Are you still managing critical project workflows with scattered excel files and endless email chains—how efficient can that be?

One of our customers faced this exact challenge: relying on multiple Excel files for cost estimations, manual workflows, and endless email submissions, including the wasteful task of chasing people to get responses. This led to frequent data manipulation errors, inefficiencies in tracking project requests, and significant delays in approvals.

They decided to go with AdaptiveWork to integrate these offline processes.

Remi, our solution architect, led the transformation

Our Approach:

• Centralized Data Management: Moved full process flow into AdaptiveWork, eliminating the need for multiple Excel files and manual email submissions.
• Automated Workflows: for every step of the project process—from creation, cost estimation submissions to approvals and validations—across several teams.
• Seamless Governance: Streamlined governance validation, final reporting, and top management review—all within one tool.
  Efficient
• Communication: Automatically notified and involved the right teams at each step, reducing manual follow-ups and ensuring timely responses.

Thanks to our tailored solution, our customer now enjoys improved accuracy, faster approvals, and more efficient decision-making.

Their workflows are now streamlined, allowing them to focus on strategic initiatives instead of chasing down Excel files and emails.