Forward-deployed: analysis to implementation
Make approvals a clear, traceable workflow
Purchases, discounts and operational requests should not depend on somebody remembering an email. We turn your approval rules into a workflow with clear ownership and visible status.
We start with your current process, systems and constraints. The scope is agreed after analysis.
Illustration of the proposed workflow.
When this is worth looking at
Unclear ownership
Requests bounce between colleagues because the next decision-maker is not defined.
Repeated chasing
People spend time asking who has approved what and what is still waiting.
Missing context
The decision and its supporting documents live in separate conversations.
How the workflow changes
Create the request
Collect the fields and evidence needed for a purchase, change or exception.
Apply your rules
Route by amount, category, department or another agreed business condition.
Decide and follow up
Give the responsible person the context, with agreed reminders and escalation.
Record the outcome
Save the decision history and update the connected system where supported.
What we implement
- Request forms connected to the relevant documents.
- Routing rules, responsibilities and escalation paths.
- A queue showing outstanding decisions and their owners.
- Decision records and agreed system updates.
What stays under your control
- People retain approval authority and business judgment.
- Access follows your roles and permission boundaries.
- The workflow shows who decided, when and on what basis.
Illustrative workflow, not a client case study
A purchase request with a defined decision path
A vehicle rental business needs approval for a repair. The target workflow collects the vehicle, estimate and supplier, then routes the request according to the agreed spending rules. The approver sees the evidence; the outcome is recorded with the request.
Useful automation, sustainable running costs
Approval routing usually needs clear rules, not a language model at every decision. AI may help interpret an incoming message, while rules route the request. We review integration, reminder traffic and support needs so recurring costs reflect the actual workflow.
Questions before you start
Will AI decide whether to approve?
Not by default. We separate extracting information from making a business decision. Your authorised people and agreed rules determine what can proceed and what needs review.
Can we keep our current tools?
We check the tools, APIs and notification channels you already use. The aim is a reliable decision path, not replacing every system with a new platform.
What if the responsible person is absent?
We define delegation and escalation with your team. Access and authority must be agreed explicitly; the workflow should not invent a substitute approver.
Which approval keeps delaying the work?
Describe the request, who should decide and where follow-up breaks down. We can map the first decision path with your team.