01
Request intake
Collect the information required for the reviewer to make a decision.
Workflow & Approval Automation
Get requests to the right reviewer.
Keep every decision visible.
Route requests, approvals, and handoffs through defined stages with clear owners, reminders, and a record of decisions.
01 / THE STARTING POINT
Start with the right questions.
We map how requests enter a process, what reviewers need to see, and which decisions allow work to continue. The workflow gives requesters and reviewers a clear view of the current stage.
Approval rules can account for thresholds, different teams, returns for correction, and late decisions. We agree the record to keep and what should happen when an approval is complete.
02 / WHAT WE COVER
The details behind the work.
These are the areas we consider. Your proposal defines the exact deliverables, responsibilities, integrations, and ongoing work.
02
Stages & ownership
Map who owns each stage and which conditions send a request to a different reviewer.
03
Approval rules
Plan approval, rejection, resubmission, and delegation behavior.
04
Reminders & escalation
Set timing, notification channels, and fallback owners for overdue work.
05
Status & decision history
Give agreed users a view of pending requests, decisions, and the next step.
06
Testing & handover
Verify ordinary and exceptional paths and document how the team maintains the rules.
03 / DIFFERENT STARTING POINTS
Where are you starting?
A focused project or part of a wider plan. We shape the scope around your current situation and the work that matters next.
Purchase requests
Send requests to the correct approver based on the agreed budget and department rules.
Let’s discuss itQuote reviews
Route quotes for review and return them for revision with the decision recorded.
Let’s discuss itCustomer onboarding
Start tasks when an approval is complete and show the team where an onboarding request is waiting.
Let’s discuss itPEOPLE + PROCESS + TECHNOLOGY
Technology earns its place through useful work.
We start with what your business needs.
The workflow, the people using it, the information it depends on, and the way it will be maintained shape the solution. We keep those connections in view throughout the project.
Talk through your requirements04 / HOW THE WORK MOVES FORWARD
A clear path.
With room for your input.
We agree on the scope and review points so you know what is being delivered, what we need from you, and what happens next.
- 01
Map the requirement
Work with the people involved to understand the process, systems, information, and constraints.
- 02
Define the solution
Agree on a focused first scope, integrations, access rules, acceptance criteria, and review milestones.
- 03
Implement & validate
Build in reviewable stages and test realistic cases, exceptions, and the handoffs to existing systems.
- 04
Roll out & support
Prepare documentation, team onboarding, release checks, and a clear plan for ownership and ongoing changes.
05 / YOUR QUESTIONS, ANSWERED
Before we get started.
Have a requirement we haven’t covered?
Let’s talk about it
Can approval rules differ by team or amount?
Yes. We document the conditions and review who owns each decision before setting up the workflow.
What happens when an approver is away?
We agree how delegates and escalation work, including which requests should wait for a specific person.
Can we see what happened to a request later?
The scope specifies which events and decisions should be recorded, where users can find them, and who can view them.
How are cost and timing decided?
We prepare a proposal around the agreed deliverables, complexity, dependencies, access, and review requirements. Third-party charges and ongoing work are identified separately.
How do we get started?
Tell us about your business, the requirement, and what you already have in place. We will discuss the fit, clarify the scope, and recommend a practical next step.
LET’S TALK ABOUT YOUR PROJECT
Your next step.
Let’s work it out together.
Tell us about your business and what you want to improve. We’ll help you define a practical starting point.
Business process automation.
A focused project or
a connected plan.