So, your team always knows who’s doing what by when.
WFM (workflow management) is a cloud-based platform that ensures seamless business process management like complex approval processes, adherence to SLAs, a forever repository, operations transparency, and agility.
The Existing “System” of Approval Management:
Think about how you, your team, and the company are affected by the approvals process as it stands right now.
- Is a crucial approval lying on someone’s desk causing delays or putting important deadlines at risk?
- Do people waste too much time checking on the approval process?
- Do individuals have any idea who needs to sign off on what kinds of requests?
- A full audit trail of all approvals, if required.
- Is there a chance that requests might be granted incorrectly?
Better, quicker approvals
- You may avoid delays in your project and receive complete visibility on approval decisions with the help of ClayTech’s powerful approval software.
- Utilizing ClayTech’s workflow/approval software reduces the amount of time spent awaiting signatures.
- To streamline the approval process, the software generates individualized forms for requesting resources.
- Our workflow/approval software ensures that the correct individuals are alerted at the right moment.
- ClayTech’s approval software keeps signatories informed throughout the process to reduce the likelihood of last-minute scrambling.
- Choose the items that require signature, specify the deadlines by which they must be returned, and upload any necessary files. In this way, approvals will be prioritized automatically based on when they were submitted.
- Remove the risk of approvals being misplaced or overlooked by assigning them a specific location on your dashboard.
- With everything in one convenient location, you can quickly and easily give your approval or rejection of any submitted item.
Integration of approval processes into workflow
ClayTech’s approval workflow software can help youClayTech’s approval workflow software can help you get things done faster. Make it such that when a task reaches a certain state, approval is performed immediately. Make it such that approval statuses like “In Revisions” and “Needs Changes” are updated automatically when they are assigned. When a status changes, add files automatically.
Reduce the number of required approvals
The approval management software from ClayTechThe approval management software from ClayTech makes it simple to ask for the necessary approvals. Include an approval phase in your request forms, complete with a custom approval workflow that includes custom approvers, due dates, and progress updates.
The form can also include conditional approvals, which are only shown if a certain option is selected.
The form can also include conditional approvals, which are only shown if a certain option is selected.
Take notes on the Reasoning
This approval/workflow management systemThis approval/workflow management system generates an ongoing stream of task updates automatically. Approval-only changes can also be viewed by teams. Investigate when and by whom the approval process was initiated, as well as who made the final decision and why. The use of a centralized document review and approval system can simplify file management.
Verify files and Assignments
An approval process can be applied to anythingAn approval process can be applied to anything, not just tasks. It is possible to implement review processes for new projects before they are made public. With this software, you can make sure that all the contents of a given folder or project have been reviewed and approved.
Integrations
If you want to connect more apps than what is allowedIf you want to connect more apps than what is allowed by other integration platforms, you will need to use ours. By allowing you to link ClayTech integrators to as many other apps as you’d like, ClayTech workflow Integrator improves your ability to synchronize data and fully automate your processes. You have an unlimited number of automations in ClayTech Systems.
Low code
Flowcharting without the need for programmingFlowcharting without the need for programming . Connect ClayTech workflow/approval management software to other apps without having to write any code by using one of the many premade connectors available. Take use of automated workflow packages, which already contain established sets of actions and triggers for use across a variety of software applications.