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Capex Approval Workflow Automation

Solution Architect & Project Manager

J.&J. Denholm Group

Description

The CapEx Approval Workflow Automation project focused on replacing manual approval processes for capital expenditure requests across multiple departments. The PowerApp integrated value-based multi-stage approval flows, ensuring compliance and financial oversight. The automation included SQL integration for secure data storage, Power Automate for workflow management, and Power BI for tracking and reporting CapEx data. The result was a significant reduction in manual approval times, improved accuracy in financial reporting, and more informed decision-making within the finance department.

Scope

Organisation-wide, impacting multiple departments and reducing manual Capex processing by 50%.

Responsibilities

  1. Business Analysis: Led 5+ stakeholder workshops to capture system requirements, identify inefficiencies in the current manual approval process, and map workflows, reducing manual approval times by 50%.

  2. Solution Design: Designed the Capex PowerApp with multi-stage approval flows tied to specific value thresholds, increasing financial oversight efficiency by 30%.

  3. Power Platform Development: Developed the PowerApp for handling approvals, integrated SQL for secure data management, and automated workflows using Power Automate, reducing manual errors by 25%.

  4. Power BI Reporting: Designed 3+ real-time Power BI dashboards to track CapEx requests, approvals, and spending, increasing reporting accuracy by 20% and decision-making speed by 25%.

  5. Project Management: Managed a 6-member team, overseeing project timelines, mitigating risks, and ensuring on-time delivery. The project was completed 10% under budget.

  6. Documentation & Training: Created detailed user documentation and provided 3 training sessions for finance teams, achieving a 100% adoption rate.

Technologies

  1. Microsoft Planner
  2. Microsoft Power Apps
  3. Microsoft Power Automate
  4. Microsoft PowerBI
  5. SQL
  6. Figma (by Figma Inc.)
  7. Microsoft SharePoint

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Resources, Documents and More

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