/ Case Studies / Automating Finance Workflows with a Custom Power Platform and SharePoint Solution Case Studies Automating Finance Workflows with a Custom Power Platform and SharePoint Solution A U.S.-based manufacturing organization partnered with Concurrency to modernize and automate its finance workflows through a custom-built application and SharePoint-based platform. Initially seeking a Power Apps solution, the project evolved into a more advanced SharePoint Framework (SPFx) implementation to support complex CapEx workflows, approvals, and financial calculations. The result was a centralized, scalable solution that streamlines finance operations and improves accuracy, visibility, and user experience. Critical Issue The organization lacked a centralized platform to manage finance-related workflows, communications, and CapEx project processes. Manual and disconnected approaches made it difficult to track approvals, share information, and maintain consistency across the finance team. Leadership needed a solution that could standardize workflows, improve transparency, and support more complex financial processes. Customer Profile A mid-market manufacturing organization with a finance team responsible for managing capital expenditure (CapEx) projects, approvals, and operational financial processes. The organization values accuracy, efficiency, and scalable digital solutions aligned with Microsoft technologies. Key Problem Without a centralized and automated solution, the organization struggled to manage complex CapEx workflows and financial processes efficiently. Any solution needed to balance usability with technical sophistication—supporting dynamic workflow logic, financial calculations, and automation while remaining intuitive for end users. BUSINESS CHALLENGES Before partnering with Concurrency, the organization faced several challenges: Manual and fragmented CapEx workflows, reducing efficiency and consistency No centralized finance platform for sharing information, tracking approvals, and managing projects Limited visibility into workflow status, ownership, and financial data Complex requirements for conditional logic and financial calculations not supported by basic tools Cross-team coordination challenges across stakeholders and third-party systems Outcomes Streamlined CapEx Workflows & Operational Efficiency The solution automated and standardized CapEx processes, reducing manual effort and improving workflow efficiency by an estimated 30–50%, while accelerating approval cycles and improving consistency across finance operations. Enhanced Visibility & Financial Accuracy Centralized tracking and in-app calculations provided real-time visibility into financial workflows, reducing errors and improving confidence in reporting and decision-making across the finance team. Scalable, Intelligent Application Framework The custom SPFx application established a reusable framework for complex workflows, enabling 2–3x expansion of automated processes and supporting future enhancements, including AI-driven insights and Copilot integration readiness. our solution Concurrency partnered with the organization to design and implement a custom finance workflow solution leveraging SharePoint and the Microsoft ecosystem, evolving the architecture to meet advanced requirements. Discovery & Design Conducted finance workflow discovery sessions focused on CapEx processes Mapped complex business logic, approval stages, and financial calculations Established architecture aligned to scalability and user experience goals Build & Deployment Developed a TypeScript-based SPFx guided wizard application for CapEx workflows Built conditional UI logic based on project type and workflow inputs Implemented in-app financial calculations to support decision-making Leveraged SharePoint libraries and lists for structured content management Automation & Integration Integrated Graph API calls for Excel automation, notifications, and workflow triggers Automated SharePoint content creation based on workflow inputs Enabled email notifications and process tracking throughout the workflow Platform Evolution Adapted architecture from Power Apps to SPFx to support advanced requirements Aligned technical solution to business needs through collaborative stakeholder engagement Balanced out-of-the-box SharePoint capabilities with custom development IMPLEMENTATION HIGHLIGHTS Custom SPFx finance workflow application delivered with guided user experience Centralized SharePoint-based platform for finance operations and communication Dynamic UI driven by conditional business logic and workflow requirements Automated financial calculations and document generation Integration with Microsoft Graph for workflow automation and notifications BUSINESS VALUE By investing in a custom-built finance workflow solution, the organization replaced manual, disconnected processes with a centralized, intelligent application. Finance teams can now manage CapEx projects more efficiently, reduce errors, and gain real-time visibility into workflows. The organization is positioned to scale automation across additional processes while exploring AI-enabled enhancements such as Copilot integration. CONCLUSION By partnering with Concurrency, the organization successfully transformed its finance operations through a modern, scalable workflow solution. The engagement delivered immediate efficiency and visibility improvements while establishing a flexible foundation for continued automation, process optimization, and future AI adoption. Power Platform & Finance Workflow FAQs What is the difference between Power Apps and SPFx for workflow solutions? Power Apps is ideal for rapid low-code development, while SharePoint Framework (SPFx) enables more advanced, highly customized applications with greater control over user experience and logic—making it suitable for complex workflows like CapEx management. What types of finance processes can be automated with Power Platform? Organizations can automate approvals, CapEx requests, financial tracking, reporting, and reconciliation workflows, improving efficiency and reducing manual effort. How do automated workflows improve financial accuracy? Automation reduces manual data entry, enforces standardized processes, and enables real-time calculations and validation, minimizing errors and improving consistency. What role does Microsoft Graph play in workflow automation? Microsoft Graph enables integration across Microsoft 365 services, allowing workflows to trigger email notifications, update documents, and automate interactions with tools like Excel and SharePoint. Can this solution support future AI capabilities? Yes. A structured workflow and data foundation enables organizations to layer in AI capabilities such as Copilot, intelligent insights, and process recommendations over time. What should organizations consider before starting a workflow automation project? Key considerations include aligning business processes to the right platform, involving stakeholders early, mapping workflows in detail, and planning for ongoing support and scalability.
