Home/Products/Workflow & Procurement
Operations · Workflow & Procurement

Every vendor, every approval, on one record.

Approvals, vendors, purchase orders and renewals run on one engine. Your policy is configuration, every decision lands on an audit record, and the ERP stays the ledger.

app.odeontech.com / workflow-procurement / requests / PR-2026-0418Sample
Workflow &ProcurementMy approvalsRequestsVendorsContractsRouting rulesDelegationsDesignerAudit recordReports
PR-2026-0418 · Akdeniz Packaging
Cartons and film · Bursa Plant · requested by Ece Y.
DraftWith approversApprovedPosted
Amount€64,800
CategoryPackaging
Cost centreCC-4210
Vendor riskLow
Packaging materials 2026Budget line · €420,000
Committed€291,200This request€64,800Available€128,800
Approval route
SubmitSubmitted
1
MS
Mert S.Cost-centre owner
Waiting19 Oct 14:20
2
LDOB
Leyla D.Okan B.Finance controllerDeputy for Leyla D.
WaitingDelegated20 Oct 09:40
3
SK
Selin K.CFO
Waiting20 Oct 16:05
Audit recordNothing on the record yetRule matched · v7 · amount over €50kMert S. · ApprovedDelegation applied · Leyla D. → Okan B.Okan B. · Approved, delegatedSelin K. · ApprovedPosted to the ERP · PO 45000184210 events
AP
Akdeniz PackagingCheckingActive
Registration
Tax status
Insurance56 days left
Quality
Data processing
Request lines
Cartons · 60,000 × €0.72€43,200
Film · 9,000 kg × €2.40€21,600
Total€64,800
Rule matchedv7
Amount > €50k
Owner, controller, then CFO
PO 4500018421Posted
Workflow & ProcurementERP
€64,800 · kept in the ERP

Sample screens. All names and figures are fictional.

The problem

The layer between the ERP and the inbox.

Every enterprise runs this layer and no package fits it: approvals, vendor onboarding, budget requests. Today forwarded emails, a shared spreadsheet and one person’s memory hold it together.

Fwd: Fwd: Approval needed

The approver is away.

The request waits in an inbox. Then it goes to a deputy who is not sure they may sign.

Re: Re: Fine by me

The decision is a reply-all.

Nobody files it. Months later audit asks who authorised the spend, and the answer is a mailbox search.

vendors_final_v3.xlsx

A certificate lapses.

Documents arrive by email and the checklist is a spreadsheet. Nobody notices until a PO is blocked.

Reminder: renewal date?

A contract renews by itself.

The renewal date lived in someone’s calendar, and the notice date passes silently.

The ERP records the postings and has no idea any of this happened.

How it works

One vendor, one request, one record.

Follow one sample vendor and one purchase request through both halves of the product.

01

The vendor onboards through the portal.

An invitation opens a portal with the checklist for that vendor’s category and jurisdiction. The vendor uploads, the checklist ticks, and both sides see the same status.

  • Registration, tax status, insurance and certifications
  • A data-processing agreement where personal data is involved
02

Compliance reviews the documents.

Reviewers work from one queue, and the approval step runs on the workflow engine. Every document carries a validity date, so a certificate prompts its renewal before it lapses.

  • Risk flags sit on the same record: financial, sanctions, quality, data protection
03

The request carries its budget.

The requester chooses a qualified vendor and a budget line. Committed, available and this request sit side by side, so the approver decides against the budget it will consume.

  • Budget lines are read from the ERP or your planning system
04

The matrix picks the approvers.

Routing follows your delegation-of-authority matrix: amount, category, cost centre and vendor risk. Approvers come from your directory at routing time.

  • Rule versions carry effective dates
  • A requester cannot approve their own request
05

An approver is away. The request moves on.

A delegation is a person, a scope and a date range. The engine routes to the deputy, marks the decision as delegated and reverts when the range ends.

  • With no delegation set and the target passed, escalation takes over: reminder, next level, process owner
06

Approved, it reaches the ERP as a PO.

The approved request posts to the ERP through a governed integration contract. The ERP keeps postings and payments. The decision stays here.

07

The whole trail stays on the record.

Each event is written once, in order, and not edited afterwards: actor, action, timestamp, context and comment. Audit can query it or export it in bulk.

app.odeontech.com / workflow-procurement / portal / akdeniz-packagingapp.odeontech.com / workflow-procurement / vendors / akdeniz-packaging / reviewapp.odeontech.com / workflow-procurement / requests / PR-2026-0418app.odeontech.com / workflow-procurement / requests / PR-2026-0418 / routingapp.odeontech.com / workflow-procurement / requests / PR-2026-0418 / approvalsapp.odeontech.com / workflow-procurement / audit / PR-2026-0418Sample
Vendor portal · Akdeniz PackagingCompliance review · Akdeniz PackagingPurchase request PR-2026-0418Routing · PR-2026-0418Approvals · PR-2026-0418Audit record · PR-2026-0418
DocumentsActiveSubmittedRoutedDelegatedPostedOn the record
PortalReviewRequestRoutingDelegationPurchase orderAudit
InvitedDocumentsCompliance reviewApprovedActive
Bosphorus Foods invited you to its vendor portal.Checklist for this category and jurisdiction: Packaging · Türkiye
Company registrationregistry_extract.pdf31 Dec 2027UploadedValid
Tax statustax_certificate.pdf31 Mar 2027UploadedValid
Insurance certificateinsurance_2026.pdf14 Dec 2026Uploaded62 days left
Quality certificatequality_certificate.pdf20 May 2028UploadedValid
Data-processing agreementdpa_signed.pdf12 Oct 2028UploadedValid
The portal prompts the vendor and the owner before 14 Dec 2026.
FinancialLowSanctionsClearQuality riskLowData protectionLow
VendorAkdeniz Packaging
CategoryPackaging
Cost centreCC-4210
RequesterEce Y.
LineQuantityAmount
Corrugated cartons60,000 × €0.72€43,200
Stretch film9,000 kg × €2.40€21,600
Request total€64,800
Packaging materials 2026Budget line · €420,000
Committed€291,200This request€64,800Available€128,800
Delegation-of-authority matrix
Rule set v7 · effective 1 Oct 2026
Amount ≤ €5kCost-centre owner
€5k < amount ≤ €50kOwner, then finance controller
Amount > €50kOwner, controller, then CFO
Category = ITIT security review, in parallel
Vendor risk = highAdd procurement lead before final step
LDLeyla D. is awayOBOkan B.Active
ScopeSpend approvals
From19 Oct 2026
To30 Oct 2026

The decision is marked as delegated on the record. Routing reverts when the range ends.

