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Approval Workflow Solution For A Real Estate Client

Project Highlights

One of the OrangeMantra’s client in the real estate domain was looking to replace their legacy document approval workflow software. They need a new custom-built web application for the same purpose but with greater flexibility. The objective was to create a solution for automating, tracking and reporting the organization’s review and approval processes. It was meant to eliminate the lost paperwork by permanently storing the documents, electronic forms, and other data until they are deleted.

Project Highlights
Business Challenges

The approval workflow involved the manual steps of printing, signing, scanning and emailing the documents to the next approver on the list. The client was looking for the highest flexibility in the approval workflow, including re-routing of approvals, approval delegations, sequential & parallel approvals, etc. Also required was that the audit trail is maintained for all the actions performed, while notifications & reminders are generated at all stages with the requester is kept fully apprised about each update. The client also required a provision for a new approval request to be created based on the existing ones in a fast and easy way.

Technology Solution

Dedicated team conducted regular workshop with the client to identify the complete requirements. This was followed by further sessions with the product owner to further the refinement of the requirements. Based on the needs, a road map was developed, for all the systems components, mobile and web applications. The solution had native Android and iOS applications for approvals by users, in addition to the User and Admin portal in the form of a web application. The admin portal allows the admin to manage the users and approval workflows. The web portal allows the users with access permission to request for approval by submitting an approval request. Additionally, the user is also able to view the approval status with the next approval pending details.

Value Delivered

The client was able to have an approval workflow that was tailored to their requirements and it has led to accelerated approval and compliance to their internal methodology. Overall speeding up processes and increasing efficiency within the organization was the initial result. Reminders also helped to increase the accountability of the approvers with regard to the approval of the requests. Offering insights for creating targeted marketing campaigns that give shoppers a reason to visit stores time and again. Delivering on-the-fly promotions and cross-sell offers that motivate the customers to shop more in aisle. Enabling smart merchandising decisions for orchestrating store layouts simplify the path-to-purchase.

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