BoSS
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Showcase
Workflow Showcase
Business processes should not depend on memory or goodwill. BoSS defines the steps, enforces the sequence, assigns responsibility, and documents every action.
Workflow 1
Lead to Collection
The complete sales cycle — from first contact to cash in the bank.
1
Lead Capture
New lead entered into CRM with source, contact details, and initial qualification. Assigned to sales representative based on territory or product line.
2
Quotation
Sales rep creates quotation with items, pricing, and terms. Discount beyond policy triggers approval workflow. Quotation sent to customer for review.
3
Order Confirmation
Customer accepts quotation. Sales order created with credit limit check and inventory availability verification. Order confirmed after approval.
4
Dispatch
Pick list generated for warehouse. Items picked, quality-checked, packed, and dispatched with delivery documentation and transporter details.
5
Invoice Generation
Invoice raised against dispatch note — billing matches what was actually shipped. Tax calculated, accounting entries created, receivable recorded.
6
Collection
Outstanding tracked from invoice date. Follow-up reminders triggered by ageing rules. Payment receipt matched against invoice. Receivable closed.
Roles Involved
Sales Rep, Sales Manager, Warehouse Team, Finance Team
Controls
Credit limit enforcement, discount approval, inventory check, dispatch-to-invoice matching, ageing-based follow-up.
Workflow 2
Purchase Indent to Payment
Controlled procurement from internal request to vendor payment.
1
Purchase Indent
Department raises a purchase requisition specifying items, quantities, and required delivery date. Budget availability checked automatically.
2
PO Approval
Purchase order routed for approval based on amount threshold. Finance reviews budget impact. Procurement confirms vendor selection.
3
Goods Receipt (GRN)
Material received at warehouse. GRN created against PO with quantity verification. Shortages and damages recorded for vendor follow-up.
4
Quality Inspection
Received goods inspected against specifications. Pass, fail, or conditional acceptance recorded. Failed items flagged for return.
5
Invoice Matching
Vendor invoice matched against PO and GRN — three-way match. Discrepancies flagged for review before payment processing.
6
Payment Processing
Approved invoices queued for payment based on payment terms. Payment scheduled, executed, and recorded against the vendor ledger.
Roles Involved
Requesting Department, Procurement Team, Warehouse Team, Quality Team, Finance Team
Controls
Budget check, PO approval chain, GRN verification, three-way matching, payment approval.
Workflow 3
Employee Onboarding
Structured onboarding from offer acceptance to first payslip.
1
Offer & Acceptance
Offer letter generated from approved position. Candidate accepts. Employee record created in the system with personal and statutory details.
2
Document Collection
Required documents collected and verified — identity proof, address proof, educational certificates, previous employment details, bank details.
3
System Access Setup
User account created with appropriate role and module access. Department, reporting manager, and branch assigned. Welcome kit information shared.
4
Payroll Configuration
Salary structure defined based on CTC. Tax declarations collected. PF, ESI, and statutory details configured. First pay cycle prepared.
5
First Payslip
First month payroll processed with pro-rata calculation if applicable. Payslip generated, reviewed, and disbursed. Employee payroll cycle established.
Roles Involved
HR Team, IT Admin, Department Manager, Payroll Team
Controls
Document verification checklist, statutory compliance checks, approval for salary structure, payroll accuracy review.
Workflow 4
Expense Claim to Reimbursement
Transparent expense processing with approval and audit trail.
1
Claim Submission
Employee submits expense claim with amount, category, purpose, and receipt uploads. Policy limits checked automatically at submission.
2
Manager Approval
Claim routed to reporting manager for review. Manager verifies purpose, checks reasonableness, approves or returns with comments.
3
Finance Review
Approved claims reviewed by finance for policy compliance, receipt validity, and budget allocation. Flagged items investigated.
4
Reimbursement
Approved claims queued for reimbursement. Payment processed through next payroll cycle or direct transfer. Expense recorded against cost centre.
