Case Study: Globeleq streamlines CAPEX approvals with Plumsail Forms

Capital expenditure approval process from Globeleq using Plumsail Forms

The customer, Globeleq, faced a challenge with an inconsistent and difficult-to-track capital expenditure (CAPEX) approval process that previously relied on verbal and handwritten documentation. To address this, they turned to the vendor Plumsail and implemented their Plumsail Forms add-on for SharePoint.

The solution from Plumsail involved creating a dynamic form with conditional logic to simplify or expand fields based on request details, alongside a multi-level approval workflow. This provided a centralized, transparent, and auditable process, significantly decreasing the time needed to process requests and ensuring compliance with internal business rules.

Globeleq

Dessislav Shekerletov

Business Process Automation & Improvement