Workflow Automation Software

Work smarter, not harder with Kepion workflow

Automate your most repetitive and labor-intensive business processes.

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Workflow

Step users through their processes

Workflow Automation

Reduce errors and eliminate confusion as users enter their plan. Often planning and forecasting become disconnected between finance, sales, and operations. A common example is product managers need to sync with manufacturing on their production planning systems for a product ramp-up. In contrast, marketing needs new collateral and sales to add new headcounts within their workforce planning tools.

With Kepion, you can easily integrate all processes and functions on a common data platform to share reports, dashboards, and scorecards with your intended audience. The Kepion’s process tracker also allows you to track the inputs from your organization to ensure a more streamlined approach to business planning, budgeting, and forecasting.

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Plan across all 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.

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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.

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consolidation process

Employ multi-level approval chains

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

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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.

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