XPO Logistics optimizes workflows and tightens security with BoloForms

by Vidya Tiwari

January 20, 2023

Could you tell us about the challenges you were facing before using BoloForms Approvals for your operational processes?

Before using BoloForms Approvals, our company's operational processes were extremely manual and time-consuming. We were using a combination of paper forms, emails, and spreadsheets to manage reimbursement requests, cash allowances, and leave requests for our 100+ employees spread out all over the country. This led to errors, delays, and miscommunications, and made it difficult for us to track and manage all the requests.

How did BoloForms Approvals help you solve those challenges?

BoloForms Approvals was a game-changer for us. With its simple form builder and the ability to connect the form to complex workflow logics, we were able to automate the entire process from start to finish. Employees could easily submit requests through the form, and it would automatically route to the appropriate managers for approvals. The dynamic recipients feature and lookup table also made it easy for us to ensure that the right people were being notified at each step of the process. This streamlined the entire process and eliminated errors and delays.

What are some specific use cases where BoloForms Approvals has helped your company?

We've seen significant improvements across the board since implementing BoloForms Approvals. Some specific use cases include:

Reimbursement requests: Employees can now easily submit reimbursement requests through the form, and the form automatically routes to the appropriate manager for approval. This has significantly reduced the time it takes to process reimbursements and eliminated errors in the process.

Cash allowances: We use the form to manage cash allowances for our employees, and BoloForms Approvals has made it easy to track and manage these requests. The form automatically routes to the appropriate manager for approval, and we can easily track the status of each request.

Leave requests: Employees can now submit leave requests through the form, and it automatically routes to the appropriate manager for approval. This has made it easy to manage employee leave and ensure that we have the appropriate coverage at all times.

What has been your overall experience with BoloForms Approvals?

Our experience with BoloForms Approvals has been extremely positive. The tool is easy to use, and the support team has been very responsive to our needs. We've seen significant improvements in our operational processes, and we're able to manage requests more efficiently and effectively. We would highly recommend BoloForms Approvals to any company looking to streamline their operational processes.

Author

Vidya Tiwari

Vidya Tiwari

Vidya Tiwari is the Content Marketing Manager at BoloForms, a startup that provides powerful, yet simple, form-based approval building solutions. With a flair for creating content that resonates with readers and sparks engagement, Vidya has written for a range of audiences, from small businesses to enterprise-level organizations. She excels at creating engaging content for various audiences and enjoys reading, cooking, yoga, hiking, and volunteering. You can connect with her through her contact