Budget and Requisition Management System
How Iqra Technology implemented a centralized Budget and Requisition Management System using Joget DX for a large-scale Japanese energy company — providing real-time budget visibility, automated requisition approvals, and full procurement governance.
Client Overview
A large-scale energy and utilities company in Japan with over 1,000 employees operating across multiple departments, each managing its own budget allocation for operational expenditure, procurement, and project spending. The organization processes hundreds of purchase requisitions monthly across diverse cost centers.
The existing budget management and requisition process relied on spreadsheets for budget tracking and email chains for approvals — a disconnected environment where budget holders had no real-time view of remaining balances, and requisitions were approved without live budget checks.
Iqra Technology was engaged to build a unified Budget and Requisition Management System on Joget DX that connects budget allocations directly to the requisition approval workflow — ensuring every purchase request is validated against live budget availability before routing for approval.
Industry Details
Project Overview
The project delivered a centralized Joget DX platform managing the full budget and requisition lifecycle — from annual budget allocation across departments, through real-time tracking of committed and remaining balances, to structured multi-level requisition approval with live budget checks at each submission.
The solution integrates with SAP to reflect approved requisitions as committed expenditure in real time, giving finance controllers, department heads, and procurement teams a single source of truth for all budget and spending data.
Client Requirements
- Build a centralized budget allocation and tracking module with real-time balance visibility.
- Implement a structured multi-level requisition approval workflow with budget validation at submission.
- Prevent requisitions from being submitted if they exceed the available budget balance.
- Provide department heads with live visibility into their committed, approved, and remaining budgets.
- Automate routing of requisitions to the correct approver chain based on department and value.
- Maintain a full audit trail of all budget allocations, adjustments, and requisition decisions.
- Integrate with SAP to reflect approved requisitions as committed expenditure in real time.
- Generate management reports on budget utilization, requisition volumes, and department spend.
Technologies Used
Challenges & Solutions
Measurable Results
Implementation Highlights
- Centralized budget allocation and real-time balance tracking across all departments and cost centers.
- Automatic budget validation at requisition submission — blocks over-budget requests instantly.
- Structured multi-level requisition approval workflow with automated routing by department and value.
- SAP integration reflecting approved requisitions as committed expenditure in real time.
- Live management dashboard for budget utilization, requisition volumes, and department spend.
- Full audit trail of all budget allocations, adjustments, approvals, and rejections.
What Our Clients Say
Verified reviews from Clutch.co — rated 4.7/5 across 8 client engagements.
"What stood out most about Iqra Technology was their genuine commitment to delivering quality work and their proactive approach. It felt like working with a partner rather than just a vendor."
"Working with Iqra Technology was an excellent experience. They understood our requirements clearly and completed the implementation smoothly. The end result has streamlined our operations."
"Iqra Technology played a key role in enhancing our internal digital workplace. The portal is now easy to navigate, visually clean, and aligned with our business needs."
"They performed as promised, communicated regularly, and completed the project on time. All requested data was properly and securely migrated."
"They're flexible and professional. If the company has a tight budget, they're the best company to work with. The team provides good value for money."
"The developer integrated seamlessly into our project, delivering high-quality dashboards that improved decision-making for our clients."
FAQs
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