Approval Process Automation
One of the most common workflow processes our customers automate is the “Request for Approval.” type. In businesses of all sizes and types, HighOrbit Business Process Management (BPM) is routinely used for a wide range of approval workflows, including:
- Document Routing
- Invoice Approval
- Requisition or Procurement Requests
- System & Application Access
- Expense Reimbursement
- Contract Review
- Marketing & Advertising Content
- Quote reviews
The list of approval workflows that can be managed through BPM is practically endless. In addition, approval type processes can cover a broad range; some as a pure paperless solution and others with document attachments or links.
With the HighOrbit BPM software, you can essentially build your own approval management system based on the way your business and process works:
Submit / Initiate approval requests … can be performed manually, via a web form submission, email receipt, database integration, or even through web services.
Follow linear or parallel path-type workflow … your approval process design can determine whether tasks must occur in a “one-at-a-time” fashion (linear), or if multiple streams of the workflow may happen simultaneously (parallel).
Static or Dynamic assignments … specific team members can be assigned to perform certain tasks in the process all the time (static), or your process automatically determines task assignments (dynamic), based upon specific business rules.
Approver decisions & route … routes within the approval process are determined by reviewer and approver decisions (i.e. approve, reject, need more info)
Configurable due dates … task due dates can be used to escalate overdue tasks and possibly route to approver alternatives so the process stays on schedule.
Try “BPM - The HighOrbit Way”: Fast, Easy, & Affordable Approval Management Software!
Find out how fast and easy you can automate your approval processes by signing up for our 45-Day Free Trial. Create your own approval management system. To help get you started, we provide “Starter Kits”, which include a variety of commonly used workflow templates. An assigned Process Specialist is also available to personally assist during the trial period.
Starter Kits Process Templates/Examples
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Accounting/Purchasing
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Invoice Approval, Requisition Request, Issue RMA , New Vendor Request
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Human Resources
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Employee On-boarding, Payroll Change Request, Termination, Annual Review
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Document Approval
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User-Determined Routing, Destruction Request
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Information Technology
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System Maintenance, Help Desk, Request for Change
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Order Fulfillment
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Work order Example
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Sales Force Automation
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Prospect Qualification, Quote Review, New Customer Intake
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Approval Workflow Design Example:
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