Process Automation
Request & approval portals
Simple internal portals for requests, approvals and data entry that today live in email and spreadsheets, with user roles and a full approval record.
What we build
Requests and approvals run through email and chat. Nobody is sure who approved what, and the information is hard to find later.
- Forms for requests and data entry
- Approval steps with a clear record
- Role-based access for staff and managers
- Connections to the systems where the data is used
How it works
A typical data flow, from your equipment to the place the data is used.
Conceptual architecture · illustrative, no real data
- RequestYour systems
- Stackline portalStackline software
- ApprovalWhere the data goes
- Target systemWhere the data goes
Getting started
What we need from you
- The process as it works today
- Who submits, who approves and who needs the result
- The systems that should receive the data
What you receive
- A working internal portal
- User roles and permissions set up for your team
- A walkthrough for the people who will run it
Questions
Where your identity system allows it, yes. We check the options during the assessment.
Yes. It's built so new forms and approval steps can be added as processes change.
Yes. Every approval step is recorded with the person and the time.
More in Process Automation
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Recurring Excel and PDF reports assembled from several data sources and delivered by email or to a shared folder on schedule, in the layout you know.
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Dashboards that bring figures from ERP, accounting and other business systems into one view for management, filtered by period, site and department.
Learn moreDocument data extraction
Extract the fields you need from recurring invoices, forms and reports in PDF, Excel or email, check them, and deliver the data to the right system.
Learn more
Have a similar task?
Send a short note about the equipment and software you use and what should change. We'll answer with questions or a first step.