80% Faster Approvals: Procurement Workflow Rebuilt in NetSuite

Approvals were tied to named individuals, so any absence stalled procurement entirely. The existing workflow had no documentation, and there was no NetSuite Sandbox available to test changes safely.

Client Overview

In Business Since: 2005
Industry: Business Process Outsourcing
Enviroment: Oracle NetSuite ERP
Modules Deployed: 3

A business process outsourcing provider serving small and mid-sized businesses. Efficiency drives their operating model, so stalled procurement approvals carried a direct and visible operational cost across the business.

Key Results

mission svg

80% Faster Approvals

Stalled purchase requests caused by unavailable approvers were eliminated, removing the main source of procurement delay.
mission svg

Sandbox Costs Avoided

Testing ran in NetSuite Release Preview instead of a paid environment, avoiding $300 to $1,000 in cost.
mission svg

Workflow Fully Documented

The rebuilt approval process is now recorded, so future changes do not require reverse-engineering.

The Challenge

mission svg

Approvals Tied to Individuals

Requests stalled whenever a named approver was unavailable, with no fallback route.

mission svg

No Existing Documentation

The workflow had no records, making it difficult to troubleshoot or modify safely.

mission svg

No NetSuite Sandbox

Changes to the live system carried direct risk to active procurement operations.

mission svg

Procurement Bottlenecks

Teams chased approvals manually, slowing essential purchases across the business.

The Solution

Role-Based Approval Routing

Enabled multiple users within a role to approve, so absence no longer blocks a request.

Tested in NetSuite Release Preview

Ran validation without a paid Sandbox, avoiding $300 to $1,000 in environment costs.

Rebuilt the Undocumented Workflow

Reverse-engineered the existing setup into a structured, documented approval process.

Workflow Enhancements

Designed and delivered additional efficiency upgrades, approved by the client before deployment.

Scalable Approval Structure

Built the process to support future change without another full rebuild.

Modules

Purchase Requisitions
Approval Workflows
Procurement

Integrations

Oracle NetSuite Approval Engine

Business Outcomes

mission svg

Uninterrupted Procurement

Purchases no longer wait on one person's availability, keeping operations moving.
mission svg

Lower Cost to Change

Documentation means future edits skip the reverse-engineering step entirely.
mission svg

Budget Preserved

A paid Sandbox was never required for the implementation or the testing.

Are approvals stalling every time someone is out of office?

Person-dependent workflows break the moment someone takes leave. Stockton10 rebuilds approvals around roles instead of individuals, so procurement keeps moving whoever is at their desk.