EJ’s secret Domo sauce: Approvals

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At EJ, we’re using the Approvals space for our inside Domo request system. Previous to implementing this selection, we skilled points with group and transparency of incoming Domo requests. Requests had been submitted by means of numerous areas together with Buzz, electronic mail, messaging, cellphone calls, and different inside firm methods.

Often, duplication of labor was skilled when requests had been despatched to a number of customers. As a result of safety limitations skilled whereas utilizing the Tasks and Duties space of Domo, we had been lacking a approach to manage requests and supply transparency to these concerned. When Approvals was launched in our occasion, we noticed this as a chance to centralize requests in a single location. 

Approvals had been designed for approval workflows. Nonetheless, with the customizable templates, it has labored properly to remodel right into a tailor-made request system. Any licensed Domo consumer has the power to enter an Approval for a request.

5 Approval templates had been created in our occasion to cowl the foremost request varieties we obtain, and an extra sixth choice—”Basic Domo Request”—is out there for any requests that don’t fall into one of many different classes.

Every template is custom-made to incorporate questions particular to the subject. For instance, “New Consumer Request” contains required fields for identify, electronic mail, and safety/entry wants. And “New/Modified Report Request” can hyperlink on to pages or playing cards. These templates require the mandatory data upfront, decreasing the backwards and forwards communications to retrieve incomplete data for a request.   

By default, approvals are routed to the admin group for assessment. As soon as within the admin queue, requests are reviewed after which assigned to a person admin or energy consumer that will likely be chargeable for finishing the request. Reassigning permits customers to know who’s engaged on the request. After the request has been accomplished, it’s authorised and a notification is mechanically despatched to the unique requester. 

The options offered by a centralized request system have solved our prior points and offered many extra advantages. The feedback space on every request is utilized to arrange conversations and @ point out on to content material inside Domo.

Customers have the power so as to add observers or approval customers to a person request, which gives elevated transparency to their staff. This method solves the difficulty of requests coming by means of numerous methods, permitting for higher group and prioritization.

One other profit is the power to create DataFlows on the Approval system itself, so we are able to generate dashboards monitoring the movement of approval processes. 

In the end, utilizing Approvals for our inside Domo request system permits us to arrange and handle requests effectively with a faster turnaround, leading to an enhanced consumer expertise.




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