Project context
PPC operates in the energy sector. Business travel involves employees submitting requests, managers approving them and finance teams tracking costs.
The challenge
Each request must follow company policy and the responsibilities assigned to each role. The project brings these steps into a system where request status, approval history and costs can be consulted together.
Project objectives
- Centralize travel requests and policy rules.
- Process approvals according to each role.
- Connect the workflow to ERP and HR systems.
Solution and implementation
UP2DATE developed the travel management web platform with configurable approval stages, ERP and HR integrations, and cost reporting.
- An employee submits a travel request.
- The request follows the configured approval stages and responsibilities.
- The teams involved consult its status, approval history and cost information.
Delivered outcome
Requests, approvals and financial information share one workflow. Teams have a common place to follow a trip and the decisions associated with it.
What to take away
For a similar approval workflow, establish who makes each decision and which data must come from existing systems. These rules define the solution before interface choices.