The challenge
A field request process relied on manual routing and informal follow-up. Requests could move through email, spreadsheets, and individual handoffs, making ownership, status, approvals, and audit history harder to track.
My role
I analyzed the current workflow, clarified decision rules and stakeholders, designed the future-state process, and implemented a standardized approval workflow using Microsoft Power Automate and supporting Microsoft 365 tools.
Approach
- Mapped request intake, decision points, required data, approvers, and exception paths.
- Standardized fields and validation rules to improve request quality.
- Configured routing, notifications, approval logic, and status tracking.
- Documented the process and created user guidance for requesters and reviewers.
- Supported rollout, feedback, and iterative refinement.
Future-state workflowPower Automate pattern
01 IntakeStructured form captures required request data.
02 ValidateRules check completeness and route exceptions.
03 ReviewAssigned reviewer evaluates need and compliance.
04 ApproveDecision and comments are recorded automatically.
05 TrackStatus, ownership, and audit history remain visible.
Outcome
The automated workflow replaced manual routing with a repeatable process that improved ownership, visibility, traceability, and consistency. It also created a stronger foundation for reporting and future process refinement.
What this demonstrates
- Workflow discovery and future-state design
- Low-code automation with business controls
- Requirements translation and stakeholder alignment
- Documentation, training, and adoption support
Confidentiality note: This case study is intentionally generalized. No controlled, proprietary, agency-sensitive, personal, or system-security information is included. Visuals use fictionalized data and labels.