Use case
Transforming Excel Workflows
Use case
Transforming
Excel workflows
Industry: Insurance
Year: 2025
Client
A global financial services provider offering insurance, investment, and retirement solutions.
Challenge
Manual content workflows with no real-time visibility; chaotic multi-level approvals and weak version control.
Solution
A tailored Sprinklr Publishing and Workflow that uses an editorial calendar, multi-step approval workflows, and automated notifications to govern all content output.
Impact
3 multi-step approval workflows that reduced approval time by 52%. Now 85% of approvals are fully managed in Sprinklr, saving more than 6 hours per month in manual effort.
Client Story
Our client is a global financial services provider offering insurance, investment, and retirement solutions. They combine digital convenience with expert advice through brokers and online platforms.
Their initial setup involved an Excel-based workflow that managed 5 TikTok accounts. They were searching for a partner to help regain visibility of their content flow, organize approval processes, and scale publishing more efficiently.
Challenge
Manual and fragmented workflows
Content planning and publishing rely heavily on Excel, with no centralized dashboard or real-time visibility into content status, ownership, or feedback.
Inefficient approval process
Multi-level approvals (creative, branding, fact-checking) are managed via email, causing delays, miscommunication, and a lack of version control.
Lack of scalable governance and role-based access
There’s no clear structure for onboarding interns, students, or agencies with limited permissions, making it hard to scale publishing efficiently and securely.
Solution
Within just 4 weeks, we implemented a highly tailored Sprinklr Publishing and Workflow solution, focused on managing TikTok content across 5 accounts.
The client now has a scalable framework to manage cross-team collaboration, streamline feedback, and ensure governance across all TikTok output – using Sprinklr’s editorial calendar, multi-step approval workflows, and automated notification logic,
Each TikTok asset now flows through a 3-step approval path:
- Creative approval by the internal Content Factory team
- Brand and communications sign-off by the responsible person (Corporate Comms)
- Optional factual review by relevant Product Owners
All feedback is managed directly within Sprinklr, replacing manual email threads with real-time status tracking showing who approved, who’s pending, and what changes are requested.
Solution
Within just 4 weeks, we implemented a highly tailored Sprinklr Publishing and Workflow solution, focused on managing TikTok content across 5 accounts.
The client now has a scalable framework to manage cross-team collaboration, streamline feedback, and ensure governance across all TikTok output.
Each video now flows through a 3-step approval path:
- Creative approval by the internal Content Factory team
- Brand and communications sign-off by the responsible person (Corporate Comms)
- Optional factual review by relevant Product Owners
All feedback is managed directly within Sprinklr, replacing manual email threads with real-time status tracking showing who approved, who’s pending, and what changes are requested.
With a customized dashboard, the client gains full visibility into planned, approved, and live content.
With a customized dashboard, the client gains full visibility into planned, approved, and live content.
Impact
The final solution was delivered in 6 weeks.
We onboarded 8 users, including interns, agency partners, and admins. The team created 3 multi-step approval workflows spanning 5 TikTok accounts. As a result, average time-to-approval dropped by 52% and content-approval email chains were reduced by 70%.
Approval process digitalization increased significantly, with 85% of approvals now fully managed in Sprinklr. Feedback transparency also improved to 100%, giving complete visibility into status and comments per asset. Reporting was automated, saving more than 6 hours per month in manual effort. Based on the increased workflow speed and clarity, predicted CSAT is expected to improve by 15%.
Get in touch
Do you want to know more about Raffish and what we
can do for you? Don’t hesitate to contact us!
Get in touch
Do you want to know more about Raffish and what we
can do for you? Don’t hesitate to contact us!
Europe – Raffish works on projects all over Europe. We are not place bound and our team works both Remote and Hybrid.
Business Address: De Grote Rede 86, 5247LA Rosmalen, Netherlands