A common starting point
Documents received → versions by email → broad reminders → hard-to-find approval.
A business need
Move approvals forward without losing control.
A proposal, engagement letter or document is waiting for a decision. Make the owner, version and next action visible.
Understand the blockage
The process before the solution.
The document exists, but nobody knows whether the latest version was reviewed. A reminder goes to everyone; a correction arrives after sending. The blockage may come from roles, rules or missing shared tracking.
We reconstruct the document journey from preparation to archiving. For each step: who prepares, who approves, what is missing, what delay is acceptable and which exception requires a human decision.
The pilot covers one document type and one group. It must let people find the approved version, understand a rejection and resume an interrupted record. AI can help draft content; it does not independently define approval authority.
Illustrative flow · no client data
What the pilot should make possible.
The target to test
Checked documents → preparation → assigned review → dated decision → retained version.
This is a proposed workflow to test against your situation, not a claimed client result.
Measure before extending
A baseline your team can check.
Agree the sample, definitions and period before the pilot. Compare like-for-like cases afterwards, including maintenance effort and exceptions.
Waiting time between steps, separate from preparation time.
Share of records returned for missing information or documents.
Number of versions and reminders before an explicit decision.
Decide what to change
Three options to compare.
Option 1
Clarify: delegation or an approval rule is missing despite functioning software.
Option 2
Configure: existing document or business software can already support the required flow.
Option 3
Add tooling: the flow crosses systems and needs shared state tracking.
Prepare your decision.
Published scope
A related engagement
Examine the documented scope and delivery status to assess relevance to your organisation.
Read the casePractical guide
Engagement letters: shorten the approval flow
Read the guideFrame the engagement
A decision before implementation
A €5,000 excluding VAT strategic audit. Implementation is scoped separately after the decision.
Explore the auditUse a decision toolYour questions
Can AI approve instead of the owner?
Approval authority belongs to your organisation. Scope defines allowed assistance, checks and decisions that remain human, with no implicit transfer of responsibility.
What should we bring to the first conversation?
Describe one normal record, one blocked record and the roles involved. A redacted example is enough; avoid sending unnecessary personal information or client documents.
Your next step
Let’s start with your situation.
A free, no-obligation 60-minute conversation to understand your needs and check whether we can help. The strategic audit is a separate paid engagement.