CASE STUDY

NetSuite Workflow Automation: Streamlining Purchase Requests & Expense Approvals

Outdated approval workflows and inefficient transaction handling were slowing procurement operations and creating unnecessary manual work. Stockton10 redesigned the client's JumpCloud's approval process by implementing intelligent workflow automation, role-based approvals, and custom scripting to improve speed, transparency, and operational control.

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Client Overview

In Business Since: 2005

Industry: Business Technology & Identity Management

Enviroment: Oracle NetSuite ERP

Modules Deployed: 4

This organization operates in the Business Technology & Identity Management industry and uses Oracle NetSuite ERP to manage procurement and expense approval processes across the business. As the company continued to grow, it required a more scalable and efficient approach to managing approvals while maintaining visibility, governance, and operational control.

Key Results

83 Rejected Requests Successfully Reprocessed

Recovered and reprocessed previously rejected transactions, eliminating the need for manual recreation and preserving transaction history.

Twice as Fast Approval Process

Optimized approval workflows significantly reduced approval turnaround times, improving operational responsiveness.

More Efficient Transaction Processing

Redesigned approval workflows reduced administrative overhead while improving process consistency across procurement operations.

The Challenge

Static Approval Assignments

Approval permissions were tied to individual employees rather than organizational roles, making workflow maintenance difficult during staffing changes.

Rejected Transactions Could Not Be Reprocessed

Once rejected, purchase requests required manual recreation because existing workflows prevented transaction resubmission.

The Solution

Role-Based Approval Workflow

Redesigned approval routing using organizational roles instead of individual employees, making workflows easier to maintain and scale.

Rejected Transaction Reprocessing

Developed a custom workflow that allowed rejected purchase requests to be corrected and resubmitted without creating new records.

Automated Email Notifications

Configured automated notifications to alert approvers of pending requests and inform requestors when approvals were completed.

Modules

Purchase Requests

Expense Reports

Approval Workflows

SuiteScript

Employee Center

Integrations

NetSuite Workflow Engine

Email Notification System

Business Outcomes

Faster Approval Cycles

Automated workflow routing reduced approval delays and accelerated procurement and expense processing.

Improved Transaction Recovery

Previously rejected requests could be corrected and resubmitted, eliminating duplicate work and improving operational efficiency.

Greater Process Visibility

Automated notifications and rejection feedback improved transparency for both approvers and requestors throughout the approval lifecycle.

"Stockton10 consistently demonstrated responsiveness and professionalism throughout the project. Their team quickly addressed every challenge, communicated clearly, and delivered workflow improvements that significantly enhanced our approval process. We look forward to continuing our partnership."

Finance & Accounting Manager

Related Case Studies

Eliminate approval bottlenecks in NetSuite.

Manual approval processes, workflow delays, and limited visibility can slow your business down. Stockton10 helps organizations optimize NetSuite approval workflows with intelligent automation, custom scripting, and scalable process improvements that keep operations moving.

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