Streamline Your Workflows with the InvestGlass Approval Process Tool

In today’s fast-paced business environment, efficient approval processes are essential to maintaining productivity and ensuring compliance. We are excited to introduce the InvestGlass Approval Process Tool, the latest addition to our suite of Swiss Cloud solutions designed to automate and streamline your approval workflows.

Whether you’re managing approvals for contacts, accounts, documents, or other business-critical items, this powerful tool offers a flexible, secure, and highly customisable approach to decision-making.

Why Your Business Needs an Automated Approval Process

Manual approval processes are often slow, error-prone, and create communication breakdowns. Your Business can eliminates these challenges by automating workflows, from initial request to final decision. Here’s why your business should consider upgrading to an automated approval system:

• Reduce Manual Errors: Eliminate the risk of missed steps and miscommunication.
• Improve Transparency and Accountability: Every action is tracked and documented for full visibility.
• Save Time and Boost Efficiency: Automate repetitive tasks, reduce bottlenecks, and allow your team to focus on more strategic activities.

Key Features of the InvestGlass Approval Process Tool

1. Approval Rule Management with Customisable Conditions

Creating and managing approval rules is simple and adaptable to your business needs. Define custom approval rules, set target objects (contacts, accounts, documents), and assign approvers. You can even set specific conditions to trigger automated workflows, such as initiating an approval only when a client is flagged as a Politically Exposed Person (PEP). This ensures your approvals are always aligned with your operational goals.

2. Flexible Approval Chains: Series or Parallel Approvals

Whether you need a one-step approval or a complex multi-departmental chain, InvestGlass offers flexible options for both series and parallel approvals. Set up sequences where each step must be completed before the next or enable simultaneous approvals to expedite the process.

3. Approver Management for Seamless Collaboration

InvestGlass enables you to designate approvers from specific teams or departments, ensuring that the right stakeholders are involved at each stage. The intuitive interface lets you easily modify approval roles and responsibilities, fostering more efficient collaboration and decision-making.

4. AG Grid Control Page for Real-Time Monitoring

The AG Grid-powered control page provides a powerful interface to manage and monitor all approval processes in real-time. Filter, sort, and search approval requests by criteria such as approver, status, or department. With AG Grid, you can make changes directly in the grid and keep track of all actions in a fully traceable environment, ensuring efficiency and transparency in the approval workflow.

5. Automated Communication: Stay Informed at Every Stage

InvestGlass automates notifications and communication throughout the approval process. Choose between in-app messages, email notifications, or both, and customise templates with dynamic variables for personalised communication. Keep everyone informed at every stage, with real-time updates and reminders to avoid delays and miscommunication.

6. Document Freezing for Enhanced Control

To prevent unauthorised changes during the approval process, InvestGlass offers a document freezing feature. Once an approval is initiated, all related documents are locked, ensuring that no modifications can be made until the process is completed. This guarantees integrity and compliance throughout the approval lifecycle.

7. Security and Compliance : Swiss Data Privacy Standards

InvestGlass ensures that your approval data is securely stored in compliance with Swiss data privacy standards. Every approval action is logged, providing a clear audit trail for regulatory compliance and internal reporting.

How the InvestGlass Approval Process Tool Works

Step 1: Create Your Approval Rule

• Navigate to the Approval Rules section in your account settings.
• Click New Approval Rule to start the setup.
• Define the rule, target object, and assign approvers.

Step 2: Set Conditions and Communication Preferences

• Choose the conditions that must be met for the approval to proceed.
• Set up notifications and communication preferences to keep everyone updated.

Step 3: Launch and Manage Your Approval Process

• Once defined, the approval process runs automatically according to the rules you set.
• Use the AG Grid control page to track and manage approvals in real-time, ensuring full traceability of every action taken.

InvestGlass – Your Partner in Streamlining Approvals

InvestGlass is committed to providing efficient, secure, and Swiss-made solutions that simplify your business processes. The Approval Process Tool is designed to enhance your workflow automation, improve team collaboration, and ensure compliance with regulatory standards.

Ready to streamline your approval processes?
Contact us today to learn how the InvestGlass Approval Process Tool can transform your business.

Conclusion

Automating your approval processes with InvestGlass not only saves time but also ensures greater efficiency and compliance in your operations. Leverage the power of the InvestGlass Approval Process Tool today and take control of your workflows like never before.