Expense Approval Workflow Automation
Digital Transformation | Finance Process Automation
Project Snapshot
| Organisation | Suite Consult Ltd |
|---|---|
| Sector | Professional Services |
| Delivery Type | IT Change & Finance Process Automation |
| Role | Business Systems Support |
| Tools | Jira, Confluence, Excel, Google Sheets |
Business Context
Suite Consult’s expense approval process was managed through emails, paper forms, and ad-hoc spreadsheets.
As staff numbers grew, reimbursement delays and approval inconsistencies began impacting satisfaction and compliance readiness.
My Role & Responsibilities
- Structured expense categories and approval routes
- Supported governance documentation
- Built finance leadership dashboards
- Coordinated UAT and adoption
- Maintained delivery documentation
Delivery Approach
Followed a structured Agile delivery rhythm focused on usability, auditability, and end-user trust.
Results & Impact
Approval Speed1–3 days turnaround
VisibilityReal-time dashboards
ComplianceAudit-ready process
ConfidenceImproved staff trust
Skills Demonstrated
Finance Automation
Digital Transformation
Governance & Reporting
UAT & Adoption
Process Optimisation