What leaders see
Work keeps moving, but only because people fill the gaps.
Teams rely on manual checks, side files, rekeying, status meetings, and individual knowledge to keep the process alive.
Services
Process Automation · Workflows
Workflow & Approval Automation
Route approvals by rules, not by chasing people down. Purchase orders waiting in an inbox. Price overrides approved via text message. Capital requests lost in an email thread. We replace ad-hoc approval processes with digital workflows that route to the right person, escalate when they're slow, and log every decision.
01
The Problem
Approvals That Run on Email and Hope
The problem is not one broken tool. It is an operating gap between who owns the work, which record can be trusted, and how exceptions move through the business.
What is actually happening
The workflow has no clean source of truth.
Records, rules, approvals, and handoffs are split across systems, so each step introduces delay or reconciliation.
What gets worse
Automation amplifies the weak spots.
The faster the business moves, the more bad data, exception work, and decision ambiguity compound across the operation.
02
What Changes
What Workflow & Approval Automation includes.
Purchase orders waiting in an inbox. Price overrides approved via text message. Capital requests lost in an email thread. We replace ad-hoc approval processes with digital workflows that route to the right person, escalate when they're slow, and log every decision.
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.
Operations layerWhich manual workflow is costing the most time, rework, or decision delay.
Governance dependencyThe workflow needs clear ownership, trusted data, and exception rules before automation is worth building.
Operating data involved
orders
approvals
documents
exceptions
reporting handoffs
What Launchpad defines 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 Foundations
What to evaluate next.
Follow the dependencies behind this service instead of treating it as an isolated project.
01
API and systems integration
Connect the records, applications, and ownership boundaries the workflow depends on.
Explore next step02
Data engineering and analytics
Give automation and reporting a dependable source of operating truth.
Explore next step03
AI automation and agents
Evaluate where governed AI can reduce repetitive work or improve a decision.
Explore next step04
Launchpad readiness and Roadmap
Assess readiness, dependencies, risk, architecture, and implementation order before engineering begins.
Explore next stepLaunchpad Before Engineering
Decide what to build and in what order.
Launchpad assesses the business and turns discovery into priorities, risks, readiness, architecture, and an implementation Roadmap. Metrotechs then engineers and supports the approved solution.
Metrotechs designs, builds, integrates, and supports the approved solution.
Launchpad keeps priorities, risks, owners, decisions, and delivery governance connected.
04
Delivery sequence
How Metrotechs delivers Workflow & Approval Automation.
Purchase orders waiting in an inbox. Price overrides approved via text message. Capital requests lost in an email thread. We replace ad-hoc approval processes with digital.
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.