Form Automation with Power BI Integration to Facilitate Financial Auditing

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CTTL assisted in the automation of a financial auditing process for a client in the manufacturing sector.

The Challenge

  • Auditing was executed by utilizing a plethora of folders on One Drive and lists on SharePoint where data were extracted, and reports generated.
  • The process of scrutinizing each list was time consuming and complex.
  • Information assurance was compromised due to permission implications.

The Strategy

  • Create cascading forms with the feature to insert data for each month.
  • Possess the ability to enable or disable the edit feature for existing data, with the associated permissions.
  • Generation of reports for each financial year using Power BI.

The Outcome

  • Development of a portal where auditing can efficiently be executed with the necessary permissions, editing capabilities and report generation.