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

  1. Internal application developed, including design, front-end development, as well as backend and data infrastructure. 
  2. Central repository for project-related data and files that can be connected to serverless applications for further financial modelling
  3. 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

  1. Data infrastructure design and creation of data repository using Microsoft Dataverse.  
  2. Front-end & back-end development of a low-code application using Microsoft Power app environment
  3. Creation of approval and notification workflows supporting the application using Power Automate
  4. Establish Python API endpoints for efficient data processing and storage in database system
  5. Verification of financial capability via event-based invocation of relevant Python API endpoints previously built for automated financial modelling

Front-end app design illustrations