Creating a Power App with a validation workflow to manage requests for annual restatements

Power App

Context

  • Département FP&A Groupe d’un leader mondial de son secteur souhaitant se doter d’une application permettant de gérer les demandes de retraitements annuels ayant des impacts sur les comptes de résultat et les KPIs des entités du Groupe (e.g. ajustements de périmètre)

Objectives

  • To facilitate the submission of income statement adjustments by operational teams and their approval via a structured workflow
  • Manage user access securely

Deliverables achieved

  • An application for managing rework requests, comprising a three-stage managerial approval workflow and user access management
  • Technical and functional documentation

Key success factors

  • Understanding of the client, their operations, and core business lines
  • Compliance with the Group’s IT policies and best practices regarding the management of confidential data via a Power App
  • Proficiency in Microsoft Power Suite tools (Power Automate, Power Apps, SharePoint List Automation)
  • Effective project management in collaboration with the FP&A and Group IT teams

Tools used

  • Power App
  • Power Automate

 

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