Success Stories

Memo Form Workflow – Improve Process Efficiency with Approval Workflow Automation

19 Apr 2024

About “The Customer”

A real estate developer customer has been experiencing significant pain points from their current manual approval processes. These processes involved paper-based forms and manual routing procedures, leading to inefficiencies, delays, and errors.​

 

Say Goodbye to paper forms and manual processing with our memo workflow. By automating the approval process, you can save time and increase efficiency. With just a few clicks, you can submit and track requests electronically, reducing the need for physical documents and the risk of errors.

The Features

  • Empower Staff With Easy-To-Use Application

Cut out repetitive tasks and start using a system to automate your workflow, which will help you gain business agility, productivity, and effectiveness.

 

  • Configure Your Own Workflow

​​​​​​​Get the flexibility you need by setting up the application based on what works for you, and manage your own approval workflow.

 

  • Quick Approval with Notification

Approvers can easily manage and approve requests with just a few clicks, and request records are kept clear. Employees are notified via various channels, such as Teams and email, whether their requests are approved or rejected.

The Benefits

  • Automated Approval Routing

Make the approval process transparent and defined. Forms, documents, and information are automatically sent to the right person(s) every time.

 

  • Faster Approval Workflows

​​​​​​​No more approval delays as emails are forwarded around the company in search of the right person.

 

  • Streamlined Approvals

Set up Approval by Email to give approvers more flexibility.