A leading provider of marketing, loyalty, and credit solutions sought to improve its expenditure request process.
Their existing Capital Expenditure Request (CER) process had a number of shortcomings. The level at which a CER must be approved varies based on the associated dollar amount, and some CERs were being approved at improper levels. Since the process was not self-contained, CERs were exchanged via email or hard copy.
We created an automated approval process that specifies approval requirements according to business rules and disallows improper approval attempts. By automating it within a single system, we created a streamlined, cohesive process that we anticipated would reduce approval times from months to days.