Client optimizes its revenue by controlling cash outflow through a well-structured payment approval process


About the Client

The client is a largest industrial machinery and equipment rental and leasing Company in US having 70 years of expertise.



  • We built a complex approval process to track and manage all records for approval limits and sequential hierarchy.
  • Created auto-trigger process for re-approval whenever there is a change in the invoiced value.
  • Specific rules were created for high value approvals.
Schedule A Meeting


  • Ensured all high value invoices went through proper approval process.
  • Increased the accuracy of purchase orders (PO) in combination with invoices generated.
  • Optimized revenue through proper control of cash outflow.

Salesforce: Sales cloud

Technologies: Apex, API, Flows