Unified approvals management
A single window for consolidating, tracking, and approving requests from all your LOB systems. No switching tabs or multiple sign-ins required.
Say goodbye to approval chaos!
Proceso’s unified approvals management solution brings all your approvals – HR, Finance, Operations, Marketing, and more, into one intuitive dashboard. By providing a centralized platform, Proceso ensures that approval workflows—regardless of their complexity—are managed seamlessly across Teams BOT, email, and app interfaces. Whether it’s single approvals, group decisions, or multi-step workflows, Proceso brings every stakeholder onto the same page, eliminating delays and confusion.
Our low-code/no-code platform integrates seamlessly with your line-of-business systems like SAP, Oracle, ServiceNow, Salesforce, Asana, and QuickBooks, using secure built-in and custom connectors.
The platform goes beyond basic approvals by offering two-way synchronization with proprietary and home-grown applications, ensuring consistency across systems. Configurable options, such as group approvals (any-one or all participants) and multi-step workflows, allow businesses to design processes that align with their specific needs.
With automated workflows and the flexibility to create pre-built or custom approval processes, Proceso simplifies even the most complex, multi-level approvals. The result? Faster decisions, enhanced transparency, and happier customers and employees.
What makes Proceso an enterprise choice
Our unified approvals solution comes with cutting-edge capabilities that address your approval workflow challenges and expedite processes with great efficiency. The solution is built using low-code/no-code development and automation technologies, enabling faster time-to-value and easy maintenance. You can have the solution up and running with minimal IT resources.
LOB integration
Unified dashboards
Pre-built reusable templates
Interactive cards
Customizability
Scalability
Real time insights and reports
Easy accessibility
Role-based security
Alerts and notifications
Approvals at your organization
Without Proceso
- You receive a leave request from a teammate over email
- You log in to your project management tool to check dependencies on the employee.
- You check other team members’ calendars to see their availability for the said days.
- You approve the leave request.
- The HR manager missed this leave approval and marked absence for the employee on the date.
You need to switch to multiple systems. The request goes through multiple levels and could be missed or delayed.
With Proceso
- You get notified about the leave request on Microsoft Teams and view it on the dashboard.
- You will see essential information – such as work status, availability of other team members, etc. on the same window.
- You approve the request, and the solution notifies the HR manager.
- The HR manager forgot the request, but the solution sends reminders.
- The HR manager views the request and approves it.
You view all the required information from a single window. The request goes through multiple levels, but there is no chance of getting lost or delayed.
Unmatched speed and efficiency with our unified approval management system.
Who can use the unified approvals solution?
Finance
Procurement
HR & Admin
Distribution
Sales
Marketing
Production
Warehousing
You can configure the solution for any employee based on their roles and responsibilities with security guardrails and streamline your operations.
Benefits of Proceso
Multi-system integration
Scattered systems troubling you? Seamlessly integrate Proceso with every line-of-business system – including ERP, HRMS, IT support, CRM, etc. to simplify managing and tracking approval requests.
Identify and address bottlenecks
Track the real-time status of approval requests and find the reasons for delays. Send alerts to approvers and requesters to keep things on track and speed up processes.
Dynamic approvals
Automate approvals with predefined workflows – be it small expenses, leave requests or shift swaps. Clearly define business rules to set deadlines, automatically approve, and hand off to human approvers.
Cross-team collaboration
Comment and tag people from different teams on the same interface for seamless cross-functional collaboration to eliminate confusion and enhance transparency.
Boost accountability
Proceso’s unified approvals solution provides a detailed audit trail for every request to ensure compliance with regulatory requirements and organizational policies.
Approvals on the go
With Proceso, emergency approvals won’t have to wait for you to reach your computer. Access the unified interface through Microsoft Teams on smartphones or tablets.