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Dutch Bank

Explore our ready-to-go Process Templates to kick-start your automation across several use cases and industries. Deploy into your Platform instance to spin up new processes and use as-is with all necessary assets included. Or customize and extend as needed to carve out an ideal solution fit for you.

Accounting and Finance

Budget Approval

Our Budget Approval process enhances financial accuracy, reduces risks, ensures compliance, and empowers leadership with data-driven decisions, promoting fiscal...
Create Student Hold

By implementing our Create Student Hold process, your business can streamline hold creation, improve communication between stakeholders, and ensure efficient management of student holds. It...
Expense Approval

Our "Expense Approval" process enhances efficiency, reduces errors, and ensures compliance, enabling informed financial decisions and resource...
Invoice approval

Our "Invoice Approval" process enhances financial accuracy, reduces errors, and accelerates invoice processing, ensuring timely payments and improved vendor...
Mileage reinbursement approval

By automating and standardizing the mileage approval process, businesses save time, reduce errors, and maintain precise records, enhancing financial and operational...
Purchase order

This efficient process ensures accurate purchasing, timely approvals, and clear communication with vendors, ultimately saving time and improving efficiency for your...
Quote Request

By implementing our quote request process, your business aims to align teams, improve transparency, and adhere to a structured evaluation process. It enhances communication with suppliers and...
Vendor onboarding

Our "Vendor Onboarding" process streamlines supplier integration, reduces risks, and enhances communication, fostering productive and secure partnerships that benefit your organization's...

Banking

Auto loan request

Our "Auto Loan Request" process optimizes loan processing, reduces paperwork, and enhances customer experience, resulting in faster approvals, improved customer satisfaction, and efficient compliance...
Debit card application

Our "Debit Card Application" process streamlines card issuance, reduces paperwork, enhances customer satisfaction, and ensures compliance, resulting in faster approvals and improved customer...
KYC approval

This KYC approval process safeguards regulatory compliance, enhancing trust and ensuring efficient service delivery to...
Residential loan application

Our "Residential Loan Application" process streamlines the path to homeownership, reduces paperwork, enhances customer satisfaction, and ensures compliance, resulting in faster approvals and...
Trust account disbursement

Optimize trust account disbursement process: streamline workflows, enhance accuracy, and ensure compliance for efficient financial...

Customer Success

Contact us

Our "Contact Us" process enhances customer satisfaction, streamlines support, and fosters efficient communication, leading to improved customer relationships and issue...
Customer churn survey

By implementing our customer churn survey process, your business aims to identify reasons for customer churn, improve customer retention strategies, and enhance overall customer satisfaction. It...
Managed service request

This process enhances user experience, minimizes downtime, and boosts productivity, ultimately leading to improved operational efficiency and user...
Project Handover

By implementing our project handover process, your business aims to align teams, improve transparency, and ensure adherence to project requirements. It enhances the efficiency of handovers, minimizes...
Software satisfaction survey

By implementing our software satisfaction survey process, your business aims to align with customer needs, improve transparency, and gather valuable insights for product improvement. It enhances the...

Higher Education

Admissions application

This streamlined Admissions Application process ensures a hassle-free and efficient way for prospective students to apply for their desired programs. By offering a user-friendly interface and...
Change of grade

Our "Change of Grade" process enhances academic integrity, streamlines grade change requests, and fosters collaboration between faculty and administration, ultimately benefiting students and...
Change of Major

Our "Change of Major" process enhances student satisfaction, streamlines major change requests, and promotes academic flexibility, fostering success in higher education...
Co/Curricular transcript request

Enhance administrative efficiency, student service quality, and record-keeping accuracy with an automated curricular transcript request process, streamlining academic...
Course Approval

Our "Course Approval" process optimizes academic curriculum development, enhances faculty collaboration, and expedites decision-making, resulting in a dynamic and relevant course...
Create Student Hold

By implementing our Create Student Hold process, your business can streamline hold creation, improve communication between stakeholders, and ensure efficient management of student holds. It...
Disability accomodation

The disability accommodation process is a structured approach to ensuring equal access and opportunities for individuals with disabilities. It involves engaging in interactive discussions with...
Housing request

By utilizing the Housing Request process, you can expect improved efficiency, reduced response times, and seamless communication for your accommodation...
Primary Major or Second Major Declaration

This process streamlines major declarations, enhances academic planning, and fosters student success in higher education institutions, resulting in improved educational...
Student Charge Creation

This process enhances financial management, reduces errors, and improves the overall financial experience for both students and administrative staff, resulting in operational...
Tuition waiver request

Enhance educational accessibility, reduce administrative burden, and ensure fair evaluation, guaranteeing smoother tuition waiver processing for educational...
Workshop/Event registration

Enhance event planning efficiency, boost participant experience, and improve event data management with streamlined workshop and event...