Approval route
Segregation of duties: Ece Y., the requester, is not on the routeApprovers come from your directory
1
MS
Mert S.Cost-centre owner
Waiting19 Oct 14:20
2
LDOB
Leyla D.Okan B.Finance controllerDeputy for Leyla D.
WaitingDelegated20 Oct 09:40
3
SK
Selin K.CFO
Waiting20 Oct 16:05
Purchase orderPO 4500018421
VendorAkdeniz Packaging
Amount€64,800
10Corrugated cartons€43,200
20Stretch film€21,600
The decision stays here
The ERP keeps postings and payments
PR-2026-04188 events here, 4 more on the vendor fileExport
ActorActionContext and comment
Ece Y.Request submitted€64,800
EngineRule matchedv7 · amount over €50k
EngineSegregation of duties checkedPassed
Mert S.Approved“Volumes match the plan.”
EngineDelegation appliedLeyla D. → Okan B.
Okan B.Approved, delegatedFor Leyla D.
Selin K.Approved“Budget is fine.”
EnginePosted to the ERPPO 4500018421
Audit recordAkdeniz Packaging · Documents submittedNil A. · Vendor approvedEce Y. · Request submittedRule matched · v7 · amount over €50kDelegation applied · Leyla D. → Okan B.Posted to the ERP · PO 4500018421
app.odeontech.com / workflow-procurement / portal / akdeniz-packagingapp.odeontech.com / workflow-procurement / vendors / akdeniz-packaging / reviewapp.odeontech.com / workflow-procurement / requests / PR-2026-0418app.odeontech.com / workflow-procurement / requests / PR-2026-0418 / routingapp.odeontech.com / workflow-procurement / requests / PR-2026-0418 / approvalsapp.odeontech.com / workflow-procurement / audit / PR-2026-0418Sample
Vendor portal · Akdeniz PackagingCompliance review · Akdeniz PackagingPurchase request PR-2026-0418Routing · PR-2026-0418Approvals · PR-2026-0418Audit record · PR-2026-0418
DocumentsActiveSubmittedRoutedDelegatedPostedOn the record
PortalReviewRequestRoutingDelegationPurchase orderAudit
InvitedDocumentsCompliance reviewApprovedActive
Bosphorus Foods invited you to its vendor portal.Checklist for this category and jurisdiction: Packaging · Türkiye
Company registrationregistry_extract.pdf31 Dec 2027UploadedValid
Tax statustax_certificate.pdf31 Mar 2027UploadedValid
Insurance certificateinsurance_2026.pdf14 Dec 2026Uploaded62 days left
Quality certificatequality_certificate.pdf20 May 2028UploadedValid
Data-processing agreementdpa_signed.pdf12 Oct 2028UploadedValid
The portal prompts the vendor and the owner before 14 Dec 2026.
FinancialLowSanctionsClearQuality riskLowData protectionLow
Audit recordAkdeniz Packaging · Documents submittedNil A. · Vendor approvedEce Y. · Request submittedRule matched · v7 · amount over €50kDelegation applied · Leyla D. → Okan B.Posted to the ERP · PO 4500018421
app.odeontech.com / workflow-procurement / portal / akdeniz-packagingapp.odeontech.com / workflow-procurement / vendors / akdeniz-packaging / reviewapp.odeontech.com / workflow-procurement / requests / PR-2026-0418app.odeontech.com / workflow-procurement / requests / PR-2026-0418 / routingapp.odeontech.com / workflow-procurement / requests / PR-2026-0418 / approvalsapp.odeontech.com / workflow-procurement / audit / PR-2026-0418Sample
Vendor portal · Akdeniz PackagingCompliance review · Akdeniz PackagingPurchase request PR-2026-0418Routing · PR-2026-0418Approvals · PR-2026-0418Audit record · PR-2026-0418
DocumentsActiveSubmittedRoutedDelegatedPostedOn the record
PortalReviewRequestRoutingDelegationPurchase orderAudit
InvitedDocumentsCompliance reviewApprovedActive
Bosphorus Foods invited you to its vendor portal.Checklist for this category and jurisdiction: Packaging · Türkiye
Company registrationregistry_extract.pdf31 Dec 2027UploadedValid
Tax statustax_certificate.pdf31 Mar 2027UploadedValid
Insurance certificateinsurance_2026.pdf14 Dec 2026Uploaded62 days left
Quality certificatequality_certificate.pdf20 May 2028UploadedValid
Data-processing agreementdpa_signed.pdf12 Oct 2028UploadedValid
The portal prompts the vendor and the owner before 14 Dec 2026.
FinancialLowSanctionsClearQuality riskLowData protectionLow
Audit recordAkdeniz Packaging · Documents submittedNil A. · Vendor approvedEce Y. · Request submittedRule matched · v7 · amount over €50kDelegation applied · Leyla D. → Okan B.Posted to the ERP · PO 4500018421
app.odeontech.com / workflow-procurement / portal / akdeniz-packagingapp.odeontech.com / workflow-procurement / vendors / akdeniz-packaging / reviewapp.odeontech.com / workflow-procurement / requests / PR-2026-0418app.odeontech.com / workflow-procurement / requests / PR-2026-0418 / routingapp.odeontech.com / workflow-procurement / requests / PR-2026-0418 / approvalsapp.odeontech.com / workflow-procurement / audit / PR-2026-0418Sample
Vendor portal · Akdeniz PackagingCompliance review · Akdeniz PackagingPurchase request PR-2026-0418Routing · PR-2026-0418Approvals · PR-2026-0418Audit record · PR-2026-0418
DocumentsActiveSubmittedRoutedDelegatedPostedOn the record
PortalReviewRequestRoutingDelegationPurchase orderAudit
VendorAkdeniz Packaging
CategoryPackaging
Cost centreCC-4210
RequesterEce Y.
LineQuantityAmount
Corrugated cartons60,000 × €0.72€43,200
Stretch film9,000 kg × €2.40€21,600
Request total€64,800
Packaging materials 2026Budget line · €420,000
Committed€291,200This request€64,800Available€128,800
Audit recordAkdeniz Packaging · Documents submittedNil A. · Vendor approvedEce Y. · Request submittedRule matched · v7 · amount over €50kDelegation applied · Leyla D. → Okan B.Posted to the ERP · PO 4500018421
app.odeontech.com / workflow-procurement / portal / akdeniz-packagingapp.odeontech.com / workflow-procurement / vendors / akdeniz-packaging / reviewapp.odeontech.com / workflow-procurement / requests / PR-2026-0418app.odeontech.com / workflow-procurement / requests / PR-2026-0418 / routingapp.odeontech.com / workflow-procurement / requests / PR-2026-0418 / approvalsapp.odeontech.com / workflow-procurement / audit / PR-2026-0418Sample
Vendor portal · Akdeniz PackagingCompliance review · Akdeniz PackagingPurchase request PR-2026-0418Routing · PR-2026-0418Approvals · PR-2026-0418Audit record · PR-2026-0418
DocumentsActiveSubmittedRoutedDelegatedPostedOn the record
PortalReviewRequestRoutingDelegationPurchase orderAudit
Delegation-of-authority matrix
Rule set v7 · effective 1 Oct 2026
Amount ≤ €5kCost-centre owner
€5k < amount ≤ €50kOwner, then finance controller
Amount > €50kOwner, controller, then CFO
Category = ITIT security review, in parallel
Vendor risk = highAdd procurement lead before final step
LDLeyla D. is awayOBOkan B.Active
ScopeSpend approvals
From19 Oct 2026
To30 Oct 2026

