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The Challenge

Managing Capex approvals through Excel and emails leads to:

  • Manual errors and duplication of data
  • Lack of transparency in approvals
  • No role-based access or hierarchy enforcement
  • Slow, inconsistent approval cycles
  • No audit-ready central repository

Our solution addresses all of these challenges with an end-to-end digital approval workflow.

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The Challenge

Key Features

  • Centralized request management with filters and search
  • Detailed Capex submission form with cost breakdowns and timelines
  • Automated, role-based approval workflow
  • Notifications on every action (approval/rejection)
  • User and role management by Admins
  • Automatic GL code assignment on final approval
  • Secure, audit-ready recordkeeping with SharePoint

Application Screens

Screen 1: Capex Request Listing Page

Screen 1: Capex Request Listing Page

The home screen for project owners:

  • Displays all Capex requests created by the user.
  • Search and filter by project name, status, or date range.
  • Action items allow users to view details or edit existing requests.

Screen 2: Request Submission Form

The project owner’s request entry screen, designed to capture every detail:

  • Project Name, Location, Type, and Description
  • Budget Amount (auto-calculated from estimates)
  • Cost Breakdown (itemized expenses for clarity)
  • Timeline (planned budget utilization across months/quarters)
  • Expected Cost Savings
  • Attachments (quotes, drawings, supporting docs)

Once submitted, the request automatically enters the approval workflow.

Screen 2: Request Submission Form
Screen 3: Approval Dashboard

Screen 3: Approval Dashboard

For approvers at different hierarchy levels (Plant Manager, Executive Member, CFO, CEO, Board):

  • See a list of pending requests routed to them.
  • Review project details, costs, savings, and attachments.
  • Approve or Reject with comments in just one click.
  • Automatic notifications are sent to the requester after each decision.

User & Role Management (Admin Panel)

For administrators and board members, a powerful control center:

  • Define roles and permissions for each user (e.g., Project Owner, CFO, Board).
  • Mark users as active or inactive.
  • Reassign roles such as VP, Executive Member, or Plant Manager.
  • Ensure compliance by maintaining strict role-based workflows.
User & Role Management (Admin Panel)

Business Impact

By moving from Excel to this automated system, organizations achieve:

  • 60% faster approval cycles
  • Full transparency and accountability at every stage
  • Error-free requests through auto-validation
  • Secure, audit-ready central repository in SharePoint
  • Better financial decision-making with structured, role-based approvals

All Screen

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Ready to modernize your Capex approval process?

Ready to modernize your Capex approval process?

See how our PowerApps, SharePoint, and Power Automate solution can help your business streamline approvals and improve compliance.

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