Human Resources

Employee offboarding

Our employee offboarding process aims to align teams, promote transparency, and adhere to regulations. It ensures a smooth transition and minimizes risks for the...
Leave of absence

Our "Leave of Absence" process streamlines leave management, reducing administrative burdens, ensuring policy compliance, and providing clear communication channels for requesters. This leads to...
New Employee Offer

Our "New Employee Offer" process expedites hiring, reduces administrative overhead, and enhances candidate experience, ensuring swift talent acquisition and smoother...
New hire onboarding

Our "New Hire Onboarding" process streamlines integration, boosts productivity, and fosters a positive employee experience. It reduces administrative overhead and accelerates the path to...
Performance review

Boost employee engagement, productivity, and professional development by implementing a structured and collaborative performance review process, driving organizational...
Safety percerption survey

Enhance workplace safety, boost employee engagement, and proactively address safety concerns by harnessing insights from safety perception...
Training survey

Optimize training programs, boost participant satisfaction, and drive organizational growth by leveraging data-driven insights from participant...

Marketing and Sales

Design approval process

Our Design Approval process, it efficiently handles design requests, ensuring that approved designs meet project requirements, thereby enhancing project delivery and customer...
Net promoter score

Enhance customer relationships, drive referrals, and refine offerings by measuring and acting on NPS data, resulting in improved customer satisfaction and...
Refund request

Our Refund Request process optimizes financial accuracy, enhances customer satisfaction, and maintains transparency, streamlining refunds for improved business efficiency and...
Review corporate communication

Our "Review Corporate Communication" process enhances communication quality, maintains consistency, and ensures compliance, leading to more effective corporate messaging and stakeholder...
Share sales proposal

Our "Share Sales Proposal" process enhances sales efficiency, accelerates deal closure, and presents a professional image, ultimately boosting revenue and customer...
Training survey

Optimize training programs, boost participant satisfaction, and drive organizational growth by leveraging data-driven insights from participant...

Operations

Business continuity plan

Enhance resilience, minimize downtime, and safeguard against disruptions with structured Business Continuity Plans, ensuring business continuity and long-term...
Change request

Drive continuous improvement, agility, and efficiency by enabling seamless change request management, ensuring suitability and impact assessment for effective...
Committee approval

Our "Committee Approval" process enhances decision-making, reduces delays, and ensures compliance, resulting in streamlined processes and more informed...
Contract review

Enhance contract accuracy, reduce legal risks, and expedite deal closures by streamlining the contract review process, ensuring compliance and...
COVID-19 liability waiver

Mitigate legal risks, demonstrate commitment to safety, and maintain compliance with COVID-19 regulations by efficiently managing liability...
COVID-19 Return to work approval

Enhance safety and efficiency by efficiently evaluating and approving employee return-to-work requests, ensuring a smooth transition post-COVID-19...
Document approval

Efficient Document Approval boosts productivity, ensures compliance, and accelerates decision-making, enhancing overall organizational agility and customer...
Electronic communications consent

Simplify consent management, enhance compliance, and improve communication efficiency by automating electronic consent processes, promoting seamless and transparent...
Health requirements

Enhance healthcare efficiency, improve patient care, and ensure accurate health records by automating health requirement processes, promoting tailored and timely...
Incident report

Our "Incident Report" process enhances customer satisfaction by ensuring timely incident resolution, improving response times, and maintaining efficient incident management...
KYC approval

This KYC approval process safeguards regulatory compliance, enhancing trust and ensuring efficient service delivery to...
Marketing request

Boost marketing efficiency, align strategies with business goals, and improve collaboration by automating marketing request processes, enhancing campaign effectiveness and...
Overtime claim

Our Overtime Claim process streamlines and automates overtime request handling, reducing administrative burdens, improving accuracy, and ensuring timely employee...
Project kick-off checklist

The project kickoff process offers the advantage of aligning team members' understanding and expectations from the outset, reducing the risk of miscommunication and divergent paths. By setting a...
Quality control

Our Quality Control process enhances product reliability, ensures safety, and reduces defects, bolstering brand reputation and customer satisfaction while reducing operational...
Risk assessment

Our Risk Assessment process enhances project success by identifying, evaluating, and mitigating risks, ultimately optimizing decision-making, reducing uncertainties, and ensuring project...
Safety orientation training feedback

Enhance workplace safety, boost employee engagement, and refine training programs by harnessing participant insights through structured...
Shift hours

Our Shift Hours Timesheet Approval process enhances workforce efficiency, reduces errors, ensures compliance, and boosts productivity, resulting in better resource...
Site safety inspection

By implementing our site safety inspection process, your business aims to align teams, improve transparency, and ensure adherence to safety regulations. It enhances the effectiveness and efficiency...
Training survey

Optimize training programs, boost participant satisfaction, and drive organizational growth by leveraging data-driven insights from participant...
Visitor approval

Our process enhances site security, reduces administrative burdens, improves visitor experience, and ensures compliance with visitor access policies, boosting overall operational...
Work order request

Optimize resource allocation, improve task accuracy, and ensure alignment with organizational goals by efficiently managing work order requests, enhancing operational...
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