The decision is marked as delegated on the record. Routing reverts when the range ends.

Approval route
Segregation of duties: Ece Y., the requester, is not on the routeApprovers come from your directory
1
MS
Mert S.Cost-centre owner
Waiting19 Oct 14:20
2
LDOB
Leyla D.Okan B.Finance controllerDeputy for Leyla D.
WaitingDelegated20 Oct 09:40
3
SK
Selin K.CFO
Waiting20 Oct 16:05
Purchase orderPO 4500018421
VendorAkdeniz Packaging
Amount€64,800
10Corrugated cartons€43,200
20Stretch film€21,600
The decision stays here
The ERP keeps postings and payments
Audit recordAkdeniz Packaging · Documents submittedNil A. · Vendor approvedEce Y. · Request submittedRule matched · v7 · amount over €50kDelegation applied · Leyla D. → Okan B.Posted to the ERP · PO 4500018421
app.odeontech.com / workflow-procurement / portal / akdeniz-packagingapp.odeontech.com / workflow-procurement / vendors / akdeniz-packaging / reviewapp.odeontech.com / workflow-procurement / requests / PR-2026-0418app.odeontech.com / workflow-procurement / requests / PR-2026-0418 / routingapp.odeontech.com / workflow-procurement / requests / PR-2026-0418 / approvalsapp.odeontech.com / workflow-procurement / audit / PR-2026-0418Sample
Vendor portal · Akdeniz PackagingCompliance review · Akdeniz PackagingPurchase request PR-2026-0418Routing · PR-2026-0418Approvals · PR-2026-0418Audit record · PR-2026-0418
DocumentsActiveSubmittedRoutedDelegatedPostedOn the record
PortalReviewRequestRoutingDelegationPurchase orderAudit
Delegation-of-authority matrix
Rule set v7 · effective 1 Oct 2026
Amount ≤ €5kCost-centre owner
€5k < amount ≤ €50kOwner, then finance controller
Amount > €50kOwner, controller, then CFO
Category = ITIT security review, in parallel
Vendor risk = highAdd procurement lead before final step
LDLeyla D. is awayOBOkan B.Active
ScopeSpend approvals
From19 Oct 2026
To30 Oct 2026

The decision is marked as delegated on the record. Routing reverts when the range ends.

Approval route
Segregation of duties: Ece Y., the requester, is not on the routeApprovers come from your directory
1
MS
Mert S.Cost-centre owner
Waiting19 Oct 14:20
2
LDOB
Leyla D.Okan B.Finance controllerDeputy for Leyla D.
WaitingDelegated20 Oct 09:40
3
SK
Selin K.CFO
Waiting20 Oct 16:05
Purchase orderPO 4500018421
VendorAkdeniz Packaging
Amount€64,800
10Corrugated cartons€43,200
20Stretch film€21,600
The decision stays here
The ERP keeps postings and payments
Audit recordAkdeniz Packaging · Documents submittedNil A. · Vendor approvedEce Y. · Request submittedRule matched · v7 · amount over €50kDelegation applied · Leyla D. → Okan B.Posted to the ERP · PO 4500018421
app.odeontech.com / workflow-procurement / portal / akdeniz-packagingapp.odeontech.com / workflow-procurement / vendors / akdeniz-packaging / reviewapp.odeontech.com / workflow-procurement / requests / PR-2026-0418app.odeontech.com / workflow-procurement / requests / PR-2026-0418 / routingapp.odeontech.com / workflow-procurement / requests / PR-2026-0418 / approvalsapp.odeontech.com / workflow-procurement / audit / PR-2026-0418Sample
Vendor portal · Akdeniz PackagingCompliance review · Akdeniz PackagingPurchase request PR-2026-0418Routing · PR-2026-0418Approvals · PR-2026-0418Audit record · PR-2026-0418
DocumentsActiveSubmittedRoutedDelegatedPostedOn the record
PortalReviewRequestRoutingDelegationPurchase orderAudit
Delegation-of-authority matrix
Rule set v7 · effective 1 Oct 2026
Amount ≤ €5kCost-centre owner
€5k < amount ≤ €50kOwner, then finance controller
Amount > €50kOwner, controller, then CFO
Category = ITIT security review, in parallel
Vendor risk = highAdd procurement lead before final step
LDLeyla D. is awayOBOkan B.Active
ScopeSpend approvals
From19 Oct 2026
To30 Oct 2026

The decision is marked as delegated on the record. Routing reverts when the range ends.

