AutomationDelivered from Mapping
Approval and signature queue
The flow builds the queue in the right order, notifies who needs to act and only releases the next step when the OK is logged.
Reference scenario
Cross-team flows
The solution carries context, documents and decisions along at every handoff between teams. Each team approves its own part.
Solution scope
One case, start to finish, without losing the thread between teams.
We put the end-to-end case into production on the systems you already use, with optional support for the AI layer.
- Approval and signature queues
- Handoffs between teams with summary and documents
- Case state in the system of record
- Notice to the next owner
- Escalation of stalled cases
- Monthly report on cycle time and handoffs
Challenges
Where the case gets lost
Context left behind
At every handoff, the history stays in the email of whoever passed it on.
Stalled cases nobody sees
The queue does not show what is waiting, or for how long.
Rework between teams
The next team asks again what was already decided.
No view of the whole
Nobody can say which stage the case is in.
How it works
Context, documents and decisions travel with the case from one team to the next, without rework.
- What AI does
- Carries the summary, the documents and what was already decided to the next stage, and notifies the next owner.
- What people decide
- Each team's approvals.
- Maturity
- Delivered from Mapping
What we measure
Cycle time · Stalled cases · Handoffs between teams
Indicators we measure and report every month. They are not targets.
Accelerators
Accelerators for this solution
AutomationDelivered from Mapping
Handoff between teams
When the stage changes, the automation carries the summary, the documents and what was already decided, and notifies the next owner.
SystemIn production
Wealth and succession planning
Each case lives on a single base. Changing an assumption updates every scenario, and nothing enters without the professional's confirmation.