management system will notify your legal team that a contract is ready for final approval. There are a variety of methods for this. You can have your system send an email, text, or desktop notification.<br /><br />The important thing is that you designate someone as the approver and they get notified that the contract is ready for them.</p>
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<h3 id="h-make-e-signing-easy"><strong>Make E-signing Easy</strong></h3>
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<p>The contract workflow process can be long enough. Between drafting, review, and redlining, a contract can go back and forth for weeks. Then, the last thing you want to do is make it difficult for your clients or business partners to sign your agreement.<br /><br />Whichever contract management platform you choose should make signing your documents as simple as possible. Certain platforms will use color-coded signature blocks to help with this process. The important thing is to not underestimate this part of the process.<br /><br />You might be surprised to learn that a lot of potential deals and sales fall apart inches from the finish line. A lot of the time it has to do with difficulty obtaining contract signatures. Don't let this happen to you and your team.</p>
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<h3 id="h-document-management"><strong>Document Management</strong></h3>
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<p>Finally, you need to make sure that the contract workflow management platform of your choice can handle organized document management. Document management handles the post-signature part of the contract process.<br /><br />Who needs to receive a copy of the executed agreement? Does it need to get sent to any external third parties? Where will the contract be stored?<br /><br />These are all questions that need to be answered after the document is signed. Depending on your industry, you may also have legal requirements governing how you handle contract management. For example, certain professionals like real estate agents need to hold on to paperwork for 5 years after a transaction is completed.<br /><br />Things like this need to be thought out and built into your team's post-signature workflow.</p>
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<h2 id="h-the-pen-is-mightier"><strong>The Pen Is Mightier</strong></h2>
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<p>Contract workflow management is an important part of any business team's performance. Everyone needs to communicate and collaborate effectively for the process to run smoothly.</p>
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<p>If you're looking for a solution to help your team's dreams become reality, <a href="https://collavate.com/contact/">contact our team at Collavate</a>. We're happy to answer any questions you have and can provide you with a cloud-based contract management solution that's right for you.</p>
<!-- /wp:paragraph -->Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-6187664657611467695.post-2516722489676373582021-12-14T17:21:00.006-08:002021-12-14T17:21:53.268-08:007 Important Aspects of a Digital Workplace Needed To Be Successful<p style="text-align: center;"> <img alt="" height="266" src="https://lh3.googleusercontent.com/SymjjC9L7ETVgma80--6DxlYiFnkyZPoJlZAt8qV-qvkfaVbygFTZv1jAbeogBRJ33WgcPimS4KqmCi0wCe0hUSmPSJc3O_OcTCU7Gn21LlYUASusS9n5AcBaCAjNtINCPh_BNw-=w400-h266" width="400" /></p><!-- wp:image {"align":"wide"} -->
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<p>Digital workplaces are powerful environments where you can optimize your productivity and efficiency. In context, this often involves using specialized programs to manage projects, communicate with team members, etc.</p>
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<p>However, there are certain attributes of a digital workplace that you will need to incorporate in order to make the most of this opportunity.</p>
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<p>Let’s dive into everything you should know.</p>
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<h2 id="h-1-project-management"><strong>1. Project Management</strong></h2>
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<p>It should come as no surprise that having reliable project management functionality is one of the most essential digital workplace components.</p>
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<p>In fact, this can often mean the difference between whether or not you are able to meet your project goals. This is particularly true for projects that involve a large number of people.</p>
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<p>The software that you use should attribute changes made by certain users. It should also allow people to comment, ask questions, and request resources/privileges from others.</p>
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<p>Without quality project management software in place, you will find it difficult to perform optimally.</p>
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<h2 id="h-2-accounting"><strong>2. Accounting</strong></h2>
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<p>No business digital workplace is complete without high-quality accounting software. Otherwise, you wouldn’t be able to keep up with your expenses and income.</p>
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<p>Even small companies can highly benefit from being able to manage accounting obligations from their digital workplace.</p>
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<p>Ideally, you would configure this software to set up automated payments. Similarly, it could automatically send reminders or applicable fees.</p>
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<p>It might seem overwhelming to incorporate digital accounting at first. Fortunately, most modern accounting software is intuitive for new users.</p>
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<h2 id="h-3-an-area-to-strategize"><strong>3. An Area to Strategize</strong></h2>
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<p>Every digital workplace needs an area where you can strategize.</p>
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<p>Depending on the industry you work in, you will have different requirements. For example, those in the tech industry need a way to easily showcase working code for an application.</p>
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<p>Those who work in consulting will have different needs.</p>
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<p>Regardless of how you plan to leverage this functionality, it’s essential that you make full use of it. Having a proper strategy will be <a href="https://collavate.com/the-importance-of-developing-a-project-plan/">the foundation</a> for any successful project.</p>
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<h2 id="h-4-artificial-intelligence"><strong>4. Artificial Intelligence</strong></h2>
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<p>Many people fear the <a href="https://computerhistory.org/blog/should-we-fear-ai/">presence of artificial intelligence</a>. This is often due to the fact that they believe it will make their job or responsibilities obsolete.</p>
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<p>This can lead them to avoid incorporating artificial intelligence into their organization.</p>
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<p>However, AI should be thought of as a tool and not a threat. In a digital workplace, it can be one of your most valuable assets.</p>
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<p>For instance, properly managing your customer service obligations is crucial. Otherwise, you run the risk of damaging your brand reputation.</p>
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<p>A common AI solution is to implement chatbots. This is software that allows you to automatically handle customer concerns or questions.</p>
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<p>Not only does this help you manage a large volume of inquiries, but you can also do so outside business hours. This form of AI is often the only way businesses are able to offer 24/7 customer support.</p>
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<p>Of course, artificial intelligence has plenty of other uses. One of the most prominent is learning from your past behavior.</p>
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<p>You may use a program on a regular basis to handle your company projects. If this application includes AI, there’s a good chance that it can begin to recommend certain actions for you.</p>
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<p>It might even take care of repetitive tasks on its own. This form of digital assistance will quickly prove to be invaluable.</p>
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<h2 id="h-5-security-measures"><strong>5. Security Measures</strong></h2>
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<p>Managing your security is more important than ever before. To elaborate, the cybercrime industry as a whole is estimated to be worth <a href="https://finance.yahoo.com/news/cybercrime-cost-world-10-5-160300027.html">over $10 trillion</a> before the end of the decade.</p>
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<p>Much of its value will come from the sensitive information that hackers compromise from organizations. As you might guess, a digital workplace is an ideal target for many of them.</p>
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<p>Protecting yourself means integrating comprehensive encryption. It also means regularly auditing your security in order to determine any vulnerabilities.</p>
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<p>It’s also essential for you to avoid using outdated software. Applications that are even a few versions behind the latest release can be massive liabilities for your organization.</p>
