Investment Request Workflow

Use Case: From paper process to digital workflow: investment application with SAP Build Process Automation!

When an investment application is submitted, it passes through various departments, where it is checked and queries are raised until it is finally approved. Going through this process manually takes a lot of time and there is a lack of transparency as to where decisions are outstanding and applications are left pending as a result. With SAP Build Process Automation, the entire process is documented in a workflow. Using five SAP Fiori interfaces, the various roles can always keep an eye on the process, from application submission to approval and controlling.

SAP Build as a low-code tool also allows citizen developers to participate in development

Three success factors of Investment Request Workflow:

1. Fully automated creation of an application in the SAP system reduces effort​
2. 4-eyes principle is always adhered to in the workflow​
3. Comment function for applicants and queries from reviewers make approval more likely and rejection more comprehensible

Any questions about the Investment Request Workflow?

We would be happy to talk to you about use cases, that are not only exciting, but can also be successfully implemented.

Akin Aritmac

Chief Sales Officer

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With passion and cross-industry knowledge, Akin Aritmac supports his customers on their way to successful digitization.

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