When implementing an approval process for a client, the first step is to identify key pain points in their current workflow:
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Bottlenecks in the approval process that lead to costly late fees
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Repetitive data entry that increases the chances of human error and exceptions
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Unnecessary headcount that could be utilized elsewhere in the business
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Missing separation of duties, which can lead to fraudulent payments
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Poor document management or lack of clarity in the process
In order to evaluate your clients’ current workflow for common pain points, it helps to map it out by asking the right questions and document the process. This checklist is designed to help kickstart that conversation and determine the workflow challenges for your client.
Learn more about how to apply this checklist and ask the right questions in our full Best Practices Guide: Accounts Payable Approval Workflows
