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Manage distributed budget, control expenses using the Microsoft Power Platform application.
Reporting and Cost Approval System
For organizations that rely on strict budget management and expenditure control, or that closely monitor expenses for individual departments, branches, brands, or business units, an application supporting the cost reporting and approval process can be a significant aid.
Technology: Microsoft Power Platform, Outlook i Teams, Integracja z Systemami ERP
Example Requirements
- The company has several branches and business units.
- Numerous employees provide services for these branches and units, generating various expenses, such as for external services.
- There are specific competency levels and spending limits that require approval from a supervisor or manager.
- Budget assumptions are based on the values of branches, units, and cost categories, which the company actively monitors and controls.
- Costs are associated with internal projects managed by the company.
Solution
“Our solution revolutionizes processes, providing numerous benefits to organizations that wish to effectively control budgets, standardize procedures, and enhance collaboration between teams.”
This need is met by a cost reporting and approval system – an application built on the low-code Power Platform.
Streamlining Expense Management
Reporting and Approval:
- The application allows employees to easily report costs related to purchases, external services, or projects.
- The approval process becomes intuitive with simple forms and automated workflows.
Cost Tracking:
- With an integrated platform, users can monitor costs at various structural levels – from business units to projects.
- Real-time cost tracking allows for quick responses to potential irregularities or overused budgets.
Improved Financial Control
Workflow Automation:
- The application automates the entire cost approval and workflow process.
- Automated approval stages speed up procedures while eliminating the risk of human error.
Expense Analytics:
- Built-in analytical tools provide clear reports and statistics on expenses.
- Analytics enable a deeper understanding of cost structures, facilitating strategic financial decision-making.
Supporting Collaboration and Communication
Request Approval and Discussions:
- The application not only simplifies request approval but also fosters active team discussions.
- The ability to comment and discuss individual requests enhances collaboration and integrates processes in a dedicated document management space.
Integration with Microsoft Teams and Outlook:
- Integration with Microsoft Teams and Outlook makes collaboration even more seamless.
- Users can quickly communicate, exchange information, and make decisions without leaving the application, speeding up responses in critical processes.
Key Benefits of the Application
Process Standardization:
- The expense management process is standardized, eliminating chaos and ambiguity in procedures.
- Clear delineation of reporting, approval, and monitoring stages ensures consistency and transparency.
Ongoing Expense Control:
- The application allows for continuous control over expenses with access to reliable financial data.
- Administrators can quickly respond to potential budget overuse or irregularities in reports.
Data Security:
- Flexible access management ensures that specific records are accessible only to designated groups of employees.
- Data security is a priority, protecting sensitive information from unauthorized access.
Utilized Tools
Microsoft Power Platform:
- Our product leverages advanced Microsoft Power Platform technology.
- The low-code platform enables quick and efficient application development while providing access to critical business data.
Integration with Microsoft Outlook and Teams:
- The application works seamlessly with popular communication tools – Microsoft Outlook and Teams.
- Integration with these platforms not only facilitates communication but also streamlines information and decision flows.
ERP Systems Integration:
- When direct linkage of financial data or other key elements with ERP systems is needed, our application offers full integration.
- This feature allows organizations to efficiently manage various business aspects while maintaining data and process consistency.
Security Included
“The result of this approach is complete assurance of data and process security, allowing us to focus on efficient work, confident that our information is adequately protected.”
As part of a comprehensive security approach, our solution offers:
User and Role Management in Microsoft Entra:
- User management and role assignment are handled centrally in the Microsoft Entra environment.
- This eliminates the need for separate user setup in the application and configuring their access.
Centralized Administrative Settings in Microsoft Cloud:
- All aspects related to users and their roles are configured through administrative settings in the Microsoft cloud.
- This approach centralizes security management, enhancing effectiveness and simplifying compliance with security standards.
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Want to know more?
Write or call us and tell us about your needs. We will present you with Microsoft solution options, potential costs, and an action plan.
