USE CASE: Internal Operations

Babcock and Wilcox (B&W)

Objective: The energy company needs to track the application process for Third Party Intermediaries. This requires tracking 10 to 20 documents per applicant as well as all data relating to those documents. Once the data is input, a lengthy approval process takes place, with up to 15 approvers potentially requiring sign off.


In the past, this was handled using Excel spreadsheets, Word documents and email, which is time intensive, prone to error, and doesn’t provide real time feedback of where applicants are in the process.

Solution & Results

The process was modeled in Work-Relay so that the assigned Managers enter and upload data via a series of forms. Automated actions send emails to the applicant and internal users so they can track progress and be informed of requirements. Automated data tracking shows users and management exactly where the applicant is in the process, and how much is left to complete. Once all required data is complete, the approval process is started. At any point during the approval process, any approver can request changes to the application or reject the candidate. A dashboard view and reporting allows detailed analytics to be tracked in real time. As a result of implementing Work-Relay the organization has:

Increase visibility.

Real-time visibility into processes that span the globe

Established automation.

An automated mechanism to assign tasks and send reminders to ensure on-time completion of tasks.


Document generation.

Automated document generation for a number of critical documents.


Simplify complex processes and projects with Work-Relay

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Work-Relay Solutions

Streamline Business Operations

Manage business operations with agility.

Overcome Spreadsheet Limitations

Move complex operational spreadsheets to Salesforce.

Migrate Legacy BPM

Migrate legacy BPM systems to Salesforce.

Control Citizen Development

Decrease the learning curve and increase governance.

Maintain Process Discipline

Bring business process discipline to project management.

Manage Complex Processes

Enhance your ability to manage operational complexity.

Unify Work Management

Replace company work management systems.