Transaction relationship management system
Utilizing Microsoft Power Apps environment, I developed a transaction relationship management system focused on tracking new and administering existing investment opportunities as they move through various stages of maturity. The resulting application serves as a reliant central database repository for project-related data and files, encompasses approval and notification workflows and serves as a starting point for financial models run on serverless apps.
Key Deliverables
- Internal application developed, including design, front-end development, as well as backend and data infrastructure.
- Central repository for project-related data and files that can be connected to serverless applications for further financial modelling
- Supporting workflows and approvals introduced to assure data reliability and increase accountability
45%
Enhancement in efficiency of the entire transaction process, from initial data collection to final approval and communication of further step
64%
Increase in effectiveness of version control mechanisms in managing changes to project files and data.
+50
Projects that have been successfully managed via the system
Key Phases
- Data infrastructure design and creation of data repository using Microsoft Dataverse.
- Front-end & back-end development of a low-code application using Microsoft Power app environment
- Creation of approval and notification workflows supporting the application using Power Automate
- Establish Python API endpoints for efficient data processing and storage in database system
- Verification of financial capability via event-based invocation of relevant Python API endpoints previously built for automated financial modelling