ApproveThis manages your ViewPoint VISUM Integration approvals.

Two Platforms, One Competitive Edge

When ViewPoint VISUM's visual project management meets ApproveThis's structured approval automation, teams gain an operational advantage that's hard to replicate. This integration isn't about replacing tools - it's about connecting decision-making to execution in a way that respects how modern teams actually work. Construction firms, marketing agencies, and software developers alike face a common challenge: critical approvals often bottleneck progress because they're disconnected from active projects. By linking VISUM's cards with ApproveThis's workflows through Zapier, organizations create a closed-loop system where approvals happen in context.

Why This Integration Matters

ViewPoint VISUM excels at making complex portfolios visually manageable, while ApproveThis adds accountability through auditable approval chains. Together, they solve three persistent issues:

• Context switching: Approvers no longer need to log into separate systems - decisions happen via email or directly in VISUM cards
• Version control: Approval requests automatically include relevant project data from VISUM, eliminating "which version is this?" emails
• Compliance: Maintain audit trails that map approvals directly to project milestones

Real-World Workflow Accelerators

1. Budget Approval Synchronization

A civil engineering firm uses VISUM to track infrastructure project stages. When a project manager creates a "Budget Revision" card, ApproveThis automatically:

• Routes the request to CFO, department head, and client rep (in sequence)
• Applies conditional thresholds - revisions under $25K auto-approve after 24h
• Updates VISUM card status based on decision

Result: Reduced approval cycles from 6.8 to 2.1 days average.

2. Cross-Departmental Resource Allocation

A video game studio manages character design assets in VISUM. When artists request new software licenses:

• ApproveThis triggers multi-step validation: IT security > finance > studio lead
• Calculated fields auto-populate cost projections based on VISUM card data
• Approval comments sync back to VISUM as threaded discussions

3. Client Change Order Management

Construction teams using VISUM for site workflows automate client approvals:

• VISUM cards tagged "Client Review" trigger ApproveThis workflows
• External clients approve via email without VISUM logins
• Approved changes auto-create follow-up tasks in VISUM

Team-Specific Benefits

Project Managers

Maintain velocity by embedding approval logic directly into VISUM cards. Set escalation rules so overdue approvals ping the next stakeholder automatically.

Finance Teams

Connect VISUM's budget tracking to approval thresholds. Require dual signatures for expenditures exceeding card estimates, with automatic variance analysis.

External Partners

Clients and contractors approve directly via email - no additional licenses needed. Approval history remains visible in VISUM without exposing internal systems.

Implementation Essentials

To connect ApproveThis and ViewPoint VISUM via Zapier:

1. Create triggers in VISUM for card creation/status changes
2. Map VISUM card fields to ApproveThis request templates
3. Configure approval rules (sequential/parallel, thresholds)
4. Set up bi-directional status updates

Pro tip: Use ApproveThis's calculated fields to auto-populate cost/schedule impact metrics from VISUM data.

Critical Differentiation Points

This integration shines where generic solutions fall short:

• Conditional Escalation: If a VISUM card's due date approaches while pending approval, ApproveThis can auto-approve or escalate
• Contextual Approvals: Approvers see VISUM card details alongside approval requests - no hunting for supporting docs
• Compliance Guardrails: Maintain separation of duties - the person creating VISUM cards can't approve their own requests

When to Consider Alternatives

This integration isn't a universal fit. Organizations with:

• Single-approver processes may find native VISUM tools sufficient
• Static approval chains might not need the dynamic routing
• Highly regulated industries should verify audit trail compliance

Getting Started

Implementation typically takes 2-3 weeks:

1. Audit existing VISUM approval pain points
2. Map decision hierarchies in ApproveThis
3. Build phased rollout plan (start with procurement requests)

Key configuration settings:

• VISUM card types requiring approvals
• Approval timeout rules aligned with project timelines
• Field mappings for auto-populating request forms

The Strategic Upside

Companies using both platforms report:

• 27% faster project kickoffs (approved specs → VISUM cards)
• 63% reduction in "Where's that approval?" status meetings
• Complete audit trails for ISO compliance audits

Next Steps

Ready to eliminate approval bottlenecks in your VISUM projects? Start your ApproveThis trial or schedule a VISUM integration demo. For specific use cases, explore pre-built Zapier templates that connect ApproveThis and ViewPoint VISUM.

Final Considerations

While the technical setup is straightforward, success requires aligning three elements:

• VISUM card taxonomies that trigger the right approval types
• ApproveThis escalation rules matching organizational hierarchy
• Team training emphasizing the "why" behind the process

When implemented thoughtfully, this integration doesn't just speed up approvals - it makes them strategic assets rather than bureaucratic hurdles.