Approval workspace template

Approve the decision with the evidence beside it.

Review investment findings, contract deviations or proposed change orders in a queue with cited evidence.

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The busy work it replaces

Documents copied into spreadsheets, checks repeated by hand and review decisions scattered across email.

Data it uses

  • Draft memos and findings
  • Contracts and change instructions
  • Approval criteria and limits

Screens

  • Decision queue
  • Source viewer
  • Reviewer comments
  • Decision history

Results

  • Evidence attached to every decision
  • Consequential actions wait for approval
  • Reasons kept with the reviewed version

Which document-heavy job would you hand over first?

Bring one process you want to improve and the information behind it. We build the first version with you in the session, so the first thing you see is your own work, running.

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An hour of your time and a process you know well. That's all it takes.