Operations Workflow Examples

Automate Your Most Common Operations Processes:

Operations Workflow Examples

  • Procurement and work order approvals
  • Facilities management
  • Field data gathering
  • Purchase orders
  • Bank loan approvals
  • Supplier and contract management
  • New product development
  • Project management

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Procurement and Work Order Approvals

In procurement, it's critical to get supplies and parts to your factory at the right time for product manufacturing. Depending on the scale of the purchase, it can be time-consuming to route paper approvals involving layers of approvers throughout the organization. By automating this procurement process, you gain better visibility into the status of approvals and you can better expedite the most time-sensitive purchase orders.

Benefits Realized
  • Reduced human error in data input for procurement/work order approvals
  • Expedited work order approvals that were once manual
  • Improved transaction accuracy and increased information sharing
  • Guaranteed compliance
  • Easy tracking of progress
  • Visibility into procurement/work order process

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Bank Loan Approvals

The approval and processing of mortgage applications involves multiple steps and multiple stakeholders, including the loan processing team, escrow, the buyer, real estate agents and sellers. The process can take weeks. The reams of documents and amount of data involved can make for a tedious, cumbersome process. With workflow automation, you can process mortgages and other loan applications faster, and gain visibility into loan approvals status, resulting in more satisfied bank customers.

Benefits Realized
  • Unification of a disparate set of systems used for loan processing
  • Digitalization of what is often a manual export of Excel data to approve loans
  • Elimination of delays in reviewing and approving loan applications
  • Increased productivity 
  • Improved customer service

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Field Data Gathering

Engineering processes often involve large-scale projects in industries such as construction and mining. During such projects, remote field workers collect large amounts of critically important data. Costly delays can result if you're processing this information by paper or fax communication, or if the wrong data is brought back from the field. By automating remote field data gathering, companies can avoid repeat field visits and unexpected project delays.

Benefits Realized
  • Decreased costs associated with staffing and equipment
  • Ability to re-deploy field worker time to field data analysis 
  • Improved data quality and accuracy
  • Streamlined field finding request processes

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Workflow Examples by Department

Explore our workflow automation examples to get an idea of how we can help you quickly and easily automate your adhoc, everyday processes.