Approval turnaroundFaster
- Before
- Waits for the approver to be found
- With Milestone
- Waits in the approver's queue
Finance and control · Approvals and security
The Right People Approve. Every Change Is Recorded.
Role-based permissions, approval limits, hold and release, and an audit trail on every document give you control without slowing the business down.
1Operational impact
What It Costs Today
- Business ownerApprovals on calls and chats
Decisions leave no trail, and nobody can say who agreed to what.
- CFOLimits nobody enforces
Large purchases and discounts go through without the right sign-off.
- CIOEveryone sees everything
Without role-based access, users see and change records they should not.
2Milestone capability
What Milestone Does
Each capability works on the same database as the rest of Milestone, so nothing is copied between systems.
- Role-based permissionsEach role sees and changes only what it should.
- Approval limitsBy role, document type and value.
- Approval queueDocuments wait in the approver's queue, with their details.
- Hold and releaseDocuments held with a reason and released by the right person.
- Audit trailEvery change recorded with the user and time.
- Exception alertsOwners told when something needs attention.
Everything listed here is available today unless it carries a status tag.
3Process transformation
Approval flowchart
Documents follow the approval rules you set. Nothing posts without the right sign-off, and every change is logged.
Document raisedOrder, bill, discount or payment
Within the user's limit?
Postedwith an audit trail
No
Approver reviewsIn the approver's queue
Approve to post, or hold and reject with a reason
Role-based permissionsApproval limitsHold and releaseAudit trailException alerts
4Management visibility
What Management Sees
- Pending approvals by document typeWho is holding what, and for how long
- Documents on hold, and whyWith the reason recorded
- Changes to a documentBy user and time
123Layout sketch · live screen shown in your demo
- 1Pending approvals by document type
- 2Hold and release with a reason
- 3Audit trail on the document
5Business outcome
What Changes
Directions, not percentages. Your baseline is measured during the study, and improvement is measured against it.
Documents on holdVisible
- Before
- Stuck without anyone knowing
- With Milestone
- Listed with their reason
Transactions within limitsMore
- Before
- Limits known but not enforced
- With Milestone
- Limits applied by the system
See It Running on Your Own Process
Bring one live process. We will walk through it with your documents and show it running end to end in Milestone.