Flexible workflows
Create and update routes online, delegate authority and configure automatic approval stages.
SmartFlow
Bring processes and documents
into one workspace
SmartFlow connects document management, approvals, planning and expense budgeting. Adapt workflows to your organization, delegate responsibilities and retain an activity history from the first request to the final document.
For operations leaders, finance teams and process owners
SMARTFLOW / PROCESS DESIGNER
APPROVAL WORKFLOW
Keep work moving
New request01
Budget approval02
Finance
Manager
Sign & archive03
An audit trail at every step
INTERFACE CONCEPT · SAMPLE DATA
Business processes and electronic documents
Less manual work.
More room for your team.
Documents and templates
Define business entities, questionnaires and documents. Generate printable forms from Microsoft Word and Excel templates.
Access and audit
Manage permissions, integrate with Active Directory and retain multilevel activity logs and business object change histories.
Connected infrastructure
Integrate external services and electronic signature infrastructure. Use Business Intelligence capabilities for analysis.
A CLEAR PATH FORWARD
How it works.
Create a request
An employee completes a form or creates a document using an established template.
Start the workflow
The process follows configured stages, permissions and approval rules.
Approve the document
Responsible participants make decisions, with delegation available to keep work moving.
Retain the history
Changes and actions remain available for process oversight and analysis.
IN YOUR BUSINESS CONTEXT
Built for the work you do.
01
Approve internal documents
02
Plan and budget expenses
03
Manage document-based workflows
THE DETAILS MATTER
Good questions.
Let’s talk through your infrastructure and use cases.
Can workflows match our existing processes?
Yes. SmartFlow supports creating and editing routes online, delegating authority and configuring automatic approval stages.
How are access and activity history managed?
The platform provides flexible permissions and Active Directory integration. User actions are logged and changes to business objects are retained in their history.
How is the project priced?
Pricing is tailored to your requirements, processes, integrations and implementation scope. We define the project boundaries together before preparing an estimate.
WHAT’S NEXT
Your next step
toward automation.
Tell us what you’re working on. We’ll explore the approach and define the first step together.