Project Summary
A contractor services client needed to move off fragile, undocumented legacy workflows and establish a governed, production-grade automation foundation they could safely maintain and extend over time. We conducted requirements workshops to map business rules to SharePoint List schema and Power Apps screen design, then built Power Automate flows covering intake standardization, task routing, role-based approval escalations, robust exception handling, and dead-letter logging — delivering complete admin documentation and a handover guide so the internal team owns the system going forward.
Challenge
Existing workflows were brittle, undocumented, and unmaintainable — with no consistent intake process, no role-based routing logic, no retry or error handling on failures, and no audit trail for request outcomes or approval history. Any change to the process required external intervention.
Key Outcomes
- Requirements workshops mapping business rules directly to SharePoint List schema design and Power Apps screen architecture
- Create/update-triggered flows with input validation, de-duplication logic, and concurrency controls ensuring data integrity across parallel submissions
- Approval and routing logic with role-based notifications, configurable escalation paths, and SLA-driven follow-up reminders
- Production-grade exception handling: try/catch patterns, automatic retries on transient failures, and dead-letter logging for operations review
- Audit trail list capturing all requests, approvals, and outcomes with timestamps for traceability and compliance documentation
- Handover documentation and admin guide enabling the internal team to maintain, troubleshoot, and independently build new flows