Business Need
The client’s procurement process was hindered by several challenges:
- Lack of centralized management and limited customizability with Microsoft Forms.
- Difficulty tracking requests via SharePoint lists and multiple Power Automate flows.
- Cumbersome access to request details and documents, often requiring manual email searches.
- Concerns about future maintainability and escalating costs.
- Multiple stakeholders (Business Owner, Procurement Agent, Legal, Procurement Team, CEO) involved in a multi-stage, document-heavy approval process.
A streamlined, user-friendly, and robust solution was needed to manage and track procurement requests efficiently.