Use Cases

Collavate Enhances Every Aspect of Your Workflows

By leveraging secure, cloud-based collaboration, Collavate elevates every type of business.

Collavate Enhances Communication & Integration

communication-integration​

The Situation

Meet Dana Dinkley manages a team of individuals using Google Workspace. Dana values efficiency of communication and integration above all else when it comes to her workflows. Dana is seeking a way to centralize communication around documents and ideas in one place.

The Problem

Dana currently leverages email and physical signatures, but needs a tool that allows her to maintain this workflow digitally. She’s currently restricted when it comes to sharing, communicating, and approving various documentation.

The Solution

With Collavate, all communication and approval is conducted digitally and centralized within Google Workspace. Dana’s team can create, comment, collaborate, and submit Google Docs of any kind. Through Google Drive, they can share files, review content, and approve completed work without disrupting existing workflows.

Collavate Enhances Reporting & Approval Requests

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The Situation

Meet Brad Bundy, a technical manager at a mid-sized company. He’d like to route purchase requests, expense reports, and time-off requests through an all-inclusive portal that he can easily manage. Brad needs dedicated templates for each of these actions, and a monthly report to share with his supervisors.

The Problem

Brad’s current HR platform doesn’t allow for consistent use of the same documents. Brad is forced to use multiple tools to track activity, and must create these documents, monitor information, and compile a report himself.

The Solution

With Collavate, Brad has easy access to templates of the most-used documents. He can then easily review and approve any requests. And Collavate automatically gathers information in real time, Brad always has an accurate report to share.

Collavate Enhances Managing & Monitoring

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The Situation

Jackie Jordan is a supervisor tasked with finding a consistent way to see the business’ workflow automations and document approval processes. Jackie’s goal is to gain a high-level understanding of where documents are going, who is using them, and where they are being shared.

The Problem

Without a cloud-based collaboration and document workflow tool that allows for customization, Jackie is forced to waste hours to collect information from each team member individually.

The Solution

With Collavate, Jackie can monitor the flow of documents, make changes with ease, and track all submission and approval activities. Jackie can now create a hierarchy of most-used files or documents, allowing her to evaluate review times, monitor communication and collaboration, and maximize efficiency.

Document Approval for Teamwork.

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