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.
Approvals That Run on Email and Hope
- →Approval requests buried in email inboxes with no visibility into where they are in the queue
- →No escalation rules — urgent requests sit for days when the approver is out or overloaded
- →Approval authority unclear or inconsistent — different people approve the same thing depending on who asks
- →No audit trail connecting the approval decision to the person who made it and when
Workflow & Approval Automation
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.
Escalation & SLA Tracking
Configurable SLAs for each approval type with automatic escalation when deadlines are missed. No approval sits in a queue without accountability.
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.
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.
Delegation & Coverage
Automatic delegation rules when approvers are out of office. Coverage assignments ensure approvals keep moving during vacations, travel, and shift changes.
Audit Trail & Reporting
Every approval request, decision, escalation, and delegation is logged with timestamps and approver identity. Compliance-ready audit trail for every workflow.
The Engagement Process
Approval Process Inventory
Catalog every approval workflow in the organization — purchasing, pricing, credit, returns, capital, and operational. Document current routing, authority levels, and bottlenecks.
Workflow Design
Design digital workflows with routing rules, approval thresholds, escalation timers, and delegation policies. Get stakeholder sign-off on authority levels and SLAs.
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.
Pilot & Refine
Deploy high-volume workflows first, measure cycle time and compliance, and refine routing and escalation rules based on real usage patterns.
Rollout & Monitoring
Expand to remaining workflows with SLA dashboards, bottleneck reporting, and compliance audit reporting. Continuous refinement as organizational roles and policies evolve.
Frequently Asked Questions
Process Automation · Workflows
Every engagement starts with an assessment.
We scope work after we understand your operation — not before. The Launchpad assessment maps where you are, quantifies what it's costing you, and sequences what to do first.
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