EJ’s secret Domo sauce: Approvals

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

Often, duplication of labor was skilled when requests had been despatched to a number of customers. Resulting from safety limitations skilled whereas utilizing the Tasks and Duties space of Domo, we had been lacking a solution to arrange 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. Nevertheless, with the customizable templates, it has labored nicely to rework right into a tailor-made request system. Any licensed Domo consumer has the flexibility 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 a further sixth choice—”Normal Domo Request”—is offered 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 title, e-mail, and safety/entry wants. And “New/Modified Report Request” can hyperlink on to pages or playing cards. These templates require the required data upfront, lowering the backwards and forwards communications to retrieve incomplete data for a request.   

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

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

Customers have the flexibility so as to add observers or approval customers to a person request, which offers elevated transparency to their staff. This technique solves the problem of requests coming via numerous programs, permitting for higher group and prioritization.

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

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

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