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<p>Proper employee training is something that should never be overlooked. It’s not uncommon at all for data breaches to occur as a result of employees sharing info with unauthorized users.</p>
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<p>It’s also in your best interest to assess your security protocols multiple times per year to see if they are lacking in certain areas.</p>
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<h2 id="h-6-video-chat-capabilities"><strong>6. Video Chat Capabilities</strong></h2>
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<p>Many negotiations can’t be settled with a phone call. It’s also not always possible to meet up with a potential client, investor, partner, etc. in person.</p>
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<p>For this reason, you will need to incorporate video chat capabilities in your digital workplace.</p>
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<p>They can also help you stay updated on how your employees or team members are performing. If necessary, videoconferencing is also something that you can schedule outside of business hours.</p>
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<p>This provides a quick, convenient way to convey key information without having to travel to a meeting place or office.</p>
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<h2 id="h-7-cloud-based-infrastructure"><strong>7. Cloud-Based Infrastructure</strong></h2>
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<p>Outsourcing to cloud-based services is more often than not superior to in-house infrastructure. You can remotely archive key information, and you can also access the data you need from any location.</p>
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<p>Working with a reputable cloud service provider is imperative. This is the only way that you can ensure digital workplace privacy and meet your performance metrics through cloud infrastructure.</p>
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<h2 id="h-creating-the-right-digital-workplace-is-essential"><strong>Creating the Right Digital Workplace Is Essential</strong></h2>
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<p>Otherwise, you won’t be able to take full advantage of the opportunities that it provides. Fortunately, the above guide has all the information you need to know about creating the perfect digital workplace for you.</p>
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<p>Want to learn more about what we have to offer? Feel free to <a href="https://collavate.com/contact/">get in touch</a> with us today and see how we can help.</p>
<!-- /wp:paragraph -->Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-6187664657611467695.post-30032830393388475702021-12-14T17:19:00.010-08:002021-12-14T17:19:53.483-08:00Collaborative Document Workflow: How To Achieve Compliance and ISO Standards<p style="text-align: center;"> <img alt="" height="267" src="https://lh6.googleusercontent.com/xKLIp7xhTuNJG1jaLu9oG9SS9e8g76gJX_5bIOCFSEpFDZetQ7yTswSSYsNgSe5Rahmqfg0Mv6EYDXWVK2ato5rYjBFBpIDyU2fVVrP7a-gqwWWTICGUH9KfMILUFbkXsIzgURDd=w400-h267" width="400" /></p><!-- wp:image {"align":"wide"} -->
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<p>When it comes to compliance for your organization, it's important to have the right file and document structure. In this article, we'll be covering how you can get these with Google Workspace and Workflow applications.</p>
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<h2 id="h-the-importance-of-document-management"><strong>The Importance of Document Management</strong></h2>
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<p>Document management is important for any business. But when dealing with the accumulation of a lot of documents within a business, managing documents becomes a major problem. Most businesses have several files with different keywords and sub-keywords in different sections, which makes it difficult to sort and navigate within the files. Furthermore, these documents should be digitally filed in the correct organization and in the right format, which is to ensure that no duplicates are made. This is something that is often not done. It can lead to a lot of damage to the organization. These are just a few examples of the potential damage that can be done to the organization, if it is not properly organized.</p>
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<h2 id="h-collaborative-document-workflow"><strong>Collaborative Document Workflow</strong></h2>
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<p>For a number of years, end users have been increasingly adopting collaborative applications like Microsoft Office 365 and Google Workspace. One of the main factors driving this trend is that technology is shifting more and more to cloud-based tools where productivity of end users can be drastically increased and how much storage space can be saved. The adoption of these systems comes with its own challenges as you have to manage an ever growing number of documents that need to be managed. As a result, there are times where end users may not be able to manage a specific document or may need more than what they are able to store.</p>
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<h2 id="h-how-to-achieve-compliance-and-iso-standards"><strong>How to Achieve Compliance and ISO Standards</strong></h2>
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<p>A digital workplace (DBW) is a process of implementation and creation of processes, apps, and platforms that support workplace collaboration and content sharing. As technology changes, content needs to be updated and maintained to be compliant with industry standards and best practices. Digital workplace software is a great solution for organizations that are dealing with compliance issues regarding document management and the usage of digital content. Because of the flexibility of Google Workspace, it can be deployed within an organization and can be customized to suit the needs of each user. Using Workflow applications with Google Workspace, organizations are able to integrate various business processes that require the sharing of files across departments and business units.</p>
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<h2 id="h-conclusion"><strong>Conclusion</strong></h2>
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<p>With the Compliance workflow application for Google Workspaces, you can manage documents within Google Drive seamlessly. You can access all of your documents and files through the Drive Manager tab in the “Collavate” menu. We hope that this article gives you some useful information in helping you identify what your organization needs and helps you with your compliance in Google Workspace. For more information, you can contact our professional services team on support@collavate.com or sales@collavate.com</p>
<!-- /wp:paragraph -->Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-6187664657611467695.post-37190848333885837692021-12-14T17:19:00.003-08:002021-12-14T17:19:18.614-08:00How to Build a Google Workflow That Works for Your Business<p style="text-align: center;"> <img alt="" height="211" src="https://lh3.googleusercontent.com/vQNmBlNi9v_3NVidYUKw5lThlVw_5ow_dpMSt5d3EBlJl6fn6r0bSqJ0tv9VDZtMjvXEjYgfscQ0SDaz81Rnz9HGdWI9zjAruX9-dDiwcioG9fMQZ3eSocevKObldKX4x7bgDdVt=w400-h211" width="400" /></p><!-- wp:image {"align":"wide"} -->
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<p>Properly optimizing your productivity is essential when it comes to <a href="https://www.investopedia.com/ask/answers/040615/why-productivity-important-concept-economics.asp">maximizing your company’s revenue</a>. In practice, this involves automating all of the tasks that you can in order to save time.<br /><br />Fortunately, using Google products allows you to drastically reduce the amount of time your obligations take you. Let’s take a look at how you can establish a Google workflow for your business.</p>
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<h2 id="h-what-google-products-should-i-automate"><strong>What Google Products Should I Automate?</strong></h2>
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<p>Although Google has plenty of products that business owners can take advantage of, there are a few that are particularly useful.<br /><br />When incorporating automation in these areas, you can drastically improve your overall level of productivity. Let's explore the ones you need to keep in mind.</p>
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<h3 id="h-google-drive"><strong>Google Drive</strong></h3>
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<p>When it comes to workflow automation, Google Drive is one of the most important tools that you can take advantage of. After all, this will essentially serve as the hub for all of your company’s important collaborative files.<br /><br />Depending on the needs of your business, there are different methods you can implement. For instance, a company that frequently publishes content on its YouTube channel can automatically push videos it uploads to Google Drive onto its YouTube account.<br /><br />The same can be said about other social media platforms, such as Instagram.<br /><br />However, you can also use Google Drive for tasks that require much more manual effort. One of the most prominent is generating text documents from the leads you acquire from Facebook ads.<br /><br />For larger businesses, this could save countless hours in productivity and allow you to focus on other areas of your marketing strategies.<br /><br />Of course, you can also automate how you organize data. One of the most popular practices is to automatically create different folders based on information that is submitted to Google Drive.<br /><br />For instance, you can automate this application to create a new folder based on rows that are added to a particular Google Sheet. From here, you can also automate how this data is organized.</p>
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<h3 id="h-google-docs"><strong>Google Docs</strong></h3>
