improving compliance & oversight

Streamlined approvals with automated tracking, enhancing transparency, collaboration, and historical data access.

challenge & innovation


The client’s approval process was inefficient, with multiple document reviews across Program, Leadership, and Legal being managed via email, leading to confusion, version control issues, and lost documents. Additionally, there was a lack of visibility into tracking the status of approvals and accessing historical data, making it difficult to ensure accountability and efficiency. To resolve these challenges, Savan implemented a centralized system to serve as a single source of truth for deliverables. This solution included automated tracking and notifications using Power Automate, streamlining the approval process, reducing delays, and ensuring seamless archiving for improved accessibility and compliance.

impact


The implementation of a centralized system significantly increased process transparency by enabling real-time status tracking and seamless access to historical data. Approvers could now easily locate and review deliverables, improving collaboration and reducing bottlenecks. With automated tracking and notifications, the approval process became more efficient, ensuring greater accountability and a streamlined workflow.

technologies used

Power Automate

Sharepoint

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