Approval route
Segregation of duties: Ece Y., the requester, is not on the routeApprovers come from your directory
1
MS
Mert S.Cost-centre owner
Waiting19 Oct 14:20
2
LDOB
Leyla D.Okan B.Finance controllerDeputy for Leyla D.
WaitingDelegated20 Oct 09:40
3
SK
Selin K.CFO
Waiting20 Oct 16:05
Purchase orderPO 4500018421
VendorAkdeniz Packaging
Amount€64,800
10Corrugated cartons€43,200
20Stretch film€21,600
The decision stays here
The ERP keeps postings and payments
Audit recordAkdeniz Packaging · Documents submittedNil A. · Vendor approvedEce Y. · Request submittedRule matched · v7 · amount over €50kDelegation applied · Leyla D. → Okan B.Posted to the ERP · PO 4500018421
app.odeontech.com / workflow-procurement / portal / akdeniz-packagingapp.odeontech.com / workflow-procurement / vendors / akdeniz-packaging / reviewapp.odeontech.com / workflow-procurement / requests / PR-2026-0418app.odeontech.com / workflow-procurement / requests / PR-2026-0418 / routingapp.odeontech.com / workflow-procurement / requests / PR-2026-0418 / approvalsapp.odeontech.com / workflow-procurement / audit / PR-2026-0418Sample
Vendor portal · Akdeniz PackagingCompliance review · Akdeniz PackagingPurchase request PR-2026-0418Routing · PR-2026-0418Approvals · PR-2026-0418Audit record · PR-2026-0418
DocumentsActiveSubmittedRoutedDelegatedPostedOn the record
PortalReviewRequestRoutingDelegationPurchase orderAudit
PR-2026-04188 events here, 4 more on the vendor fileExport
ActorActionContext and comment
Ece Y.Request submitted€64,800
EngineRule matchedv7 · amount over €50k
EngineSegregation of duties checkedPassed
Mert S.Approved“Volumes match the plan.”
EngineDelegation appliedLeyla D. → Okan B.
Okan B.Approved, delegatedFor Leyla D.
Selin K.Approved“Budget is fine.”
EnginePosted to the ERPPO 4500018421
Audit recordAkdeniz Packaging · Documents submittedNil A. · Vendor approvedEce Y. · Request submittedRule matched · v7 · amount over €50kDelegation applied · Leyla D. → Okan B.Posted to the ERP · PO 4500018421

Sample screens. All names and figures are fictional.

Modules

Inside the product, screen by screen.

One queue across every process, with the request, its history, documents and budget line on one screen. Two taps decide, and a rejection needs a comment.

Your delegation-of-authority matrix as configuration. Conditions read any field on the request and resolve to a sequence of approvers.

A delegation has a person, a scope and a date range. With none set and the target passed, the ladder takes over: remind, escalate, flag to the process owner.

Every document carries a validity date. On expiry a mandatory document changes the vendor’s status, and a renewed document goes straight onto the record.

Every contract has a named owner, a notice period and a renewal date. The renewal arrives as an approval ahead of the notice date.

A process is a form, routing rules and states. Trained admins model it, test a change on recent requests and set the date it takes effect.

Sample screens. All names and figures are fictional.

Control

What audit asks for, already written down.

Test a control in bulk.

Limits, segregation and delegation scope can be tested against the record. Audit has read access to every event and rule version.

Time per step.

Time-in-state and time-with-approver for every request, read from the audit record.

PR-2026-0418
Owner4 h 15 min
Controller (delegated)19 h 20 min
CFO6 h 25 min
Total with approvers30 h 00 min

Segregation of duties.

A requester cannot approve their own request. The check runs at routing time.

BR-2026-0095 · requested by Mert S.
MS
Mert S.Cost-centre owner
CheckingSame person
LD
Leyla D.Finance controller
Routed
The check and its outcome are logged

Decide from Teams or email.

Notifications carry approve and reject, on desktop or phone.

Risk flags change routing.

Financial, sanctions, quality and data protection flags sit on the vendor record.

Ege Textiles
FinancialLow
SanctionsClear
Quality riskLowHigh
Data protectionLow
Reviewer added before the final step: Nil A.

Rule versions with a diff.

When the matrix changes, a new version takes effect on the date you set.

v6 → v7Effective 1 Oct 2026
Amount > €50k: owner, controller, then CFO
− Category = IT: IT security review, after the owner
+ Category = IT: IT security review, in parallel
A request in flight finishes under the version it started on.

One template, many departments.

A department’s variant overrides only what differs. A change to the shared policy reaches every variant.

Spend approvalTemplate · shared policyShared policy updated
Bursa PlantOverrides 1 field
Izmir OfficeOverrides 2 fields

Spend that matches the ledger.

Spend by vendor and category comes from the same approved requests the ERP received.

VendorCategoryApprovedERP
Akdeniz PackagingPackaging€64,800
Kaçkar HaulageFreight€41,500
Kalkanlı FreightFreight€27,300
October 2026€133,600

The vendor file, ready.

Every document, review and decision can be produced for an auditor or a regulator from the record.

Sample screens. All names and figures are fictional.

How it connects

The ERP stays the ledger.

Every surface runs on the same engine, the same identity model and the same audit ledger. Approved POs and vendor updates go to the ERP. Budgets come back to the approval screen.

Surfaces
Request forms
Approval inbox
Mobile approval
Email and Teams actions
Vendor portal
Process designer

One engine

  • Workflow engine
  • Rule evaluator
  • Delegation and SLA clock
  • Vendor record
  • Audit ledger
To the ERP
Approved purchase orders
Vendor master updates
From the ERP
Budget lines and committed amounts
Existing vendors
Around it
Directory groups
Audit and cycle-time data to BI
Who uses it

One record, eight seats.

Approver

Decide with the context on the screen.

One inbox across every process, sorted by age and amount, on desktop or phone.

Finance

Approve against the budget, post once.

Finance sees each request against its budget line before approval, and the ERP receives one PO per approved request.

Procurement

Run the vendor lifecycle on one record.

Checklists, the review queue, outstanding documents and renewals by owner and month.

Process owner

Own the rule, watch the clock.

Routing rules, SLA targets and escalation ladders in the designer, with a sandbox.

Vendor

Upload once, see the status.

A portal with clear requirements per document, and renewal in place when a certificate is due.

Compliance

Evidence on the record, by design.

Mandatory document sets per category and jurisdiction, with KVKK / GDPR agreements in the checklist.

Internal audit

Query the record, skip the interviews.

Read access to the full event ledger and rule-version history, with bulk export.

IT and admins

Model a process from a form, rules and states.

Roles from your directory groups, cloud or on-premises.

Details

All the details.

The whole product

Overview

Approvals that keep moving. Decisions you can show the auditor.

Approvals, procurement and back-office processes that are too important for spreadsheets and too specific for ERP — your policy as configuration, every decision on an audit record, and each new process a configuration job rather than a project.

Approvals that run on rules, not inboxes.

