CapEx Request 2017-11-02T08:59:41+00:00

CapEx
Request

Finance & Administration Use Case

Challenge:

Develop a workflow to handle capital expenditure requests.

Solution:

  • Self-service form(s) allows the user to submit a new request for funding for a capital expenditure project.
  • Forms can be as simple or complex as necessary to capture all salient information, and may include Google spreadsheet/calculator (or other feature) embedding.
  • The request is automatically routed to the CFO and relevant stakeholders for review, and they can approve, reject, or ask for additional information.
  • Requests can be routed sequentially through approval chains, with notifications to update chain members of request status.
  • Notifications also alert the submitter about CapEx request status at defined stages.

Benefits:

  • Expedites the CapEx request-and-review process and reduces time burdens on senior management.
  • Generates secure workflow audit record for transparency and governance purposes.
  • E-signature integration standardizes secure approvals.
Client - NetApp

“It allows us to automate incredibly manual processes, reduce email traffic, have an audit trail, and reduce the amount of time we need to spend training people on a particular process.”

Emily Tueben
Senior Legal Operations Manager, NetApp