{"id":1499,"date":"2013-08-12T12:44:35","date_gmt":"2013-08-12T12:44:35","guid":{"rendered":"https:\/\/www.cmwlab.com\/blog\/?p=1499"},"modified":"2026-01-06T12:29:24","modified_gmt":"2026-01-06T12:29:24","slug":"approval-process-automation","status":"publish","type":"post","link":"https:\/\/www.cmwlab.com\/blog\/approval-process-automation\/","title":{"rendered":"Approval Process Automation and What It Can Mean for Your Business"},"content":{"rendered":"<p style=\"text-indent:10px;\">When budgeting for household expenses, I make sure to allocate an amount for unexpected expenses \u2013 school projects, allergy medication and leaking roof, among others. If a high-ticket purchase needs to be accommodated, the husband and I sit down to talk about it.<\/p>\r\n\r\n<p><!--more-->\r\n<a href=\"https:\/\/www.cmwlab.com\/platform\/try\/\" onclick=\"ga('send', 'event', 'abtest', 'platform-banner-click');\"><img decoding=\"async\" id=\"pl-banner\" src=\"https:\/\/www.cmwlab.com\/blog\/wp-content\/uploads\/2023\/03\/cmw-platform-banner.png\" class=\"img-fluid my-5\" alt=\"CMW Platform banner\" title=\"CMW Platform banner\"><\/a><\/p>\r\n\r\n<p style=\"text-indent:10px;\">The corporate approval process follows the same principle. The execution, however, isn\u2019t always that simple. If a department decides it needs additional computers, desks, a brand-new air cooling system or a stack of shelves to house its supplies, pleading eyes and\/or phrases like \u201c<em>Please, Mama!<\/em>\u201d aren\u2019t going to make the dollars appear.<\/p>\r\n\r\n<p style=\"text-indent:10px;\">The approval process has to undergo, well, a process, a systemized series of steps until a verdict is reached.<\/p>\r\n\r\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_28 counter-hierarchy counter-decimal ez-toc-grey\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" style=\"display: none;\"><label for=\"item\" aria-label=\"Table of Content\"><i class=\"ez-toc-glyphicon ez-toc-icon-toggle\"><\/i><\/label><input type=\"checkbox\" id=\"item\"><\/a><\/span><\/div>\n<nav><ul class=\"ez-toc-list ez-toc-list-level-1\"><li class=\"ez-toc-page-1 ez-toc-heading-level-2\"><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.cmwlab.com\/blog\/approval-process-automation\/#The_approval_process_explained\" title=\"The approval process explained\">The approval process explained<\/a><ul class=\"ez-toc-list-level-3\"><li class=\"ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.cmwlab.com\/blog\/approval-process-automation\/#The_requestor\" title=\"The requestor\">The requestor<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.cmwlab.com\/blog\/approval-process-automation\/#The_approving_committee\" title=\"The approving committee\">The approving committee<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.cmwlab.com\/blog\/approval-process-automation\/#The_diverse_nature_of_approval_processes\" title=\"The diverse nature of approval processes\">The diverse nature of approval processes<\/a><\/li><\/ul><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-2\"><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.cmwlab.com\/blog\/approval-process-automation\/#Comindware_and_the_approval_process\" title=\"Comindware and the approval process\">Comindware and the approval process<\/a><ul class=\"ez-toc-list-level-3\"><li class=\"ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.cmwlab.com\/blog\/approval-process-automation\/#Employee_or_regulatory_certification\" title=\"Employee or regulatory certification\">Employee or regulatory certification<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.cmwlab.com\/blog\/approval-process-automation\/#Expense_approval\" title=\"Expense approval\">Expense approval<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/www.cmwlab.com\/blog\/approval-process-automation\/#Leavetime-off_requests\" title=\"Leave\/time-off requests\">Leave\/time-off requests<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/www.cmwlab.com\/blog\/approval-process-automation\/#Logistical_considerations\" title=\"Logistical considerations\">Logistical considerations<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/www.cmwlab.com\/blog\/approval-process-automation\/#Supplies_requests\" title=\"Supplies requests\">Supplies requests<\/a><\/li><\/ul><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-2\"><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/www.cmwlab.com\/blog\/approval-process-automation\/#Conclusion\" title=\"Conclusion\">Conclusion<\/a><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"The_approval_process_explained\"><\/span>The approval process explained<span class=\"ez-toc-section-end\"><\/span><\/h2>\r\n\r\n<h3 name=\"requestor\"><span class=\"ez-toc-section\" id=\"The_requestor\"><\/span>The requestor<span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n\r\n<p style=\"text-indent:10px;\">The approval process generally starts with a <strong>requestor<\/strong>. The requestor, depending on your protocols, can be anybody. It can be a staff with personal leave requests, the IT department needing additional infrastructure, the maintenance department with their cleaning supplies, extra security personnel to man the graveyard shift \u2013 the list can go on and on.