e-mail. Which form depends on the size of the
wire and the level of authorization it requires.
Zinn reviews the numbers, types in his
digital signature and sends the form on to the
operations team, which validates it and sends
it on its way.
“It wasn’t that long ago that we were printing and circulating paper forms and walking
them between buildings to get approvers’ signatures,” Zinn observes. “Now there’s no paper in the process. You want to auto-populate
as many fields on the form as possible, but
obviously you can’t do that with the signature.
“InfoPath provides a customizable form
that looks and feels like a Word document with
complex data validation,” he adds. “We use
an approval workflow process that routes the
forms to the approver with copies to the cash
operations team. The approvers get the forms
through Outlook e-mail and can sign them
electronically on their desktop or handheld de-
vice [Windows 7 phone or other smart phone],
and route them to the next level of approver.”
Once all the approvals are in place, cash
operations can process the wire request for
payment and archive the electronic form in
SharePoint, Microsoft’s collaboration and pro-
ductivity tool. Paper traffic is reduced, and ap-
provers can execute while they’re on the road.