The challenge
Leave requests, training records and travel and expense claims were handled through paper forms, emails and spreadsheets. Approvals got lost in inboxes, HR and finance had no reliable tracking, and compliance reporting meant hunting through files.
Our approach
Because the business already used Microsoft 365, we built on what staff knew rather than introducing new software. We kept each form as simple as possible for employees, and designed the approval steps with managers, HR and finance so the new process matched how the business actually works.
The solution
- A Power Apps leave request app with automated manager approvals
- A training and compliance system that distributes training modules and tracks completion
- A digital travel and expense claim process with automated routing and tracking
- SharePoint lists as a single source of truth for every request and record
The outcome
Requests are approved faster, nothing gets lost, and HR and finance can see the status of every request in one place. Compliance reporting now takes minutes instead of days.