<\/p>\r\n\r\n<h3 name=\"committee\"><span class=\"ez-toc-section\" id=\"The_approving_committee\"><\/span>The approving committee<span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n\r\n<p style=\"text-indent:10px;\">And then there\u2019s <strong>the approving committee<\/strong> that determines whether or not a request is valid based on the files and documentation submitted along with the request, and if the company is equipped, financially or otherwise, to grant the request. The approving committee is comprised mostly of senior officers, top-level management and other authorized personnel.<\/p>\r\n\r\n<h3 name=\"nature\"><span class=\"ez-toc-section\" id=\"The_diverse_nature_of_approval_processes\"><\/span>The diverse nature of approval processes<span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n\r\n<p style=\"text-indent:10px;\">The approval process isn\u2019t exclusive to approvals involving money, at least not right off the bat. Some requests, like additional personnel or move to another location, can eventually mean expenses for the company, unless other mitigating actions are devised.  There are also requests that are urgent, those that when not carried out on time may cost the company a huge contract or sales prospect. Or worse, force the business to face sanctions and pay penalties.<\/p>\r\n\r\n<h2><span class=\"ez-toc-section\" id=\"Comindware_and_the_approval_process\"><\/span>Comindware and the approval process<span class=\"ez-toc-section-end\"><\/span><\/h2>\r\n\r\n<img decoding=\"async\" data-id=\"4490\"  src=\"https:\/\/www.cmwlab.com\/blog\/wp-content\/uploads\/2013\/08\/Comindware-and-the-approval-process-650x199.jpg\" alt=\"Comindware and the approval process\" width=\"600\"  class=\"alignleft size-large\" \/>\r\n\r\n<p style=\"text-indent:10px;\">Because the approval process is part and parcel of a company\u2019s day-to-day operations, regardless of scale and size, utilizing an automation tool to streamline and speed it up is a wise investment. <a href=\"https:\/\/www.cmwlab.com\/workflow-software\/\">Comindware Tracker<\/a>\u2019s pre-built templates cover common approval process workflows such as the following:<\/p>\r\n\r\n<section class=\"text-center post__button\">\n    <a href=\"https:\/\/www.cmwlab.com\/workflow-software\/try\/\" class=\"btn btn-green btn-lg\">\n\n            Get a 30-day trial!\n\n    <\/a>\n<\/section>\r\n\r\n<h3><span class=\"ez-toc-section\" id=\"Employee_or_regulatory_certification\"><\/span>Employee or regulatory certification<span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n\r\n<p style=\"text-indent:10px;\">Some job posts involve certification requirements. <a href=\"https:\/\/en.wikipedia.org\/wiki\/Six_Sigma\">Lean Six Sigma<\/a>, for example, may be required of management trainees before they assume management duties, particularly in businesses that foster the \u201c<em>growth from within<\/em>\u201d concept. This concept means grooming a company\u2019s employees to handle leadership roles as it expands.<\/p>\r\n\r\n<p style=\"text-indent:10px;\">Industries like biotech undergo rigorous regulatory approval processes before they\u2019re allowed to mass market their products. If the company has several products requiring certification, <a href=\"https:\/\/www.cmwlab.com\/blog\/complete-basics-workflow-automation\/\">automating the workflow<\/a> can mean time and manpower efficiency, and data accuracy.<\/p>\r\n\r\n<h3><span class=\"ez-toc-section\" id=\"Expense_approval\"><\/span>Expense approval<span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n\r\n<img decoding=\"async\" data-id=\"4489\"  src=\"https:\/\/www.cmwlab.com\/blog\/wp-content\/uploads\/2013\/08\/Expense-approval-650x514.jpg\" alt=\"Expense approvalComindware and the approval process\" width=\"600\"  class=\"alignleft size-large\" \/>\r\n\r\n<p style=\"text-indent:10px;\">The same way a household budget helps with a family\u2019s financial health, a corporate budget is the yardstick by which a company\u2019s spending power is measured. That\u2019s not to stay there won\u2019t be any allowances, but the allowances will have to coincide with the company\u2019s overall financial goals.<\/p>\r\n\r\n<h3><span class=\"ez-toc-section\" id=\"Leavetime-off_requests\"><\/span>Leave\/time-off requests<span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n\r\n<p style=\"text-indent:10px;\">A <a href=\"https:\/\/www.cmwlab.com\/blog\/process-employee-requests-quickly\/\" title=\"Quick Vacation\/Sick Leave Requests Template Fill-out\">request for time-off and\/or personal leaves<\/a>, while a basic right granted to every employee, needs to undergo an approval <a href=\"https:\/\/www.cmwlab.com\/workflow-builder\/\">workflow process<\/a> to ensure that workforce and service level requirements at any given time are met.<\/p>\r\n\r\n<p style=\"text-indent:10px;\">An automated HR approval process workflow eliminates unnecessary back-and-forth between <a href=\"https:\/\/www.cmwlab.com\/human-resources\/\">HR<\/a> and employees, as redundant requests are filtered, confirmation receipts are automatically sent out and employee leave credits are tracked, one task that HR would no longer manually track come year-end, or whenever an audit is mandated.