A marketing agency needed a scalable approval workflow for complex client onboarding, with conditional approval routes, escalation, central tracking, and management reporting.
The agency had a mature client onboarding process, and was managed through a broken workflow process. Different scopes of work triggered different approval paths, making the process difficult to run consistently.
As client volume grew, approvals were missed, stages were skipped, and leadership had limited visibility of where each onboarding sat.
A reworked Power Platform approval system was delivered to manage client onboarding from initial submission through conditional multi-stage sign-off and activation.
Approval stages are triggered dynamically based on engagement type, value, and scope conditions.
Power Automate routes each approval with assignees, deadlines, notifications, and escalation.
An amended canvas app shows every onboarding, current stage, completed approvals, and required actions.
Overdue approvals are escalated to managers without manual follow-up.
SharePoint records every decision, timestamp, approver, rejection, and comment.
The correct approvers are notified at the right stage without manual routing.
Overdue and blocked approvals are visible and escalated.
Management can see every client’s position in the approval pipeline.
The workflow can handle more concurrent onboardings without matching admin growth.
Every approval decision is recorded centrally.
Teams keep their existing approval logic while removing spreadsheet coordination.
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