Conditional routing, delegation and escalation for enterprise approvals — measured, audited, and out of email. The Workflow & Procurement module that runs the decisions your business waits on.

The vendor lifecycle on one governed record.

Onboarding, qualification, purchase flows and renewals — procurement governance without procurement bureaucracy. The Workflow & Procurement module that keeps every vendor, certificate and PO on one record.

Why it exists
Why it exists

The layer between the ERP and the inbox.

Between the ERP and the email inbox lives a layer of processes every enterprise runs and no package fits: approvals with real routing logic, vendor onboarding with real compliance steps, budget requests with real accountability. Today that layer is held together by forwarded emails, a shared spreadsheet with a colour code and one person who remembers where the request went. When that person is on leave, the process stops. When audit asks who approved what, the answer is an inbox search.

Workflow & Procurement is that layer, built properly. It is a configurable workflow engine with the back-office objects already in it — approval hierarchies, vendors, purchase orders, contracts, compliance checklists — and an audit record of every action. Trained admins model a new process themselves. The ERP stays the ledger. Workflow & Procurement runs the process the humans actually touch, and records every step of it.

What the product is built to move: approval time, the share of decisions on the audit record, and the volume of process that still runs over email. Each is measured on your instance, and the product runs on the same Kubernetes and PostgreSQL foundation as every Odeontech product, operated to an availability target agreed with you according to your needs.

Modules
Product modules

One engine, three surfaces, one record.

Every surface runs on the same workflow engine, the same identity model and the same audit ledger. A vendor approval and a budget approval are two configurations of one thing, not two systems to reconcile.

01

Workflow & approvals

Multi-step, conditional, delegation-aware approval flows — configured, versioned, measured. Amount bands, categories and org hierarchies drive routing; ageing requests escalate on their own; cycle time is measured per step so the slow approver is a fact, not a suspicion. See the screens.

RoutingDelegationSLAs
02

Vendor & procurement

Onboarding, qualification, PO flows and renewals — the vendor lifecycle on one record. Vendors submit documents through a portal, certificates carry expiry dates that prompt their own renewal, and purchase requests carry budget visibility at the moment someone decides. See the screens.

Vendor portalCompliancePO
03

Configurable processes

Budget requests, access grants, compliance checks, asset hand-overs — your process, modelled by trained admins. A process is a form, a set of routing rules and a set of states; each is configuration with a version history, so a variant for one department does not fork the codebase.

FormsStatesTemplates
04

Audit & reporting

Every action, actor, timestamp, context and comment on an append-only record — queryable in the product and exportable for internal audit. Cycle-time, backlog and bottleneck reports are built from the same ledger, so the number the CFO sees is the number audit sees.

Append-onlyExportableCycle time
Features
Features

What it does, in detail.

01

One queue, every kind of request.

An approver does not care whether a request came from procurement, HR or finance; they care that it is in one place, with the context needed to decide. Workflow & Procurement gives every approver one inbox across every process, with the request, its history, attached documents and the budget picture on a single screen — on desktop or on a phone. Decisions take two taps. Requests sit in the system rather than in a personal inbox, so they stay visible when someone leaves.

  • Cross-process inbox with filters by age, amount and process type
  • Full request context — history, documents, budget line — before the decision
  • Mobile approval with the same audit record as desktop
02

Audit reads the system, not the people.

Internal audit should not need to interview anyone to reconstruct a decision. Workflow & Procurement writes every action to an append-only record: who did what, when, on which version of which rule, with what comment and which attachments. The record is queryable inside the product and exportable in bulk. Segregation of duties is enforced by the engine — a requester cannot approve their own request, and the rule that prevented it is on the record too.

  • Actor, action, timestamp, rule version, context and comment on every event
  • Segregation-of-duties checks enforced at routing time and logged
  • Bulk export and a query interface for internal and external audit
03

Cycle time you can see, per step.

A process nobody measures does not improve. Workflow & Procurement records the time a request spends in every state and with every approver, so the bottleneck is a chart rather than an argument. The per-step view shows a team where to act on approval time. Reports are built from the audit ledger, so they show what the record shows.

  • Time-in-state and time-with-approver for every request
  • Backlog, ageing and SLA-breach views per process and per department
  • Built from the audit record — no separate reporting database to reconcile
By role
By role

One platform, four seats.

Finance

Budget visibility at the moment of decision.

Finance sees every spend request against its budget line before it is approved, not after it is posted. Approval hierarchies match the delegation-of-authority matrix exactly, and the ERP receives a clean, approved posting rather than a request to chase.

  • Committed and available budget on the approval screen
  • Delegation-of-authority matrix as configuration
  • Approved requests post to the ERP through a governed contract
Procurement

Vendors onboarded on one record, qualified continuously.

Procurement runs vendor onboarding, qualification and renewals on one record. Vendors upload their own documents through a portal; certificates carry expiry dates; risk flags are visible on every PO that touches that vendor.

  • Vendor-facing portal for documents and status
  • Certificate expiries that prompt renewal before they lapse
  • Contract terms, owners and renewal dates on the vendor record
Internal audit

The record is the evidence.

Audit queries the system directly: every decision, every rule version, every delegation, every exception. Segregation of duties is enforced by routing, so the control is proven by the engine rather than sampled from emails.

  • Append-only event record with actor, time and context
  • Rule-version history for every process
  • Bulk export in the formats audit tooling expects
IT & admins

Configuration, not a project.

Trained admins model a new process from a form, routing rules and states — with a version history and a test mode. Roles map to your directory groups; deployment fits the perimeter you already run.

  • Process designer with versioning and a sandbox
  • Fine-grained, role-based permissions from your identity provider’s groups — segregation of duties enforced by the system
  • Cloud or on-premises with the same container images
Architecture
Architecture

Reference architecture.

Surfaces
Web appMobile approvalVendor portalAdmin designer
Engine
Workflow engineRule evaluatorDelegation & SLAAudit ledgerDocument service
Data
PostgreSQL (system of record)Object storage (documents)Search index
Integration
ERP connectorEmail & messagingBI exportREST & webhooks
Capability matrix
Capability matrix

What ships in the box.

CapabilityIncludedConfigured per client
Workflow engine with conditional routing—
Delegation, absence and escalation—
Approval hierarchies and limits
Vendor onboarding and qualification
Purchase request and PO flow
Contract and renewal calendar—
Process designer for custom processes
Append-only audit record and export—
Role-based access
ERP posting connector
Cloud or on-premises deployment
Integrations
Integrations

The ERP stays the ledger.

