How a US-Based IT Company Streamlined Claim Request Management with Power Apps,
SharePoint, and Power Automate
Softree Technology developed a Claim Request Management solution using Power Apps and SharePoint, reducing claim processing delays and improving approval tracking visibility across the organization.
Business Process Challenges
The Challenge
Managing employee claim requests through emails and spreadsheets created significant operational inefficiencies for the client. Employees lacked visibility into claim statuses, while managers struggled to track approvals and settlement progress across multiple requests.
The organization needed a centralized system that could simplify claim submission, automate approval workflows, and provide real-time tracking of claim statuses. Manual processes were increasing administrative overhead and creating delays in approvals and settlements.
Additionally, the client required a solution that could be deployed quickly using Microsoft technologies already available within their environment while maintaining data security and governance standards.
Our Strategic Approach
Our Approach
Softree Technology designed and implemented a comprehensive Claim Request Management solution using SharePoint, Power Apps, and Power Automate.
We built a user-friendly Power Apps Canvas Application that enables employees to submit, edit, view, and track claim requests through a centralized interface. SharePoint was used as the primary data repository, ensuring secure and structured storage of claim information.
To streamline approvals, we developed automated workflows using Power Automate. Once a claim is submitted, the workflow automatically routes requests to designated managers for review and approval. Approved requests are then forwarded to the settlement team for final processing.
The solution also includes status-based filtering, claim tracking dashboards, role-based access controls, and automated notifications, allowing stakeholders to monitor claim progress throughout the approval lifecycle.
How we delivered it.
Explore the Solution Through visuals
What changed for the client.
The Outcome
The new solution transformed the client's claim management process by digitizing and automating previously manual workflows.
Employees can now submit and track claims through a single platform, while managers and settlement teams receive automated approval requests and status updates. This significantly improved visibility, accountability, and process efficiency.
The automated workflow reduced manual intervention, accelerated approval cycles, and provided real-time insights into claim statuses. The organization now benefits from a scalable and maintainable platform that supports future enhancements and process optimization initiatives.
With a modern Microsoft Power Platform foundation in place, the client is well-positioned to expand automation capabilities across additional business processes.
The numbers behind the rollout.
The full integration layer.
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