Memo Management

They solve adjacent problems and are frequently bought together. Approval workflow automation governs the movement of a request through its sign-off chain and produces the decision record. A document management system governs the documents themselves, storage, versioning, permissions, retention. A memo routed for approval is a workflow concern; the approved memo, retained for seven years and retrievable during an audit, is a records concern. Sibasi delivers both, and where an organization has one already we integrate with it rather than duplicating it.

Smart Memo is a subscription priced by the size of your organization, not by every user. Starter is USD 1,200 a year for up to 50 employees, Business is USD 4,800 a year for up to 500 employees, and Enterprise starts from USD 12,000 a year for up to 3,000 employees. That is about USD 100, 400 and 1,000 a month, billed annually. Prefer to own it? A perpetual on-premises licence starts from USD 16,000 and includes deployment, admin training and a year of support. Digitizing your first process with us starts from USD 2,500. The cost driver on custom work is the number of distinct workflows and their complexity, not the number of users. Organizations that already run Microsoft 365 often find that part of the requirement can be met on the Power Platform, and we will say so where that is the cheaper honest answer.

That is the case to design for rather than the exception. Approval thresholds, departmental structures and delegated authorities all change, usually more often than anyone expects. Routing is therefore configured as rules against request attributes rather than hard-coded per form, so a threshold change is an administrative edit rather than a redevelopment. It is worth testing this specifically in any vendor demonstration by asking them to change an approval limit while you watch.

Yes, and it usually matters more than buyers expect at evaluation. The approvers who cause the most delay are the most senior and the least likely to be at a desk. Requests arrive as notifications, carry enough context to make a responsible decision, and can be approved or rejected with a comment that is written to the decision record exactly as if it had been done from a browser.

By time-in-step rather than overall cycle time. The useful reporting shows how long each request type sits with each approver, how many items are currently past their service level, and which steps escalate most often. That is what identifies the actual constraint, which in our experience is usually one or two individuals with too many approvals in their queue, not the process design.