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<p>Making use of the right forms is essential. It's one of the best ways that you can help protect your business.<br /><br />You can also ensure that your agreements with your clients are as comprehensive as possible.<br /><br />Google Docs automation allows you to handle many different internal obligations that would otherwise take more time than you intend them to.<br /><br />For example, obtaining approval is a common obstacle during the production process. This is particularly true during product development, distribution, etc.<br /><br />In fact, the approval process can often be the culprit behind delayed deadlines. The larger an organization, the truer this statement becomes.<br /><br />So, it should come as no surprise that automating approval can drastically improve efficiency.<br /><br />In practice, this can involve automatically pushing a document to the appropriate party when approval is required. Common scenarios include signing off on budgets and liability waivers.<br /><br />You can also implement automatic reminders to ensure that these documents don’t go unnoticed.<br /><br />It’s worth noting that you can use automation to streamline simpler obligations. Handling employee feedback service, for instance, can help you improve your productivity with minimal time investment.</p>
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<h3 id="h-google-sheets"><strong>Google Sheets</strong></h3>
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<p>Using Google Sheets is one of the most effective ways to collaborate with other people. This is especially useful for companies that work with international clients, as time zone discrepancies may sometimes prevent you from getting in touch.<br /><br />In general, though, Google Sheets has plenty of utility as a spreadsheet application that can help you analyze different types of information.<br /><br />When integrating automation, you can use tools to help you automate repetitive tasks that take unnecessary time. This will also come with the benefit of allowing you to focus on your core responsibilities.<br /><br />Google Sheets automation may not be game-changing on its own. In combination with the automation of your workflow in other Google products, however, it can serve as a key component of improved efficiency.</p>
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<h2 id="h-how-can-i-get-started"><strong>How Can I Get Started?</strong></h2>
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<p>Automation can help ensure that you avoid inaccuracies with the information you work with. As you might guess, this can significantly improve the rate at which you obtain approval.<br /><br />The same can be said about <a href="https://www.osha.gov/laws-regs/regulations/standardnumber/1910">industry regulation compliance</a>.<br /><br />Incorporating automation is much easier than it sounds. Although it's possible to work with a software developer and create your own automation scripts, it's much more efficient to use an automation tool.<br /><br />It’s highly recommended to outsource this entire responsibility to a professional. They have plenty of experience in helping businesses <a href="https://collavate.com/benefits/">incorporate and leverage automation</a>.<br /><br />More importantly, they have all the tools required to help you meet your specific needs. This allows you to avoid handling research and development on your own.<br /><br />After all, saving time allows you to generate more money in the future.<br /><br />Collavate offers a comprehensive tool that seamlessly integrates with your existing business processes. This means that you won't have to reconfigure your settings or architecture in order to improve your workflow.<br /><br />This allows you to conveniently maximize your efficiency with Google products and surpass your intended metrics.<br /><br />You can <a href="https://gsuite.google.com/marketplace/app/collavate_document_approval/641128687171">check out this resource</a> to learn more.</p>
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<h2 id="h-the-right-google-workflow-could-be-game-changing"><strong>The Right Google Workflow Could Be Game-Changing</strong></h2>
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<p>Be sure that you keep the above information in mind so that you can incorporate the right Google workflow for your business. From here, you will have no trouble optimizing your performance.<br /><br />Want to learn more about what we have to offer? Feel free to <a href="https://collavate.com/contact/">get in touch with us</a> today and see how we can help.</p>
<!-- /wp:paragraph -->Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-6187664657611467695.post-53207344889391548372021-12-14T17:18:00.005-08:002021-12-14T17:18:28.331-08:00The Importance of Developing a Project Plan<figure class="wp-block-image" style="text-align: center;"><img alt="" height="266" src="https://lh6.googleusercontent.com/ZEwtaNN12ka7ov8-Uhr_6a7mFjIn6JXeJ4hn-3DxVUAb80XlvxXziG_erc2c5UPcgWnH4eKB9Ujedug9mIaM5_UN3fl4MVrXgeuFSxhqKj3sj8mIFaHZIVdjN_-3kz26ioYEN6Mh=w400-h266" width="400" /></figure>
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<p>Before any major business endeavor, it’s essential that you develop a comprehensive project plan. After all, it can be highly difficult to achieve your intended goals without mapping out your journey.<br /><br />For those who aren’t quite sure where to start, we’ve put together a guide that has all the information you need to know. Let's take a look at some of the most important benefits.<br /></p>
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<h2 id="h-create-a-detailed-schedule"><strong>Create a Detailed Schedule</strong></h2>
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<p>In order to ensure that you are able to meet your intended metrics, you’ll need to create a detailed schedule. All sufficient forms of project planning will include one.<br /><br />This will outline the most important deadlines that your organization needs to tackle. You can also break up the entire project into different segments based on these deadlines.<br /><br />For instance, you may estimate that a project will take six months to complete. From here, you can determine what tasks should be accomplished each week in order to stay on track.<br /><br />Perhaps the most important attribute of doing so, though, is you can determine whether or not the project is worth your time. Additionally, you’ll be able to figure out whether or not it’s even possible to complete within the required timeframe.<br /><br />The proper schedule could make or break the integrity of an entire project. So, keep this in mind when moving forward.<br /></p>
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<h2 id="h-establish-resource-requirements"><strong>Establish Resource Requirements</strong></h2>
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<p>One of the most important aspects of the project plan is having a section dedicated to resource requirements. This information should be as accurate as possible, as it is fairly easy to disrupt the entire process otherwise.<br /><br />Having insufficient resources combined with short deadlines will only lead to frustrated employees and disappointed clients.<br /><br />The good news is that determining resource requirements is fairly straightforward. It’s often simply a case of determining whether or not the organization itself is able to supply the required resources.<br /><br />In the event that it can’t do so, you will need to make the appropriate arrangements. This typically involves working with a supplier, something that may or may not impact the timeline of the project.<br /><br />As you might guess, it’s also imperative that you consider human resources for the project. Your team should be appropriately staffed in order to avoid a drop in efficiency as time goes on.<br /><br />In the event that you need to relocate employees across different teams, consider how that may affect other ongoing projects.<br /></p>
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<h2 id="h-an-objective-look-at-your-goals"><strong>An Objective Look at Your Goals</strong></h2>
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<p>Having a strong understanding of your overall goals will help you stay on track throughout the duration of the project.<br /><br />To clarify, it can be fairly easy to get tunnel vision when handling a large number of tasks. This is particularly true for projects that last for an extended period of time.<br /><br />Your project plan should have a clear outline of what you aim to accomplish. Thoroughly defining your goals will help the entire project feel much more cohesive.<br /><br />It can also help you overcome obstacles that may arise during the production process. For example, a software development team may find themselves stuck in a rut halfway through the project.<br /><br />Without a clear, detailed overview of the intended results, you may not be able to figure out a path forward.<br /><br />For projects that do not meet deadlines, there are often many unpleasant consequences. These typically include damage to the organization's reputation and having to increase the overall budget.<br /></p>
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<h2 id="h-implement-proper-forms-of-collaboration"><strong>Implement Proper Forms of Collaboration</strong></h2>
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<p>It’s virtually impossible for your team to work optimally if they aren’t <a href="https://www.businessinsider.com/secrets-of-effective-communication-at-work-2016-7">able to communicate</a> and collaborate effectively. In practice, this involves establishing primary communication channels that your team will make use of.<br /><br />One of the most common ways for employees to collaborate with each other is through the use of Google Drive. This utility is free and allows users to upload documents, make changes, share files, etc.<br /><br />Put simply, it’s one of the most effective ways to have multiple employees working on a single project. This is particularly useful for remote teams.<br /><br />Properly securing the data within these documents is crucial. Since the entire cybercrime industry is estimated to be <a href="https://finance.yahoo.com/news/cybercrime-cost-world-10-5-160300027.html">worth nearly $10 trillion</a> by the year 2025, it’s more important than ever before to take proactive measures.<br /><br />After all, even a single data breach could be potentially catastrophic.<br /><br /><a href="https://collavate.com/usecase/">Working with a professional</a> can help establish a comprehensive layer of security for your sensitive information. They will have all of the experience and resources necessary to prevent issues from arising in the future.<br /></p>
