Can we Automate approvals?

by Dec 15, 2023

Can we Automate approvals?

Has the approved has some secret knowledge?

Ofcourse not!

Usually the approvers checks a couple of sources to validate, like the financial records and external sources like the Chamber of Commerce.

This can be automated.

Give the approver a dashboard with the data of the sources. Deciding to approve has become much easier.

But also the decision to approve can be automated.

What are the key indicators on the dashboard to approve the request? Try to write this out. Often you can automate this also and you can remove the approval step!

What do you think?


Subscribe to
The Daily Friction

A daily newsletter on automation and eliminating friction

Related Content

Small, Daily Steps to Success!

Small, Daily Steps to Success! Success isn't birthed from grand, one-time events. It's the result of consistent, everyday actions. For instance, reading 10 pages daily trumps consuming a book in one go. This principle applies to fitness, relationships and business...

read more

Is Campaign still being used in Dynamics 365 Sales (CRM)?

Is Campaign still being used in Dynamics 365 Sales (CRM)? Campaign management has already been a long time in Dynamics 365 Sales, but is it still being used out in the wild? You can create a Campaign as a container for actions. You can add a Marketing List as a target...

read more

Think you need approval? Think again.

Think you need approval? Think again. In the fast-paced world of business, time is not just money; it’s everything. Yet, many processes are still handcuffed by the need for approvals. It's a common misconception that every decision needs a green light from someone...

read more
Share This