Internal Business Automation Platform

Workflow builder and business automation platform replacing manual approval chains for a financial services organisation.

A financial services organisation ran over sixty recurring processes entirely through email chains. When an approver was absent, processes stalled with no visibility into where a request stood.

Manual approval processes had grown organically with no standard structure. Compliance required a full audit trail for certain categories, which the email-based system could not reliably provide.

A no-code workflow builder allowing the operations team to define approval steps, assignees, escalation rules, and timeout behaviours. Each workflow stored as a versioned JSON schema. Notifications sent when actions were overdue.

Within six weeks all sixty processes migrated from email. Average approval turnaround fell by sixty percent. The compliance team gained an on-demand exportable audit trail for every workflow instance.

Workflow definitions used a directed acyclic graph stored as JSONB in PostgreSQL. The execution engine was a Node.js state machine. State transitions written as append-only events before updating the state record.

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