Accelerate Business Operations with Workflow Mobile Application

Application Screenshots

Tech Stack

Problem Statement


Manual and paper-based processes: The company may have been using manual and paper-based processes for purchase requisition management, which were time-consuming and prone to errors.


Lack of real-time updates: Difficulties in real-time tracking of purchase orders can lead to delays in processing and fulfillment.


Limited accessibility: Limited accessibility to purchase order data and tasks can make it difficult for employees to access important information and complete tasks efficiently.


Inefficient communication: Communication issues between different departments involved in purchase order management can cause delays and mistakes.


Low overall efficiency: Low overall efficiency in purchase order management can result in increased costs and decreased customer satisfaction.

Solution Overview


OptiSol and a leading North American provider of environmental services have maintained a strong partnership for eight years and built web and mobile platforms for running their services smoothly.


We collaborated with our client to develop a mobility solution that streamlines the appropriate workflow actions of Purchase Order and Purchase Requisition.


The automated purchase requisition processing helped cut down bottlenecks and labour costs, streamlined purchase order operations, and improved overall efficiency.


The solution enables users to review and take appropriate workflow actions for both Purchase Order and Purchase Requisition, including Approve, Reject, Request Change, Delegate, Submit, and Recall.


Users can access and view real-time data from Dynamics AX 2012, receive or cancel product receipts for purchase orders, and view the list of suppliers.

Business Impact


Increased efficiency: The automated purchase requisition processing can help reduce bottlenecks and labor costs, leading to improved overall efficiency in purchase order operations.


Faster processing: With real-time updates and the ability to review and take appropriate workflow actions such as approving, rejecting, and delegating purchase orders and requisitions, the processing time can be significantly reduced.


Improved accuracy: Automation and real-time updates can reduce the chances of errors and mistakes, improving the accuracy of purchase orders and requisitions.


Enhanced visibility: The ability to access and view real-time data from Dynamics AX 2012 and track the status of purchase orders and requisitions can provide enhanced visibility and transparency in the procurement process.


Better supplier management: The solution can also help in better supplier management by providing a list of suppliers and enabling the cancellation of product receipts for purchase orders.

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Key Features


Purchase Order

Users can manage the purchase order along with verification of the order details and approval process anywhere and anytime

Purchase Requisition

Users can view the list of purchase requests received along with the details of requesting client or vendor details. They shall have the option to accept or decline requests.

Quote Management

User can analyze the approved purchase requests for working on quotes and send across finalized quotes to the respective vendors along with option to update quote status.

Vendor Management

Enables users to manage the vendors and their details along with the option to view selected vendor details, view their orders history and status

Real Time notifications of tasks in queue

User gets alerts on actions such as new purchase requests approvals, rejections with reason, order status, etc.

Seamlessly integrated with MS AX

Mobility solution is integrated seamlessly with the existing Microsoft Dynamics application via a secure API service for the mobile application to communicate with legacy application.

Our Award-Winning Team

A team of young, dynamic and curious minds recognized with global awards for making a significant impact on making human lives better

Listed in D&B’s list of leading 1000 SMEs (Across verticals) in India under the Service Category






Projects for
reputed Clients


14 yrs

in Digital

Awarded as Winner among 1000 contestants at TechSHack Hackathon

Trusted and Proven Engagement Model

  • A nondisclosure agreement (NDA) is signed to not disclose any sensitive information revealed over the course of doing business together.
  • Our NDA-driven process is established to keep clients’ data and IP safe and secure.
  • The solution discovery phase is all about knowing your target audience, writing down requirements, and creating a full scope for the project.
  • This helps clarify the goals, and limitations, and deliver quality products & services.
  • Our engagement model defines the project size, project development plan, duration, concept, POC etc.
  • Based on these scenarios, clients may agree to a particular engagement model (Fixed Bid, T&M, Dedicated Team).
  • The SOW document shall list details on project requirements, project management tools, tech stacks, deliverables, milestones, timelines, team size, hourly/monthly rate cards, billable hours and invoice details.
  • On signing the SOW, an official project kick-off meeting shall be initiated.
  • Our implementation approach, ecosystem, tools, solutions modelling, sprint plan, etc. shall be discussed during this meeting.
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