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<h2 id="h-formulate-a-budget"><strong>Formulate a Budget</strong></h2>
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<p>A project's budget is its lifeblood. Without enough money, many aspects of its completion will become impossible.<br /><br />Since it’s always in the best interest of the company to use most of the money allocated to the budget, it’s imperative that this amount is as accurate as possible. Otherwise, you may drain resources from other areas of the organization simply to complete a single project.<br /><br />Additionally, budgeting too highly could impact the overall return of the project. In some cases, spending too much money may affect whether or not it was worth completing the project at all.<br /></p>
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<h2 id="h-a-comprehensive-project-plan-is-critical"><strong>A Comprehensive Project Plan Is Critical</strong></h2>
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<p>Without one, you may find that you fall far below your intended metrics. Fortunately, the above guide will help ensure that your project plan is able to keep you on track.<br /><br />Want to learn more about what we have to offer? Feel free to <a href="https://collavate.com/contact/">get in touch with us</a> today and see how we can help.</p>
<!-- /wp:paragraph -->Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-6187664657611467695.post-8366968354076925612021-12-14T17:17:00.002-08:002021-12-14T17:17:28.298-08:00The Importance of Business Process Management<p> <strong><img height="383" src="https://lh4.googleusercontent.com/NMPDzSKFe8267IKpD6sYL4U4IrZWUuCXIi6XZhLsr3WKpCWWRdmnX17l4Zxf349P7dmspjxvjvDPAjoS1H86MO5eQpBMgnhRdQE2szBTtSwa5EqqIsyWqfh9oGU1lG3nEvKbioRV" width="624" /></strong></p><!-- wp:paragraph {"align":"center"} -->
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<p>Did you know that the average American employee wastes around <a href="https://www.inc.com/david-finkel/new-study-shows-youre-wasting-218-hours-a-week.html">21.8 hours per week?<br /><br /></a>This is a lot of time to spend on meaningless tasks, but fortunately, there are ways that you can streamline business operations. Business process management is one of the top workflow automation strategies to save you and your employees time, money, and the potential for human error.<br /><br />Read on to learn more about this optimization process and why it matters to you.</p>
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<h2 id="h-what-is-business-process-management"><strong>What Is Business Process Management?</strong></h2>
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<p>Business process management (BPM) automates the processes that improve an organization's workflow. These processes include data analysis, modeling processes, monitoring the improved processes, and constantly looking to optimize and upgrade them.<br /><br />Contrary to popular belief, BPM isn't something that you can implement once and then be done with. It's an ongoing activity that requires constant reassessment and reengineering. It works to streamline the ways that you achieve your business and organizational goals in an ever-changing world.<br /><br />It's important to note that BPM is not a specific automation technology. While it does usually involve automating various tasks, it's a mindset and methodology that lets people streamline operations. This can happen with or without technology.</p>
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<h2 id="h-a-step-by-step-guide-to-bpm-implementation"><strong>A Step-by-Step Guide to BPM Implementation</strong></h2>
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<p>Most experts view BPM as a 5-step process. All of these steps lead to the eventual implementation and optimization of a strategy to streamline overall operations.<br /><br />The steps of the BPM life cycle often are referred to as designing, modeling, executing, monitoring, and optimization. However, some experts change the names. Nevertheless, the execution remains the same.</p>
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<h3 id="h-designing"><strong>Designing</strong></h3>
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<p>In this stage, experts within the business determine the way that business processes would function in an ideal world. They then design a model for what strategies should be implemented to achieve the closest possible world to this ideal. This means analyzing the current processes, identifying what must be done to improve them, and designing a strategy for optimization.</p>
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<h3 id="h-modeling"><strong>Modeling</strong></h3>
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<p>It's now time to consider the way that your business operates in various common scenarios. What does it do correctly in <a href="https://www.bizjournals.com/bizjournals/how-to/growth-strategies/2017/07/how-to-properly-handle-3-common-business-scenarios.html">common situations?</a> What are your greatest areas for improvement?<br /><br />Answer these questions and come up with ways that you could solve your biggest pain points. Then come up with a model for their implementation so you know exactly how to proceed.</p>
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<h3 id="h-executing"><strong>Executing</strong></h3>
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<p>Once you have a plan, you can implement new processes and solutions. These processes improve standard process automation, which is likely what most people first think of when considering BPM.<br /><br />You need to find technologies that manage your processes effectively. You also need to come up with ways to streamline operations with insight into new and improved systems. Essentially, this is the stage where you put new strategies in place so that you can assess how they work.</p>
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<h3 id="h-monitoring"><strong>Monitoring</strong></h3>
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<p>At this straightforward stage in the BPM process, you track and monitor how the strategies you've executed are working. You might use various tools to perform this task such as Google Analytics or machine monitoring solutions. This will inform you of whether your optimized plan works in reality.</p>
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<h3 id="h-optimization"><strong>Optimization</strong></h3>
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<p>After you know how your newly implemented plan is working, you can optimize the process to better resolve your pain points.<br /><br />This might mean using new automation technologies. It might mean speeding up processes with a stronger network. Optimization can take many forms.<br /><br />As we touched on earlier, process automation isn't something that you can do once and forget about. You constantly will need to repeat the entire process with the end goal of optimizing it further. This will ensure that your operations are always up-to-date and as fast and efficient as possible.</p>
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<h2 id="h-why-is-this-beneficial"><strong>Why Is This Beneficial?</strong></h2>
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<p>There are a plethora of ways that BPM can <a href="https://collavate.com/benefits/">benefit your business.</a><br /><br />First, it constantly and continuously delivers improvements to your business. Technologies are always changing and business operations must move with them to keep up. When you constantly monitor and manage your projects, you get to reap the benefits of the latest best practices.</p>
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<h3 id="h-you-make-more-money"><strong>You Make More Money</strong></h3>
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<p>Streamlining your operations provides you with a plethora of practical and financial benefits.<br /><br />You save money on training when you automate processes. People can focus on aspects of their job that you hire them to do including innovation about core products. You also will save money because you won't be exporting funds to do inefficient operations (or to solve errors related to inefficiency).<br /><br />You can also perform your jobs more quickly and accurately. This gives other employees and clients the results that they expect in a timely manner.<br /><br />An impact of this is that you will have the chance to build a positive reputation within your industry. You'll get more positive reviews and therefore more clients.</p>
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<h3 id="h-you-can-better-respond-to-customer-demands"><strong>You Can Better Respond to Customer Demands</strong></h3>
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<p>Speaking of giving customers what they want, BPM can help you recognize these demands and respond quickly to preferences. Processes themselves are recently becoming more focused on the customer than on pure productivity. People now ask how to better meet client needs.<br /><br />You can therefore improve processes to meet these demands. Making these modifications also leads to other important changes that upgrade your productivity and overall efficiency.</p>
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<h2 id="h-get-started"><strong>Get Started</strong></h2>
