133. Application form and approval flow design
Transforming application utilization from "email exchanges" to "controlled business flows." This includes designing for rejections, exceptions, and audits.
The operation of a B2B portal collapses when applications and approvals rely on "human memory." When application details are insufficient, there are more rejections; when approval criteria are vague, disputes arise; when history is not recorded, it cannot withstand audits; and when exceptions are handled by individuals. If this is left unaddressed, only the workload at the site increases while quality declines. In this service, we will organize the design of application form items and the approval flow (first/second, deadlines, rejections, exceptions) as business requirements, and design them in a way that can be incorporated into member sites, agency portals, and internal operations. We will clarify the flow and rules at a **"operationally feasible level."** ■ Provided Content (3 points) 1. Application form design (required items, branching, attachments, input assistance) 2. Approval flow design (state transitions, approvers, deadlines, rejections) 3. Operation and audit design (exceptions, permissions, logs, inventory) Deliverables: A complete set of application form and approval flow design documents. *First, please tell us "what you want to apply for (e.g., agency registration/discount/document viewing/quotation)." We will optimize for each type of application.*
basic information
■Deliverables List of application types (purpose, approval conditions, SLA) Definition of application form items (mandatory/optional, branching, attachments) Screen transition/state transition diagram (including resubmissions and rejections) Approval routing table (conditions → approvers) Exception operation rules (provisional approval, deadlines, logs) Notification templates (receipt/resubmission/approval/rejection/deadlines) Audit log requirements (items, retention period, review) KPI (resubmission rate, approval lead time, exception rate) ■Approach 1. Inventory of applications: Enumerate what applications exist 2. Determine "conditions for approval" for each type (documenting approval criteria) 3. Form design: Ensure mandatory items do not lead to resubmissions 4. Approval flow design: Confirm state transitions, SLA, and exceptions 5. Notifications/logs: Prevent omissions and ensure audit compliance 6. Implementation/operation: Improve resubmission rate monthly
Price information
■2.5 million yen to 18 million yen (varies by type and complexity) - Light (single application + single-stage approval design): 250,000 to 450,000 yen - Standard (multiple applications, resubmissions, SLA, notifications, logs included): 450,000 to 1 million yen - Extended (multi-stage approval, amount thresholds, exception controls, implementation support): 1 million to 1.8 million yen *Recommended to indicate "quote required"
Delivery Time
Applications/Examples of results
■Concerns Applications are scattered via email, leading to missed responses. There are many rejections, causing fatigue for both applicants and approvers. Approval criteria are vague, leading to disputes and subjective judgments. Exception handling (urgent/special conditions) is unmanageable. Audits and traces (who approved when) are not retained. ■Usage Standardization of applications and approvals (eliminating subjectivity). Reduction of rejections (designing mandatory items). Prevention of missed responses (notifications and SLAs). Control of exceptions (deadlines, logs, reviews). Audit compliance (traces and approval history). ■Examples of Achievements (company name not required format) Missed responses in email applications → Systematized reception/approval. Many rejections → Improved through form items and branching. Confusion with special handling → Controlled through exception rules and deadline management.
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