ERP

Vendor master, purchase orders and GR/IR

Email & messaging

Notifications and two-tap decisions from email and Microsoft Teams

Document stores

Microsoft 365, S3-compatible storage and on-premises file services

BI & reporting

Audit and cycle-time data to Power BI or your warehouse

Anything with an API

REST and webhooks for the systems above and the ones we have not met yet

Rollout
Implementation

One painful process first, then expand by template.

01

Discovery and process mapping

We map the highest-pain process — usually spend approvals — as it actually runs, including the exceptions nobody wrote down. Identity, ERP and document integrations are scoped at the same stage.

02

Configuration and integration

Forms, routing rules and states are configured with your admins in the room, so they can change them afterwards. The ERP connector goes live against a test client.

03

Parallel run

The process runs in Workflow & Procurement alongside the old email chain. Audit reviews the record; approvers use the mobile inbox; rules are tuned on real requests.

04

Cutover

The email chain is retired. Cycle-time reporting starts at cutover so the baseline is real.

05

Expand by template

The second and third processes — vendor onboarding, budget requests, access grants — start from the first one’s configuration rather than from scratch.

Workflow and approvals

Why it exists
Why it exists

An approval is a small decision with a long tail.

The request sits in an inbox for three days because the approver is travelling. It is forwarded to a deputy who is not sure they are allowed to sign. It is approved in a reply-all that nobody files. Six months later, audit asks who authorised the spend, and the answer is a search through a mailbox that has since been archived. None of this is anyone’s fault; it is what happens when a process with real rules is run on a tool with none.

Workflow & approvals is the Workflow & Procurement module that gives those rules a home. Routing conditions, approval limits, delegations and escalations are configuration, versioned and dated. Every decision lands on an append-only record with actor, timestamp, context and comment. Approvers work from one inbox, on desktop or phone, and the time each request spends with each of them is measured. Approval cycle time, the share of approvals still running over email and the number of requests without an owner are the three numbers your instance reports.

It is one of three surfaces of Workflow & Procurement; the same engine runs Vendor & procurement and any custom back-office process your admins model.

Features
Features

What it does, in detail.

01

The delegation-of-authority matrix, as configuration.

Every finance team has a matrix that says who can approve what, up to how much. Workflow & Procurement makes that matrix executable. Conditions read any field on the request — amount, category, cost centre, requester role, vendor risk flag — and resolve to a sequence of approvers. Approvers are resolved from your directory at routing time, so an org change updates the process without touching a rule. When the matrix changes, a new rule version takes effect on a date you set.

  • Conditions on amount, category, cost centre, requester role and custom fields
  • Approvers resolved from directory groups and reporting lines, not hard-coded names
  • Rule versions with effective dates and a diff view for audit
Amount ≤ €5kCost-centre owner
€5k < amount ≤ €50kOwner, then finance controller
Amount > €50kOwner, controller, then CFO
Category = ITIT security review, in parallel
Vendor risk = highAdd procurement lead before final step
02

Absence that does not stop the business.

A common reason an approval stalls is that the approver is away and the process does not know it. Workflow & Procurement delegations are explicit: a person, a scope and a date range. The engine routes to the deputy, marks the decision as delegated on the record, and reverts when the range ends. If nobody set a delegation and a request ages past its target, escalation takes over — reminder, then next level, then process owner — so a request can sit, but it stays visible.

  • Delegation by process, amount band or everything, each with an expiry
  • Delegated decisions marked as such on the audit record
  • Escalation ladder per step: remind, escalate, flag to the process owner
  1. 01Submitted
  2. 02Owner
  3. 03Controller (delegated)
  4. 04CFO
  5. 05Posted

Request lifecycle with an active delegation

03

What audit asks for, already written down.

Each event on a request is written once, in order, and not edited afterwards: submission, rule match, each decision with its comment, each delegation, each escalation, the posting to the ERP. Audit gets actor, action, timestamp, context and comment for every one of them, exportable and queryable. Segregation of duties is a routing check — a requester cannot approve their own request, and the record shows the check ran. The result is that internal audit reads the system instead of interviewing the department.

  • Append-only event record with actor, action, timestamp, context and comment
  • Segregation-of-duties checks enforced at routing time and logged
  • Bulk export and a query interface for internal and external audit
04

Measure the step, not the process.

An average cycle time hides where the time goes. Workflow & Procurement records time-in-state and time-with-approver for every request, so the report shows which step, which department and which approver are ageing. The per-step view shows a process owner where to act: fix the rule that holds requests rather than send reminders. Reports come from the audit ledger; there is no separate reporting database to drift out of sync.

  • Time-in-state and time-with-approver, per request and aggregated
  • Backlog, ageing and SLA-breach views by process, department and approver
  • Built from the audit record — the operational and audit numbers are identical
By role
By role

One queue, three ways in.

Approver

Decide with the context on the screen.

Approvers see one inbox across every process, sorted by age and amount, with the request, its history, attachments and budget line on a single view. Two taps approve or reject; a comment is required on rejection. The mobile app and the desktop write the same audit event.

  • Cross-process inbox with ageing and amount filters
  • Full context before the decision, including budget available
  • Two-tap decisions on mobile with the same record
Process owner

Own the rule, watch the clock.

Process owners edit routing rules, SLA targets and escalation ladders in the designer, with a sandbox to test a change against recent requests before it takes effect. They see backlog and ageing per step, and they get the escalation flag when a request breaches its final target.

  • Designer with versioning, effective dates and a sandbox
  • Per-step SLA targets and escalation ladders
  • Backlog and ageing dashboards per process
Audit

Query the record, skip the interviews.

Audit has read access to the full event ledger and the rule-version history. Any request can be reconstructed end to end; any control — limits, segregation, delegation scope — can be tested against the record in bulk rather than sampled from mailboxes.

  • Append-only events with actor, time, rule version and comment
  • Rule and delegation history for any period
  • Bulk export in the formats audit tooling expects
Architecture
Architecture

How a request moves.

Surfaces
Request formsApproval inboxMobile appEmail & chat actions
Engine
Rule evaluatorRouting & state machineDelegation serviceSLA & escalation clockAudit ledger
Data
PostgreSQL (system of record)Object storage (attachments)
Integration
DirectoryERP postingNotificationsBI exportWebhooks
Compared
Compared

Email chains, generic BPM, Workflow & Procurement.