Roles Involved
Employee, Reporting Manager, Finance Team, Payroll Team
Controls
Policy limit validation, mandatory receipt attachment, manager approval, finance review, cost centre allocation.
Workflow 5
Customer Complaint Resolution
Structured complaint handling with SLA tracking.
1
Complaint Registration
Complaint logged with customer details, product or service reference, nature of complaint, and severity classification. SLA clock starts.
2
Assignment
Complaint assigned to responsible team member based on category, product line, or customer segment. Assignment notification sent.
3
Investigation
Assigned person investigates — reviews transaction history, contacts customer, identifies root cause. Findings recorded in the system.
4
Resolution
Resolution action taken — replacement, refund, credit note, service correction, or explanation. Resolution recorded with supporting details.
5
Customer Feedback
Customer notified of resolution. Feedback collected on satisfaction. Case closed with complete trail from complaint to resolution.
Roles Involved
Customer Service Team, Product Team, Operations Team, Customer
Controls
SLA time tracking, escalation on timeout, mandatory resolution documentation, feedback collection.
Workflow 6
Document Review to Publication
Controlled document lifecycle with versioning and approval.
1
Draft Creation
Document created or uploaded as draft. Author marks it for review with target reviewers and timeline.
2
Subject Review
Subject matter expert reviews content for accuracy, completeness, and relevance. Comments and revisions tracked.
3
Approval
Reviewed document submitted for approval. Approver signs off on the final version. Approval recorded with timestamp and authority.
4
Publication
Approved document published and made available to the intended audience. Version number assigned. Previous versions archived.
5
Audit Trail
Complete document history maintained — every version, every review comment, every approval action, every access event.
Roles Involved
Author, Subject Expert, Approver, Document Controller
Controls
Version control, review tracking, approval workflow, access control, audit trail.
Workflow 7
Stock Transfer Between Branches
Controlled inter-branch movement with accountability.
1
Transfer Request
Requesting branch raises stock transfer request specifying items, quantities, and urgency. Availability checked at source branch.
2
Approval
Transfer request approved by operations or branch management. Source branch stock reserved for the transfer.
3
Dispatch from Source
Source branch picks, packs, and dispatches items with transfer challan. Transporter details and expected delivery date recorded.
4
Receipt at Destination
Destination branch receives goods, verifies against transfer challan, and records receipt. Shortages or damages documented.
5
Reconciliation
Transfer reconciled — quantities matched between dispatch and receipt. Stock balances updated at both branches. Discrepancies flagged.
Roles Involved
Requesting Branch Manager, Source Branch Warehouse, Operations Head, Destination Branch
Controls
Approval for transfer, dispatch documentation, receipt verification, quantity reconciliation.
Workflow 8
Multi-Branch Exception Handling
Structured escalation for cross-branch issues.
1
Exception Detection
System detects exception — policy breach, approval timeout, performance deviation, or compliance flag — at any branch.
2
Escalation
Exception escalated based on severity and type. Branch-level exceptions go to branch manager. Cross-branch patterns go to regional or head office.
3
Investigation
Responsible person reviews the exception — examines transaction details, talks to involved parties, identifies root cause and impact.
4
Corrective Action
Action taken to resolve the exception — correction, reversal, policy adjustment, or process change. Action documented with justification.
5
Closure & Learning
Exception closed with complete trail. If the exception reveals a systemic issue, process improvement is initiated across all branches.
Roles Involved
Branch Manager, Regional Head, Operations Head, Compliance Team
Controls
Automatic detection, severity-based escalation, mandatory documentation, systemic issue tracking.
Workflow Philosophy
Workflows in BoSS are not rigid flowcharts imposed on your business. They are structured representations of how your business already works — with the addition of controls, checkpoints, and documentation that turn informal processes into reliable, auditable operations.
Every workflow is configurable. Steps can be added or removed. Approval thresholds can be adjusted. Escalation rules can be tuned. The goal is not to constrain your business but to give it a framework within which consistent, accountable execution becomes the default.
See workflows that match your operations
Request a demo to see how BoSS workflows map to your specific business processes.