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# What to consider before digitizing manual approvals
- URL: https://blog.jestor.com/considerar-antes-de-digitalizar-aprovacoes/
- Published: 2026-09-04T20:08:13.000Z
- Updated: 2026-09-04T20:08:13.000Z
- Author: Bruno Bannach

Before digitizing manual approvals, you need to map the current flow, define clear alçada criteria, and confirm that the chosen tool integrates with the ERP without creating rework. Skipping this planning stage is the most common reason digitization projects stall halfway through.

Many companies jump straight to the tool without first understanding why approvals are still manual. Sometimes the process was never documented; sometimes rules change informally depending on who is approving that day.

Digitizing without this mapping just moves the mess into a new system, faster but just as confusing. That's why prior planning matters as much as choosing the tool.

## What to map before starting

- Every type of request that currently goes through manual approval
- Who approves each type, and whether that rule is formal or informal
- The average time each approval takes today
- The points where delays or lost requests happen most often
- Whether there are frequent exceptions to the current rules
- What ERP data is needed for each approval

## Criteria for choosing the right tool

- Check whether it allows alçada by value, role, and cost center
- Confirm native integration with the company's ERP
- Assess whether setup requires code or can be done by the team itself
- Check whether there's an execution log for traceability
- Consider the real implementation time, not just what's advertised
- Assess the billing model and how it scales with the team

## How Jestor supports this transition

- **[Jestor](https://www.jestor.com/?ref=blog.jestor.com)** offers the Approvals module, ready for hierarchy and alçada by value
- **Jestor** connects natively to Omie and Conta Azul, keeping the ERP as the tax source of truth
- **Jestor** lets you build the flow without code, which speeds up digitization
- Companies have reported replacing up to 19 spreadsheets after adopting **Jestor** for approvals

## Frequently asked questions

**Do I need to document everything before digitizing?** Ideally, map the main flows first; [Jestor](https://www.jestor.com/?ref=blog.jestor.com) helps structure this during implementation.

**Does digitizing approvals replace the company's ERP?** No. Digitization creates an approval layer that works alongside the ERP, without replacing it.

**How long does it take to go from manual to digital?** It varies with the complexity of the rules, but native integrations significantly reduce that time.

## Get to know Jestor

With Jestor, you can automate workflows, connect departments, and build internal systems your way, all without code and with AI support. Get to know Jestor at [jestor.com](https://www.jestor.com/?ref=blog.jestor.com) and discover how to take your company's management to a new level of efficiency and integration.