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<p>Now that you know all about business process management and how it can benefit your enterprise, it's time to get started, <a href="https://collavate.com/contact/">Contact Collavate</a> with any remaining questions that you have about process automation and how you can implement these tools.<br /><br />We're happy to tell you about the features, trials, and demos that we offer so that you can see our services in action. We also can discuss pricing and other logistics to ensure that you get the best services at an affordable rate. Since we're committed to helping streamline your workflow, we look forward to getting in touch.</p>
<!-- /wp:paragraph -->Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-6187664657611467695.post-85104623257148456562021-12-14T17:16:00.004-08:002021-12-14T17:16:27.072-08:00Introducing The New Collavate Logo<p> Our Collavate logo has been reborn with an all-new design.</p><!-- wp:paragraph -->
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<p>New logo symbolizes collaboration and decision-making processes within the organization in three ways:</p>
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<ol><li>Collavate’s four colors (Red, Yellow, Blue, Green) all express the process of completing an idea. <br /><br />New and innovative ideas are red at first, as they are just ideas - they need more input. The idea proceeds to the stage where the stakeholders make decisions (Green) with clear confidence as they receive the attention of colleagues in the organization (Yellow) and go through cloud (Blue) collaboration with colleagues.<br /></li><li>Collavate Symbol / Documents Opened to Members<br /><br />The three-sided rectangular structure that looks like a folded paper represents a document. And through the open figure to the right, it matches the ‘C’ of Collavate, and at the same time, it means that the document is open to members of the organization so that it can be a collaboration during the decision-making process.<br /></li><li>Collavate Meaning and Fonts / Innovation and High Scalability Through Collaboration Across the Board. <br /><br />Collavate's typography, which is an abbreviation of <strong>Colla</strong>borate + Inno<strong>vate</strong>, has been redefined by supplementing the design of the popular Poppins Font to express that it is plain and widely used.<br /></li></ol>
<!-- /wp:list -->Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-6187664657611467695.post-66507865251119194552021-12-14T17:15:00.010-08:002021-12-14T17:15:58.536-08:00Letter from CEO: Overcoming Jet Lag with Relay-Type Work<figure class="wp-block-image alignwide" style="text-align: center;"><img alt="" height="398" src="https://lh4.googleusercontent.com/PI7EhVv0KluYL5FCiYcb1-MgFdAfyYISZBfjGWaqG_2JU20KTxBEUcaZtv1xYKUHc8k6VuWprrsJhAlMhuLcEBvofSi9sWFimXdPjDqqdkypW_wiC4iBpahene7JgA-gdkOlzgcw=w640-h398" width="640" /></figure><p style="text-align: left;">If the members of the company live abroad or are in a global organization with various nationalities, working hours will vary depending on the time zone of the country where each member resides when working on a project together. In this case, it is necessary to introduce a work method that is different from the traditional work method in order for the project to proceed smoothly.<br /><br />For example, in the case of corporate organizations located in Korea, the eastern US and the western US, a common working time of approximately 20 hours per day can be created from approximately 10 PM on Monday to 10 AM on Saturday, based on Korean time (KST). <br /><br />I think the most effective way to enable a common work time of about 20 hours every day is to do it in a relay way, like a continuous run, rather than working together at the same time.<br /><br />For example, in Korea and the US West, the overlapping business hours are about 2 hours. East US and Korea have completely opposite time zones, so there are no overlapping business hours. Therefore, it is virtually impossible for members from Korea and the eastern United States to work together in real time.<br /><br />If we assume that the project is started in Korea, the start time of the work in the eastern part of the US is about 3 hours after the Korean departure time (about 6 o'clock). The disconnect occurs because there is no overlapping business hours between the East US and Korea time zones.<br /><br />Conversely, if the project is started in the US East region, business hours (20 hours in total) will extend from the US East to the US West and South Korea, so executives in the US East will receive a report on the progress of the 20 hours the next morning.<br /><br />But you can't start all your projects from one fixed place, and each member has different business hours and time lags.<br /><br />In this situation, it is easy for company members to be tempted to work virtually 24 hours a day. This leads to a sharp increase in work fatigue and disrupts the biorhythm. Since members have different emotions or rhythms depending on their time zone (morning and afternoon), even minor misunderstandings or emotional conflicts may arise.<br /><br />Therefore, the more global the organization, the more it is necessary to understand each other's business hours and to make a thorough commitment to each other. And for effective communication, I believe that work should be carried out in a relay manner using global collaboration tools.<br /><br />‘Collavate’ is a global document collaboration platform created with this phenomenon in mind, as Collavate has been carrying out projects with team members in Korea, the United States, and India for the past 10 years.<br /><br />Collavate’s electronic approval and document collaboration functions are the key to clarifying each role and time frame in order to advance the project globally.<br /><br />In addition, if you proceed with a project based on cloud documents, you can collaborate while maintaining the context of the conversation. At this time, the completed document is linked with the project and becomes an important asset necessary for the completion of the project, which is easily accessible to all members involved.<br /><br />In other words, you can complement and complete the document content through common editing, suggestion mode, and comments, which are the characteristics of excellent cloud document collaboration.<br /><br />The electronic approval function of ‘Collavate’ enables each member to perform tasks according to their own work order as if they were relaying and finishing them according to their roles. Members don't have to work against time zone lags.<br /><br />The electronic approval post comment function provided by ‘Collavate’ is a space where members can freely share their opinions about the ongoing project process. You can add new members or discuss project status as the project progresses.<br /><br />In this way, I hope that through ‘Collavate’, each of us can work in the best condition in the time zone in which they are located, and that we can successfully carry out global projects quickly.</p><p><!-- wp:image {"align":"wide"} -->
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<!-- /wp:paragraph --></p><p>Justin SW Jung<br />CEO & Founder<br />Collavate Inc.</p>Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-6187664657611467695.post-54990947430197083832021-12-14T17:15:00.002-08:002021-12-14T17:15:13.286-08:00Improved document numbering for reprocessing documents.<p> From the Collavate 5.1.0 version, document numbering of the reprocess document has been changed.</p><!-- wp:paragraph -->
<p><br />Previously, when the document is resubmitted after rejection or any reason, the new number is added and it may have caused confusion since the document itself is the same but the title is modified for approval.<br /><br />Now, the number is maintained for the same document, a new number is added only when it’s copied.</p>
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<p>Here’s comparison table:</p>
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<figure class="wp-block-table"><table><tbody><tr><td></td><td><strong>Initially submitted document</strong></td><td><strong>Document number upon resubmit</strong></td><td><strong>Copied docuemnt / Numbering upon resubmit</strong></td></tr><tr><td>Old version</td><td><strong>[2021-06-0001] </strong>Title of the document</td><td><strong>[2021-06-0002] </strong>Title of the document</td><td><strong>[2021-06-0003] </strong>Title of the document</td></tr><tr><td>Current</td><td><strong>[2021-06-0001] </strong>Title of the document </td><td><strong>[2021-06-0001] </strong>Title of the document</td><td><strong>[2021-06-0002] </strong>Title of the document</td></tr></tbody></table></figure>
<!-- /wp:table -->Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-6187664657611467695.post-83268697791413285122021-12-14T17:14:00.008-08:002021-12-14T17:14:52.801-08:00New sign-in screen with location background near you.<p> <span style="background-color: white; color: #3a3a3a; font-family: "Varela Round", sans-serif; font-size: 1rem; white-space: pre-wrap;">Collavate login page has been revamped from a static wallpaper to a beautiful location-based background image.</span></p><p><span style="background-color: white; color: #3a3a3a; font-family: "Varela Round", sans-serif; font-size: 1rem; white-space: pre-wrap;"><br /></span></p><p><img alt="This image has an empty alt attribute; its file name is 5a8YYYOXSYYm1TeZc8IcaZUoz0LIfATu-XoIieYPe9KTQtnjJlPQ1CC7Gtx7nF3Lo7-Q2svkkRp5DGd4qyNWpuMCcHO39soKC-u3hIi3haDx-5LY64f6ctEs4ZiHeF86P9W-dfWK" height="640" src="https://lh3.googleusercontent.com/5a8YYYOXSYYm1TeZc8IcaZUoz0LIfATu-XoIieYPe9KTQtnjJlPQ1CC7Gtx7nF3Lo7-Q2svkkRp5DGd4qyNWpuMCcHO39soKC-u3hIi3haDx-5LY64f6ctEs4ZiHeF86P9W-dfWK=w599-h640" style="background-color: white; border: none; box-sizing: inherit; color: #3a3a3a; display: block; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, Oxygen-Sans, Ubuntu, Cantarell, "Helvetica Neue", sans-serif; font-size: 16px; height: inherit; margin: 0px; max-width: 100%; padding: 0px; vertical-align: middle; width: inherit;" width="599" /></p>Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-6187664657611467695.post-46285330961021381702021-12-14T17:13:00.006-08:002021-12-14T17:13:53.984-08:00Favorite Templates and Recent Templates<p> Do you find it uncomfortable to find frequently used or recently used templates in the Template list? Now, the <strong>Favorite Templates</strong> and <strong>Recent Templates</strong> features have been added.</p><!-- wp:paragraph -->
