Frame 1707479829

Challenge / Problem Statement

  • Inefficient multi-level approvals via email chains and unclear routing.
  • Manual tracking causing delays, inconsistent decisions, and poor visibility.
  • Security risks in financial controls, audit trails, and authorization levels.
  • Frustrated users due to unclear workflows and inconsistent data needs.

Objectives

  • Build unified system for all CapEx requests to streamline approvals.
  • Automate communication and routing for Requesters, Plant Heads, Finance, and Executives.
  • Add role-based permissions and amount-based logic for controls and compliance.
  • Provide responsive dashboards tailored to each approval role

Process & Implementation

  • Requirements Analysis: Mapped bottlenecks from Requester to Executive levels.
  • Solution Architecture: Designed dynamic SharePoint workflows with conditional routing.
  • Development & Integration: Created dashboards, dynamic forms, and intelligent flows.
  • Testing & Validation: Ran UAT across all roles for logic and interfaces.
  • Deployment & Training: Launched with role-based sessions and documentation.

Our Solution

  • Comprehensive CapEx Management: Automated multi-stakeholder approvals with routing logic.
  •  Role-Based Access Control: Hierarchical permissions for relevant stages and data.
  •  Advanced Conditional Logic: Amount-based paths for streamlined or C-level reviews.
  •  Automated Workflow Engine: Dynamic flows with budget tools and status tracking.
  •  Comprehensive Reporting: Financial tools for ROI, NPV, and payback analysis.

Tools & Tech Used

  • Frontend: SharePoint Framework (SPFx), Dynamic Forms
  • Backend: SharePoint Online, Power Automate
  • Database: SharePoint Lists
  • Hosting & Infrastructure: Microsoft 365 (Cloud)

Results & Impact

  • Reduced processing time via automated routing and workflows.
  • Boosted satisfaction with role-specific dashboards and updates.
  • Full audit trails met compliance and financial controls.
  • Scalable platform for varying hierarchies and thresholds

Key Takeaways

  • Microsoft 365 excels in conditional financial workflows.
  • Role-specific design ensures adoption across stakeholders.
  • Automation shortens cycles while upholding controls.
  • Authorization and analysis integrate without UX trade-offs

Project Duration & Team

Duration: 3 Month

Team: 2 Core Members (1 Frontend/UI-UX Developer, 1 Backend Developer/Workflow Specialist)

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