Digital budget management and workflow system
Budget Workflow Management System
To apply digital systems in developing workflows for budget proposals, emergency reserve budgets, and budget transfers. The automation of these workflows will enhance the efficiency of the budgeting process by managing and tracking the status of requests.
Project Type
Digital Product
Industry
Energy
Services
Software DevelopmentWeb ApplicationUX/UI Design
Problems and Challenges
The budgeting process is still distributed across multiple systems, leading to redundant data, delays, and the inability to track in real-time.

Document storage

Document storage is spread across multiple systems, making it difficult to use and search for information, resulting in missing or outdated data.

Data accuracy and currency

Data is missing/not updated due to multiple redundant recording steps.

Data access

Accessing the required data is inconvenient when it needs to be used immediately.

Budget cycle management

Approval rights/asset names must be set anew each year; copying data from the previous year is not allowed, and project start and end dates cannot be set.

Solution
1
Central document storage system
Consolidate related files and documents in one place with an Advanced Search function for convenient searching and usage.
2
Real-time notification and status tracking system
Users can check the status of processes through email notifications, helping to meet deadlines, and the system automatically stores historical data, reducing redundancy in data entry.
3
Project-specific data storage with defined permissions
Store data and details by project while setting access permissions for assigned users only, allowing for quick and accurate retrieval of the required information.
4
Budget overview dashboard
A dashboard summarizing the status of budget usage, budget requests/transfers, and approval status in real-time on a single page, enabling executives and stakeholders to see the overall picture and make quick decisions.
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Results

Helps save time in searching compared to the traditional method of hunting through multiple systems.

Helps save time in searching compared to the traditional method of hunting through multiple systems.

Users are immediately informed of progress via email, and the system retains historical data, resulting in more timely completion of tasks.

Users are immediately informed of progress via email, and the system retains historical data, resulting in more timely completion of tasks.

Data is separated by project with appropriate access permissions, helping to prevent errors and unauthorized access to unrelated information.

Data is separated by project with appropriate access permissions, helping to prevent errors and unauthorized access to unrelated information.

Budget approvals can be fully processed end-to-end through the online system.

Budget approvals can be fully processed end-to-end through the online system.

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