Workflow Management
Digitize Your
Processes with
Workflow Management
Leverage the Cheetah Platform’s approval & workflow management solutions for multi-step approvals, conditional logic, and standardized operations. Maintain full control of every workflow from a single, centralized hub.
Workflow Designer · Purchase Approval
FLOW DIAGRAM
Start
Fill Form
Decision
Manager
Approval
Approval Steps — Purchase #PR-2841
Multi-Step
1
Department Manager
Ahmet Y. · Auto-assigned
✓ Approved
2
Finance Director
Mehmet K. · Notification sent
⏳ Pending
3
General Manager
If Amount > 50K · Conditional
— Waiting
47
Active Workflows
68%
Time Saved
0
Manual Steps
Workflow Management
Problem & Solution
CURRENT STATE
Approval processes get lost in endless email threads; no clear visibility on who has or hasn't approved.
Processes reside only in people’s minds—when a key employee leaves, the "know-how" vanishes.
Lack of workflow management leads to inconsistent execution and repetitive errors.
Tracking the real-time status or current stage of a request is nearly impossible.
Approval bottlenecks stall operations, causing critical decisions to wait for days.
WITH CHEETAH
Workflow Management
Every process is visually designed, documented, and executed automatically through workflow management.
Processes are platform-dependent—ensuring continuity regardless of individual role changes.
Every workflow follows standardized rules, eliminating inconsistencies across the board.
Instantly track which step a request is at and whose approval is pending.
Automated notifications speed up approvals, and escalations are triggered instantly in case of delays.
Workflow Types
Optimized Workflow Models for Every Process
Linear Workflow
Ideal for sequential processes moving in a single line from A to B. Each step must be completed before the next one begins. This is the most common model in workflow management.
- Leave request approvals
- Employee onboarding
- Invoice approval processes
Conditional Workflow
Used for processes that branch into different paths based on specific criteria. Business rules, such as "Request manager approval for requests exceeding the threshold," are applied automatically.
- Multi-level approval based on amount
- Department-based routing
- Escalation based on risk level
Parallel & Automated Workflow
Processes where multiple steps are executed simultaneously or run fully autonomously. Actions requiring no human intervention are carried out seamlessly in the background.
- Simultaneous multi-approvals
- Automated notifications and assignments
- Scheduled triggers
Feature Benefits
Impact of Workflow Design & Approval
Management on Operations
Visual Process Design
Model complex processes visually with drag-and-drop ease. Define business rules, conditions, and approval steps with minimum coding knowledge.
Visual Workflow Design
Multi-Level Approval Management
Easily configure single or multi-level approval mechanisms. Define specific approvers, conditions, and time limits for every step. Automated escalation triggers if approvals are delayed, ensuring every flow remains traceable and auditable.
Approval Process Automation
Process Monitoring & Analytics
Track the real-time status of every workflow and monitor how long each stage takes. Identify process bottlenecks and measure average completion times effectively.
Process Analytics & Monitoring
Step by Step
How it Works?
Design Your Process
Define the start, individual steps, decision points, and the end within the visual flow designer. Model complex processes in minutes using drag-and-drop simplicity.
Set the Rules
Specify the assignee, conditions, and time limits for each step. Add automated assignment, notification, and escalation rules to streamline the flow.
Trigger the Workflow
Workflows start automatically via form submissions, specific events, or pre-set schedules. Notifications are sent to relevant stakeholders, prompting for necessary approvals or actions.
Monitor & Optimize
Track the real-time status of every workflow on an instant dashboard. Identify bottlenecks, measure average completion times, and drive continuous improvement through process analytics.
Use Cases
Who Benefits from Workflow Management?
Operations Manager
Process Standardization
Purchasing approvals used to get lost in email chains. With workflow management, every request is automatically routed to the right person, and escalations are triggered if there’s a delay. Our approval time dropped from 5 days to just 4 hours.
Approval time reduced by 80%
Human Resources
Onboarding & Leave Management
Our new employee onboarding involves 12 distinct steps, each involving different departments. By modeling every step in the workflow designer, we’ve ensured that no task is ever overlooked again.
Achieved 100% Process Consistency
IT Department
IT Process Automation
We modeled our change management process using Cheetah Platform’s workflow designs. We’ve established clear rules for which changes require which approvals. Now, we can systematically present our entire approval history during audits.
Strengthened Audit Readiness
SPIDYA
Cheetah Low - Code Features
Turn your processes into products and applications in no time with the features of the Cheetah Low-Code Development Platform!
F.A.Q
Frequently Asked Questions
What is workflow management?
Workflow management is a system that defines and automates the sequence of steps, assignees, and rules required to complete a process from start to finish. Through visual modeling, processes become easily understandable for both business analysts and technical teams.
Do I need technical knowledge to design a workflow?
No. Cheetah’s visual workflow designer features a drag-and-drop interface. Business analysts and process owners can create complex flows with minimal coding knowledge. For advanced customizations requiring technical expertise, developers can also integrate seamlessly into the platform.
How are multi-level approval mechanisms configured?
For each approval step, you define the approver, specific conditions, and time limits. Once conditions are met, automated notifications are sent to the relevant person. If an approval is not granted within the set timeframe, an escalation is triggered. The entire approval history is maintained in time-stamped log records.
Can we migrate our existing processes to the platform?
Yes. You can digitalize your existing paper-based or Excel-based processes using the visual flow designer. For previously coded processes, we offer support to migrate existing logic to the platform. Cheetah’s low-code tools and features are designed to support any level of process complexity.
If a process changes, are all active workflows affected?
No. When a new version is published, active workflows continue to completion using the previous version. Only newly triggered workflows use the updated version. This ensures backward compatibility and maintains data integrity.
Do workflows integrate with other Cheetah modules?
Yes. Workflows can be triggered automatically when a ticket is opened, an SLA is breached, a form is submitted, or a scheduled task runs. Full integration is provided with notification modules, service catalogs, mail-to-ticket, and document management, enabling end-to-end process automation.
How is workflow performance measured?
The system reports average completion times, bottleneck stages, and failure rates for every workflow. By analyzing step-based waiting times, you can identify opportunities for optimization. Process analytics can also be delivered as automated reports to executive management.
Contact Us
Carry Your Business Processes into the Future with Digital Transformation!
Contact us for digital solutions tailored to your business processes.
Let us analyze your needs and create a clear roadmap.
Let us analyze your needs and create a clear roadmap.