Use Cases

Workflow for Every Initiative.
Leverage practical process management tools designed for tasks as simple as requesting vacation time, and as complex as launching new business units.

Human Resources

Organize and simplify a wide range of HR and administrative processes, automating paper trails and streamlining document submission, approval, and reference.

Vacation Approval Process

The vacation approval process is a simple and straightforward way to organize the request, approval, and documentation of employee vacation. The process begins with the employee request, automatically reaching all relevant employees and departments (including managers for approval, HR staff for recordkeeping, and supervisors for scheduling considerations).

Employee Request
Employee inputs date, time and type of vacation and includes any other information associated with their vacation request
Manager Approval
Manager approves or denies vacation request
HR Records
Human resources is notified of the vacation request to record and track the time.

Vacation Task Demo

Vacation Request for John Doe
Vacation Request

Complete the vacation request form.

Next step
Vacation Approval for John Doe
Vacation Request
Completed: By: John Doe

What is this task requesting?

  • Start Date:
  • End Date:
  • Vacation Type:
  • Comments:
Request Approval

Approve this Vacation request.

  • Start Date:
  • End Date:
  • Vacation Type:
  • Comments:
Next step Send back
Notification of Approval
Vacation Request
Completed: By: John Doe

What is this task requesting?

  • Start Date: Wed Oct 26 2016
  • End Date: Wed Oct 29 2016
  • Vacation Type: Paid
  • Comments: none
Vacation Approval
Completed: By: Sam Smith

What is this task requesting?

  • Vacation Approved: Yes
HR Records

Add vacation info to records.

  • Employee Name: John Doe
  • Start Date:
  • End Date:
  • Vacation Type:
  • Comments:
Task Complete Send back

Task Complete!

The Vacation request from John Doe was approved and recorded by HR.

Notification of Approval
Vacation Request
Completed: By: John Doe

What is this task requesting?

  • Start Date:
  • End Date:
  • Vacation Type:
  • Comments:
Vacation Approval
Completed: By: Sam Smith

What is this task requesting?

  • Vacation Approved: No
Request Denied

Vacation Request

  • Employee Name: John Doe
  • Start Date:
  • End Date:
  • Vacation Type:
  • Comments:


Your Vacation Request has been denied.

Task Complete

Task Complete!

The Vacation request from John Doe was denied and recorded by HR.

IT & Internal Systems

Keep developers, analysts, and internal systems staff on track with processes designed for planning, organizing, updating, and rolling out development projects.

Software Development Request

Keep projects on track from start to finish with processes that help IT teams juggle new projects, feature updates, and bug fixes. Loop in analysts, financial managers, designers, and administrators along the way for forecasts, approval, input, and more—all the while keeping project managers in the know. Generate reports from completed processes to measure ROI and find room for improvement.

Software Request
Employee inputs description of software feature, update, or bug fix they are requesting.
Manager Approval
Manager approves or denies the software request.
Design
Employee uploads the design for the new software if necessary.
Assign Development
Manager assigns the request to a development team.
Code Analysis
Development team analyzes the requirements.
Database Analysis
Database administrator analyzes the database requirements.
Code Implementation
Development team completes the code for the new software.
Testing
Development team tests the new software features.
Rollout Software
Development team rolls out the software for use.

Software Development Demo

Logistics

Improve the efficiency of logistics processes large and small. Automate and simplify to organize and share information more efficiently, ensuring that nothing falls through the cracks.

Mailroom Shipping Request

Track and manage outgoing shipments with processes designed to organize every step. Simple, integrated task orders translate high-volume requests into manageable workflows that improve efficiencies.

Shipping Request
Employee specifies what is being shipped and inputs the required delivery information.
Manager Approval
Manager approves or denies the mail request.
Mailroom
The request is sent to the mailroom where it is given a tracking number and shipped.

Shipping Request Demo

Sales

Manage accounts, reach prospects, follow-up on leads, coordinate travel, implement training programs, and keep sales staff organized, motivated, accountable, and at the top of their game.

Sales Lead Follow-Up

Your sales pipeline, streamlined; this simple process ensures that new sales are handled in a thorough and timely fashion. Manager approval steps keep everyone in the know so that no prospect goes unresolved, and no customer need unmet.

New Sales Lead
Employee inputs the lead's name and follow-up information.
Manager Approval
Manager approves or denies the follow-up request.
Sales Lead Follow-Up
Employee follows up with the lead and records interaction
Finalize Sale
Employee finalizes the sale and the amount of sale.

Sales Lead Follow-Up Demo

Marketing

Streamline the outline, design, creation, and distribution of marketing materials from start to finish with integrated manager approval checkpoints to keep projects on the right track.

Marketing Materials Design & Approval

Whether you’re creating point of sale materials, corporate marketing, case studies, or social media campaigns, marketing processes help you collect and organize information, create materials, and get them in front of customers quickly and easily.

Design Request
Employee inputs the description of what design is needed and uploads examples
Assign Designer
Manager assigns the design project to a designer.
Design Materials
Employee uploads the design for review.
Manager Approval
Manager either approves or denies the uploaded design.

Marketing Task Demo

Accounting

Automate processes that simplify forecasting and budgeting, project analyses, accounts receivable and accounts payable, purchase orders, and more. Structured processes are a simplified approach to system controls that dictate checks and balances. Documentation is organized within project and process histories, providing easy access for reports and audits on demand.

Expense Forecasting & Approval

Outline and compare forecasted expenses for a given project, initiative, or company-wide campaign. Start by gathering the information needed to execute the project, generating forecast models for projected costs, conducting cost-benefit analyses, and move forward with approval and oversight along the way.

Gather Department Budgets
Employee creates a department budget summary.
Project Analysis
Employee analyzes the data and calculates the monthly averages.
CFO Approval
CFO either approves or denies the budget.
CEO Approval
CEO either approves or denies the budget.
Accounting Manager Budget
Employee adds the budgets to the accounting system.

Accounting Task Demo

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