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Problem Statement (Why Change Was Needed)

The client’s Capex approval process was stuck in Excel:

  • Manual, time-consuming, and error-prone
  • No role-based approval enforcement
  • Lack of visibility into request status
  • Delays in approvals & GL code assignments
  • They needed a smarter, faster, and fully digital solution.
Problem Statement (Why Change Was Needed)
Our Solution

Our Solution

We built a Capex Application leveraging PowerApps Canvas, SharePoint, and Power Automate, digitalizing the entire request-to-approval lifecycle.

Key Highlights:
  • Simple, user-friendly interface for submitting requests.
  • Role-based approval workflows with budget thresholds.
  • Real-time notifications at every approval stage.
  • Admin portal to manage roles, permissions & user activity.
  • Automatic GL code assignment after final approval.

How It Works (Workflow Snapshot)

Step 1

User submits Capex request (Project name, location, budget, cost breakdown, attachments, etc.)

Step 2

Approval escalates based on amount ($5K → Plant Manager, $50K+ → CFO/CEO/Board)

Step 3

Notifications sent at each decision stage

Step 4

Final approval triggers GL Code assignment automatically

Step 5

Centralized SharePoint list ensures audit-ready record-keeping

Features at a Glance

  • PowerApps Canvas App (intuitive UI)
  • Dynamic role-based approvals (Project Owner → Plant Manager → Execs → CFO/CEO/Board)
  • Real-time Power Automate notifications
  • Admin control over users & permissions
  • Finance integration via automated GL codes
  • Centralized SharePoint record-keeping

Business Impact

60% faster approval cycles
60% faster approval cycles
Improved transparency & accountability
Improved transparency & accountability
Error-free requests with auto-validation
Error-free requests with auto-validation
Audit-ready, secure, centralized process
Audit-ready, secure, centralized process

All Screen

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Ready to modernize your Capex approvals?

Let’s build a solution tailored for your organization.

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