<\/p>\r\n\r\n<h3><span class=\"ez-toc-section\" id=\"Logistical_considerations\"><\/span>Logistical considerations<span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n\r\n<p style=\"text-indent:10px;\">Let\u2019s say a department needs to transfer to another location, either because of structural damage to its side of the building or the department has grown in size. The approval committee will first have to determine the validity and urgency of the request, and if the company is able to afford the ensuing expenses.<\/p>\r\n\r\n<p style=\"text-indent:10px;\">This request may need to involve different departments \u2013 the requesting department, Finance and Logistics, being the most obvious candidates. Automating the process <a href=\"https:\/\/www.cmwlab.com\/blog\/approval-workflows-you-can-automate-with-our-software\/\">approval workflow<\/a> and at the same time deploying it in the cloud will result in a timelier resolution, especially if a face-to-face among the parties involved is unlikely.<\/p>\r\n\r\n<h3><span class=\"ez-toc-section\" id=\"Supplies_requests\"><\/span>Supplies requests<span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n\r\n<p style=\"text-indent:10px;\">The world is moving towards a paperless environment. Meanwhile, until the most fitting paperless alternatives are devised, there is still the need for stationery, corporate envelopes, manila files and folders, and the like. And sometimes, there will be requests for things like corporate giveaways for, say, a sponsorship event or brand awareness drive, T-shirts, team uniforms and other supplies for a community sportsfest, and so on.<\/p>\r\n\r\n<h2><span class=\"ez-toc-section\" id=\"Conclusion\"><\/span>Conclusion<span class=\"ez-toc-section-end\"><\/span><\/h2>\r\n\r\n<blockquote>\u201cThe world is moving towards a paperless environment.\u201d<\/blockquote>\r\n\r\n<p style=\"text-indent:10px;\">Time and money are resources that don\u2019t always come in abundance. Where money is involved, prudent allocation is a must to maintain a healthy bottom line. Automating your approval processes affords your approving committee the chance to thoroughly study each request despite a limited time window.<\/p>\r\n\r\n<p style=\"text-indent:10px;\">Similarly, it saves you, your employees and your company a lot of time, time better spent executing more productive tasks instead of constant follow-ups and email exchanges, especially when a confirmation number is all that\u2019s needed.<\/p>\r\n\r\n\r\n<section class=\"text-center post__button\">\n    <a href=\"https:\/\/www.cmwlab.com\/workflow-software\/try\/\" class=\"btn btn-green btn-lg\">\n\n            Get a 30-day trial!\n\n    <\/a>\n<\/section>\r\n\r\n<section class=\"author bg-light border\">\n    <section class=\"row p-3 p-sm-5 align-items-center\">\n        <aside class=\"col-sm-3 col-4\">\n            <img decoding=\"async\" class=\"author__img img-fluid rounded-circle\" title=\"Maricel Rivera\" alt=\"Maricel Rivera\" src=\"\/blog\/wp-content\/uploads\/2013\/06\/maricel-rivera.jpg\">\n        <\/aside>\n        <article class=\"col-sm-9 col\">\n            <p class=\"author__text\">Maricel Rivera works as a financial researcher for a multinational financial firm. Outside of her full-time work, especially when the financial reporting season isn\u2019t at its peak, aside from online marketing, she also does freelance writing, specializing in the business and technology field. One of the topics she has already extensively covered and keeps exploring is work management. She currently explores product development trends, contributes to www.cmwlab.com and provides tips for better use of Comindware Tracker <a href=\"https:\/\/www.cmwlab.com\/workflow-software\/\">workflow software<\/a><\/p>\n        <\/article>\n    <\/section>\n<\/section>\r\n","protected":false},"excerpt":{"rendered":"<p>When budgeting for household expenses, I make sure to allocate an amount for unexpected expenses \u2013 school projects, allergy medication and leaking roof, among others. If a high-ticket purchase needs to be accommodated, the husband and I sit down to talk about it.<\/p>\n","protected":false},"author":11,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[18,20],"tags":[],"class_list":["post-1499","post","type-post","status-publish","format-standard","hentry","category-popular-topics","category-tips-and-tricks"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.14 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>What is Approval Process Automation and What It Can Mean for Your Business?<\/title>\n<meta name=\"description\" content=\"What is the corporate approval process? The explanation and definition of approval process. How to automate it? What steps it has? Read the answers in our article.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.cmwlab.com\/blog\/approval-process-automation\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"What is Approval Process Automation and What It Can Mean for Your Business?\" \/>\n<meta property=\"og:description\" content=\"What is the corporate approval process? The explanation and definition of approval process. How to automate it? What steps it has? 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