In aerospace and defense manufacturing, operational approvals such as expenditures, gift authorizations, and visitor requests require strict oversight and accurate routing. Legacy tools and email-based workflows were inadequate for handling multiple simultaneous processes, creating delays and potential compliance risks. Automation with Decisions was required to replace a rigid Oracle BPM system and enable dynamic, scalable workflow management.
Challenge
Before Decisions, the company faced several pain points:
- Email-based approvals limited visibility for both requestors and approvers.
- Existing Oracle BPM system was difficult to maintain and lacked flexibility.
- Multiple simple workflows (14+) scattered across teams, leading to inconsistent routing.
- Manual notifications and tracking increased the risk of missed approvals.
- Limited mobile access and reporting capabilities.
Solution
Decisions implemented a comprehensive workflow automation platform with the following features:
- Landing Page/Worklist/Dashboard: Users see only workflows they have permission for, track assigned tasks, and monitor submission status, accessible via desktop or mobile.
- Custom Web Form Creation: Browser- and mobile-accessible forms with custom fields, cascading dropdowns, calculated fields, attachments, and data validation from large data sources.
- Workflow Engine: Dynamic routing, task creation (approval or FYI), reassignment, pushback, request for additional information, auto reminders, out-of-office handling, and full audit trails.