Pricing Approval Workflow
Conceptual exampleBefore
- Pricing request submitted by email
- Employee collects information
- Manager reviews spreadsheet
- Questions returned by email
- Approval provided
- Price updated manually
- Sales notified
After
Marketence transforms repetitive, disconnected and manually managed processes into intelligent workflows—helping information move faster, reducing administrative effort and giving teams better visibility into how work gets done.
Start with the process. We'll help identify the opportunity.
Most inefficient workflows weren't intentionally designed that way. They evolved.
A spreadsheet solved one problem. An email became an approval process. Someone created a manual report. Another system required the same information to be entered again.
Over time, these small workarounds become part of the way the business operates. And because each individual step seems manageable, the total cost of the process can be difficult to see.
Customer request received
Employee copies the information
Duplicate entryUpdates a spreadsheet
Repetitive taskSends a request for approval
Manual handoffWaits
WaitingFollows up
Status chasingReceives approval
Updates another system
Duplicate entryCreates a document
Repetitive taskEmails the customer
Manual handoffUpdates the report
Limited visibility"None of these steps may seem significant on its own. Together, they become a process."
Not technical capabilities — everyday business situations. Does this happen in your business? Select the ones you recognize.
It's about removing unnecessary work from the process.
The objective isn't to automate every decision or eliminate human involvement. It's to let technology handle the predictable, repetitive and administrative work—so people can focus on judgment, relationships, exceptions and decisions that actually require them.
Technology handles
Automate
People stay where they create value
People
"Automate the routine. Keep people where they create value."
Automation should not simply make an inefficient process happen faster. Before introducing automation, Marketence examines how the work happens today, identifies unnecessary steps and determines what the process should look like first.
Current process
01
Simplify
Remove the steps that shouldn't be there at all.
02
Connect
Move information between systems on its own.
03
Automate
Apply business rules to the steps that repeat.
Intelligent workflow
AutomatedHuman decision
"Improve the process. Then automate the right parts."
Examples of the kinds of business processes Marketence can redesign and automate.
Representative examples—not a menu of things every business should automate. The right opportunities depend on how your work actually happens.
Every intelligent workflow Marketence designs follows the same underlying pattern—from the moment something happens to the visibility the organization gains.
1. Capture
Something happens — the workflow begins.
"Learn" here means organizational visibility and process improvement. Where machine learning is genuinely part of a workflow, we'll say so explicitly.
Many business processes cross multiple systems. A customer request may begin in email, require information from a database, trigger an approval, update a CRM and ultimately generate a report. Marketence can design automation that helps information move between those environments without requiring employees to become the connection.
"People shouldn't have to function as the integration between systems."
Traditional automation works well when the inputs and decisions are predictable. But many business processes involve documents, written requests, unstructured information or decisions that require additional context. That's where practical AI can extend what automation can do.
Predictable work
Rule-Based Automation
"If X happens → do Y."
Unstructured information
AI-Supported Work
"Understand what this information means."
Intelligent Workflow
"Use rules where rules work. Use AI where understanding creates value."
AI extends the workflow—reading documents, interpreting requests, preparing decisions. People stay accountable for the decisions that matter.
Automation shouldn't make business processes disappear into a black box. Well-designed workflows give teams and management a clearer view of what is happening.
Workflow Overview
Conceptual interfaceActive
Pending
Completed
Exceptions
Management indicators
Process volume
Average cycle time
Pending approvals
Exceptions
Bottlenecks
Completion status
Representative states, not client data. Well-designed workflows make this visibility real for your actual processes.
"Know what's moving, what's waiting and what needs attention."
Three representative scenarios—conceptual examples of the change workflow automation makes possible, not customer case studies.
Before
After
Before
After
Before
After
The best automation programs start with one meaningful process—then grow as the value proves itself.
The best place to begin is often a process that is
…or simply important enough to the business to deserve better.
No fabricated scores — the honest version of this calculation happens against your actual process.
"Start where better workflow can create meaningful business value."
Discover
Understand how the process works today.
Design
Define a better workflow.
Build
Create the automation and supporting software.
Integrate
Connect the people, information and systems involved.
Evolve
Measure, learn and continue improving.
Not every automation requires a new application. Sometimes existing systems can simply be connected and automated. Other times, the business needs a dedicated environment to manage the entire process. That's where Workflow Automation and Custom Software come together.
Automation Only
Improve an existing process inside the systems you already use.
Connected Workflow
Coordinate multiple systems so information moves on its own.
Custom Application
Create a dedicated business system when the process needs its own environment.
"Marketence recommends the approach that fits the problem—not the one that requires the most technology."
Think about the processes your team repeats every day, every week or every month. The spreadsheets. The approvals. The follow-ups. The duplicate entry. The reports. The things everyone knows are inefficient—but haven't had a better way to solve.
You don't need to know what should be automated. Show us how the work happens today. We'll help identify where it could work better.
Start with the process. We'll help find the opportunity.