Streamlining Revenue PO Approval Process with Power Automate

The Client

Our client operates in various industries, including fast-moving consumer goods and beverages, with operations spread across multiple locations and departments.

Challenges Faced by the Client

Our client faced several key challenges in managing the revenue PO approval process effectively:

• Manual Data Entry: The approval data was manually entered into Excel, creating opportunities for human error and requiring significant staff time. Mistakes led to delays and financial discrepancies, diverting valuable resources from more strategic tasks.
• Manual Email Notifications: Approval requests were sent manually via email, resulting in delays and difficulties in tracking approval statuses. Communication gaps emerged from missed or misdirected emails, causing further inefficiencies.
• Manual Data Storage: Post-approval data was tediously entered into SharePoint. This repetitive task was prone to oversight, increasing the risk of data errors.
• Resource Allocation: Significant manpower was devoted to managing these manual tasks, leading to decreased job satisfaction. The repetitive nature of the work detracted from more strategic initiatives.

Solutions

UB Technology Innovations implemented a standardized solution using Microsoft Power Automate to address these challenges. The solution included the following key components:

• Automated Data Entry: We implemented a portal for users to submit PO approval data directly. Power Automate captures this data and updates the Excel sheet automatically, ensuring accuracy and reducing manual workload.
• Automated Approval Workflow: Power Automate streamlined the approval process by automatically triggering emails to approvers. Each approver’s decision automatically forwards the request to the next in line, with rejection notifications sent back to the previous approver for corrective action.
• Automated Data Storage: Power Automate automatically stores final approvals in SharePoint. This process organizes data systematically, making it easily accessible for future reference and audits.
• Automated Notifications: Real-time updates about the status of approval requests are sent to stakeholders. Customized alerts based on roles ensure everyone involved is promptly informed, improving communication and reducing delays.

Solutions Benefits

The implementation of the Power Automate solution delivered significant benefits to the organization:

• Time Efficiency: Automating the Revenue Purchase Order (PO) approval process leads to significant time savings, with up to 60 hours saved for each PO approved.
• Enhanced Efficiency: Automation drastically reduces time spent on data entry, notifications, and storage, accelerating the approval process and freeing up staff for more critical tasks.
• Improved Accuracy: Automated processes minimized human errors, ensuring data integrity and reducing the risk of financial discrepancies.
• Real-Time Updates: Stakeholders received instant updates on approval statuses, leading to quicker decision-making and enhanced communication.
• Streamlined Communication: Automated notifications ensured timely and accurate communication, minimizing missed or overlooked approvals.
• Enhanced Accountability: The system provided a clear audit trail, improving transparency and accountability, and allowing for swift resolution of any issues.

About Us

UB Technology Innovations, Inc. (UBTI) is a leading global technology solution provider with over 3 decades of experience across all industries, specializing in Capital Markets (Asset Management), Logistics, and Healthcare. We are the preferred Microsoft Solutions Partner backed by a world-class team of Microsoft Certified experts with rich experience in Azure Cloud Platform and Data Analytics.

One of the Top 10 winners of the
Microsoft’s Azure AI & ML Workathon