CapEx Automation Planning Guide

What's actually involved in a CapEx automation project and where do you start?

ebook manage capex/afe better with automation

Learn How to Plan and Implement an Automated CapEx/AFE Process

As organizations look to reduce and optimize capital spending, many are beginning to realize the waste and risk involved in their current methods for handling requests for capital expenses. This often leads to the promise of CapEx process automation.

But what's involved in a CapEx automation project, and where do you start?

We've helped great companies like BP, Red Bull, and U.S. Pipe design and build their own custom, automated CapEx processes. While no two CapEx processes are alike, the planning and preparation for automation is the same. And now we've written the eBook on it.

Included in this Free Guide:

Find out what to expect and how to organize your CapEx Automation project, including:

  • Process Planning
  • How to Document
  • Outlining and Designing the Workflow
  • Building an Approval Matrix
  • Building Forms
  • Reporting Requirements
  • Tips for Change Management
  • Loads of examples and templates to steal

We have a template for that! Get a headstart on automating your CapEx Process with our CapEx process template. Just import the template, customize, and launch your new process.

Check Out the Template