How Vertex automated HR requisition approvals with a scalable Power Platform solution

Client Overview

A global manufacturing company managing a large workforce across multiple plants and business units. The HR team needed an efficient system to onboard new employees whether as replacements or for newly created positions while ensuring compliance with multi-level approvals.

The Challenge

The existing onboarding process was manual, time-consuming, and error-prone.HR required a dynamic application that could:

Approval processes were inconsistent, with random email approval failures leading to delays and inefficiencies.

Business Impact

Vertex implemented a Power Platform–based solution that eliminated manual bottlenecks and improved accuracy in requisition approvals.

What We Delivered

• A unified PowerApps solution integrating inventory adjustments and mismatch records in a single platform
  
• Automated discrepancy detection with approval routing based on variance size
  
• Custom Power Automate workflows to trigger approvals and notifications
  
• Automated data migration from SAP to SharePoint using RPA
  
• Enhanced database security with controlled access through SharePoint Online
• Customizable configurations allowing admins to adapt business logic directly via SharePoint lists

Technical Highlights

• Microsoft PowerApps – Delivered a modern, user-friendly interface for adjustment creation and review
  
• Microsoft Power Automate – Automated approval routing and data transfer
  
• SharePoint Online – Enabled centralized, secure data management
  
• Microsoft Authentication – Ensured secure access and data integrity
• Y–Y Analysis Framework – Identified root causes of recurring discrepancies for preventive measures

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