What leaders see
Routine work still waits for individual follow-up.
Documents, orders, approvals, alerts, and exceptions remain trapped in inboxes and personal work queues.
Services
Process Automation · Workflows
Workflow & Approval Automation
Route manufacturing approvals by rules, ownership, and escalation. Purchase orders, price exceptions, engineering changes, quality decisions, capital requests, and customer commitments cannot depend on inbox visibility. We build governed workflows with accountable approvers, evidence, deadlines, escalation, and audit history.
01
The Problem
Manufacturing decisions are waiting in inboxes without clear ownership or escalation.
Automation problems begin when a tool is introduced before the normal path, exception path, decision rights, evidence, and human-control points are explicit.
What is actually happening
Rules and ownership are not executable.
Inputs, thresholds, approvers, escalation, evidence, and closure conditions vary by person or situation.
What gets worse
Automation scales an undefined process.
Work moves faster without becoming more reliable, explainable, or accountable.
02
What Changes
What Workflow & Approval Automation includes.
Purchase orders, price exceptions, engineering changes, quality decisions, capital requests, and customer commitments cannot depend on inbox visibility. We build governed workflows with accountable approvers, evidence, deadlines, escalation, and audit history.
01
Role-Based Routing
Route approval requests based on type, amount, department, and customer tier. The right approver gets the request without the requester needing to know the org chart.
02
Escalation & SLA Tracking
Configurable SLAs for each approval type with automatic escalation when deadlines are missed. No approval sits in a queue without accountability.
03
Multi-Level Approvals
Sequential and parallel approval chains for requests that need multiple sign-offs -- purchasing above threshold, pricing exceptions, capital expenditures, and customer credit changes.
04
Mobile & Email Approval
Approvers can review and approve from email or mobile without logging into the system. Reduce approval cycle time by meeting approvers where they are.
05
Delegation & Coverage
Automatic delegation rules when approvers are out of office. Coverage assignments ensure approvals keep moving during vacations, travel, and shift changes.
06
Audit Trail & Reporting
Every approval request, decision, escalation, and delegation is logged with timestamps and approver identity. Compliance-ready audit trail for every workflow.
03
How It Fits Your Operations
How Workflow & Approval Automation fits your operation.
Workflow and Exception AutomationWhich repeatable work can move automatically, which decisions require review, and how exceptions are assigned and closed.
Governance dependencyAutomation needs stable rules, trusted inputs, accountable owners, human-control points, and a defined response when conditions fall outside the normal path.
Work, decisions, and evidence involved
requests
documents
approvals
alerts
exceptions and audit history
What must be defined before engineering begins
- What the business needs to change and why.
- Which systems, records, risks, and readiness gaps shape the work.
- What should be built, how it fits the architecture, and in what order.
Related Services and Planning
What the operating problem may require next.
Follow the dependencies behind this service instead of treating it as an isolated project.
01
Integration Engineering
Connect the records, events, and systems required to execute the workflow.
Explore next step02
Operational Analytics
Measure workload, exception patterns, ownership, and operating outcomes.
Explore next step03
Custom Software Engineering
Build the workflow capability packaged tools cannot provide cleanly.
Explore next step04
Launchpad assessment and Roadmap
Use Launchpad when the operating problem needs a structured assessment, readiness evidence, architecture, and implementation Roadmap.
Explore next stepStart With the Operating Problem
Define the smallest sound response and delivery sequence.
Metrotechs determines what the operation actually requires before selecting technology. When a structured assessment is warranted, Launchpad turns evidence into priorities, risks, architecture, and an implementation Roadmap.
Metrotechs designs, builds, integrates, and supports the approved solution.
Launchpad is available when the engagement needs assessment evidence, a Roadmap, and ongoing delivery governance.
04
Delivery sequence
How Metrotechs delivers Workflow & Approval Automation.
Purchase orders, price exceptions, engineering changes, quality decisions, capital requests, and customer commitments cannot depend on inbox visibility. We build governed.
01
Approval Process Inventory
Catalog every approval workflow in the organization -- purchasing, pricing, credit, returns, capital, and operational. Document current routing, authority levels, and bottlenecks.
02
Workflow Design
Design digital workflows with routing rules, approval thresholds, escalation timers, and delegation policies. Get stakeholder sign-off on authority levels and SLAs.
03
Build & Integrate
Build workflows and integrate with your ERP, email, and mobile platforms. Connect approval outcomes to downstream system actions -- PO release, price override posting, credit limit change.
04
Pilot & Refine
Deploy high-volume workflows first, measure cycle time and compliance, and refine routing and escalation rules based on real usage patterns.
05
Rollout & Monitoring
Expand to remaining workflows with SLA dashboards, bottleneck reporting, and compliance audit reporting. Continuous refinement as organizational roles and policies evolve.
05
FAQ
Questions that usually decide the scope.
Straight answers to what operators ask before committing budget to this work.
Yes. We integrate with ERP-native approval modules where they exist (purchase orders, journal entries) and extend them with external workflow automation for processes the ERP doesn't handle natively -- pricing exceptions, credit overrides, return authorizations.