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Approval Use Cases

In a Meeting

Business Approval Needs

Simple business document approvals made easy.


Project / Grant Management 

Project / Grant management is the comprehensive process of overseeing all activities related to projects and grants: from identifying recipients, to awarding funds, to reporting on outcomes all while maintaining compliance with regulatory requirements. Project Requests / Grant Management is fast and simple with Smart Approve. 


Global Legal Documents 

Global legal document compliance can be tough and challenging with multi stakeholders and multiple sign off levels. legal document compliance is fast and simple with Smart Approve. 


HR Compliance Documents

HR policies and organisational change requests for new hire budget can be difficult to agree within any business. Collaboration is key within any HR department. Any HR sign off or tasks are faster and simple with Smart Approve. 


Business Case Review & Approval 

A business case provides justification for undertaking a project, programme or portfolio. It evaluates the benefit, cost and risk of alternative options and provides a rationale for the solution.


Business Case Approval is fast and simple with Smart Approve. 


Purchase Orders

Business purchase orders can be a challenge and sometimes get lost in email and can slow the business decisions down. PO approval is fast and simple with Smart Approve.


Health & Safety Compliance Documents

Health and Safety planning and policies are always a huge undertaking when seeking global stakeholder or individual approval. Health and Safety document approval is fast and simple with Smart Approve.

Smart Approve White Paper on business document approval. Jan 24v1


1.1 Background: Traditional document approval processes often involve manual, time-consuming tasks, leading to delays, errors, and inefficiencies. This white paper addresses the need for businesses to adopt modern solutions that enhance the document approval lifecycle.


1.2 Objectives:

  • Explore challenges in traditional document approval.

  • Introduce innovative technologies and approaches.

  • Highlight benefits of streamlined document approval processes.

  • Challenges in Traditional Document Approval:


2.1 Lack of Visibility: Challenges

Difficulty in tracking the status of document approvals.

Limited transparency in the approval workflow.


2.2 Time-Consuming Processes:

Manual routing of physical documents or emails.

Cumbersome review and approval cycles.

Losing momentum.

Project delays.


2.3 Compliance Risks:

Inconsistent adherence to regulatory requirements.

Difficulty in maintaining an audit trail.

Innovative Approaches to Document Approval:


3.1 Document Management Systems (DMS):

Centralised repositories for document storage and retrieval.

Version control to track changes and revisions.


3.2 Electronic Signatures:

Legally binding digital signatures for approvals.

Increased security and authenticity of signed documents.


3.3 Workflow Automation:

Automated routing and notifications.

Conditional workflows based on predefined rules.

Chasing the decision to speed up approval times.


3.4 Cloud Collaboration Platforms:

Real-time collaboration on documents.

Accessibility from anywhere, promoting remote work.

Benefits of Streamlined Document Approval Processes:


4.1 Improved Efficiency:

Accelerated approval cycles.

Reduced manual intervention and errors.


4.2 Enhanced Collaboration:

Seamless communication among stakeholders.

Collaborative editing and feedback mechanisms.


4.3 Compliance Assurance:

Comprehensive audit trails for regulatory compliance.

Automated enforcement of approval policies.


4.4 Cost Savings:

Reduced paper and printing costs.

Minimised operational delays.

Implementation Strategies: Challenge the process and business to explore better ways of doing things.


5.1 Needs Assessment: Ask your business theses questions.

Identify specific document approval requirements.

Evaluate existing processes and pain points.


5.2 Technology Integration:

Select and implement appropriate document management and workflow tools.

Ensure compatibility with existing systems.



Streamlining business document approval processes is imperative for organisations seeking to remain competitive in today's fast-paced business environment. By embracing innovative technologies and best practices, businesses can achieve improved efficiency, collaboration, and compliance. The investment in modernising document approval workflows not only enhances organisational agility but also contributes to long-term cost savings and operational excellence.


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