One of the OrangeMantra’s client in the real estate domain was looking to replace their legacy document approval workflow software with 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.
Historically, the approval workflow involved the manual steps of printing, signing, scanning and emailing the documents to the next approver on the list. It was associated with the following challenges:
OM team conducted a story mapping workshop with the business teams of the client to map out the complete requirements in terms of the stories and develop a shared understanding. This was followed by further sessions with the product owner to further the refinement of the requirements. Based on the story map and client priorities, a contextual release road map was developed, for all the systems components, mobile and web applications.
OrangeMantra team undertook the task of creating an effective approval workflow solution that automated the entire process.
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, thus speeding up processes and increasing efficiency within the organization. Reminders also helped to increase the accountability of the approvers with regard to the approval of the requests.