Routing rules
Delegation
Escalation
Audit trail
Cycle-time reporting
New process variant
01Email & spreadsheets
Routing rulesIn people’s heads
DelegationForwarded mail
EscalationA reminder email
Audit trailMailbox search
Cycle-time reportingNone
New process variantA new spreadsheet
02Generic BPM
Routing rulesDrawn on a canvas, coded by hand
DelegationCustom build
EscalationCustom build
Audit trailDepends on the build
Cycle-time reportingSeparate reporting layer
New process variantA project
03Workflow & Procurement
Routing rulesConfigured conditions, versioned and dated
DelegationScoped, expiring, on the record
EscalationPer-step ladder, automatic
Audit trailAppend-only, every event, exportable
Cycle-time reportingFrom the audit record, per step
New process variantAdmin configuration
Integrations
Integrations

Fits the estate you have.

ERP

Approved requests post to your ERP through governed contracts

Email & chat

Notifications and two-tap actions in email and Microsoft Teams, each writing the same audit event

Documents

Attachments from Microsoft 365, S3-compatible storage or on-premises file services

BI

Cycle-time and audit data to Power BI or your warehouse

Webhooks & REST

Trigger a request from any system, or notify any system when one changes state

Rollout
Implementation

One process live first, then expand by template.

01

Map the real process

We sit with the people who run the approval today and write down how it actually works — the limits, the exceptions, the deputy arrangements nobody documented.

02

Configure with your admins

Forms, routing rules, SLA targets and escalation ladders are configured with your admins at the keyboard. Directory sync goes live.

03

Parallel run

Real requests run through Workflow & Procurement alongside the old chain. Approvers use the mobile inbox; audit reviews the record; rules are tuned.

04

Cutover and baseline

The email chain stops. Cycle-time reporting starts at cutover so any improvement is measured against a real baseline.

05

Add processes by template

The next approval type — budget requests, access grants, travel — starts from the first configuration.

Vendor and procurement

Why it exists
Why it exists

Onboarding a vendor should not drag on.

It does when the documents arrive by email, the compliance checklist is a spreadsheet, and the person who knows which certificate is missing is in another building. The same vendor’s insurance certificate expires eleven months later and nobody notices until a PO is blocked — or worse, until it is not. Contracts auto-renew because the renewal date lived in someone’s calendar. The ERP records the postings faithfully and has no idea any of this happened.

Vendor & procurement is the Workflow & Procurement module that puts the whole lifecycle on one record. Vendors submit their own documents through a portal and see where they stand. Compliance checklists are configured to your regime and gate the approval. Certificates carry expiry dates that prompt renewal before they lapse. Purchase requests show the budget line at the moment of decision and post to the ERP only once approved. Contracts carry owners and renewal dates, so a renewal is a decision rather than an accident. Onboarding time, the share of active vendors with current compliance documents and the number of certificates caught before expiry are what your instance reports.

It runs on the same engine and audit record as Workflow & approvals; the ERP stays the ledger for postings and payments.

Features
Features

What it does, in detail.

01

Vendors onboard themselves; you approve.

The slow part of onboarding is not the review — it is chasing documents. Workflow & Procurement moves that work to the vendor. An invitation opens a portal with the checklist configured for that vendor’s category and jurisdiction: registration, tax status, insurance, certifications, a data-processing agreement where personal data is involved. The vendor uploads, the checklist ticks, reviewers see a single queue, and the approval step runs on the workflow engine. The vendor sees the same status you do, so the phone rings less.

  • Checklists by category and jurisdiction, configured to your compliance regime
  • Vendor portal for uploads, status and renewals — no email attachments
  • Approval routed on the workflow engine with the full audit record
  1. 01Invited
  2. 02Documents
  3. 03Compliance review
  4. 04Approved
  5. 05Active

Vendor onboarding lifecycle

02

Certificates that prompt renewal before they expire.

A vendor is not qualified once; it is qualified until something lapses. Every document on the vendor record carries a validity date. Before expiry the portal prompts the vendor and the owner; on expiry a mandatory document changes the vendor’s status, and that status is visible on every purchase request that names the vendor. Risk flags — financial, sanctions, quality, data protection — sit on the same record and can add a reviewer to any PO routing. The result is a vendor base where expiries are visible before they lapse, and the share with current documents is a report rather than a hope.

  • Validity dates on every document type, with prompts ahead of expiry
  • Vendor status derived from mandatory documents and shown on every PO
  • Risk flags that change routing — a high-risk vendor adds a reviewer automatically
03

Budget on the screen when the decision is made.

A purchase request should be approved against the budget it will consume, not against a number someone remembers. In Workflow & Procurement the requester chooses a qualified vendor and a budget line; the approver sees committed, available and this request side by side. Routing follows your delegation-of-authority matrix — amount, category, cost centre and vendor risk — and the approved request posts to the ERP as a PO through a governed contract. The ERP keeps postings and payments; Workflow & Procurement keeps the decision. PO approval time is measured per step from the first request.

  • Committed and available budget shown on the approval screen
  • Routing by amount, category, cost centre and vendor risk flag
  • Approved requests post to your ERP as POs
04

Renewals as decisions, not surprises.

Auto-renewal clauses cost money because the notice date passes silently. Workflow & Procurement puts every contract on the vendor record with a named owner, a notice period and a renewal date, and raises the renewal as an approval ahead of the notice date. The owner decides to renew, renegotiate or exit while the option still exists, and the decision is on the record with the reasoning. A calendar view shows what comes due by month, by category and by owner.

  • Named owner, notice period and renewal date on every contract
  • Renewal raised automatically as an approval before the notice date
  • Calendar of what comes due, by month, category and owner
By role
By role

One record, four seats.

Procurement

Run the lifecycle, not the inbox.

Procurement owns the checklists, the vendor categories and the review queue. They see onboarding progress per vendor, which documents are outstanding, and which renewals come due — all on the record instead of in a tracker spreadsheet.

  • Onboarding queue with outstanding documents per vendor
  • Category and jurisdiction checklists as configuration
  • Renewal calendar by owner and month
Vendor

Upload once, see the status.

Vendors get a portal, not an email thread. They see what is required, upload it, and watch the review move. When a certificate is due to expire they are prompted in the portal, and a renewed document goes straight onto the record without a re-onboarding.

  • Checklist with clear requirements per document
  • Status visible at every step
  • Expiry prompts and in-place renewal
Finance

Approve against the budget, post once.

