iApprove™ Platform

One Workflow Platform for Every QAD-Centered Process

iApprove™ complements and extends QAD with a unified, data-driven workflow and decision framework—using live QAD and transaction data to orchestrate approval routing, business rules, human-controlled decisions, governance, and direct QAD execution across a broad range of QAD-centered business processes.

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Real-time QAD integration with zero re-keying
Data-driven approval routing using QAD data, policy, roles, and business rules
Real-time workflow visibility across status, bottlenecks, approval workload, cycle time, and performance trends

QAD remains the system of record. iApprove™ orchestrates the workflow around it.

One Platform · Representative Workflow Areas · One QAD Environment

iAssist™ Intelligence layered into the workflow

AI-Assisted · Human-Directed

Purchasing Purchasing & procurement workflows

Supplier Lifecycle Management Onboarding, changes & controls

Invoice & AP Workflow Invoice review, exceptions & AP

Enterprise Workflow Automation Finance, Operations, Compliance, HR, Quality, Sales, Materials & more

Representative applications—not limits of the iApprove™ Platform.

iApprove™ Platform Workflow · Rules · Approvals · Controls · Audit · Execution

Common Foundation

QAD Live data informs the workflow. Approved actions execute directly back into QAD.

System of Record

Real-Time IntegrationZero Re-KeyingAny QAD Version

What is iApprove™?

The workflow and approval layer that connects people, policy, and QAD.

QAD runs the business. iApprove™ helps govern how work gets initiated, reviewed, approved, and executed around it. Instead of building separate approval tools for Purchasing, Supplier Lifecycle Management, Invoice & AP Workflow, Finance, Operations, Compliance, HR, Quality, Sales, Materials, and other processes, organizations use one configurable platform connected to the QAD environment they already rely on.

Designed to work with QAD, not around it.

Use live QAD data throughout the workflow, keep people responsible for the decision, and create or update the approved transaction directly in QAD.

Work can start almost anywhere

Forms

Documents

Other Systems

iApprove™ One Controlled Workflow

CaptureStructure the request

Apply RulesPolicy + QAD context

DecidePeople approve

ExecuteAct in QAD

QAD Validated transactions and updates flow directly back to the ERP.

Remains System of Record

One platform foundation. Different business processes.

How the Platform Works

One workflow pattern. Applied across very different business processes.

This lifecycle shows how a typical iApprove™ workflow can move from initiation through QAD execution. It is separate from the six core platform disciplines below, which describe the broader areas of capability within iApprove™.

Capture

Bring requests into a structured workflow from forms, email, documents, other systems, or automated business events.

Enrich

Add live QAD data, business context, attachments, and other information needed to make the right decision.

Route

Apply configurable rules, policies, roles, thresholds, and conditions to determine the correct approval path.

Decide

Give approvers the context they need through browser, email, or mobile while keeping people responsible for the decision.

Execute

Create or update the approved transaction directly in QAD without re-keying the information.

Track

Maintain current approval status, approval hierarchy, exceptions, escalations, history, and a complete audit trail from beginning to end.

The process changes. The platform foundation does not. That common foundation is what allows iApprove™ to extend across purchasing, supplier management, AP, finance, quality, operations, and other QAD-centered processes.

Reusable Workflow Foundation

Core Platform Capabilities

Six core disciplines within the iApprove™ Platform.

These six disciplines define the core areas of capability within iApprove™. They are not a simple workflow sequence; together they describe how the platform orchestrates work, uses data to drive decisions, supports human-controlled approvals, governs activity, and executes back into QAD.

Workflow Orchestration

Control how work moves from request through review, exception handling, approval, and completion.

Multi-step workflows across QAD and connected enterprise systems
Sequential or parallel approvals
Configurable reminders, escalations, and exception paths
Auto-delegation with defined absence and return dates

Data-Driven Decisioning

Use QAD and workflow data to determine who needs to act, when, under what conditions, and within delegated authority.

Conditional routing using transaction data, policies, thresholds, and delegated authority
Roles, departments, entities, and sites
Live transaction and master-data context
Visual workflow and rules designer, rules simulator, and graphical approval hierarchy

Flexible Intake

Bring work into iApprove™ through the channel that makes sense for the process while keeping the workflow structured.

Dynamic, configurable forms with field visibility, labels, defaults, required entries, and field-level help
Email, documents, attachments, and supporting records
QAD changes, scheduled jobs, and other defined business triggers
Inputs from other enterprise systems

Human-Controlled Approvals

Make approvals easy to act on without removing accountability from the people responsible for the decision.

Browser and direct-from-email approve/reject with relevant transaction context
Mobile access to approve, reject, create, and review requests
Role-based participation
Human-in-the-loop decisioning

Governance & Auditability

Apply consistent controls to every workflow, monitor process performance, and preserve a complete record of what happened.

