Grant management processes in non-profits and education often involve complex intake, multi-level approvals, and stringent compliance requirements. Legacy BPM platforms and in-house form tools lacked flexibility, parallel processing, and audit capabilities, creating bottlenecks and risks. Decisions was chosen to provide a configurable, no-code platform capable of handling large forms, dynamic approvals, multi-tenant operations, and integration with external systems like DocuSign and SQL databases.
Challenge
Before Decisions, the company faced several inefficiencies:
- Parallel approval workflows were difficult to track and manage.
- Large form data caused performance and usability issues.
- Limited audit tracking and reporting hindered compliance visibility.
- Legacy BPM (Camunda) and in-house form builders were rigid and hard to customize, slowing iteration and responsiveness to user needs.
Solution
Key features included: No-code workflow builder with dynamic task routing, parallel approvals, and late-date escalations. Intuitive dashboards and reporting for administrators and approvers to track KPIs and audit history. Form builder capable of handling large datasets, attachments, and multi-tenant configurations. Integrations with DocuSign for digital signatures and SQL tables for external data validation. Audit and compliance tracking capturing all approvals, reassignments, and workflow actions.
- No-code workflow builder with dynamic task routing, parallel approvals, and late-date escalations.
- Intuitive dashboards and reporting for administrators and approvers to track KPIs and audit history.