Here's the Evergreen Manufacturing case study, sourced from the CRM, the account channel, and the closed-won brief.
Customer: mid-market manufacturer; several departments in the design-proof approval chain.
The problem: Proof approvals ran across a legacy tool and scattered email threads. Approvers were signing off on files they couldn't see inline, so every review round ballooned into far more steps than it needed. With multiple stakeholders required to sign off and any single rejection resetting the round, there was no clean way to track state or hold the process accountable.
The solution: Evergreen replaced the legacy approval tool with a modern platform:
- Proofs render directly inside the approval step — approvers see exactly what they're signing
- Voting-group logic — every required stakeholder must approve before the round advances; a rejection reopens only what's needed
- Synced relational dropdowns eliminate copy-paste errors on reference codes
- Automated routing and notifications keep every round moving
- legacy approval tool fully retired, removing a standalone software line item
- hundreds of hours reclaimed across the departments in the approval chain
- zero version mismatches or missed sign-offs since go-live
- now the internal template other approval workflows are built from
Want me to format this as a doc, produce a short-form version for the website, or generate a one-page PDF brief?