<p><br />Click the favorite star icon on the templates from all of the templates menu. You can use it in My Templates and Share Templates, All Templates menu.<br /><br />The templates you have checked as favorites can be viewed in the <strong>Favorite Templates</strong>. Also, you can easily access the most recently used templates in the <strong>Recent Templates</strong> menu. </p>
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<figure class="wp-block-image"><img alt="" height="359" src="https://lh5.googleusercontent.com/xjku6KEgvMhwoqDuftzVWuszRJ1junjJ9S0fZOIBPDYYkRI6nMVHEpHC1ytWd-_R0QvGd2WfmdlLMbk2G11WhPHieiIrMPC9wI8M71TWywWsVlXjjT8OkBYjcNrzdYicVhAk8Bsg=w640-h359" width="640" /></figure>
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<h4 id="h-how-to-use-the-favorite-templates">How to use the Favorite templates:</h4>
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<ol><li> Go to the My Templates or Shared Templates menu.</li><li>Click the star icon to the left of the template you want. (If selected normally, the star icon will change to yellow.) </li><li>Templates selected as favorite templates are displayed in the Favorite Templates menu.</li></ol>
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<p>* If you want to remove a favorite template, click the star icon once again. (If it is turned off normally, the color of the star icon will disappear.)</p>
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<figure class="wp-block-image"><img alt="" height="489" src="https://lh5.googleusercontent.com/PPq7stVjAQiy2YrS1FMHOKiyaXQOJ1PJfMWu97ynb_EohnX78KFFt8tkAyS25-d5t6J60psu4Ubf7pnrF9uYNpTOejQNZZCau4EnqCHdCIb3biGLinAD23Gh7Cl3uhN5rh4BzFhY=w640-h489" width="640" /></figure>
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<h4 id="h-how-to-use-the-recent-templates">How to use the Recent Templates:</h4>
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<p>The templates that are recently used from My templates or Shared Templates, and Public Templates are listed under Recent Template in the most recent order.<br /><br />You can easily find and reuse the most recently used template information among numerous templates.</p>
<!-- /wp:paragraph -->Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-6187664657611467695.post-80797734492735915012021-12-14T17:11:00.004-08:002021-12-14T17:11:41.474-08:00Collavate 5.0: App shortcut function<p> You can add websites or services that you visit frequently to the Collavate app as shortcuts. For example, if you regularly bookmark the address of a complex website that your company uses, you can add it to Collavate and use it anywhere.</p><!-- wp:paragraph -->
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<p>Tap the app list icon at the top of Collavate and then tap the Add button to enter the website address you use frequently and save it.</p>
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<figure class="wp-block-image"><img alt="" height="634" src="https://lh4.googleusercontent.com/pZrzbKD39a1hZne8ghCLnzbh-tolzhibbH1j-0VQmEfdf2MPu66vwmfj80LDBapD8MyifVN5ZeLryrNBDRlqfXifnitfueNdzB1WNhLVhktyziWC0ozGsS9OfrZw2kOP5XdoyAtf=w640-h634" width="640" /></figure>
<!-- /wp:image -->Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-6187664657611467695.post-36103046165317392632021-12-14T17:10:00.006-08:002021-12-14T17:10:42.664-08:00Collavate 5.0 New User Role: Template Manager<!-- wp:paragraph -->
<p>“Template Managers,” a new user role, can manage the company's document templates even if they are not a Collavate administrator. You can check the added user rights in the Admin> User Management menu.<br /><br />Previously, only Collavate administrators were able to edit, delete, or create Templates for your organization. Now, with the user designation of “Template Manager,” other users are able to perform these tasks. </p>
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<div class="wp-block-image"><figure class="aligncenter"><img alt="Collavate template manader role setting" height="369" src="https://lh6.googleusercontent.com/12WocUjg15M4XaTTUoakqRnnu4-X7n61kkFJqmYJRvWyVLFxPGwfI1_VYYDQzPT7FqCyc1MWnrMakkE8yfZCXKvCJNphzliAGIMWEbRqCIl5hugFyHOhdSEMWJjaQd6lxdDIA93Y=w640-h369" width="640" /></figure></div>
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<p>Users designated as “Template Managers” can create, modify, and delete shared templates within your domain.</p>
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<p>It is difficult for one Collavate admin to manage all of the templates if the company, especially when there are several departments, or if there are many shared templates used in the company.</p>
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<p>Collavate Administrators can designate a Template Manager for each department, allowing them to create and manage templates for their specific needs.</p>
<!-- /wp:paragraph -->Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-6187664657611467695.post-1483151758601994232021-04-07T13:07:00.008-07:002021-04-07T13:07:52.656-07:00Collavate version 5.0 : Bulk approvals<p> Thanks to our users feedback, now you can select multiple approval requests and approve them all with one click. We are introducing Bulk approval for google drive.</p><!-- wp:paragraph -->
<p><br />Simply select multiple documents from the “Process” menu list, and click “Approve Selected.” Previously, in order to approve these documents, each one had to be opened and reviewed. Now, you can easily select multiple documents pending approval, and approve them simultaneously!<br /><br />Submitted documents that have not been approved, or documents to be approved without the reviewing them can be easily approved using this new feature.</p>
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<figure class="wp-block-image"><img alt="" height="261" src="https://lh6.googleusercontent.com/hucrezTl-7IN-8sGzyVrJDrZru-UX_ASmPlotXbrV54f2TZQNaf4I_SvH2xG3DO4VVRh-4fM_LvK2VGWi-qPmh9n1HclcutvOmhK_RmexcHUJyVlZyizwHDmJy5soE6juSnALCOk=w640-h261" width="640" /></figure>
<!-- /wp:image -->Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-6187664657611467695.post-50205388408247705672021-04-07T13:07:00.003-07:002021-04-07T13:07:24.508-07:00Collavate 5.0 - eSign and email approval<p> Collavate 5.0 adds a new feature to automatically convert a submitted document to a PDF, and attaches it to your Collavate notification email. This allows you to review and approve immediately without logging in to Collavate on your phone, tablet, or desktops.</p><!-- wp:paragraph -->
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<p>Collavate offers a wide variety of document process review and approval methods for your convenience. We support document approval requests directly on our website, review and approval on mobile via email, in the Gmail app, or directly approve with our add-ons for Google Drive, Google Docs, Sheets, and Slides.<br /><br />With Collavate 5, the processed document is converted to PDF in real time and attached to the notification email. From there, the approver can open the PDF on any smartphone such as an iPhone or Android device to comment, sign, and approve or reject. This function must be turned on in the administrator settings as shown in the following screens.<br /><br />PDF attachments are very useful for document processes requiring a signed copy of any form or contract. You can check the approval process as a PDF on an iPad, tablet, or mobile device, then add comments and signatures, reviewing documents like you would with a printed copy.<br /><br />Here's how to enable this feature:<br /><br />(1) Check the Collavate approval notification email on your smartphone or tablet. (2) Open the PDF file attached to the email and add a signature. (The PDF file drawing tool function may differ depending on the device you are using.) (3) After signing, type 'Approve' or 'Reject' in English as a reply to the e-mail and add a comment below it. When you send the document, the signed PDF file and comments are uploaded to the submission post, and approval/rejection is processed.</p>
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<div class="wp-block-image"><figure class="aligncenter"><img alt="" src="https://lh4.googleusercontent.com/pPAFZkiiXW-lMsy75Snl0FvtXar4vgJO9SzsGNz2aNMTwMiOc2wM4nhkVdYHb_madg1esseEbKMPwaLLiSO4FfPnXqCxJMEzlRzIulRpd5fduMiQGcUB6zGAuAWhF7ewrvUfBDdE" /></figure></div>
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<div class="wp-block-image"><figure class="aligncenter"><img alt="" src="https://lh4.googleusercontent.com/KB9pciTJWoLpWZlAAS7dYBU5kmxszgbYXfr1p886YavdJC2Pqn1r0lANu6fUctrR-0JFsdxg0Qea-6GMeYFv0LN24XV4MxmLqG5k7XyD7B2DKsFgRpENoPjOSAMNhpP6FXBauPrU" /></figure></div>
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<div class="wp-block-image"><figure class="aligncenter"><img alt="" src="https://lh3.googleusercontent.com/v_7eImzBd8ORBHWMi7I-Q_cqYsTi6npYmeABaJOwcfzT3TV-1ys4B5-KzVK_qgt1Yy8Z_0bUdWVK2zYVPA1BCmmI7m5qYulJtstsJQNgozsQnqZRVV_zxu38iuF0t-qQ0t0uT7JE" /></figure></div>
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<p><em>* Note: In order to use this function, Collavate admin needs to enable ‘Approval by Email reply and Process PDF attachment in Email under ‘Admin > Process’ page</em></p>
<!-- /wp:paragraph -->Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-6187664657611467695.post-63691489159727064682021-03-17T17:35:00.002-07:002021-03-17T17:35:03.951-07:00Collavate 5.0 - Workflow Chat Bot<p><span style="background-color: white; color: #3a3a3a; font-family: "Varela Round", sans-serif; font-size: 14px; white-space: pre-wrap;">The Google Chat is a communication tool that many people use every day to collaborate or discuss with colleagues at work. You can also chat one on one or group, or even Hangouts video calls through Google chat.
