Microsoft O365 – SPFx
Bathroom & Sanitaryware.
Higher Visibility
Better Budget Accuracy
Faster Approvals
Capital expenditure requests were scattered across emails, spreadsheets, and manual documents. With multiple locations and varied project types, the company had no unified place to capture, validate, or monitor requests, leading to frequent discrepancies and data loss.
01The approval chain involved several stakeholders but lacked a defined workflow. Every step required manual follow-ups, causing long processing times, inconsistent approvals, and unnecessary back-and-forth between teams.
02The CFO and finance team couldn’t see which requests were pending, approved, or overshooting budgets. The manual process offered no transparency, making it difficult to forecast spending or ensure compliance.
03Managing budgets for different locations, project categories, and line items was highly error-prone. Consolidating data manually resulted in incorrect reports, delayed decisions, and poor control over fund allocation.
04We built a fully automated, configurable CAPEX management system on SharePoint SPFx to centralize requests, streamline approvals, control budgets, and provide complete visibility across all locations.
We built a unified CAPEX system on SharePoint SPFx to replace the manual email- and spreadsheet-driven process. All requests, approvals, documents, budget details, and comments are captured in a single platform accessible across all locations. Users see their own screens to create and track requests, while the system ensures every entry is linked to the user’s configured location, nature of the project, and line items. This eliminates data loss, improves accuracy, and brings full transparency across the organisation.
Admins have a dedicated configuration panel to manage every core element of the system. They can add locations, define the nature of projects, set different line items for each project type, and configure roles for each location. Approvers and initiators are mapped location-wise to control who can raise or approve requests. Workflow rules are fully configurable based on location, role, and the nature of the project. Admins can also assign delegation for all tasks - temporarily or permanently.
Requests follow an automated approval path: Initiator → Corporate Finance → MD. Workflow movement happens based on the configuration set by Admin. Approvers can reject, approve, or send requests back for rework. Every action triggers email notifications containing request information, quote details, expenditure items, and approver comments. This creates a transparent and delay-free approval cycle.
Corporate Finance configures annual budgets by location, project nature, and line item. Users can view allocated budgets, requested amounts, and remaining balances while submitting requests. Upon MD approval, the system updates expenditure and remaining allocations in real time. A centralized dashboard enables CAPEX reporting by year, location, status, project nature, and line item. The system records all workflow activities, including edits, comments, vendor additions, approvals, and reworks. Admins can export detailed reports with quotations, expenditure breakdowns, and approver remarks for audits and financial planning.
