An email approval chain replaced by one auditable application.
Price Forecasting Audit Application
Before
Endless email threads
Now
One approval trail
The challenge
Draft forecast reports went out by email to multiple stakeholders, feedback came back by email, changes went into the model, and the loop repeated until the report was declared final. Reconstructing that trail for an external audit was painful.
What we built
A multi level approval application that replaces the email loop entirely. Every review, comment and sign off is captured in one place, ready for audit at any time.
How it runs
- SubmitForecast enters the approval workflow
- ReviewStakeholders approve or return with comments in app
- RecordFull sign off trail retained for audit
The result
- 1
- Point of communication
- 100%
- Audit trail retained
- 0
- Email threads to trace
Built with
- Power Apps
- Power Automate
- SharePoint
Run this in Energy & Renewables
The same Workflow & report automation build, scoped to your sources and your reporting lines.