New initiative scoping and approval is the process of collecting, reviewing, and authorizing new business ideas from submission through final sign-off. Manual routing through email and spreadsheets creates delays, lost context, and approval bottlenecks that can stall promising work for weeks.
Automation captures submissions in a structured form, validates completeness, and routes each initiative through department and finance review in sequence. Stakeholders see real-time status, feedback consolidates automatically, and decisions reach submitters without manual coordination.
The full workflow, from trigger to completion.
A team member submits a new initiative via a structured form. The form captures all required fields: title, description, budget, timeline, resource needs, and business case.
An automation checks that all required fields are filled. If any are missing, it sends an automated reminder to the submitter with a link to complete the form.
The complete submission is automatically logged into a centralized base with a unique ID, timestamp, and status set to 'Under Review'.
A message is sent to the assigned department head with a summary of the initiative and a link for review.
The department head reviews the initiative and updates the status to 'Approved by Department' or 'Changes Requested'. If changes are requested, the submitter is notified automatically.
Once department head approval is recorded, a message is automatically sent to the finance manager with the initiative details and a link to review budget and timeline feasibility.
The finance manager reviews the budget and timeline and updates the status to 'Finance Approved' or 'Finance Review Required'. Any concerns are logged as comments.
Once all approvals are complete, an automated email is sent to the submitter and stakeholders with the final decision, approval conditions, next steps, and a link to the initiative record.
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