Approve your data before you move your data

Nobody likes to waste time, but if one of the following scenarios holds true then read on.  It will be 2 minutes well spent.

  • Do you spend time managing approvals? What inefficiencies are introduced managing a ping-pong of emails just to get something approved?
  • Lack of access to the required people to get the job done? (Idea: the person who can approve something doesn’t have access or technical capability to actually perform the action).
  • Who approved this?! Can I see the audit trail? (Idea: No audit trail to track important interactions across systems).

 

 

Do you rely upon manual interaction to manage a workflow because systems do not mesh? If you have gotten this far reading, the answer is probably yes.  While it seems like common sense, moving data between enterprise systems isn’t all that easy.  First, there is the integration challenge.  Just think about being able to simply push your planning data back to your GL. So many companies would love to be able to do this with a simple click of a button. Second, there is the aspect of managing and approving the data flows between those systems.

 

Of course, you can build layers of custom code, but tying together the integration component along with all the required approvals that are needed to seed your budget and forecast data alongside your actual data? Hmmm… that is a tall order. And before you know it, you replaced one problem with a potentially, very expensive, new one.

 

Workflow Automation allows you to automate every step in a business process.  With an increasing number of companies relying on multiple applications that need to handshake, workflow automation is key to keeping data in-sync in a manner that is reliable, repeatable, and scalable.  The elimination of human intervention (i.e. tedious manual data entry) drives precise and accurate results while simultaneously reducing associated time and costs.

 

All this automation is great and saves a lot of time and money, but that being said, many processes still require human approval before they can move on to the next chain of events. These scenarios can range from approving capital expenditures, moving headcount additions to open requisitions, or the simple workflow to approve the reclassification of accounting entries. If you look around your organization, there are so many needs to incorporate a human aspect to your workflow to approve your data before you move your data.

 

Cue: Human Integration Workflow.

 

In summary, Human Integration Workflow allows you to incorporate human interaction in your data flow.  When your business process approaches a step that requires approval, it notifies designated user(s) of the actionable item (i.e. approve/reject, comment, upload supporting materials), and once completed, continues down the branch of events associated with that user’s input.  Real-time human collaboration within an automated workflow manages the human task component of business processes while preserving the efficiency of automated data flows across different technologies.

 

OneCloud supports the need for approvals with a conditional chain event to pause execution until reviewed by an authorized user with the ability to approve, reject, and add additional content such as comments or file attachments.  Dynamically populate the event with outputs of prior commands (for example, set authorized approvers) to create a truly automated approval process.

 

If you’d like to learn more about OneCloud’s Human Integration Workflow, visit our documentation or register for our Product Update Webinar to see a live demo of this feature.

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