Workflow Automation

Work smarter, not harder with Kepion workflow

Automate your most repetitive and labor-intensive business processes.

Step users through their processes

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.

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

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