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Automated Proof Approval Through Online Portal

In today’s fast paced world getting a quick proof approval can make the difference of a statement going out on-time or late. In the world of statement printing being on time is essential as a late delivery can have financial repercussions. Many statements need to go through an approval process prior to being released into production. BelWo’s challenge was to develop an automated process for data processing and then creating a portal that automatically posted the proof to a secure web portal for client approval. Upon posting the proof the client would be notified via email that a proof was waiting for approval. The system also required a triggered email if approval had not been received within a custom time limit. In addition the portal required multiple proof approval statuses: Approved, Not Approved, Approved with Changes, and the ability to comment on what changes were necessary. When the approval was received an email would be triggered to the data processing team and released into production. If the job was not approved a message would be sent to the data processing team with the required changes.  Additionally, the system had to track changes and approvals in a database for future referencing.

To build the system our .Net Development team scoped out all the requirements and worked closely with our customer base to discover any additional features or requirements. Realizing the need for secure online proofing we began to work through the different scenarios the system would be used. After weeks of testing and building we released the first version for client review. With the system our client has increased the speed of approvals, reduced errors and saved valuable customer service time with the automated email triggers. Through the automated approval jobs are released in production at a much faster rate. BelWo has also incorporated the Online Proofing Module into our Data Processing Automation tool with great success.

To find our more about our Online Proofing System or our Automation Tool contact us at Info@BelWo.com.

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