Microsoft Power Platform Operations Workflow System

Anonymous case study for a UK-based accounting and financial services firm that needed clearer request tracking, approvals, ownership and management reporting.

Accounting & Financial ServicesPower Apps + Power AutomateAnonymous Client

Built inside the client's Microsoft 365 environment using Power Platform, SharePoint, Teams and Power BI.

The Challenge

Replacing scattered emails and spreadsheets with one controlled workflow system.

A UK-based accounting and financial services firm was managing internal operational workflows across emails, spreadsheets, manual follow-ups and disconnected Microsoft 365 files. Managers had limited visibility into pending requests, task ownership, approval status and delays.

DiozTech designed and built a secure Microsoft Power Platform solution inside the client's Microsoft 365 environment. The system centralized request intake, task tracking, approvals, document storage, automated reminders and management reporting into one structured internal application.

4-6 weeksPhase 1 delivery

20-50internal users

M365tenant-based security

Recreated Solution Visual

An anonymized view of the system DiozTech delivered.

These visuals are recreated to reflect the type of Power Apps interface, workflow automation and reporting layer delivered. They do not show client data, logos or live screenshots.

48Open items

12Awaiting approval

7Overdue

RequestOwnerStatus

Client onboarding checklistManager AIn review

Policy update approvalOps LeadApproved

Document requestAdmin UserPending

Power AppsRequest intake and role dashboards

Power AutomateApprovals, reminders and escalations

SharePoint OnlineStructured data and documents

Power BILeadership visibility and trends

Key Features

Centralized request and task intake form for internal teams.
Role-based dashboards for employees, managers, administrators and leadership users.
Status tracking with filters, search, priority indicators and ownership visibility.
Approval workflow with comments, decision history and audit-friendly updates.
Automated email and Teams notifications for approvals, reminders and escalations.
SharePoint-backed document and attachment management.
Power BI management dashboard for open items, delays, workload and status trends.
Microsoft 365-based access control so users worked inside familiar tools.

Results Delivered

Reduced dependency on Excel and email-based tracking.
Created a single source of truth for operational workflow data.
Improved visibility across active requests, approvals and pending tasks.
Reduced manual follow-ups through automated reminders and notifications.
Made bottlenecks, overdue items and ownership gaps easier to identify.
Replaced manual status reporting with live Microsoft 365 dashboards.

Security and Governance

The system followed Microsoft 365 governance principles by keeping business data inside the client's tenant, applying role-based access, maintaining audit-friendly workflow history and reducing uncontrolled spreadsheet sharing.

Microsoft 365 login-based access
Role-based permissions for employees, managers and admins
Restricted visibility based on responsibility
Admin-only configuration areas
SharePoint-based document access controls

Confidentiality Note

For confidentiality, the client name, logo and live screenshots are not shown. This case study uses an anonymous client label and recreated visuals that reflect the type of solution delivered without exposing client information.

Back to Portfolio