Finance sees each purchase request against its budget line before approval, and the ERP receives one clean PO per approved request. Spend reporting by vendor and category comes from the same approved requests, so it reconciles to the ledger.

  • Committed and available budget on every request
  • One governed posting per approved request
  • Spend by vendor and category that reconciles to the ERP
Compliance

Evidence on the record, by design.

Compliance configures which documents are mandatory for which vendor categories, including data-processing agreements under KVKK / GDPR. The audit record shows every document, review and decision, so a vendor file can be produced for an auditor or a regulator without assembling it by hand.

  • Mandatory document sets per category and jurisdiction
  • KVKK / GDPR data-processing agreements in the checklist
  • Complete vendor file exportable from the record
Architecture
Architecture

Where the record lives.

Surfaces
Vendor portalProcurement workspaceApproval inboxRenewal calendar
Engine
Vendor recordChecklist & expiry serviceWorkflow engineBudget checkAudit ledger
Data
PostgreSQL (system of record)Object storage (documents)Search index
Integration
ERP vendor master & POIdentityE-signature & registry checks (per client)BI export
Capability matrix
Capability matrix

What ships in the box.

CapabilityIncludedConfigured per client
Vendor portal for onboarding and renewals—
Compliance checklists by category and jurisdiction
Document validity and expiry prompts—
Vendor status and risk flags on every PO
Purchase request and PO approval flow
Budget visibility at decision time
Contract owners, notice periods and renewal approvals—
ERP vendor master and PO posting
E-signature, registry and sanctions lookups (your providers)—
Spend reporting by vendor and category—
Append-only audit record and export—
Integrations
Integrations

The ERP keeps postings and payments.

ERP

Vendor master, purchase orders and GR/IR

E-signature

Signed contracts and data-processing agreements from your e-signature provider, filed on the vendor record — connected per client

Registry & sanctions checks

Company-registry, tax and sanctions lookups from your provider, added to the checklist where your regime requires them — connected per client

Document stores

Microsoft 365, S3-compatible storage and on-premises file services

BI & reporting

Spend and audit data to Power BI or your warehouse

Rollout
Implementation

Onboarding first, then purchasing, then contracts.

01

Map vendors and checklists

We map your vendor categories, the documents each requires, the reviewers involved and the exceptions. The ERP vendor master and identity integrations are scoped at the same stage.

02

Configure onboarding and the portal

Checklists, expiry rules, review queues and the approval routing are configured with your procurement admins. Existing vendors are loaded with their current documents and validity dates.

03

Purchase requests and ERP posting

Request forms, budget lines and the delegation-of-authority routing go live; the ERP connector is tested against a sandbox client before real POs flow.

04

Parallel run and cutover

New vendors onboard through the portal alongside the old process; audit reviews the record; then the email process is retired.

05

Contracts and renewals

Contracts are loaded with owners and notice dates, the renewal calendar goes live, and the first renewals arrive as approvals rather than surprises.

FAQ

Frequently asked questions

Workflow & Procurement ships enterprise back-office semantics out of the box — approval hierarchies, procurement objects, vendor records, compliance steps — so you configure business, not build primitives. A generic BPM tool gives you a canvas; Workflow & Procurement gives you the process objects an enterprise actually runs, with the audit model already attached.
Yes — through governed integration contracts. The ERP stays the ledger for postings and payments; Workflow & Procurement runs the process in front of it and hands over a clean, approved transaction. Our ERP team builds and maintains those connectors.
It governs the process in front of it — the ERP keeps postings and payments; Workflow & Procurement runs the workflow humans actually touch: documents, reviews, decisions and renewals. The ERP receives clean vendor-master updates and approved POs through a governed integration contract.
Both are supported with the same container images. Regulated organisations can run it inside their own perimeter; the alternative is a cloud tenant we operate to an availability target agreed with you according to your needs.
The pace is agreed with you according to your needs: one high-pain process first, usually approvals, then expand by template. Trained admins configure approval processes. The first one takes longer because we map it properly with you. The second and third start from that configuration.
Your trained admins. The process designer is built for them, with versioning and a sandbox. Your own team configures a new variant for another department, with no change request to us.
Yes, they can. You can start with workflow and approvals alone and add vendor and procurement when the approval layer is settled. Both run on the same engine and the same audit record. The approval steps on the procurement side run on that engine, so routing, delegation and escalation are already included. Workflow and approvals on its own is for the non-procurement approvals, such as budget requests, access grants and travel, on the same record.
Yes — process templates with per-department variants under one governance model. A department’s variant inherits the template and overrides only what differs, so a change to the shared policy reaches every variant without re-work.
No. Spend is the usual first process, but the same engine runs access grants, budget requests, travel, contract sign-off and any custom process.
Actor, action, timestamp, context and comment on every event — exportable and queryable. The rule version that routed each request, and any delegation that was active, are part of the same record.
Yes. Notifications carry approve and reject actions, and each action writes the same audit event as a decision made in the inbox. The full context is one tap away when the summary is not enough.
It finishes under the rule version it started on. The new version applies to requests submitted after its effective date. Both versions are on the record, so audit can see exactly which applied.
Yes, at routing time. A requester is not routed to approve their own request, and an approver who has already signed one step is not asked to sign a later one unless the rule explicitly allows it. The check and its outcome are logged.
Yes. Vendors submit documents and see status through a portal. They are prompted for renewals in the same place, so a certificate is replaced without a re-onboarding.
Checklists are configurable to your regime — KVKK / GDPR data-processing agreements included. Mandatory document sets vary by vendor category and jurisdiction, and registry or sanctions lookups can be added where you need them.
The vendor and the owner are prompted before the date. On expiry a mandatory document changes the vendor’s status, which is visible on every purchase request naming that vendor and can block submission until it is resolved. The prompts, the status change and the resolution are all on the record.
Yes. Existing vendors are imported from the ERP vendor master with their current documents and validity dates, so the expiry prompts cover them as well as new vendors.
Budget lines and committed amounts are read from the ERP or your planning system through the integration layer and shown on the approval screen. Workflow & Procurement does not become the budget system; it makes the budget visible at the moment of decision.
Designed with GDPR / KVKK in mind: personal data on vendor and requester records is minimised, access is role-based, and retention is a policy setting. Data-processing agreements for vendors are part of the onboarding checklist. See our security page for the controls.

See it on your own process.

A guided demo with an engineer who operates the platform. We model one of your approval flows together in the session.

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