Document Approval Workflows

Approval Workflows of Document

Sick of electronic approval of documents through email, or having them stuck in someone inbox pending a signature or guest of knowing where they are? At Yokrazy, we provide document approval workflow services that help automate, speed and secure your business-critical processes- be it leave applications, invoice authorizations and all in-between.

When you use us, you are not just getting software; you are acquiring a committed service partner, one who can provide customized workflows which help to remove the bottlenecks, minimise errors and establish comprehensive accountability. We can provide your organization with efficiency, transparency and compliance that you require in order to succeed.

Reasons to Select Our Document Approval Workflow Services?

Manual approvals cause unwanted delays, errors and visibility. We are going to solve that with our services:

  • No delays: Well defined routing means there should be no more held requests as all approvals must go to the right individual - even in the event that someone is out of office.
  • Auto error prevention: Preious field validations are inbuilt and stops a request proceeding should information be missing or inaccurate.
  • Audit-ready: All activities are tracked to be somewhere accounted, making compliance easy and keeping record easy.
  • Live visibility: Dashboards allow you and your team to view status updates in real-time that reduce follow-up messages.
  • Real ROI: Real savings are that quick approvals, fewer errors and improved vendor or employee experiences, save you real money.

How We Solve

We model a workflow that suits your business interdependencies- simple step-by-step signing, or complicated multi step routing. Features include:

  • Forms that you can customize: All critical information needed reaches the start without much rework as required fields have to be completed.
  • Dynamic pathways: Routing involves sending an approval automatically based on roles, values, departments or location.
  • Intelligent alerts: SLAs, reminders, and escalation channels maintain the flow of the process.
  • Built-in e-signatures: Sign-off at the click of a button and it is legally binding and secure.
  • Security: Users with the right access get sensitive information.
  • Analytics: View cycle times, bottlenecks and the success rates in a single dashboard.

Leave and Invoice Approvals

Leave Requests:
No more miss-lost requests and conflicting schedules. Approving leaves Our leave approval solution verifies the policy rules, forwards the leave to the appropriate manager (or his substitute in his absence) and synchronizes approval with shared team schedules as well as escalating pending items. The outcome: authorizations within hours, as opposed to days, and an easy workflow of HR and payroll.

Invoice Approvals:
Stop taking chances of subsequent late fines or error-filled approvals. We automate invoices, validate data, implement multi-level checking over high amounts, match with POs and escalate the overdue. Clients are usually able to experience quicker processes up to 60 percent faster, enhanced discount capture and perfect audit trails.

We simplify the authority given to:

  • Purchase and expense request
  • Contract and policy signoffs
  • IT and entertainment access permit

Any process that needs to be completed with a sign off is made digital, traceable with no errors.

Inherent Compliance & Accountability
Workflows we have devised protect your data, secure segregation of duties and provide an immediate access to audit logs. Policies are not left to be remembered or kept through email, as the system picks them up and enforces it. Confidential files are kept safe and records of compliance are at a finger tip.

Real-Time Transparency
Improve decision power through real-time status reporting, and ownership of detail at each phase. Never again having to ask where approvals are, everybody knows what comes next and who is accountable. Comments and explanations remain attached to both requests, which lowers miscommunication.

Technical Step by Step

  1. Collaborative Process Mapping: We review your existing processes, the problem areas, and your requirements.
  2. Rule Definition & Workflow Design: In combination we define rules, exceptions and escalation routes.
  3. Solution Selection & Integration: The optimised-fit platform is set up and is now linked to your HRIS, ERP and other essential systems.
  4. Pilot Launch: Introduce with a priority process, collect feedback and optimize the working process.
  5. Tracking & Optimization: Measure, find enhancements, and develop to match with what you want.
  6. Scale Up: Deliberately expand to the enterprise organisation level, and standardise working across departments achieving long-term ROI.

Success Story

One customer had 1, 200 invoices per month that were sent via email, the cycle lasted weeks, and the errors occurred regularly. Once we implemented our workflow there was more than 50 percent reduction in the approval time, approximation of missing data significantly decreased and the compliance rates during the audit were 100 percent. They then automated leave requests further reducing time of decision by days to most of the employees same-day.

Your ROI, and Reliability Partner

Expert change management, training and clear metrics make sure you can steer clear of the typical pitfalls, such as over complex set up or user adoption.

Our clients habitually attain:

  • Faster approvals (3070 percent in 3070 percent of cases)
  • More than a 50 per cent decrease in errors and rework
  • Less compliance risk
  • More joyful vendors and personnel
  • Use our templates and find out how much potential ROI you could gain.

If you are ready to modernize your approvals, we can help!

And we should make document approval less of a burden, and more of useful competitive advantage. Learn how our professional workflow solutions can profit your business and save time, money and headaches by contacting us today.

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