ESM Solutions Announces Dynamic Matrix Workflow Functionality

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ESM Solutions’ enhanced approval routing capabilities have transformed purchasing processes for easyPurchase system users.

The Matrix Workflow has routing capabilities that we did not have with previous systems, and it allows us more flexibility in shaping our future processes and policies.

ESM Solutions®, a leading provider of cloud-based spend management and eProcurement solutions, has released its Dynamic Matrix Workflow functionality to enhance approval routing for its customers. Dynamic Matrix Workflow is a robust, multi-dimensional approval workflow system that scans each requisition against parameters, chosen by the customer, to construct unique workflows for each order.

“Our new, state of the art Dynamic Matrix Workflow technology is extremely intuitive to set-up and remains transparent to end-users,” said Mark Smith, Product Architect and Chief Operating Officer at ESM Solutions. “The workflow engine calculates, sequences and assembles all workflow or approval criteria on an order by order basis.”

The approval workflows are generated from a set of criteria, defined by system administrators and based on more than 35 applicable transaction variables within an order. Typical criteria used by pilot customers include account or commodity code, transaction total, order or payment type, user name, ship-to or bill-to locations and need by date. The Workflow Priority feature, used to determine the sequence of required workflow approvals, assembles and presents the unique workflow to the end-user.

The process begins once the end-user submits a transaction for approval; each transaction uses the dynamically calculated approval workflow based on the information for that order.

“An agile approval routing system was essential for our end-users and approvers to effectively process transactions within our purchasing application,” said Andy Williams, eProcurement Systems Administrator at Ivy Tech Community College. “The Matrix Workflow has routing capabilities that we did not have with previous systems, and it allows us more flexibility in shaping our future processes and policies.”

The responsiveness of the Dynamic Matrix Workflow functionality adds visibility, compliance and ease to the approval process. Approvers receive instant email notifications to approve a transaction, while end-users have the ability to view their workflow progress at anytime, including who the approvers are and where the order approval may be held up.

For more information about ESM Solutions, visit

About ESM Solutions

ESM Solutions is the leading provider of spend management and eProcurement solutions for the public sector, giving customers complete control of their spending through a comprehensive, value-based procure-to-pay solution. We have been helping organizations meet operational needs by saving them time and money for more than thirteen years with our flexible suite of sourcing, purchasing, analytics and contract management applications. Our intuitive SaaS-based solution, financial system integration and data visibility make streamlining the entire procurement process fast and easy for all users. For more information, visit and register for one of our product demo webinars.

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Malorie Goldblatt
ESM Solutions
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