ApproveThis manages your OnStrategy Integration approvals.

Two Platforms, One Unified Workflow

Modern businesses face a critical challenge: aligning day-to-day operations with long-term strategic goals. OnStrategy provides the framework for building corporate strategy, while ApproveThis delivers the execution engine for operational decisions. When connected through Zapier, these platforms create a closed-loop system where strategic planning meets actionable approvals.

Consider how most organizations operate today. Leadership teams spend quarters defining objectives in OnStrategy, only to see implementation stall when procurement delays, budget approvals, and cross-departmental coordination create friction. ApproveThis eliminates these bottlenecks by adding structured decision gates directly into the strategic execution process.

Capabilities Compared, Strengths Combined

OnStrategy's Strategic Foundation

OnStrategy excels at translating vision into measurable objectives through features like:

• Goal hierarchy mapping
• KPI tracking dashboards
• Initiative prioritization matrices

ApproveThis' Operational Execution

ApproveThis brings precision to decision-making with:

• Multi-stage approval workflows
• Automatic escalation paths
• Real-time audit trails

When integrated, leadership teams can automatically trigger approval processes whenever new strategic goals get created in OnStrategy. Project managers gain visibility into how tactical decisions align with organizational priorities. Finance teams maintain control through automated budget guardrails.

Strategic Alignment in Action

Use Case 1: Goal Activation Workflows

When marketing teams create a new brand awareness objective in OnStrategy, the integration automatically:

1. Generates budget approval requests in ApproveThis
2. Routes campaign proposals to legal/compliance teams
3. Updates OnStrategy KPIs upon approval

A regional healthcare provider used this workflow to reduce campaign launch times from 6 weeks to 9 days. Their compliance team reviews marketing materials through ApproveThis without needing OnStrategy licenses, while finance automatically tracks approved budgets against strategic objectives.

Use Case 2: Initiative Prioritization

IT departments often struggle to align tech upgrades with business goals. The integration enables:

1. Automatic creation of approval requests when OnStrategy flags outdated infrastructure as a strategic risk
2. Parallel reviews from security, finance, and operations teams
3. Real-time updates to OnStrategy's initiative tracking dashboard

A mid-sized manufacturer eliminated $240K in redundant software costs last quarter using approval thresholds. Any tech purchase over $25K now requires executive review, while smaller approvals follow automated paths based on OnStrategy's priority ratings.

Implementation Made Simple

Zapier Configuration

Setting up the integration requires three steps:

Step 1: Create Zapier trigger for "New Goal" in OnStrategy
Step 2: Map goal details to ApproveThis' custom fields
Step 3: Set approval rules based on goal type/budget

Most teams complete setup in under 45 minutes. The Zapier interface handles authentication without coding, while ApproveThis' pre-built templates accelerate workflow design.

Advanced Configuration Tips

Leverage ApproveThis' calculated fields to:

- Automatically escalate overdue approvals
- Apply conditional logic based OnStrategy's priority scores
- Sync approved budgets to financial systems

Department-Specific Benefits

Executive Teams

Maintain strategic oversight without micromanaging. Approval thresholds automatically flag initiatives exceeding risk tolerance levels defined in OnStrategy. Vacation delegation ensures continuous decision-making during leadership offsites.

Project Managers

See real-time approval status alongside OnStrategy milestones. Automated reminders prevent timeline slippage, while approval groups enable consensus-building across distributed teams.

Finance Departments

Embed budget controls directly into strategic execution. Approval rules reference OnStrategy's financial projections, with automatic denials for requests exceeding allocated amounts. All decisions sync back to ERPs through existing integrations.

Operations Leaders

Align process improvements with strategic KPIs. When OnStrategy identifies a bottleneck, ApproveThis triggers CAPEX requests, vendor approvals, and change management workflows through a single interface.

Why This Integration Works

Traditional approval processes create silos between planning and execution. Marketing teams finalize campaigns before budget reviews. IT prioritizes urgent fixes over strategic upgrades. Operations approves vendors without considering long-term roadmaps.

The ApproveThis-OnStrategy integration through Zapier solves these disconnects by:

1. Embedding governance early: Approval requirements trigger when goals get created, not after plans are finalized
2. Maintaining flexibility: Custom workflows adapt to different goal types and risk profiles
3. Reducing software sprawl: Approvers interact through email or ApproveThis' portal - no additional licenses required

A financial services firm reduced software costs by 18% after implementing this integration. Their procurement team now reviews all technology requests against OnStrategy's digital transformation goals before issuing purchase orders.

Getting Started

Begin with high-impact approval scenarios that directly impact strategic goals:

For marketing teams: Campaign budget approvals tied to lead generation targets
For HR: Hiring requests mapped to workforce expansion goals
For product teams: Feature prioritization aligned with customer satisfaction KPIs

ApproveThis offers free workflow consultations to identify optimization opportunities. Their team helps map OnStrategy objectives to approval logic, configure Zapier triggers, and train approvers.

Ready to eliminate approval bottlenecks? Book a personalized demo or start your free trial to experience the integration firsthand.

Final Considerations

While the technical setup is straightforward, successful adoption requires:

- Clearly defining which OnStrategy goals require approvals
- Establishing escalation paths for contested decisions
- Training teams on ApproveThis' email-based approval options

Avoid over-automating early on. Start with 2-3 critical workflows, then expand as teams adapt. Most organizations see full ROI within 90 days through reduced delays and improved compliance.

With ApproveThis and OnStrategy working together through Zapier, businesses finally achieve what strategic planning promises - objectives that translate into action, decisions that align with vision, and execution that maintains momentum.