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Case studies · Hospitality & travel

Purchase order process for a national hospitality operator

Purchase requests, supplier onboarding, GL-code validation and threshold-based approvals built on SharePoint, Canvas Apps and Power Automate, with exports to the finance system.

Client
A national café-bar operator
Built with
SharePoint, Power Apps (canvas), Power Automate

The problem

Purchase order requests were handled manually, with no central record of suppliers, GL codes or approval hierarchies, difficulty tracking multi-line orders, and limited reporting or audit capability.

What we built

  1. 1SharePoint lists for requests, suppliers, categories, GL codes and approval matrices
  2. 2Canvas Apps for purchase submissions and supplier onboarding with GL-code validation and document upload
  3. 3Approval flows based on thresholds and roles, with CSV exports for the finance system
  4. 4Training, testing, deployment and a two-month hypercare period

What changed

  • —A central, automated purchase order system accessible through SharePoint and Power Apps
  • —Approval turnaround and data integrity improved, with an audit trail

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