Role-based access and field-level encryption
Policy enforcement and validation
Complete audit trails across approval attempts, transaction data changes, and administrative changes
Workflow monitoring and process intelligence across status, workloads, cycle times, decision patterns, rejections, and originator trends

QAD Execution

Complete the process by creating or updating the validated business transaction directly in QAD.

Use live QAD data throughout the workflow
Validate throughout the workflow
Create or update transactions on approval
Eliminate duplicate data entry

EXECUTIVE VISIBILITY

See workflow status in real time, identify bottlenecks and pending approvals, monitor approval workload and cycle time, and understand how workflows are performing across the enterprise.

Workflow Status
Bottlenecks
Approval Workload
Cycle Time
Performance Trends

Additional Platform Controls

Version Control

Preserve prior document drafts and history alongside the final approved version.

Digital Signatures

Built-in compliant e-signature capabilities support controlled approval processes.

Bulk Approvals

Allow managers to act efficiently on groups of appropriate low-risk requests.

Controlled Environments Built for rigorous governance.

iApprove™ has been FDA validated by ISSG Life Science clients and is SOX compliant for public-company clients.

Six platform disciplines. Configured differently for each process.

That is how one iApprove™ foundation can support many different QAD-centered workflows without becoming a collection of disconnected point solutions.

Real-Time QAD Integration

Connected to QAD Throughout the Workflow

Use live QAD data to validate requests and drive approval routing, then create or update the approved transaction directly in QAD—without duplicate entry.

Examples of direct QAD execution: Purchase orders, supplier/customer/item master data, inventory transactions, AP vouchers, journal entries, sales orders, and more. Broader integration: iApprove™ can also interact with other enterprise systems and databases when a workflow requires it, while QAD remains the system of record for QAD transactions.

Designed to work with QAD, not around it

Live QAD Data That Drives the Workflow Supplier, customer, item, transaction, financial, site, user, status, and other relevant QAD data can be used to validate the request and determine the appropriate approval path.

iApprove™ Uses the Data to Drive the Workflow Data-Driven Workflow + Approval Routing

ValidateCheck data

Apply RulesPolicy + conditions

RouteRight approval path

ApproveHuman decision

GovernTrack + audit

Execute Directly in QAD After approval, create or update the validated transaction directly in QAD—without duplicate re-entry.

Live QAD DataUsed throughout the workflow

Data-Driven RoutingData + rules determine the path

Direct QAD ExecutionCreate or update after approval

Any QAD VersionComplement the environment in place

Representative Workflow Areas

Start With a Workflow Area. Expand Across the Enterprise.

These four Workflow Areas give visitors clear starting points into the site, but they are representative applications—not the limits of iApprove™. The same configurable workflow, data-driven routing, human-controlled approval, governance, and QAD execution foundation can extend across many other QAD-centered business processes.

Purchasing

Control purchasing from request and policy validation through approvals and direct QAD PO execution.

Explore Purchasing →

Supplier Management

Supplier Lifecycle Management

Manage supplier onboarding, changes, validation, approvals, sensitive data controls, and QAD updates.

Explore Supplier Lifecycle Management →

Accounts Payable

Invoice & AP Workflow

Route invoice review, exceptions, approvals, and AP decisions through controlled workflows connected to QAD.

Explore Invoice & AP Workflow →

Broad Enterprise Workflows

Enterprise Workflow Automation

Extend controlled workflows across Finance, Operations, Compliance, HR, Quality, Sales, Materials, and other QAD-centered business processes.

Explore Enterprise Workflow Automation →

iApprove™ Platform One configurable foundation for workflow, routing, approvals, controls, auditability, and QAD execution.

Common Platform Foundation

And iApprove™ can go far beyond these examples. Enterprise Workflow Automation is where the platform’s broader reach becomes especially visible.

Finance Journal entries, customer credit, payment approvals, and other financial controls.

Operations & Materials Inventory, scrap, material controls, operational requests, and exception workflows.

Compliance & Quality Lot hold/release, quality approvals, controlled exceptions, and compliance workflows.

HR & Administration HR approvals, internal requests, delegated authority, and other governed processes.

Sales & Customer Processes Sales-order workflows, customer approvals, and related QAD-centered processes.

If a process requires data, rules, approvals, controls, auditability, and QAD execution, it is a candidate for iApprove™.

Built to Expand

Start anywhere. Expand on the same platform.

Organizations can begin with any high-priority workflow—Supplier Lifecycle Management, Purchasing, Invoice & AP Workflow, Finance, Operations, Quality, or another QAD-centered process—and expand iApprove™ as needs evolve. The platform foundation, QAD integration, approval framework, controls, and audit model are reused rather than reinvented each time.

A platform investment—not a collection of point solutions.

Each new workflow can build on the same underlying foundation while being configured around the rules, data, participants, and controls unique to that process.

