Start by telling us about the process. If there is a fit, we set up a 45-minute discovery conversation.
Built for operating companies where spreadsheets have become infrastructure.
Who this is for
The work that runs your company doesn't live in a system.
It lives in a spreadsheet, an email thread, a message, and in what one person happens to remember. Nobody planned it that way. It just grew.
01 How it runs today
The data lives in your ERP, but the process runs in a spreadsheet.
An order comes in and someone checks it by hand.
One department finishes and the next one starts only when someone remembers.
Approvals travel through messages and email, and nobody can say where they are.
Exceptions are handled by hand, one case at a time.
The manager has the data but needs another person to assemble the answer.
Your ERP keeps the records. It stays where it is.
02 How it runs in Procedo
Your written policies and rules. Your documents and contracts. Every decision already made inside it, and who is allowed to make which one. So it doesn't ask twice, and when a case needs a person, it arrives assembled, with the reason attached.
Procedo prepares the decision and records it. The person makes it.
Processes
Your processes, step by step, with a state anyone can see.
Every step has a rule for when it opens and when it closes. When something stalls, the step it stopped at is on the screen.
Tasks
Your tasks, each with an owner and a date.
Assigned when the step opens, not when someone remembers. Nothing waits on a message that was never sent.
Approvals
Your approvals, requested and answered in the same place.
The limit decides who signs. The request arrives with the numbers and the reason already attached.
Collaboration
The internal conversation about each case, next to the case.
One thread per case, kept with the record. Someone new reads what happened instead of asking around.
Documents
Your documents, attached to the work that produced them.
Attached by the step that produced them. You find the file from the case, not from a folder name.
Your ERP stays where it belongs. The people, decisions and handoffs that never fit cleanly inside it run in Procedo, each with someone responsible, a rule and a record of what happened. What you get is a dedicated deployment and a continuing relationship: we run and evolve your instance, and the standard model does not transfer the underlying code. Your data leaves in an open format whenever you ask.
Learn More About Our ProcessPricing comes from the processes and integrations involved, quoted before anything starts.
A forage seed company with more than 200 employees. Customer portfolio, commercial and financial approval, credit analysis, returns, commissions and price lists run inside the system Procedo implemented for them.
Read the case