Workflow Template Example: Finance & Procurement – Capital Expenditure (CapEx) Request

Goal: Approve large purchases that require strict budget adherence.

Document: Capital Expenditure (CapEx) Request

Phase 1: Requirement Definition

• Task 1: Project Manager uploads quotes and business justification.
• Task 2: Technical Lead validates that the equipment/software meets technical standards.

Phase 2: Budget Control

• Task 1: Department Head confirms the expense is within the quarterly budget.
• Task 2: FP&A Analyst codes the expense to the correct GL account.

Phase 3: High‑Level Authorization

• Task 1: CFO approves the release of funds.

Phase 4: Purchasing

• Task 1: Procurement Manager issues the formal Purchase Order (PO).