Workflow Automation Software

Work smarter, not harder with Kepion workflow

Automate your most repetitive and labor-intensive business processes.

Workflow

Step your users through their processes

Workflow Automation

Reduce errors and eliminate confusion as users enter and submit their plans. Often planning and forecasting become disconnected between Finance, Sales, Operations, and other parts of the organization.

A common example is when product managers need to sync with manufacturing on production planning systems for a product ramp or launch. At the same time, marketing needs to plan advertising or campaigns and sales to add new headcount within their workforce planning tools.

With Kepion, you can easily integrate all of these parallel planning processes on a connected platform to share reports, dashboards, and scorecards with the right audience. Kepion’s process tracker also allows you to stay on top of inputs, submissions, and approvals across your organization to ensure a more streamlined approach to business planning, budgeting, and forecasting.

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Plan across your departments

audit trail history

Track all workflow activity

Maintain an audit-trail of all workflow activity and the changes in your data inputs, and monitor workflow changes and submission status.

Workflow

Attach supporting documents to your plan

Add documents such as invoices, notes or scans directly into your plan through workflow, enriching your plan and tracking the details that matter.

consolidation process

Employ multi-level approval chains

Use advanced workflow approvals to provide flexibility in how your organization manages plan submissions, reviews and approvals.

Automate your plan backups using workflow

Automate your plan backups using workflow

Archive your planning submissions and perform other data operations when your workflow status changes to Approved.