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The Collavate Bot is a convenient chat bot that notifies you of approval workflow related activities. For example, if a document is sent or approved, or if someone leaves a comment in a post, you can immediately receive notifications via chatbot messages. If you receive an approval request, you can quickly make a payment with the approve or reject button included in the Collavate chatbot message.
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Collavate bot can be installed free and can be found under </span><a href="http://chat.google.com/" style="background-color: white; box-sizing: inherit; color: #4285f4; font-family: "Varela Round", sans-serif; font-size: 14px; margin: 0px; outline: 0px; padding: 0px; text-decoration-line: none; transition: none 0s ease 0s; white-space: pre-wrap;">http://chat.google.com/</a><span style="background-color: white; color: #3a3a3a; font-family: "Varela Round", sans-serif; font-size: 14px; white-space: pre-wrap;"> by clicking plus(+) icon or visit Bot website </span><a href="https://chat.google.com/u/0/botcatalog/details/115465392381897622679" style="background-color: white; box-sizing: inherit; color: #4285f4; font-family: "Varela Round", sans-serif; font-size: 14px; margin: 0px; outline: 0px; padding: 0px; text-decoration-line: none; transition: none 0s ease 0s; white-space: pre-wrap;">https://chat.google.com/u/0/botcatalog/details/115465392381897622679</a><br /><br /></p><div class="separator" style="clear: both; text-align: center;"><iframe allowfullscreen="" class="BLOG_video_class" height="266" src="https://www.youtube.com/embed/GAwKmQFRvuw" width="320" youtube-src-id="GAwKmQFRvuw"></iframe></div><br />Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-6187664657611467695.post-16074647999545367542021-03-10T11:37:00.003-08:002021-03-10T12:24:55.042-08:00Collavate 5.0 - Team Edition<!--wp:paragraph-->
<div class="separator" style="clear: both; text-align: center;"><iframe allowfullscreen="" class="BLOG_video_class" height="266" src="https://www.youtube.com/embed/IIFD4Wk2_XQ" width="320" youtube-src-id="IIFD4Wk2_XQ"></iframe></div><br /><p dir="ltr" style="background-color: white; line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt; padding: 0pt 0pt 17pt 0pt;"><span style="background-color: transparent; color: #3a3a3a; font-family: Arial; font-size: 10.5pt; font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap; white-space: pre;">Our newly upgraded version of Collavate 5.0 has a new plan available called Collavate Team Edition. Collavate Team is built for use by small groups and organizations. Even if your company doesn’t have a Google Workspace (formerly G Suite), admins can add user emails to centrally manage Collavate and collaborate in teams.</span></p><p dir="ltr" style="background-color: white; line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt; padding: 0pt 0pt 17pt 0pt;"><span style="background-color: transparent; color: #3a3a3a; font-family: Arial; font-size: 10.5pt; font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap; white-space: pre;">If you are using Google Workspace, you can also use Collavate outside of your domain if it is difficult for your company to install software to the entire company domain due to security or other reasons. This is also helpful if you only want to install to a specific department or team within your organization.</span></p><p dir="ltr" style="background-color: white; line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;"><span style="background-color: transparent; color: #3a3a3a; font-family: Arial; font-size: 10.5pt; font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap; white-space: pre;">You can configure a team collaboration and approval environment for your own team, department or specific members without any more complicated procedures or security reviews of IT or security departments.</span></p><p dir="ltr" style="background-color: white; line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;"> </p><p dir="ltr" style="background-color: white; line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;"><span style="background-color: transparent; color: #3a3a3a; font-family: Arial; font-size: 10.5pt; font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap; white-space: pre;">You can easily invite team members to use the document centralization and company management functions provided by Collavate Business Edition without any separate installation procedure.</span></p><p dir="ltr" style="background-color: white; line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;"> </p><p dir="ltr" style="background-color: white; line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;"><span style="background-color: transparent; color: #3a3a3a; font-family: Arial; font-size: 10.5pt; font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap; white-space: pre;">In the case of Collavate Team Edition, the manager menu is activated as shown in the screen above, and you can check the detailed menu for team settings.</span></p><p dir="ltr" style="background-color: white; line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;"> </p><p dir="ltr" style="background-color: white; line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;"><span style="background-color: transparent; color: #3a3a3a; font-family: Arial; font-size: 10.5pt; font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap; white-space: pre;">After that, go to the user management menu and enter the email of the user you wish to invite to send the invitation, and you can adjust the access rights as shown in the screen above.</span></p><p dir="ltr" style="background-color: white; line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;"> </p><p><span id="docs-internal-guid-34d972e5-7fff-397d-5f71-1aad010394b9"></span></p><p dir="ltr" style="background-color: white; line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;"><span style="background-color: transparent; color: #3a3a3a; font-family: Arial; font-size: 10.5pt; font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap; white-space: pre;">With Collavate Team Edition, document centralization, electronic approvals, and document collaboration are now easy.</span></p>
<!--/wp:paragraph-->Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-6187664657611467695.post-67081588417090100722021-03-10T11:29:00.003-08:002021-03-10T11:29:49.610-08:00Collavate 5.0 release<p> We are thrilled to announce our new version of Collavate: 5.0. This version includes 7 new functions with automated workflow, improved user interfaces for the user and admin screens, alongside more than 30 patches.</p><p><br /></p><div style="text-align: center;"><iframe allowfullscreen="" class="BLOG_video_class" height="266" src="https://www.youtube.com/embed/STXCxqWtVSc" width="320" youtube-src-id="STXCxqWtVSc"></iframe></div><br /><br /><br /><p></p><p>Three of Collavate’s new features are highlighted in the video above. The Collavate Google Chat bot, the new Collavate Team Edition, bulk workflow approvals, and PDF auto-conversion of approval files for your email.<br /><br />We are introducing these new main features of Collavate 5.0 every week this month. We are also planning webinars to explain how to implement and use these new features in your day to day work!</p><div class="separator" style="clear: both; text-align: center;"><br /></div><br />
<!-- /wp:paragraph -->Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-6187664657611467695.post-80438223532903322792020-11-17T14:55:00.005-08:002020-11-17T14:55:27.777-08:00Workflow Process Design for Specific Approval Purposes<p> There are two main ways to proceed with the document submission and workflow processes within a company. <br /><br />One is (1) the electronic approval processes in which approvals are processed sequentially, and approvers have ‘read only’ permissions. The second is (2) approval processes for collaboration, in which the approvers are added in parallel to the approval layer with ‘edit’ permissions to complete the document together.<br /><br /></p>
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<p><strong>1.Workflow Process for Approvals</strong><br /><br />The person who initiates (submits) a workflow process is the person who is directly responsible for the document being approved. There are many different cases of submitting approval processes like these. For example, approval is required mainly in relation to the individual, such as personal expenses related to work or vacation. In these cases, the main purpose of the process is to approve the submitter’s request through the approval workflow. </p>
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<p><strong>2. Workflow Process for Collaboration </strong></p>
