Showing posts from October, 2017

Texo Case Study

Texo, Inc. is the leading marketing service provider of Paraguay. Founded in 2006, it has fourteen subsidiary companies based around digital marketing, social media, and strategic consulting.

Many managers of Texo work remotely, making submitting paper documents an arduous and inefficient task, complicating the approval flow of business processes.
The Human Resources department of Texo aimed to reduce time and operations spent on gathering information and submitting to superiors for management requests and workflow approvals. With Collavate, employees easily attached Google documents or files such as Microsoft Office documents, and submitted for review.
Texo representative Sandra Petersen remarked that “After implementing Collavate in the Human Resources department, approval times were reduced from two months to just one week.” Many of Collavate’s features, such as the accessibility of the mobile application and deadline reminders proved to be extremely useful within the business.
Now, …

How to gain full Collavate account capabilities without a Gmail

Now, it is possible to access Collavate with a non-Gmail email account. With this capability, you can implement Collavate’s workflow automation and enterprise social platform tools for any team. In order to access Collavate’s platform, all new users must sign up for an account. Users without a Gmail register using their email on the left-hand side of the page.

Upon registering, non-Gmail users may implement Collavate’s post capabilities. Users may upload files to share with teams, add other users, and set deadlines for events. With these capabilities, both non-Gmail and Gmail users may effectively collaborate together through comments, posts, and file uploads.

In order to create workflows, non-Gmail users must sign up for a Google Drive account linked to their non-Gmail email. Non-Gmail users may then have access to Google Drive and other Google Apps such as Photos and Maps. This allows these users to further extend their account capabilities to gain full Collavate user tools.

Once no…

Ivy Foundation Case Study

The Ivy Foundation of St. Louis functions as a philanthropic arm for the Omicron Eta Omega chapter, offering financial assistance to the community.

The Ivy Foundation found Collavate to provide the optimal solution to generating financial voucher request approvals. With committees of up to fifty members, the Ivy Foundation required a complex sign-off system in which each voucher required a timestamp and a physical signature. Collavate provided an intricate system that fit that need—the workflow automation software created an efficient, streamlined approval process that allowed members to receive notifications and submit entries in sequential order.
Angela Rankin-Jones, a representative of the technology committee of the Ivy Foundation expressed that “Collavate’s approval history summary, downloadable in excel format, provided a detailed compilation of date/time and information parameters necessary for financial tax audits”. This was a key feature for the Ivy Foundation, as it provided …