One example of how the platform can expand

Illustrative only — start with the workflow that matters most to your business.

Begin with Supplier Lifecycle ManagementOnboard suppliers, manage changes, controls, approvals, and QAD updates.

Example Starting Point

Add PurchasingExtend the same routing, governance, and QAD connectivity into purchasing and PO approvals.

Platform Reused

Extend into Invoice & AP WorkflowApply the same control framework to invoice decisions and exceptions.

Platform Reused

Expand into Other Enterprise WorkflowsFinance, Operations, Compliance, HR, Quality, Sales, Materials, and other QAD-centered processes through Enterprise Workflow Automation.

Platform Expanded

One platform foundation. Start anywhere. Expand anywhere. Begin with the workflow that matters most, then add others over time without starting over.

iAssist™ Intelligence Layer

Add intelligence to the workflow without giving up control.

iAssist™ enhances iApprove™ with AI-assisted analysis, context, recommendations, research, and decision support. Core approval routing remains data-driven through iApprove™; AI is additive, not required. People remain responsible for the decision, and QAD remains the system of record.

Explore iAssist™ →See AI Use Cases

How the layers work together

iApprove™ Orchestrates the workflow—capture, rules, routing, approvals, controls, audit, and QAD execution.

iAssist™ Adds intelligence—analysis, context, recommendations, research, and decision support.

People Human Control Remain responsible for approvals, exceptions, judgment, and business decisions.

QAD Remains the ERP and system of record for the underlying business transaction.

AnalyzeRequests & documents

RecommendContext & next actions

ResearchSurface relevant context

PrioritizeExceptions & bottlenecks

AI-Assisted. Human-Directed. iAssist™ makes the workflow more intelligent while iApprove™ continues to govern the process and people remain in control. The Human-in-the-Loop design provides an additional layer of data security, process compliance, accuracy, and auditability for workflows requiring increased governance.

Customer Proof

One platform. Proven across very different QAD-centered processes.

The strongest proof of a platform is not one successful use case—it is the ability to apply the same workflow foundation across very different business processes. These Project Snapshots show iApprove™ supporting materially different needs around QAD.

Different processes. Different business rules. The same underlying iApprove™ foundation. Workflow, routing, approvals, controls, auditability, and QAD integration adapt to the process without requiring a different platform architecture.

Cross-Process Proof

Abbott Point of Care Material Management

iApprove™ Transforms Material Management

A real-world example of iApprove™ extending workflow and approval controls into material-management processes connected directly to QAD.

View Project Snapshot →

Rea Magnet Wire Company Sales Order Processing

Streamlining Sales Order Processing

A very different workflow use case showing how iApprove™ can govern review, decisioning, and QAD-centered processing beyond purchasing and AP.

View Project Snapshot →

MTF Biologics Credit Authorization

Customer Credit Authorizations

A finance-focused example demonstrating how the same workflow platform can support policy-driven approvals, controls, and auditability around customer credit decisions.

View Project Snapshot →

Bimeda Purchasing & MRP

Accelerating PO Approvals and MRP Buys

A purchasing example showing how iApprove™ can apply policy-driven routing and approval controls while remaining tightly connected to QAD purchasing activity.

View Project Snapshot →

The common thread is the platform—not the business process. That is what allows iApprove™ to extend from procurement to finance to operations and beyond while QAD remains the system of record.

See iApprove™ in Your QAD Environment

See what iApprove™ could automate around your QAD environment.

Bring us a process that still depends on email, spreadsheets, manual routing, disconnected approvals, or duplicate entry. We’ll show you how it could run through iApprove™—with configurable controls, human-directed decisions, and direct QAD integration from request through execution.

Complement QAD • Keep People in Control • Eliminate Re-Keying • Expand One Workflow at a Time

Book a Demo →Explore Workflow Areas

One Workflow Platform for Every QAD-Centered Process

The workflow and approval layer that connects people, policy, and QAD.

One workflow pattern. Applied across very different business processes.

Capture

Enrich

Route

Decide

Execute

Track

Six core disciplines within the iApprove™ Platform.

Workflow Orchestration

Data-Driven Decisioning

Flexible Intake

Human-Controlled Approvals

Governance & Auditability

QAD Execution

Connected to QAD Throughout the Workflow

Start With a Workflow Area. Expand Across the Enterprise.

Purchasing

Supplier Lifecycle Management

Invoice & AP Workflow

Enterprise Workflow Automation

Start anywhere. Expand on the same platform.

Add intelligence to the workflow without giving up control.

One platform. Proven across very different QAD-centered processes.

iApprove™ Transforms Material Management

Streamlining Sales Order Processing

Customer Credit Authorizations

Accelerating PO Approvals and MRP Buys

See what iApprove™ could automate around your QAD environment.

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