The Challenge
Quxtient, a data infrastructure SaaS company, was experiencing constant slowdowns in its budget approval process. Approvals were managed through email chains and spreadsheets, making it hard to track changes, follow timelines, or enforce accountability. As the company scaled, these inefficiencies created bottlenecks that affected planning and execution across teams.
A fast-growing SaaS team with slow approval processes
As Quxtient scaled its data infrastructure platform, its internal financial workflows didn’t keep pace. Budget approvals were routed manually through emails and spreadsheets, often without clear ownership or deadlines.
Manual processes caused confusion and delays
Stakeholders were unsure of who needed to approve what, and approvals often stalled when key people were unavailable. This uncertainty led to missed timelines and unintentional overspending.
Lack of visibility into approval status
Without a centralized view, the finance team had to chase updates across teams. There was no way to monitor where a budget request stood in the approval chain—causing frustration for both requesters and approvers.
The Solution
Quxtient implemented Quantro to digitize and streamline its budgeting workflows. With custom approval chains, automated notifications, and real-time status tracking, the finance team could move faster and reduce dependency on manual coordination.
Streamlined approvals with automated logic and tracking
Quxtient implemented Quantro to build a clear, rules-based approval system that removed the guesswork and sped up decisions.
Custom workflows based on budget thresholds
Using Quantro’s conditional routing features, they created dynamic approval chains—automatically escalating requests based on project type, amount, or department.
Role-based permissions and transparency
Each stakeholder was assigned a clear role in the process. Approvers received notifications when action was needed, and requesters could track the status of their submissions in real time.
Implementation
The initial rollout focused on department-level budgeting, followed by cross-functional approvals. Stakeholders were assigned roles, and rules were put in place for conditional routing based on budget thresholds. With minimal training, teams quickly adopted the system and began tracking approvals through a central dashboard.
Phased rollout across departments
The first phase focused on high-priority workflows like marketing budgets, procurement requests, and hiring-related expenses. Once the model was proven, additional departments were onboarded.
Hands-on support during configuration
Quantro’s success team helped Quxtient map existing workflows, identify pain points, and configure approval paths that matched internal policies—without adding complexity.
Training to encourage adoption
Short, role-specific training sessions were offered to department leads, making sure everyone knew how to submit, review, and approve budget requests efficiently.
A closer look at how Quantro transforms financial operations across teams and tools.
Quxtient reduced budget approval delays by 60% in just one quarter. The finance team gained visibility, leadership gained confidence, and other departments spent less time waiting on green lights.
“Quantro took the friction out of our process. It’s faster, cleaner, and we finally feel like we’re in control of approvals again.” — Jason Rivera, Product Manager at Quxtient
Transformative Results
Quxtient streamlined approvals and eliminated costly bottlenecks.
Through automation and centralized visibility, Quxtient removed process friction and accelerated budget approvals—leading to tighter controls and faster decisions.
Reduction in average approval time across all departments.
Elimination of manual routing errors through automated workflows.