Case Study

Digital Office Workflow Transformation

A real enterprise paperless workflow for travel expense processing, delivered with Power Automate and supported by flowdocker.com as the delivery layer.

Logic Flow

Decision flow for the digital office automation.

START

SharePoint Request Created

A travel expense item is created and the flow loads traveler, trip, and lookup context.

PROCESS

Draft / Submit Check

Requests stay in Draft until Submit pushes them into orchestration.

DECISION

Need Review or CEO Escalation?

The workflow checks Send_review and SendtoCEO gates when the request needs deeper control.

Yes -> Review path No -> Continue
PROCESS

Manager / CEO Review

Approvals run explicitly before the request can continue.

DECISION

Domestic or Overseas?

Trip type decides which route handles policy checks and supporting documents.

Domestic Overseas
BRANCH

Route Processing

Each branch uses its own approval sensitivity and reference data before final approval outcome.

DECISION

Approved?

Approved requests move to document generation, while rejected or cancelled paths stop the process.

Yes -> Build documents No -> Cancel / end
PROCESS

Generate Word / PDF

The flow creates official Word forms, converts them to PDF, and applies watermarking plus metadata.

END

Teams + SharePoint Visibility

Business users see the final status through Teams notifications and SharePoint updates until Done or Cancel.

Business context

A travel expense process needed to move from paper handling into a more controlled digital workflow. The solution kept approval discipline, operational visibility, and formal document output while reducing manual handoff.

Delivery layer

The implementation was built with Power Automate, while flowdocker.com acted as a reusable delivery layer around the automation capability.

Outcome

The result was a process that became easier to control, easier to audit, and easier for business users to follow from intake through approval, document generation, and status communication.

Bối cảnh nghiệp vụ

Quy trình công tác phí cần bỏ giấy tờ nhưng vẫn giữ được kiểm soát. Workflow phải duy trì khả năng theo dõi cho người dùng, kỷ luật phê duyệt và khả năng sinh tài liệu chính thức.

Lớp delivery

Implementation được xây dựng thông qua Power Automate, trong đó flowdocker.com đóng vai trò như lớp delivery có thể tái sử dụng xung quanh năng lực automation.

Kết quả

Kết quả là một quy trình dễ kiểm soát hơn, audit được hơn và dễ theo dõi hơn, nối request intake, routing, approval, sinh tài liệu và giao tiếp trạng thái cho nghiệp vụ.