Northwest Capital Planning of Healthcare Consortium

The Northwest Regional Capital Planning group of a large American Healthcare Consortium wanted to automate their previously completely manual approval process in the hope of making the process less labor-intensive and reducing the time it took to gain approval on business cases. They had to share information over Excel spreadsheets, with multiple versions often in circulation and difficulty in compiling all documentation for each business case to attain the appropriate signatures. This frequently led to bottlenecks and a lack of visibility.  

Working with implementation partner, InnoVelocity, the group structured the complex capital planning and approval process, with variable approval routes based on business rules. The approval time was significantly reduced by enabling executives to easily review and approve requests from within emails. E-forms were created to share data for reporting and eliminate data duplication. Authorization, reviews and documentation changes are all documented as part of an automated audit trail, with all attached documents automatically merged into a controlled PDF.