Finance Automation Portal

Context

Contractor invoicing was a manual back-and-forth that nobody owned cleanly, chasing, correcting and re-sending, every month.

Audience

Internal finance managers and the external contractors submitting to them.

Build

‍The design centred on a standardised invoicing lifecycle. I built a clean interface where contractors could submit invoices and check the status of past submissions in real time, paired with a control dashboard in PowerApps that let finance managers filter, review, and manage every contractor's expenses from one place.

The technical core was a Power Automate workflow that tracked submission status automatically and sent scheduled reminders to contractors whose invoices were missing or incomplete — quietly removing the manual chasing that used to fall on the finance manager. SharePoint sat underneath as the backend database, holding consistency and data integrity across the process.

After launch

Performed user training and documentation. Maintained after launch, and later absorbed into the Big Picture Hub as that platform grew.

Outcome

Immediate 40% reduction in administrative overhead.