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System type 04 / 11

Approval workflows

Approval paths built from rules: amount, department and request type, with delegation during absence and escalation on delay.

Closest function: Finance

When you need it

Three signs a process has outgrown its tools.

  1. 01

    Requests stuck with an absent approver

  2. 02

    An authority matrix in a file no system enforces

  3. 03

    No clear record of who approved and when

What it contains

The modules the system is built from.

A possible scope, not a fixed list: we choose with you what is built first and what waits.

  1. M01Path editor
  2. M02Amount rules and limits
  3. M03Delegation
  4. M04Escalation and deadlines
  5. M05Decision log
  6. M06Notifications
  7. M07Pending requests
  8. M08Reports
Two ways to start

From an approved product foundation, or from scratch.

How we workFive clear phasesDetails
  1. 01Process analysisCurrent process map
  2. 02Screens and rulesInteractive prototypes
  3. 03Phased developmentReview environment
  4. 04Launch and trainingData migration
  5. 05Operation and supportMonitoring
Start a project

Discuss approval workflows with our analysis team.

An intro session with our analysis team to review your current processes and scope the first system.