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<p> If the submitter of a document needs specific directions or guidelines to complete a document, they can submit the document without completing it. This way, the approvers can provide direction and guidelines regarding the content of the document, or they can collaborate with the submitter to complete the work. When submitting the document, the submitter grants ‘edit’ permission to the people who will be editing the document together, and in the case of more than one person the submitter will put them in a parallel approval layer. For example, we use this structure for business and event plans that are difficult for an employee to work on alone.<br /><br /></p>
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<p><strong>3. Open Approval Processes and Closed Approval Processes </strong></p>
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<p>When the purpose of a workflow process is solely to provide permissions and approvals, it is referred to as a closed approval process. Conversely, if the purpose of a workflow process is to collaborate and complete the contents of the document in the workflow process, the process is called an open approval process. The purpose of the open approval processes is to continue developing the document rather than keeping integrity of the approval processes. It is common practice to keep the approver’s editing permission in these situations. </p>
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<p>For a closed approval process, the purpose is to record approvals.Here, it is common to remove the edit permissions for the documents after the approval is completed in order to keep the document’s integrity, and to ensure the document is not altered after being approved.<br /><br /></p>
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<p><strong>4. Workflow process in which the submitter is included in the approval list.</strong></p>
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<p>In many cases--including developing a business plan--the submitter of the document is also the supervisor who will manage the work. In these cases the workflow process is conducted in a way that the approvers cooperate with, and complete the contents of the document that was submitted by the supervisor.<br /><br />The approvers need to work on the document together, so they are added in parallel as approvers with ‘edit’ permissions. Also, because the submitter needs to finalize the document themselves, the submitter is added to the final approval layer. The person who directs, manages, and supervises the work plays the role of initiating, supervising, and confirming the workflow process. <br /><br />When the process is completed, the person in charge of the actual work must be specifically named. In general, the supervisor is the person in charge of the work, but in this case, the person approving the document becomes the person in charge of the work. Alternatively, the submitter can add the department or the person in charge of the work in the Group CC or CC field of Collavate, so that the contents are automatically delivered when the approval is completed.<br /><br /></p>
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<p><strong>5. When someone starts a workflow process on behalf of someone else.</strong></p>
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<p>There are cases--such as meeting recordings--where the submitter is not the person in charge of the work, or the supervisor who is managing the document, someone else can begin the workflow process on behalf of the supervisor. Generally, for management, the workflow process is started by a secretary or assistant. <br /><br />When submitting a workflow process, the submitter adds the relevant person in charge of the work to the sequential approval list according to their role.They then place the final decision maker at the end, so that he/she can finalize the document when complete. Or, if the decision maker needs to establish a framework for the document, the submitter can place the decision maker at the beginning and at the end of the approval list.<br /><br /></p>
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<p><strong>6. Misunderstanding of the responsibilities of the final approver and the roles of the other approvers.</strong></p>
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<p>In general, the final approver is the person responsible for the main purpose specified in the approval process. In other words, they are not responsible for the specific task content, but for the task overall. For the specific details of the workflow process, the person who conducts the relevant work should be responsible for it. Therefore, even if the submitter receives the final approval for the submitted workflow process, the process and responsibility for the specific details of the work is on the submitter or the approver himself, not the final approver. <br /><br />The final approver's role is to confirm that there is no problem with the work. In other words, it is the closed approval process. The person who works on the document is responsible for making a judgment on the part that needs the work, and the submitter or approver who proceeds with the approval must be responsible for the contents of the work.<br /><br /></p>
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<p><strong>7. Reference / Publishing after approval process and workflow reprocess</strong></p>
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<p>If the submitted document is about a company's business guidelines, regulations, compliance, or content that is publicly disclosed, it can be automatically posted using Collavate's publish feature. Collavate's publish feature publishes the document to an internal domain URL or to an external public URL address, and the address remains the same even if the document is edited. The reprocess function can be used to alter the published copy of a document, but the previously published contents of the document are kept, so the collaborators can work on the new contents to be published in the future. When an approval process is completed through reprocessing, the existing document is automatically updated with the content of the newly edited document. The approvers can see the history of existing process approvals and document revision.<br /><br />External disclosure documents, internal business guidelines, and user terms and conditions can be continuously and safely updated through the reprocessing and publishing functions.<br /><br /></p>
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<p><strong>8. Reference / Application of RACI model to Workflow Submissions</strong></p>
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<p>The use of the RACI (responsibility assignment matrix)<sup>*[1]</sup> model for workflow processes is a good way to specify the roles of the actual person doing the work, what person is in charge, and which person who supports the work.<br /><br /><strong>R = Person actually doing the work / Responsible (Workflow submitter)</strong><br />A person who performs the work described in the documents in the workflow process., There is at least one (R) for all tasks. <br /><br /><strong>A = Person in Charge / Accountable (Final Approver)</strong><br />As the person in charge of final approval, that is, management/supervision of the work described in the workflow process, he/she is responsible for the results. One person is responsible for the work, except in unavoidable cases. <br /><br /><strong>C = Work supporter / Consulted (Intermediate Approver)</strong><br />It means a person who helps in carrying out the work described in the workflow process. It also serves to complete the electronic approval document together, and helps the working-level person in charge (R) in carrying out the work when the approval process is completed.<br /><br /><strong>I = Referrer / Informed (reference/recipient)</strong><br />This is the department/person in charge who is notified of the contents of the workflow process when it gets finally approved. In the case of purchase proposals, the person in charge of the accounting department for payment is added as a reference/receiver.<br /><br />Depending on the role described above on the approval process, the following RACI table may be added to the workflow process content. Also, RACI Chart cards may be attached to the workflow process. In this way, (1) the role of the person in charge of the workflow process and (2) the role of the person in charge of business progress can be clearly distinguished. </p><p><img alt="" height="170" src="https://lh6.googleusercontent.com/SZ0foBj_yL40PDsN52p0hsgWYuxUnd2wIJMx_VL755Em_VPAv4QnnsDAmXG2esISdgAKao5BglXvqFtMuTNqJSNWfvupAD3DtEPZ0X1uE6kP8I63zitmlqNjc14uC_BTajG5wiwa=w640-h170" width="640" /></p>
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<p>*[1]Reference <a href="https://en.wikipedia.org/wiki/Responsibility_assignment_matrix">https://en.wikipedia.org/wiki/Responsibility_assignment_matrix</a></p>
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