Building an approval workflow that doesn't slow teams down
Approvals should protect spend without blocking work. Here is how to design rules that stay out of the way for 90% of requests.
Sarah Kim
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7 min read
Start with thresholds
Most purchases are small and routine. Set an amount below which spend is pre-approved inside each team’s budget, and route only the rest.
Route by context
Send software requests to IT, travel to the team lead and anything above budget to finance. The right person sees the request the first time.
Keep it in the tools people use
Approvals in Slack or email get answered in minutes. A separate portal gets answered at the end of the week.
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