Business Courtesy Registry – Courtesy Given to Third Parties
This app manages business courtesy requests, capturing gift details in SharePoint and routing approvals via Power Automate, including batch submission and batch approval for CEO-level review.
Client Overview
A UK-based IT services organization managing sensitive employee and client data. With increasing compliance requirements, the company needed a centralized and auditable system for GDPR consent collection and storage to maintain full compliance with UK data protection laws.
Technical Stack
Industry
Hi-Tech
Region
Hong Kong
Project-size
Non-Disclosable
Company size
Mid-scale company
Implementation Highlights
Built Power Apps form for courtesy submission with batch entry support.
Implemented SharePoint-based centralized registry.
Designed multi-level approval flow (Manager → Compliance → CEO).
Implemented Batch Approval system for CEOs.
Automated approval status updates in real time.
Challenges & Solutions
Manual courtesy approvals caused delays.
Solution: Automated batch approvals using Power Automate.
No centralized tracking.
Solution: Implemented searchable SharePoint registry.
1000+ Projects Experienced
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8+
Years of Business
Experience
100+
Happy
Customers
15+
Countries with
Happy Customers
100+
Agile enabled
employees
Results & Impact
- Reduced approval cycle time by 70%.
- Enabled real-time compliance visibility.
- Improved audit readiness and transparency.
Key Learnings & Achievement
- Batch automation significantly enhances executive approvals by streamlining multiple requests, reducing manual delays, and ensuring timely, auditable decision-making.
- The solution has been systematically documented as a structured knowledge repository and reference framework, enabling other organizations to review, adopt, and replicate the implementation approach. This establishes the solution as a proven model, enhances credibility, and motivates prospective organizations to engage with us
