The challenge
- Email- and spreadsheet-based visit requests created compliance and visibility risk.
- Requestors and approvers needed different views of the same data.
- Visits required structured capture: dates, location, contacts, affiliates, classified/export-controlled flags.
Our approach
- Built a Power Apps dashboard with role-aware views, search, and status filtering.
- Created structured forms for visit creation, edit, and review.
- Connected to SharePoint as the data layer and Microsoft 365 user data for contacts.
- Captured compliance-relevant fields directly in the request workflow.
Results
Role-aware
Requestor & approver dashboards
Searchable
Visit request history
Compliance
Export/classified info captured
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