Case Study: Pivotal Software achieves faster, automated Finance and HR approvals with Frevvo

Pivotal Software chose frevvo to automate forms & workflows for its integration with Google Apps

Pivotal Software needed to streamline slow, error-prone Finance and HR processes — expense reports, purchase orders, travel and professional development requests were handled by email and took hours to reconcile and collect approvals. Pivotal chose Frevvo’s online forms and workflow solution, primarily for its ability to integrate with Google Apps, to simplify approvals and capture signatures.

Frevvo implemented visual, drag-and-drop forms and workflows integrated with Google Sheets and Drive, adding automatic validations, calculations, conditional routing and ticket creation. The solution automated approvals, reduced errors and manual reconciliation, centralized submissions as Sheets/PDFs in Drive, and noticeably improved the speed and efficiency of Pivotal’s Finance and HR processes.

Pivotal

Peter Holland

T&E/ Purchasing Coordinator