The surprising cost of Excel approval workflows …


frevvo blog

… or The Amazing ROI of frevvo approval workflows

Many businesses still use Excel/Word/PDF for approval workflows. For example, to get the requisite approvals for an expense report, a purchase requisition, project plan or some other important document, it’s very common for the original requester to pull up an Excel spreadsheet and fill it out. This ad-hoc approach is fraught with problems:

  • How do you ensure that you have the latest version? Shared folder? Intranet?
  • How do you get the approvals? Via e-mail? Schedule a meeting? What happens if someone is on vacation or fails to respond in a timely manner? What if there’s an error? More e-mail?
  • What if a signature is required? Attachments? Does this mean printing, signing and scanning?
  • How do you keep track of and formally record who has approved the document? Save multiple e-mails? Meeting notes?
  • What will happen months from now when you need…

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